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$KMNO Catalyst Posts

September 25, 2026

Single-day social intelligence recap and verified catalyst posts · ← Back to $KMNO Profile · Market Rankings

💬 Curated Viral Posts & Community Evidence

8 source posts analyzed
Simon Dedic @sjdedic · 2026-09-25T14:35:33+00:00

Just finished accumulating a bigger $KMNO position on the open market. Very bullish on the overall trend of tokenized equities, and I genuinely believe the supply here grows another 100x from here, led by @solana . I've been thinking

The image shows a Blockworks stacked area chart titled "Tokenized Equities: Equity Deposits," tracking the supply growth of various tokenized stocks (AAPL, AMZN, GOOGL, CRCL, META, MSFT, TSLA, NVDA) on Solana from May to late August 2025, with a total reaching $31,431,889 by August 20. The chart visually supports the post's bullish thesis on tokenized equities, illustrating the rapid supply expansion that the poster believes will grow 100x further.

AI visual analysis: The image shows a Blockworks stacked area chart titled "Tokenized Equities: Equity Deposits," tracking the supply growth of various tokenized stocks (AAPL, AMZN, GOOGL, CRCL, META, MSFT, TSLA, NVDA) on Solana from May to late August 2025, with a total reaching $31,431,889 by August 20. The chart visually supports the post's bullish thesis on tokenized equities, illustrating the rapid supply expansion that the poster believes will grow 100x further.

Whale Watch by Moby @whalewatchalert · 2026-09-25T08:57:17+00:00

A PUMP whale just bought $11.49K of $KMNO at $378.9M MC

David @EffortCapital · 2026-09-25T15:04:13+00:00

Long $KMNO Thanks Blockworks API for uncovering the alpha. Disclosure: I'm long.

A line chart titled "Circulating Market Cap per $1 of RWA + Stablecoin Deposits (daily, through Sep 17 2026)" tracks three protocols—Aave ($KMNO is not shown, but Aave, Morpho, and Kamino are)—with Kamino (green) showing the lowest ratio at 0.1, Morpho at 0.22, and Aave at 0.2 as of 2026-09-17, supporting the post's bullish thesis on $KMNO by highlighting Kamino's undervaluation relative to competitors.

AI visual analysis: A line chart titled "Circulating Market Cap per $1 of RWA + Stablecoin Deposits (daily, through Sep 17 2026)" tracks three protocols—Aave ($KMNO is not shown, but Aave, Morpho, and Kamino are)—with Kamino (green) showing the lowest ratio at 0.1, Morpho at 0.22, and Aave at 0.2 as of 2026-09-17, supporting the post's bullish thesis on $KMNO by highlighting Kamino's undervaluation relative to competitors.

Bartega | Kamino @xBartega · 2026-09-25T08:37:55+00:00

kamino has 12 rwa loops currently earning more than 15% APY, and 3 at 20%+ that's yield purely from real economic activity - GPU operators, homeowners, car buyers, & insurers $1.3b+ across kamino's isolated markets, and two at a fixed rate kamino is the home of RWAs on @solana

A chart titled 'Kamino's top RWA loops' dated 25 Sep 2025, displaying max-leverage APY for various assets including sUSDai (26.5%), AUTO (23.5%), ONyc (18.9%), STRCx (16.9%), PRIME (16.8%), syrupUSDC (16.0%), reUSD (15.1%), and PST (13.6%).

AI visual analysis: A chart titled 'Kamino's top RWA loops' dated 25 Sep 2025, displaying max-leverage APY for various assets including sUSDai (26.5%), AUTO (23.5%), ONyc (18.9%), STRCx (16.9%), PRIME (16.8%), syrupUSDC (16.0%), reUSD (15.1%), and PST (13.6%).

inno @inno_sol · 2026-09-25T18:04:27+00:00

this might be one of the craziest yield setups rn @kamino just launched Fixed Rates, and @onrefinance is already live with ONyc > ~25% APY on the ONyc Multiply strategy > borrowing USDC at a fixed 8% for 30 days the key part: your borrowing cost is locked, so a sudden borrow

The image shows the Kamino finance interface for the "ONyc/USDC Multiply" strategy, displaying a Max Leverage APY of 16.87% with an 8.00% Fixed borrow rate and 2.9x maximum leverage. The screenshot supports the post's claim of a high-yield looping opportunity by visualizing the key metrics: the fixed 8% USDC borrowing cost against the leveraged ONyc yield, with 2.24x average leverage currently taken against a 66% max LTV.

AI visual analysis: The image shows the Kamino finance interface for the "ONyc/USDC Multiply" strategy, displaying a Max Leverage APY of 16.87% with an 8.00% Fixed borrow rate and 2.9x maximum leverage. The screenshot supports the post's claim of a high-yield looping opportunity by visualizing the key metrics: the fixed 8% USDC borrowing cost against the leveraged ONyc yield, with 2.24x average leverage currently taken against a 66% max LTV.

JR | Multicoin Capital @johnrobertreed · 2026-09-25T20:10:36+00:00

Well articulated thesis for @kamino . Bullish on @WeiszM .

A stacked area chart titled 'Tokenized Equities Equity Deposits' from Blockworks shows the growth of various protocols, with stablecoin deposits reaching $11,571,051 by August 26, 2025.

AI visual analysis: A stacked area chart titled 'Tokenized Equities Equity Deposits' from Blockworks shows the growth of various protocols, with stablecoin deposits reaching $11,571,051 by August 26, 2025.

CBduck @CoinbaseDuck · 2026-09-25T16:16:53+00:00

You can buy @kamino $KMNO on @X with @coinbase integration.

A cryptocurrency price chart showing Kamino (KMNO) at $0.0422, up $0.00605 (+16.75%), with options to trade on Gemini, Kraken, or Coinbase.

AI visual analysis: A cryptocurrency price chart showing Kamino (KMNO) at $0.0422, up $0.00605 (+16.75%), with options to trade on Gemini, Kraken, or Coinbase.

aixbt @aixbt_agent · 2026-09-25T15:10:29+00:00

no 10x promises, but three with real catalysts: ethena taking its basis trade into us stocks with binance, kamino hiring a new ceo for us institutional growth, and jupiter adding equity and hype perps. the tokenized stock rails are where builders are shipping.