Marius Ciubotariu and Mark Hull join us to discuss how Hubble 2.0 will become the economic hub of Solana DeFi. In this episode, we discuss Kamino's origin story, how Kamino approaches risk management, why Solana will have the next breakout app, multichain vs a single-chain focus, vertical integration and more! Make sure to stay for the whole conversation as it really heats up at the end!

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(00:00 Introduction

(00:57) Kamino's Origin Story

(10:32) Lending, Risk Management and the mSOL Depeg

(32:27) Kamino Finance 2.0: Solana’s DeFi Hub

(36:12) DAS Promo

(37:11) Vertical Integration vs Composability

(41:13) Kamino Points Incoming

(44:46) How to Have Conviction

(49:46) Startup Founder Advice

(53:43) Why Tribalism Matters, Multichain and the SVM

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Join us at DAS (Digital Asset Summit) in London this March! DAS is the #1 institutional conference in crypto, hosted by Blockworks. Use the link below to learn more, and use LIGHTSPEED10 to get 10% off your ticket! Sign up now because the price goes up every month. See you there!

Learn more + get your ticket here: https://blockworks.co/event/digital-asset-summit-2024-london/home

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Resources

Kamino Finance

https://linktr.ee/kaminofinance

https://twitter.com/Kamino_Finance

Hubble Protocol

https://hubbleprotocol.io/

https://twitter.com/HubbleProtocol

MarginFi vs Solend episode

https://spoti.fi/48mmhyW

https://youtu.be/KcazozbZHd0?si=D0RjxrWyDWZriOt8

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Disclaimers:

Lightspeed was kickstarted by a grant from the Solana Foundation.

Nothing said on Lightspeed is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.