Investment thesis for Kamino
Great write up! I'm not seeing anywhere close to the yields you described for JPL in Kamino. Am I missing something?
Since writing that JLP yield in multiply has dropped to 48%. It fluctuates a lot based on how many traders get liquidated that week. I'll edit the numbers, forgot to change them. Thanks for reading!
That makes sense, thanks for clarifying!
Great write up! I'm not seeing anywhere close to the yields you described for JPL in Kamino. Am I missing something?
Since writing that JLP yield in multiply has dropped to 48%. It fluctuates a lot based on how many traders get liquidated that week. I'll edit the numbers, forgot to change them. Thanks for reading!
That makes sense, thanks for clarifying!