BANANA vs KMNO
Banana Gun and Kamino Finance scored on the same 25 variables, ranked against the same 251 tokens, with every gap between them shown.
Scoring pass 18 Sept 2026. Market snapshot 7 Oct 2026.
What separates them
BANANA scores 135 of 250 and ranks 39th of 251. KMNO scores 138 and ranks 35th. KMNO leads by 3 points, which is inside the range where the individual variables matter more than the total. BANANA takes 10 of the 25 variables, KMNO takes 13, and 2 are level.
5 variables separate them by 3 points or more. BANANA is clear on Buyback and Burn (8 against 2), Supply Inflation (8 against 4) and Circulating / FDV Ratio (9 against 5). KMNO is clear on TVL Trend (8 against 2) and Institutional Adoption (7 against 3).
BANANA still has 59.8% of its eventual supply to enter circulation against 42.9% for KMNO. On the same market capitalisation, a buyer of BANANA is taking the 2.49x dilution path and a buyer of KMNO the 1.75x one.
KMNO is valued at $214.9M against $15.5M for BANANA, a 13.9x difference. The larger of the two also scores higher, so the market and the framework agree on the ordering here.
All 25 variables, head to head
Both tokens were scored by the same framework in the same pass, so the numbers are directly comparable. What a comparison adds over two separate pages is the gap: a 6 against a 6 is a non-event, a 9 against a 3 is the reason to hold one and not the other.
Cash flow
| Protocol Revenue | 7 | 6 | BANANA +1 | |
| Revenue Trend | 5 | 4 | BANANA +1 | |
| P/S Multiple | 5 | 7 | KMNO +2 | |
| Real Staking Yield | 4 | 3 | BANANA +1 |
Supply
| Supply Inflation | 8 | 4 | BANANA +4 | |
| Vesting Schedule | 8 | 5 | BANANA +3 | |
| Circulating / FDV Ratio | 9 | 5 | BANANA +4 | |
| Buyback and Burn | 8 | 2 | BANANA +6 |
Ownership
| Smart Money Flows | 5 | 7 | KMNO +2 | |
| Insider Selling | 5 | 5 | level | |
| Holder Concentration | 5 | 5 | level |
Traction
| TVL Trend | 2 | 8 | KMNO +6 | |
| Active Users | 5 | 7 | KMNO +2 | |
| Developer Activity | 5 | 7 | KMNO +2 | |
| Network Growth | 5 | 8 | KMNO +3 |
Position
| Market Share | 5 | 7 | KMNO +2 | |
| Competitive Moat | 4 | 6 | KMNO +2 | |
| Institutional Adoption | 3 | 7 | KMNO +4 | |
| Exchange Depth | 6 | 4 | BANANA +2 | |
| Social Mindshare | 6 | 5 | BANANA +1 |
Risk
| Regulatory Safety | 4 | 5 | KMNO +1 | |
| Catalyst Calendar | 5 | 6 | KMNO +1 | |
| BTC Alpha Potential | 5 | 2 | BANANA +3 | |
| Team Execution | 6 | 7 | KMNO +1 | |
| Treasury Runway | 5 | 6 | KMNO +1 |
Bars read outward from the centre: BANANA to the left, KMNO to the right. The side that leads a variable is filled. Each score is 1 to 10 against the same definition applied to all 251 rated tokens.
Market and supply
| BANANA | KMNO | |
|---|---|---|
| Price | $3.86 | $0.0377 |
| Market cap | $15.5M | $214.9M |
| Circulating | 40.2% | 57.1% |
| Dilution to full supply | 2.49x | 1.75x |
| Off all-time high | -95.1% | -84.8% |
| To recover the high | 20.4x | 6.6x |
| Total value locked | not published | $3.20B |
| Network | Solana | Solana |
Price, market cap and all-time high from the CoinGecko snapshot fetched 7 Oct 2026. Supply shares are derived from circulating and eventual supply counts, which do not move with price. The 25 scores come from the research pass dated 18 Sept 2026.
Catalyst and risk on each side
BANANA · CAUTIOUS HOLD
Bull market retail FOMO driving Telegram bot volume spike; 1% fee on all trades with aggressive buyback
Revenue collapses in bear markets; Unibot/Maestro competition fierce; no durable moat beyond brand
KMNO · CAUTIOUS HOLD
Lend V2 live, Anchorage tri-party custody, Bitwise $259M fund, Ethena $1B+ integration
Zero fee sharing, zero buyback, -94% ATH, 229M tokens/month opening, revenue declining -67%
Common questions
- Is BANANA or KMNO the better investment?
- On this framework KMNO scores higher: 138 against 135 of 250, and it is rated CAUTIOUS HOLD against CAUTIOUS HOLD. That is a ranking of fundamentals as recorded at the last scoring pass, not a price forecast, and BANANA still wins 10 of the 25 individual variables against KMNO.
- What is the biggest difference between BANANA and KMNO?
- Buyback and Burn. BANANA scores 8 of 10 there and KMNO scores 2, a gap of 6 points on a single variable.
- Which is bigger, BANANA or KMNO?
- BANANA is valued at $15.5M and KMNO at $214.9M on the latest market snapshot.
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Research and analysis, not investment advice. A higher score is one framework applied consistently to 251 tokens, not a prediction that one asset will outperform the other.