My *personal* view is Kamino should be valued somewhere between Morpho and Aave.
- category lending leader of the largest ecosystem in crypto (outside of Ethereum)
- multi-product (spot leverage, meta aggregator, lending)
- DAT DeFi inflows telegraphed (Forward, others)
Morpho is a ~3x from here.
Disclosure: very long KMNO
Show original4.32K
0
The content on this page is provided by third parties. Unless otherwise stated, OKX is not the author of the cited article(s) and does not claim any copyright in the materials. The content is provided for informational purposes only and does not represent the views of OKX. It is not intended to be an endorsement of any kind and should not be considered investment advice or a solicitation to buy or sell digital assets. To the extent generative AI is utilized to provide summaries or other information, such AI generated content may be inaccurate or inconsistent. Please read the linked article for more details and information. OKX is not responsible for content hosted on third party sites. Digital asset holdings, including stablecoins and NFTs, involve a high degree of risk and can fluctuate greatly. You should carefully consider whether trading or holding digital assets is suitable for you in light of your financial condition.