strategy @kamino | prev partner @dragonfly_xyz, private equity @blackstone. @StanfordGSB 🇸🇬🇨🇳🇺🇸
Joined May 2021
- Tweets546
- Following2.3K
- Followers3.4K
- Likes795
Cheryl Chan retweeted
Kamino Fixed Rates brings the financing terms institutions rely on to tokenized assets.
The AUTO Market grew from $10M to $135M in three weeks, with over $40M in fixed-rate borrowing in the first two weeks.
This is just the beginning for fixed-rate credit on Solana.
businesswire.com/news/home/2…
Incredible hearing @WeiszM on Empire lay out the bar for real on-chain collateral: diversified, cash-flowing assets with clear underwriting and reliable pricing - think consumer loans, trade finance, receivables, commercial credit.
Honored to be on the team helping bring that to life at @kamino
NEW POD
We cover:
– Why @kamino wants to be invisible
– Tokenization is useless w/o credit
– Why Goldman won't lend on private assets
– Why venture can't be collateral (yet)
– Why the CEO's upside is all solana:KMNo3nJsBXfcpJTVhZcXLW7RmTwTt4GVFE7suUBo9sS
@WeiszM @JasonYanowitz
TIMESTAMPS:
00:00 Intro
00:54 Why Leave Fintech For Crypto?
05:43 Why Join Kamino?
10:01 Kamino’s Vision For Onchain Finance
14:06 Who Owns The Customer Relationship?
17:13 Bringing Institutions Onchain: Four Pillars
23:34 Why Private Assets Need Onchain Credit
27:23 Which Assets Make Good Collateral?
33:27 Can DeFi Attract Top Asset Managers?
39:18 Running Kamino Like A Public Company
43:28 How Do Collateral And Liquidations Work?
46:45 Why Choose Tokens Over Equity?
50:05 Building Kamino’s Team
52:49 Final Thoughts
Cheryl Chan retweeted
had a lovely time moderating a panel on defi with frens from aave, pendle and kamino
thanks @AlexFiskum and token2049 for the highest quality crypto event in the industry
Excited to be back at token2049, this time talking institutional onchain finance with @luigidemeo @tn_pendle @MacroMate8
Our Head of Strategy @cheryldchan will be at @token2049 Singapore to discuss what it takes to move global finance onchain and the infrastructure institutions will build on.
October 7, 2:00–2:30 PM SGT on the MEXC Stage.
Cheryl Chan retweeted
Kamino’s Institutional Commodity Yield Vault has surpassed $50M in deposits.
Institutional Commodity Yield brings one of the world’s largest credit markets onchain through fully collateralized commodity loans, targeting 7%+ yield generated by institutional borrower demand.
Cheryl Chan retweeted
NEW: @kamino Head of Strategy & Growth @cheryldchan to speak at DAS Asia
Singapore. Next week. Be there.
Cheryl Chan retweeted
Already $10m in outstanding fixed rate debt
Fixed term without rollover is an extremely bad borrowing product.
Worked a lot to make this be seamless - as long as there is liquidity in the market around expiry time - your loan will simply roll over.
There's a sick new feature coming soon called "Keep Alive" which will simply proactively roll over loans and renew their expiries without waiting for the expiry.
Extremely proud of this product.
这一轮 RWA 和前几年最大的不同，是资产上链之后开始真正被用起来：做抵押品、进借贷市场、进结算。
@Kamino 上 RWA 相关资产的占比已经说明了这个变化。@Solana 的 internet capital markets 愿景，正在成为具体的产品和链上数据。
谢谢 @Day1Global @Rubywang 和 @starzq的邀请
1/ .@tokenterminal's latest data puts @Kamino at #2 in tokenized stock DeFi TVL ($41.7M), the only lending protocol in the top 3.
The first wave of RWA was about access: getting stocks onchain so people can trade them. The second wave is about utility, turning those assets into productive collateral, unlocking credit, and building full financial primitives around them.
