🫡 Solana Yield Playbooks V2 6 months ago, I put $10K into a four-bucket framework for Solana yield. The framework survived. The market changed. So I rebuilt the portfolio. —— The new $10K allocation 40% → Stable Yield ($4,000) 15% → xStocks ($1,500) 25% → Kamino Loops ($2,500) 20% → RWA Income ($2,000) Target: → durable yield → capital efficiency → real-world cash flows → upside without compromising the foundation And there are some major changes from V1. —— 1/ 40% - Stable Yield Still the foundation. The definition of "conservative" evolved. V1 was heavily weighted toward senior positions. V2 separates senior and junior exposure as on-chain loss waterfalls become more transparent. Senior: • $eHYUSD • kicUSDC @kamino Institutional Commodity Yield • OnRe Growth Junior: • $jrONyc • $jrAUTO • syrupUSDC Junior The filter stayed the same. The market gave us more ways to apply it. → V2 blended target: ~22% —— 2/ 15% - xStocks The biggest addition to the framework. $SPYx. $STRCx. $NVDAx. LPs. Kamino collateral. xPoints. Dividend exposure. Tokenized equities can now become productive collateral inside DeFi. 15% is deliberate. A 30% drawdown in equities shouldn't force changes to the other 85%. —— 3/ 25% - Kamino Loops V1 had 15%. V2 gets 25%. 11 months of ONyc/USDC and ONyc/USDG looping gave the strategy a real track record across multiple market conditions. New position: reUSD/USDG at ~14%. The strategy depends on the spread between collateral yield and borrow cost. This becomes the most actively managed bucket in the portfolio. —— 4/ 20% - RWA Income RWA has become infrastructure for the portfolio. RETF backed the original thesis with 17 weeks at exactly 14%. ONyc expanded. $AUTO brought US auto-loan exposure into a Kamino-composable structure. More assets. More liquidity. More ways to use the collateral. → Target: ~10% —— The V2 portfolio $4,000 Stable → ~22% $1,500 xStocks → equity + DeFi yield $2,500 Loops → ~17.5% $2,000 RWA → ~10% Base blended yield on the yield-bearing allocation: ~17.9% V1 was ~14.9%. The extra 3% comes from how the stable bucket evolved and how the capital is deployed across the four strategies. —— V1 asked: "Where can I find durable yield on Solana?" V2 asks: "How do I combine yield, capital efficiency, real-world cash flows and upside while keeping the portfolio durable?" Same filter. Different market. Four updated Playbooks. Playbook #1 drops next. 🫡