Weekly Roundup

This Week on Kamino

February 2 - 7, 2026

Markets pulled back hard this week. Bitcoin dropped 30% in 20 days. Liquidations surged across DeFi. Kamino processed tens of thousands of them without a hitch - reinforcing why risk infrastructure matters more than market sentiment.

Meanwhile, RWA yields kept earning. PRIME deposits climbed. ONyc kept compounding reinsurance premiums. And On Chain Times published one of the most thorough backtesting analyses of yield loops to date.

01 @xBartega

(Re)Insuring the Future: OnRe Step at a Time

A full breakdown of OnRe's reinsurance model and how ONyc functions as bear-market-resistant collateral on Kamino. Covers the dual yield sources (underwriting premiums + collateral), why the APY absorption mechanism protects against sudden NAV drops, and how Kamino Multiply enables one-click looped exposure to reinsurance yields. Includes projected returns at current rates and a guide to monitoring position health.

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Bartega | Kamino
@xBartega
Cross-Cycle Performance: ONyc vs Typical DeFi Yield
Article

(Re)Insuring the Future: OnRe Step at a Time

Disaster relief for your portfolio. Reinsurance is an $850B+ market - now accessible onchain through yield-bearing tokens from @onrefinance. A distinct risk profile to typical DeFi yield - returns tied to global reinsurance premiums. Bear market resistant collateral on @kamino.

Feb 2, 2026 View on X
02 @dahviemaxi

Real-World Assets on Solana: Your Guide to ONyc

A practical walkthrough for deploying ONyc across Kamino's full product suite. Covers minting, lending, using ONyc as collateral, and Multiply loops - with current rates, caps, and incentive breakdowns for each strategy. Explains how reinsurance premiums generate yield independent of crypto market conditions and why that distinction matters when funding rates compress and staking yields drop.

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Dahvie 🔬
@dahviemaxi
Real-World Assets on Solana: ONyc Guide
Article

Real-World Assets on Solana: Your Guide to ONyc

Most DeFi yields are circular. @onrefinance brings actual, tangible revenue from outside crypto - reinsurance premiums - directly into your wallet. $ONyc is fully integrated on @kamino across Swap, Lend, and Multiply. 9.27% APY from an $850B industry.

Feb 4, 2026 View on X
04 @gumsays

Kamino Processes Liquidations Smoothly Through the Crash

"I was very scared of this crash. Mainly due to how it could cause bad debt and massive liquidations in DeFi. However, when I looked at the data I saw Kamino processed tens of thousands of liquidations and millions of debt repaid smoothly. It is truly the DeFi staple of Solana." - @gumsays
G
gum
@gumsays
Kamino liquidations processed smoothly

I was very scared of this crash. Mainly due to how it could cause bad debt and massive liquidations in DeFi.

However, when I looked at the data I saw @kamino processed tens of thousands of liquidations and millions of debt repaid smoothly.

It is truly the DeFi staple of @solana

Feb 6, 2026 View on X
05 @onchaintimes

The Leverage Ladder

On Chain Times backtested 2,133 strategy variants across 33 asset pairs on Kamino Multiply over 30 days. Key findings: 86.9% of tested strategies were profitable. RWAs like PRIME and ONyc delivered the cleanest risk-adjusted returns, scaling efficiently with higher multipliers. Borrow rates proved to be the decisive variable - identical assets diverged sharply across lending markets depending on funding costs. A data-driven case for structured yield over directional conviction.

O
On Chain Times
@onchaintimes
The Leverage Ladder - backtesting results
Article

The Leverage Ladder

With directional bets struggling to pay off, leveraged yield loops have emerged as a quieter alternative. Yield outperformed spot in 87% of tested strategies. RWAs delivered the cleanest risk-adjusted returns. Borrow rates decide winners and losers.

Feb 6, 2026 View on X