
Independent risk ratings & DeFi analytics for @solana
DeFi
Joined March 2026
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kyJTO by @KyrosFi has been consistently delivering compelling yield on top of JTO.
The yield is generated: JTO is liquid staked through Kyros to helps secure Jito’s TipRouter infrastructure. In return, stakers receive a share of TipRouter fees, converted back into JTO.
14D Realized APY: 4.69%
TVL: $880k
Risk Rating: B (87.5/100)
Full strategy profile live on YieldCompass.
1/ DeFi does not have a yield problem.
It has an information standards problem.
Better data and common standards are essential for DeFi to earn trust and mature into a credible capital market.
We recently launched YieldCompass V2 to close that gap on @solana. ↓
bpSOL and dzSOL are now live on YieldCompass and tracked across:
Realized APY
Risk rating
TVL
Code status
Exit and Liquidity
Capital allocation (validator breakdown)
And more.
Explore the respective strategy directly on the YieldCompass app.
yieldcompass.fi/
5/ Exit liquidity and holder concentration are also tracked.
This provides visibility into the liquidity available to support exits and the concentration of strategy ownership across depositors.
Both are continuously updated on YieldCompass.
4/ For each strategy, you can monitor realized APY over time and view its independent YieldCompass Risk Rating, including the full breakdown across the six underlying risk dimensions.
Below is what you would see for Allez SOL Balanced.
Replying to @YieldCompass @kamino
3/ Capital deposited into these vaults is allocated across different Kamino lending markets.
This means each strategy also depends on the correct functioning of Kamino Lend and the specific markets where capital is deployed.
YieldCompass tracks this allocation, including the underlying market exposure. An allocation to the ONyc market, for example, introduces exposure to risks specific to @onrefinance.
2/ All three strategies are built on Kamino Vaults.
The vault program has been audited by 4 independent firms, uses a 5/10 multisig with a 24h timelock, and has operated since May 2025 without a major security incident.
1/ New strategies live on YieldCompass.
@AllezLabs USDC, Allez SOL, & @SentoraHQ PYUSD on Kamino are now tracked across:
Realized APY
Risk rating
Capital allocation
Code status
Exit & Liquidity
And more
Here’s what to know about these strategies + our new app features ↓
There is a notable outlier on the YieldCompass Yield × Risk Map.
VLP by @thevaultfinance:
14D Realized APY (SOL): 10.16%
Risk rating: B (82.6/100)
TVL: $220k
VLP generates yield by providing SOL liquidity to LST holders and stakers seeking immediate exit rather than waiting through Solana’s unstaking period.
Those users pay a fee for access to that liquidity, which is distributed to VLP depositors.
The yield mechanism is relatively straightforward, while the strategy remains underfollowed, as reflected by its current TVL.
More strategy-level risk and return data available on YieldCompass. Link in bio.
A credible capital market cannot be built on headline APYs, opaque risk and fragmented data.
Introducing YieldCompass V2.
The analytical layer to evaluate and compare yield opportunities on @solana.
Visit the app: yieldcompass.fi/
VLP remains under the radar: consistently among the top SOL strategies on YieldCompass on a risk-adjusted basis, yet still holding relatively limited TVL.
Realized APY (14D): 8.03%
Risk rating: B (82.6)
TVL supplied: $366k
Here is a recap of how VLP works:
Depositors supply SOL to The Vault’s Unstake Pool and receive VLP.
The pool provides instant exit liquidity to LST holders who want to swap into SOL without waiting through Solana’s epoch cooldown.
Yield comes from the dynamic fee paid by LST holders for this instant liquidity.
The fee starts at 0.025% when liquidity is healthy and scales linearly up to 1% as the pool’s available SOL declines. Of the fees collected, 80% accrues directly to the VLP pool.
Main risk factors to note:
1/ Exit and liquidity
VLP can be redeemed for SOL immediately as long as the pool holds sufficient liquid SOL.
When available SOL is depleted, withdrawals must wait for the underlying LST stake to deactivate, typically one Solana epoch. Exit times may be longer during periods of elevated demand for instant liquidity.
2/ Protocol architecture
The protocol has undergone three audits from Halborn, OShield, and Codespect V2. One critical issue was identified and resolved before deployment.
The upgrade authority is controlled by a 4-of-7 multisig, but there is no onchain timelock between approval and execution.
3/ Counterparties
VLP has no oracle, bridge, or offchain issuer dependency.
Its main dependencies are the SPL Stake Pool program and Sanctum’s stake-pool infrastructure, both of which are among the more extensively audited programs on Solana.
Access the full risk assessment directly on YieldCompass. Link in bio.
SOL lending on @kamino Main Market is currently the top risk-adjusted opportunity on YieldCompass.
Realized APY (14D): 8.13%
Risk rating: B (90.5)
TVL supplied: $199.79M
The elevated yield is being driven by large supplier outflows while borrowing demand stayed constant, pushing utilization and supply APY higher.
However, higher utilization improves lender APY, but also compresses instant exit capacity. Anyone allocating here should evaluate both sides of the trade.
The other side of this is looping risk. Strategies that rely on borrowing SOL from the main market should also be monitored closely, as higher borrow APY can compress profitability and change the risk/reward of the position.
Learn more directly on YieldCompass (link in bio).
🤖 Made with AI
INSIGHT: @kamino Main Market is currently offering the highest SOL lending APY among the venues we are tracking.
Current SOL lending realized APYs (14D):
- Kamino Main Market: 7.02%
-Jupiter Lend: 4.85%
-Project 0/MarginFi: 4.33%














