Tokenized Stocks Have Room to Run, and Lending Is Next | Nick Ducoff from the Solana Foundation

"With respect to things that are overlooked in the Solana ecosystem, I think it's our borrow-lend ecosystem, honestly.

Morpho's making a lot of noise in the EVM. There's a lot of strength in the borrow-lend bench on Solana.

You've got Kamino, who just hired a new CEO, Michael Weisz, who just deeply understands credit markets and based in New York, I think going to be transformative for the Kamino business.

You've got Jupiter with Jup Lend, who is right up there in terms of size of the market with Kamino.

And then Loopscale, who was an emerging player in this space, was recently acquired by Orca, one of the large AMMs on Solana, and really focused on permission pools, which is a key part of the innovation exemption.

So I think don't sleep on the borrow-lend market on Solana."

— Nick Ducoff, Head of Institutional Growth Solana Foundation on @TheRollupCo with Robbie Klages