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Allez Labs
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Allez Labs✓

@AllezLabs

Data and risk experts, in DeFi risk management since 2019 We’re hiring data engineers and analysts

178 Following1.9K Followers946 Posts
  1. Allez Labs✓@AllezLabs
    Allez Labs
    RT @y2kappa: Kamino has been in a war room since the first rumours of the Binance hack, before anything was confirmed. We checked our major collateral assets with their issuers and our partners. So far, we see no exposure to the hack and no backing issues. We blocked the attacker’s SOL wallet from using Kamino's infrastructure within 5 minutes of identifying it. As a precaution, we have also paused on chain borrowing on the SOL/BTC market. We expect to resume shortly.
    Kamino @kamino
    Kamino can confirm that it is currently unaffected by the ongoing Binance situation Out of an abundance of caution, we have temporarily paused borrowing in the SOL/BTC Market We are actively monitoring the situation and are in communication with various partners. Any further updates will be communicated solely here on Kamino’s official Twitter account
    011013
  2. Allez Labs✓@AllezLabs
    Allez can confirm that it is currently unaffected by the ongoing Binance situation. We are actively monitoring the situation, and in close contact with our partners.
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  3. Allez Labs✓@AllezLabs
    Allez Labs
    RT @kamino: Kamino can confirm that it is currently unaffected by the ongoing Binance situation Out of an abundance of caution, we have temporarily paused borrowing in the SOL/BTC Market We are actively monitoring the situation and are in communication with various partners. Any further updates will be communicated solely here on Kamino’s official Twitter account
    016013
  4. Allez Labs✓@AllezLabs
    Allez Labs
    RT @onrefinance: OnRe has no exposure to Binance. All protocol operations continue as normal.
    08022
  5. Allez Labs✓@AllezLabs
    Allez Labs
    RT @kamino_learn: When a Backpack stock pays a dividend, your balance increases automatically @BackpackOnchain reinvests each dividend into more of the stock by raising a multiplier on the token - The multiplier is built into Token-2022, so supporting wallets show your balance times it - Kamino Swap and Lend both read it, and every reinvested share counts as collateral in the new Backpack Market curated by @AllezLabs This means you can borrow USDC against a Backpack stock and keep receiving its dividends, automatically as extra shares in your collateral balance without having to manually reinvest.
    01029
  6. Allez Labs✓@AllezLabs
    Allez Labs
    RT @kamino_swap: Sunrise brought Backpack’s stocks to @Solana, now they're collateral on Kamino Swap into SpaceX, Micron, SK Hynix or SanDisk, borrow USDC against them in the Backpack Market, curated by @AllezLabs Onchain via @sunrise, issued by @BackpackOnchain 24/7 stock trading Zero fees
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  7. Allez Labs✓@AllezLabs
    Allez Labs
    RT @ABertoG: I wanna meet @AllezLabs LPs! Who’s coming to London for Breakpoint next month? I got my @Backpack on, lots of liquidity available to borrow against your stocks on the @kamino Market.
    01034
  8. Allez Labs✓@AllezLabs
    Allez Labs
    RT @definikos: bullish on tokenized equities! if you're supplying USDC into @kamino's new @Backpack market, the risk to watch is the stock moving while the oracle is asleep. You can now borrow USDC against tokenized MU, SKHY, SPCX and SNDK, at 30-40% of collateral value. Over weekends the price holds at the last close while the market stays open 24/7. So the liquidator inherits the whole reopen gap G plus slippage s in one print, and the LT is only solvent if LT × (1 + bonus) × (1 + i) ≤ 1 − G − s At LT 60 that's ~8pp of margin, and a 40% LTV can take a ~33% drop before liquidation. My guess is the first parameter change here comes around an earnings print, not a weekend.
    Kamino @kamino
    01044
  9. Kamino✓@kamino
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  10. Allez Labs✓@AllezLabs
    See you at Breakpoint 🫡
    Solana @solana
    Don’t come to Breakpoint. You might end up having a great time.
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  11. Solana✓@solana
    Don’t come to Breakpoint. You might end up having a great time.
    Download
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  12. Allez Labs✓@AllezLabs
    Allez Labs
    RT @tokenterminal: 85.7% of tokenized stock market cap follows the stablecoin model A U.S. asset held in custody, distributed globally on public blockchains, with clear economic benefits for multiple stakeholders At $4.63B, it matches stablecoins in early 2020, before their market cap grew 64x
