@SherkhanMMLending•2$KMNO
Went through Kamino's new AUTO/wYLDS fixed-rate Multiply page (simulator and info tabs, no wallet connected). Numbers shown: max leverage 4.5x, Max LTV 78%, liquidation LTV 80%, average leverage taken 3.74x, borrow 5.75% fixed for a 30-day term, 2.00M liquidity available, AUTO/wYLDS oracle at 1.02.
The math that the page doesn't show: at 4.5x the starting LTV is ~77.8%, so a ~2.8% drop in the AUTO/wYLDS oracle reaches the 80% liquidation LTV. At the average 3.74x the buffer is ~8.4%. Since AUTO is backed by consumer auto loans, the realistic risk is not daily volatility but a NAV markdown after defaults.
Questions:
1. Is the AUTO oracle NAV-based (reported by Hastra/Figure), how often does it update, and what is the largest single markdown so far?
2. Before the 3-day rollover window, is the next fixed rate shown in advance? And what is the exact auto-repay fee formula if a position can't roll?
Suggestion: show "price drop to liquidation" next to the leverage slider. Small thing: the Multiply page's browser tab title still reads "Solana Concentrated Liquidity Layer".
- @SherkhanMMUtility+1•3
$STREAM
Checked the STREAM burn on-chain and then the Transparency block on streamflow.foundation. The burn is real: tx 4rbViHbm…hchZNv (23 Sep) burned 699,994,595 STREAM, and the mint now shows supply 299,999,952 with mint authority and freeze authority both null. So the 300M cap is enforced by the token itself, not by a promise.
But the Unlock Schedule chart right under "Total Supply: 300M" has not caught up. Hovering the chart: "Now" shows Total Unlocked 237,417,698 STREAM, and the last point (16 Dec 2027) shows 339,864,227 — more than the whole supply. The pie above it says 61.96% unlocked, which is about 185.9M. Looks like the schedule was not rebased after the burn and the founder's allocation return.
Two questions for the team:
1. Could you link the actual vesting contract IDs for the Investors (27.07% locked) and Contributors (10.71% locked) buckets? Streamflow sells verifiable vesting, so letting holders check the remaining locks themselves would be the strongest proof.
2. The pie shows 61.96% unlocked but 48.52% in circulation. What is the ~13.4% (~40M STREAM) that is unlocked but not circulating, and is it under any lock?