In his first letter to the KMNO community, Kamino's CEO says the Kamino Foundation owns the intellectual property and receives all revenue, including from institutional partnerships. He states that founders, investors and the team have no separate equity allocation, with their upside tied solely to KMNO, the only token. He commits at least $20 million over two years to expand usable assets and bring Kamino's credit and liquidity infrastructure to more consumer platforms. He also says large holders he spoke with confirmed holding or growing their stakes, with none selling, and invites sellers to contact him directly.

AI summary of the linked source — not editorial content.

Story signal · how it spread on X · via Elfa

as of
Spread
i
Distinct X and Telegram accounts Elfa counted behind this story’s reports, summed over the thread. Not posts, not impressions.
8 accounts

first post
Leviathan +5.9 h later

KMNO reaction
i
Price change from the first post to 24 hours later (CoinGecko). BTC over the same window is shown so a market-wide move is not mistaken for a reaction to this story. Not advice.
+1.6% 24h after post

$0.0293 → $0.0297
BTC 0.0% same window
Elfa measured +0.9% 1d · still measuring

KMNO attention
i
Share of crypto chatter on X this week versus the week before (Elfa mindshare, weighted by who posts). A spike means the story pulled attention; it says nothing about price.
2.7× vs prior 7d

0.15% of crypto chatter · rank #62
last 24h +167.0%

Thread · 1 event
  1. First reportKamino CEO says KMNO is the sole value-accruing instrument8 acc.
  2. Leviathan published this article

All times UTC.

Cited posts

  • @EffortCapital DavidFirst reportOn X ↗

    There is no equity token split with Kamino. solana:KMNo3nJsBXfcpJTVhZcXLW7RmTwTt4GVFE7suUBo9sS is the only value-accruing instrument and the team will have a vesting schedule that is dependent on FDV growth between $1B and $10B. https://t.co/1X21YwjckY

  • @dawidsnyders Dawid | KaminoOn X ↗

    there is no equity. there is no other token. there is only $KMNO https://t.co/cVAZ0LybwD

  • @SolanaCompass Solana 🧭 CompassOn X ↗

    Solana lender @kamino has no separate company equity: solana:KMNo3nJsBXfcpJTVhZcXLW7RmTwTt4GVFE7suUBo9sS is its only token, CEO @WeiszM wrote to holders. The Kamino Foundation owns the IP and receives all revenue. Most of Weisz's KMNO vests only if the token hits and holds set… https://t.co/IZs6MtnvEy

Show 3 more cited posts
  • @DeFiConnoisseurOn X ↗

    solana:KMNo3nJsBXfcpJTVhZcXLW7RmTwTt4GVFE7suUBo9sS alignment: "The Kamino Foundation owns the intellectual property and receives all revenue, including revenue from institutional partnerships. KMNO is the only token. The founders, our investors, the team and I have our upside… https://t.co/cz80om3txV

  • @xBartega Bartega | KaminoOn X ↗

    there is no equity, and there is no second token everyone from the CEO, the founders, to the newest hire is tied to KMNO everyone building a protocol, backing it, and holding the token wins in the exact same way that's alignment 🤝 https://t.co/y3MJojzCRx

  • @ABertoG Alex BertoG 🐮On X ↗

    KMNO holders are the stakeholders. The Kamino Foundation owns the IP and receives all revenue (onchain + offchain). Founders, investors, team, and CEO are all aligned on KMNO only. Everyone’s upside is in the same token. Nothing else. No leakage. https://t.co/MQHfK1PsX9

2 more accounts posted about this

TradersTrader calls tracked by Elfa · not advice

Positioning · KMNO

Open18 open positions · 18 long · 0 short

Tracked accounts lean long about 97% of the time, so a long-heavy book is normal, not a signal. As of 2 Nov 22:50 UTC.

Whole crypto market, not this story

Crowding5th percentile · vs last 28 days, 50 typical
Pulse 24h28/100 · unusualness of new calls, 0–100, 50 typical, higher means more long than usual
Book96.9% long · 10,698 accounts

As of 3 Nov 02:40 UTC.

Social-monitoring data, not investment advice Elfa prices CoinGecko post text from Xas of

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