Gm! We're back with Marius Ciubotariu to discuss the recent Kamino product launches as we head into 2026. We deep dive into the DeFi lending flywheel, how Kamino became Solana's largest borrow/lend protocol, growth in 2026 & more. Enjoy!
--
Follow Marius: https://x.com/y2kappa
Follow Danny: https://x.com/defi_kay_
Follow Lightspeed: https://twitter.com/Lightspeedpodhq
Join the Lightspeed Telegram: https://t.me/+QUl_ZOj2nMJlZTEx
--
peaq, the Machine Economy Computer, proudly sponsors the Lightspeed podcast.
peaq is home to 60+ apps across 20+ industries and millions of devices, machines, and onchain robots.
It powers the world’s first tokenized robo-farm, launching soon in Hong Kong, and has launched the Machine Economy Free Zone in Dubai as a Web3 x Robotics x AI innovation hub.
For more about peaq, check out www.peaq.xyz
--
Sablier is the leading onchain token distribution protocol — now on Solana. Trusted by top crypto teams, Sablier automates airdrops and vesting onchain, securely and transparently. Start in seconds at sablier.com.
--
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
--
(00:00) Introduction
(03:46) Becoming Solana’s Largest Borrow/Lend Protocol
(09:07) Assets on Kamino
(14:24) Peaq Ad
(14:50) Sablier Ad
(15:18) Kamino’s New Product Launches
(32:21) Kamino Private Credit
(37:56) Peaq Ad
(38:21) Sablier Ad
(38:50) Prop AMMs
(40:12) Builder Kits
(42:14) Kamino’s Growth in 2026
(50:22) Token Value Accrual
--
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. Danny, and our guests may hold positions in the companies, funds, or projects discussed.