DEXs own the first wave. We're building the second.
2/. @tokenterminal 最新数据显示，@Kamino 位列代币化股票 DeFi TVL 第 2（$41.7M），是 Top 3 中唯一的借贷协议。
股票 RWA 的第一阶段解决的是"上链": 让股票可以 24/7 交易。
第二阶段解决的是"可用": 让这些资产成为生产性抵押品，释放信贷，并在此基础上搭建完整的金融基础设施。
第二阶段的建设，正在 @Kamino 上发生。
xitter.cf/wublockchain12/status/… xitter.cf/tokenterminal/status/2…
$100M+ TVL in just 4 days.
@kamino Vaults are now powering @BinanceWallet, bringing Solana native onchain markets to millions of users.
This is not just an incentive campaign, but a gateway to sustainable onchain finance.
Over $50M in deposits into Kamino Vaults through @BinanceWallet in less than 24 hours.
Bringing Solana’s onchain markets to millions of users globally.
Let’s go 🫡
大家好，Kamino 中文之家今天正式和大家见面👋
先做个自我介绍： @Kamino 是 @Solana 生态规模最大的 DeFi 协议之一。我们的目标是在链上搭建一套能够承载真实信用业务的基础设施。
过去一段时间，我们看到亚洲市场对链上金融基础设施的关注和参与持续增长。从 RWA、机构借贷，到链上收益和资产管理，越来越多亚洲的机构、建设者和用户正在探索链上金融的下一步。
因此，我们也在进一步加大对亚太地区的投入。这不仅意味着更多本地化内容，也意味着更贴近亚洲用户和建设者的产品沟通、社区交流与生态合作。Kamino 中文社区号，就是其中的第一步。
2026 Q2，我们的平台核心数据包括：
• 存入规模：22.9 亿美元
• 80+ 个活跃的策展金库（Curated Vaults）
• 借贷市场累计收入：约 1,400 万美元
• RWA 市场存入：合计约 6.4 亿美元
从今天开始，Kamino 的最新动态、产品进展和重要数据，都会在这里第一时间用中文更新。
也期待大家在评论区提问，聊聊你正在使用的策略，或者你希望看到 Kamino 接下来做什么。
欢迎关注 Kamino 中文社区号。更多关于 Kamino 的产品与生态，请浏览 kamino.com/
感谢复兴财富@FosunWealthHK 和 Cypher Asia @FinChain_EN 的邀请。传统金融机构、资产管理公司和 Web3 原生团队，正在越来越多地围绕同一个问题展开讨论：如何让真实世界的资产和信用真正进入链上金融体系。对 @Kamino 而言，这也是我们持续建设的方向下一阶段的链上金融，不只是需要更多资产被 tokenise，更重要的是建立能够真正服务机构资本的信用基础设施。
Thanks to Cypher Asia for the invitation. Looking forward to sharing how institutional credit is evolving onchain, and what that means for the infrastructure supporting it.
See you at Cyberport this Friday 🇭🇰
🚨 Speaker Announcement
We're delighted to welcome Cheryl Chan (@cheryldchan), Head of Strategy at @kamino, as a featured speaker at the Cypher-Asia AI Crypto Finance Summit.
Kamino is building the next generation of credit infrastructure on @Solana. Q2 2026 closed with $2.29B in deposits, 80+ active curated vaults, and $640M+ in total RWA Market deposits. It's now building the rails that connect real-world credit to onchain capital.
Cheryl is one of APAC’s clearest voices on institutional DeFi. She leads strategy and growth at Kamino, shaping how institutional capital and real-world assets move onchain. Previously a partner at @dragonflyvc, she also serves as an adjunct lecturer at @NTUsg, driving education in blockchain-powered fintech. Her work sits right at the meeting point of TradFi, DeFi, and the infrastructure being built between them.
📅 Aug 28, 2026
🔗 luma.com/l2anzcqz
