YkLnmN
@wqgcaknjcz
A simplified view at the risk/reward equation for Kamino lenders in January: * Reward (realised): ~15m interest earned by lenders * Scenario 1 (worst daily drawdown instadump): $0 bad debt * Scenario 2 (30% instadump): ~$1.5m bad debt Scenario 1 assumes SOL has an instadump https://t.co/rqX9kmN8l5
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