Post by Sarkisk about Kamino ($KMNO)
@SarkiskLending•1
$KMNO I checked Kamino’s Institutional Commodity Yield vault: $50.89M AUM, $4.30M instant liquidity, and a 7.39% projected annual return.
The docs explain that larger redemptions can enter a FIFO queue, while underlying commodity loans may require 1–3 months’ notice.
What’s missing is clearer visibility at the deposit stage: liquidity-buffer %, current queue size, and estimated withdrawal time.
An “exit liquidity” preview showing how much of a deposit could be withdrawn immediately—and the expected wait for the rest—would make the liquidity risk as transparent as the projected yield.