Monthly @Kamino Lend Insights - September 2026 RWA collateral grew 19.1% to $537.8M, now a fifth of all supply. Total supply rose 4.4% to $2.64B and debt 4.0% to $1.04B, as collateral broadened into real-world assets and USDC borrowing grew. Continues

BITGET POTENTIALLY HACKED FOR OVER $100M: ONCHAIN

The USDai Lending Market is now live on @Kamino. As @USDai_Official expands on Solana, the new market brings its AI infrastructure lending exposure to Kamino. sUSDai can be supplied as collateral to borrow USDC, with rewards available from launch.

We're publishing our most detailed threat intelligence report to date. It covers how people tried to misuse Claude—for cyberattacks, influence operations, surveillance, biology, and building weapons—and how we found and stopped them. We disrupted every operation in the report, and used the lessons from them to strengthen our safeguards. Where appropriate, we also shared what we found with authorities and other AI companies. These cases are not typical: we’re highlighting some of the most sophisticated misuse we’ve seen. But they’re especially important to discuss, because they show us where AI misuse is headed, where our safeguards work, and where they need to improve. We’re publishing this report so others can spot the same activity on their own platforms, and so we can give the public a clearer view of how emerging threats develop. Read the report: anthropic.com/threat-intelli…

this is insane. Levent and Tristan make major independent progress towards Navier–Stokes, with help from Claude and Codex. word reaches OpenAI. days later, OpenAI claims internal NS results, coincidentally using the same novel methods as Levent and Tristan. Tristan asks if OpenAI trained on their private Codex sessions. he never gets an answer. then OpenAI pressures Tristan to publish without Levent because Levent works at Anthropic. when Tristan refuses, he says OpenAI threatens his career.

Seems like @SteakhouseFi recently branched out a separate brand for whitelabeled / co-branded vaults with specific and probably more niche partners - waterline.build Curators have branched risk tiers into different vault names before. But this is the first case I've seen of a curator standing up a separate brand for it : Split between 'curation as a service' vs 'curation as a brand'. However, the service version is not "curation" in the literal sense given asset list is mostly chosen by the client what is actually being sold is rebalancing and execution, not selection. This makes a lot of sense from the curator's side to sell the operational work without putting your risk brand behind an asset list you didn't really pick. Less clear from the issuer's side. Lending markets are mostly a capital formation vehicle and bringing in a curator is a credibility purchase. Buying credibility from a brand with no track record is a bit questionable unless the bet is that the new brand accumulates one, in which case the first few issuers are paying to build it. ( if it's paid in any way ) app.morpho.org/curator/eco-v…

The Zcash Market is now live on @Kamino. ZEC holders can supply ZEC as collateral and borrow USDC. xitter.cf/kamino/status/20970662…

Monthly @Kamino Lend Insights - August 2026 Supply grew 11.7% to $2.48B and debt 7.8% to $0.98B, ending two months of contraction as SOL rallied 39.9% over the month. Continues