Keystone Finance @Keystone_Fi

Solana's staking rate, without Solana's price. One program, one vault, one share. keystonefi.xyz DeFi Joined February 2026

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David @EffortCapital

11 hours ago

Solana DeFi is undeservingly undervalued relative to its Ethereum DeFi peers. The market doesn't seem to believe that institutional capital is coming to Solana in the form of tokenized equities and stablecoins, but the market is wrong. solana:KMNo3nJsBXfcpJTVhZcXLW7RmTwTt4GVFE7suUBo9sS is the canary in the coal mine on this dislocation. The market is discounting it by 50% to its Ethereum analogs as a function of stablecoin + RWA deposits. The market prices forward-looking growth, and Solana DeFi is starting at a much smaller base in stablecoin and RWA supply than Ethereum + L2s. The bet isn't just on absolute Solana DeFi stablecoin + RWA growth, the bet is on *relative* growth that will eat into Ethereum + L2 market share. Feels like a no-brainer bet to me. Galaxy launching a Kamino vault, Backpack and xStock tokenized equity supply and trading volume going parabolic on Solana, Kraken launching xStock vaults on Kamino...the market is wrong about Solana institutional adoption imo. Disclosure: I am long solana:KMNo3nJsBXfcpJTVhZcXLW7RmTwTt4GVFE7suUBo9sS Also shoutout to the Blockworks MCP. It is SO SO SO SO good. Best in the industry. The data and prod-eng team absolutely cooked. Can't wait till we push this live to the market.

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Keystone Finance @Keystone_Fi

2 days ago

@ethtwit Collateral types are the fastest lever on open interest, and 150M idle SOL is a lot of lever.

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Phoenix @PhoenixTrade

2 days ago

x.com/i/article/2100…

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Solana @solana

4 days ago

Solana Stories: Comic-Con meets Wall Street @kamino CEO @WeiszM on Breakpoint

Kamino @kamino

4 days ago

We are thrilled to announce Michael Weisz (@WeiszM) as the new CEO of Kamino After more than a two decades in fintech & private markets, Michael joins Kamino to lead us into our next chapter of institutional growth, and expand Kamino to the US market A letter from Michael below

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Keystone Finance @Keystone_Fi

2 weeks ago

Atomic hedging solves legging risk. That's all it solves. Nothing else solves it. docs.keystonefi.xyz/how-it-works/w…

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Keystone Finance @Keystone_Fi

2 weeks ago

What it doesn't fix: delta drift inside the rebalance band, the jitoSOL/SOL ratio — our largest unhedged exposure — and Phoenix halting or force-closing the short.

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Keystone Finance @Keystone_Fi

2 weeks ago

atomic hedging 🧵 jitoSOL buy via @JupiterExchange + SOL short via @PhoenixTrade land in one transaction.

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Kamran Choudhry @kamranwithak

3 weeks ago

@jito for staking @PhoenixTrade for the hedge @kamino for lending @JupiterExchange for routing all composing into @Keystone_Fi keystonefi.xyz

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Keystone Finance @Keystone_Fi

2 weeks ago

the fee 🧵 We charge a performance fee only on what we earn above what you'd have earned without us.

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Keystone Finance @Keystone_Fi

2 weeks ago

Section VI. docs.keystonefi.xyz/how-it-works/w…

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Keystone Finance @Keystone_Fi

2 weeks ago

When lending is rich enough that we're not clearing the hurdle, we earn nothing — and you're better off in the lending pool. That's the design telling you when not to use it.