Kintsu began with liquid staking. We are now expanding the platform into confidential credit and digital capital markets. The work developed under @Cenote_network is moving under Kintsu. The Cenote brand is retiring, and the capital markets product under development will launch as Kintsu Capital Markets. Kintsu Capital Markets is being built to support confidential credit markets, curated market structures and programmable financial infrastructure for tokenized assets on @CantonNetwork Kintsu’s liquid staking products remain part of the broader platform. Going forward, all capital markets research, development updates and product communication will come from Kintsu. One Kintsu. One platform. kintsu.xyz/

been thinking more on coherent messaging re: NEAR let's ideate from first principles: - the product of capitalism is markets - capitalism -> markets -> competition -> specialization -> fragmentation - within the specializations, there will be dominant leaders in each category - SoV: gold, zec, btc - trading: solana, hyperliquid, robinhood, binance - currencies: usd, eur, gbp - and on it goes: ai inference, private compute, real estate, international stocks, metals, e-commerce yada yada - this requires connective tissue, which has been traditionally served via something like binance - but one centralized company can not serve this need for infinite markets. there are too many handicaps, lack of network effects, and singular points of risk and stoppage. this is a rare case of decentralization being necessary. neutrality is non-negotiable for unstoppable global trade. - now, you may see where I'm going and say: well Ethereum and Cosmos already tried this. but that's wrong. what they tried to do was structurally flawed - those models required the succeeding nodes (L2s and L3s) to be from within the ecosystem, but that is incoherent since i) you can't force success, ii) if one were to succeed, they would just want to own the platform - the other model is of course the Solana/Hyperliquid model of having everything concentrated on the L1. this model works. however this requires a high-degree of specialization to be competitive. you won't out nasdaq solana. - but, NEAR does not need to do this. where there is concentration, there is also the need for connection. - especially with their chain signature architecture, instead of forcing new internal nodes, they can just discover the successful ones and connect them to each other without ideology (see: NEAR intents supporting ZEC but also ZEC on Solana!) - importantly, this is PvE and not zero sum. the more markets succeed, the more interesting NEAR becomes, i.e if Solana is one continent, and AI another, and Zcash another, then NEAR is the silk road. so I think the coherent message for NEAR is: the market of markets — the capital of capital

With sHYPE, your starting position is already earning staking rewards. What you do with it next is your choice.

A borrowing limit caps debt. A liquidation threshold marks when liquidation becomes possible. The gap between them is the buffer. Falling collateral value or accruing interest consumes it. Kintsu’s Variable Rate Interest Markets are coming to @CantonNetwork very soon.

Why did we choose to build on Monad? The people and the principles they keep showing up for. The teams at @monad Foundation and @category_xyz have spent years pushing the EVM forward while staying committed to decentralization. Their persistence is what earned our conviction. That’s the kind of team we want to build alongside. You can tell they’re in it for the tech.

Every liquidation comes down to one ratio. LTV (Loan to value) = debt ÷ collateral value. The price you get liquidated at, how much room you have, and how fast that room disappears all fall out of it.

Your next move on @CantonNetwork could start with what you’ve already done elsewhere. More soon 👀

Now = 🔒 Soon = 🔓

This is GPT-6 Astra. Anything you can do on a computer, Astra can do for you. Fast.