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Kyle Samani
@KyleSamani

From the fine folks at Cantor wrt @FWDind Forward grew SOL/share at annualized rate of 36% in Q2. As we told investors, we aim to outperform vanilla staking, and we have been doing so h/t Forward CIO @RyanNavi x.com/KyleSamani/status/208798…

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19 replies collected of 21 X reports
Netinho Andrade @pteroma_walk · D

@KyleSamani @FWDind @RyanNavi Cantor out here doing the math homework so we don’t have to

고조 체인 @GOJO_CHAIN · 11K D

@KyleSamani @FWDind @RyanNavi vanilla staking looks sleepy

samai @SamaiSpeaks · C

@KyleSamani @FWDind @RyanNavi Wen will I be able to buy FWDI on solana

Lou @0xLouz · 24K D

@KyleSamani @FWDind @RyanNavi The real test is dilution, not the headline

스카이 DeFi @Defi_Lofi_ · D

@KyleSamani @FWDind @RyanNavi Vanilla staking is a benchmark, not a strategy. 36% SOL/share says execution matters

1

@KyleSamani @FWDind @RyanNavi Is the 36% figure net of fees or before costs?

Defi_Noal @Defi_Noal_ · D

@KyleSamani @FWDind @RyanNavi Nice Q2. The real flex is repeating that edge

Ken_12 | KIND | $CAG 'ADL' @Kennethtri74966 · D

@KyleSamani @FWDind @RyanNavi 36% annualized SOL/share growth is a strong quarter Outperforming vanilla staking while telling investors the goal up front is a clean setup

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小明 bitget 返佣70% @BNB776 · D

@KyleSamani @FWDind @RyanNavi A 36% annualized growth rate is indeed impressive, but the SOL staking benchmark itself is highly volatile. The key question is how many quarters this excess return can be sustained.

original · zh

@KyleSamani @FWDind @RyanNavi 36%的年化增速确实亮眼,但SOL质押基准本身波动就大,这超额收益能持续几个季度才是关键

TRANPE Zetarium @tranpe_ · D

@KyleSamani @FWDind @RyanNavi What does the comparison to vanilla staking look like on a risk-adjusted basis?

TheKARRATeKid 🥕🐰⭕️ @TheKARRATeKid ·

@KyleSamani @FWDind @RyanNavi When this bull market returns, this has millionaire maker stock written all over it.

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Chuck @chuckbeatin11 · D

@KyleSamani @FWDind @RyanNavi Buy BSOL…. 6 pct embedded yield, tax deferred and trades at NAV… why pay Samani a dime to dilute you on every rally?…. He sucks so bad at trading that he only sold 94k shares into the Russel rebal….Never to see that mNAV level again…

帅帅🐂🀄️ @ssovoovo · 31K A
winston @stablewinston ·
初七 @7777chu · 81K A

@KyleSamani @FWDind @RyanNavi growing SOL/share with minimal dilution is a cleaner model than just sitting on a bag

1
Hussain Zulfiqar @hussainzulz ·

@KyleSamani @FWDind @RyanNavi Solana season coming.. 🔥

帅帅🐂🀄️ @ssovoovo · 31K A

@KyleSamani @FWDind @RyanNavi Good morning, Kyle! It's been a while since I've seen you online. Can I check my private messages? Love you! I'd love to know what you've been up to lately. 🥹🥹

Lynn @NKLinhzk · 23K D

@KyleSamani @FWDind @RyanNavi forwards model is actually impressive