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  13. Allez Labs✓@AllezLabs
    Allez Labs
    RT @kamino_learn: Why does Kamino isolate its lending markets? In a shared lending pool, one new listing changes the risk for every lender in the pool, because an issue with any single collateral asset can reach everyone's deposit. On Kamino, each market is isolated, with its own collateral set, borrowing limits, price feeds and curator. Today's new Backpack Market puts that into practice: @BackpackOnchain stock tokens list against USDC with borrowing limits of up to 40% set and monitored by @AllezLabs New assets get rules built for how they behave, and as a lender on Kamino you only back the collateral in the market you choose
    02042
  14. Allez Labs✓@AllezLabs
    Allez Labs
    RT @0xMC2: Some of the most popular stocks are now available as collateral on @Kamino via @Backpack Securities. The RWA story of the year has been equities coming on chain and benefiting from the composability of DeFi - keep watching the space 👀
    Allez Labs @AllezLabs
    Allez Labs is onboarding @Backpack Securities tokenized equities, as collateral on @Kamino. The Backpack Market pairs MU, SKHY, SPCX and SNDK collateral with USDC borrowing.
    07040
  15. Allez Labs✓@AllezLabs
    Allez Labs is onboarding @Backpack Securities tokenized equities, as collateral on @Kamino. The Backpack Market pairs MU, SKHY, SPCX and SNDK collateral with USDC borrowing.
    Download
    Kamino @kamino
    Introducing the Backpack Market on Kamino. Kamino is expanding loans backed by tokenized equity on Solana with @Backpack Securities, bringing 1:1-backed, redeemable tokenized U.S.-listed equities directly into onchain credit markets.
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  16. Kamino✓@kamino
    Introducing the Backpack Market on Kamino. Kamino is expanding loans backed by tokenized equity on Solana with @Backpack Securities, bringing 1:1-backed, redeemable tokenized U.S.-listed equities directly into onchain credit markets.
    Download
    977142474.9K
  17. Allez Labs✓@AllezLabs
    Posts @AllezLabs
    Our due diligence covers token rights, issuer controls, equity volatility, oracle coverage and exit liquidity. Eligible holders can also deposit supported tokens into their verified Backpack Exchange account and redeem them 1:1 for the corresponding underlying securities. Account and regional restrictions apply. More info at Backpack Market Dataroom available on request to hey@allez.xyz
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  18. Allez Labs✓@AllezLabs
    Posts @AllezLabs
    Backpack Market details and current settings: Issuer, smart-contract, oracle and liquidation risks apply. Capital at risk. Eligibility and geographic restrictions apply. Not investment advice.
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  19. Allez Labs✓@AllezLabs
    Allez Labs
    RT @kamino_learn: TRM Labs recorded 32 oracle manipulation exploits in the first eight months of this year, mostly by inflating a token's price on a thin DEX pool to borrow against it. Kamino built Scope, its in-house oracle infrastructure, to protect markets and users from such exploits It values AUTO at its redemption rate, with the DEX pool price used as a check So price manipulation on a DEX can't move your collateral value or your LTV Here's how it prices AUTO
    02041
  20. Allez Labs✓@AllezLabs
    Allez Labs
    RT @onrefinance: The @AllezLabs USDC vault currently allocates more than half of its capital to OnRe Markets on @kamino, with nearly $6M supplied across variable and fixed-rate lending. Reinsurance-backed collateral powering onchain credit markets.
    Kamino Learn @kamino_learn
    Allez USDC, curated by @AllezLabs, has earned its depositors over $1.5M in interest since it opened on Kamino in April 2025 Borrowers across Kamino's markets pay that interest, against collateral from SOL and BTC to tokenised assets like ONyc and sUSDai With the vault curator allocating for the best risk-adjusted yield It goes into the price of every vault share, so each deposit grows as it comes in Here’s how it works
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  21. Kamino Learn✓@kamino_learn
    Allez USDC, curated by @AllezLabs, has earned its depositors over $1.5M in interest since it opened on Kamino in April 2025 Borrowers across Kamino's markets pay that interest, against collateral from SOL and BTC to tokenised assets like ONyc and sUSDai With the vault curator allocating for the best risk-adjusted yield It goes into the price of every vault share, so each deposit grows as it comes in Here’s how it works
    Download
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