I don't do deep dives anymore unless I sense there is an asset criminally undervalued that most of you can print on.
Bera, Hype, and Pengu were the last.. now $KMNO needs your attention.
Biggest DeFi credit protocol on Solana and ML, 4th biggest bag.
My strategy for DeFi since '23 is to invest in one-stop shop protocols.. lend, yield, borrow, swap, controlling the entire vertical. This is the only way you can compete in an industry with the same 10k users.
The team has strong ties to Solana FDN, being one of the principal partners of the StockX launch.. don't ignore these things.
Significant exposure in Solana is needed, but I can tell many of you do not.. that's not smart.. if you're outpriced of it, then KMNO is my favorite beta.
Currently 6c and sub 150mc.. let's see where it's at EOY.
ML.
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