Calls
2
Marius Ciubotariu
Co-founder, Kamino
Win Rate
100.0%
return
+28.5%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Apr 21
$85.65
+18.1%
Solana's architecture can scale and its user base has a higher risk appetite than Ethereum's; users are keen to earn 11-12% yield if they understand the asset. With quality RWA assets like Figure's Prime coming onchain, Solana is well positioned to become a home for onchain credit origination and RWA looping.
Crypto Assets
Long
Apr 21
$0.02
+38.9%
Current RWA demand on Kamino/Prime is driven by looping. Marius doubts users will permanently accept 2.5-3% low-risk DeFi yields, and Solana users especially want 11-12% yield if they understand the asset. In the Prime market, average looping multiple is about 5.6, so loopers take junior first-loss risk while senior lenders earn lower yield with protection; there is more senior demand. Unlike ETH/SOL, RWA looping requires accepting duration and using pricing/LTV/liquidation penalties to incentivize liquidation, but that duration risk is why the yield is attractive.
Crypto Infrastructure
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Marius Ciubotariu has 2 trade ideas tracked on Buzzberg across 2 tickers since April 2026. Most covered: SOL, KMNO.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
