Breaking out of the matrix with crypto ● On the lookout for the next big thing💎 All tweets are personal opinions ●
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Joined September 2021
- Tweets29K
- Following436
- Followers1.8K
- Likes65.5K
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$NPC | @NonPlayableCoin
~ Everything in that box for me is an opportunity to add more $NPC, which I've taken full advantage of!
~ Strong bullish reversal already forming for the grey coin, and I expect it to make a full recovery soon!
~ Meme of the cycle potential here, position yourself accordingly.🤝
~ ONyc still leading the pack with $36M+ TVL across all of Exponent’s verticals 🔥
~ Really proud of what @onrefinance is building.
~ Real-world reinsurance backing continues to power serious DeFi strategies on Solana.
$ONyc 🫡
ONyc remains the largest asset across all three @ExponentFinance verticals, with over $36M in TVL, per @BlockworksData.
From fixed-rate yield to leveraged strategies and senior-protected exposure, ONyc continues to support a growing range of strategies across DeFi.
~ Sad to see what’s happened with Binance, but it’s still business as usual over at @onrefinance!
~ Entire operations save from any hack whatsoever🫡
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~ The work being done by the @onrefinance team won’t stay undervalued for long.
~ I’ll tell you that for free, study what they’re building
ONyc is the second-largest asset by deposits on @Loopscale, behind only USDC, per @BlockworksData.
$36.9M in deposits, representing over 26% of total assets across Loopscale's lending markets.
Real onchain demand for reinsurance-backed collateral.
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~ Impressed by the discipline here!
~ @onrefinance reserving up to 50% of premiums so they can cover losses during the highest-risk periods of the year is exactly the kind of real capital protection the space needs.
~ If you can, watch the full panel video below, pure alpha🫡
"We reserve up to 50% of premiums to ensure when we’re heading into the highest-risk periods of the year, we can cover most of those losses immediately."
Co-Founder + CSO @Ayyanrahman at @DeFinition_evt on premium reserving within OnRe’s broader approach to capital protection ↓
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~ Love seeing @onrefinance put this front and center!
~ Four layers protect ONyc’s NAV: claims reserves, underwriting yield, portfolio diversification, and yielding asset reserves.
~ Principal is only touched if all four fail. That’s real risk management, not just marketing!🫡
OnRe’s portfolio is structured to absorb claims through four layers of protection before impacting ONyc's NAV:
1. Claims reserves
2. Underwriting yield
3. Portfolio diversification
4. Yielding asset reserve
For losses to reach principal, they would need to exceed all four.
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~ Add this amazing piece by @onredan to your Monday watch list!
~ Bringing real-world reinsurance onchain through ONyc and turning it into Solana’s #1 RWA by active DeFi TVL (up 345% YTD) is no small feat.
~ Highly recommend giving the full episode a watch below!
What does it take to bring an entirely new asset class onchain and build a market around it?
@onredan shares the journey behind ONyc, lessons from scaling reinsurance onchain, and why he's joined @RockawayX's Catapult as a mentor to the next generation of RWA founders 👇
~ @onrefinance’s ONyc doesn’t care about bad weeks
~ It’s sitting at the top of Kamino’s RWA leaderboard with the highest YTD return and still hasn’t seen a single red day this year.
~ Reinsurance premiums > crypto volatility.
~ Pay attention👀
Slytherin retweeted
Gm Legends
Just a reminder that most yield tokens ask you to trust the dashboard.
OnRe just opened the reserves behind $ONyc.
Proof of Solvency v2 is live with @AccountableData.
Bank connections. Onchain wallets. Collateral. Update times, all in one view.
You can see what is backing the yield not just the APY 🤝
~ I hope you’re paying attention @onrefinance!
~ Second-highest holder growth among all tokenized funds this past week, +235 new ONyc holders, total now at 9,178.
~ Real demand for that uncorrelated, reinsurance-backed yield is showing up onchain. Love to see it.
OnRe recorded the second-highest holder growth among tokenized fund issuers over the past seven days, with 235 new ONyc holders bringing the total to 9,178.
Demand for uncorrelated, reinsurance-backed yield continues to broaden across the onchain investor base.
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~ Just read the latest OnRe update and YET AGAIN I’m genuinely impressed.
~ The team quietly built stronger infrastructure, better tools, and real growth for ONyc all month.
~ I don’t see a universe where a team showing up and working this hard don’t achieve everything🫡
~ Love to see @onrefinance put their own treasury to work!
~ Moving capital into USDv so the protocol itself starts compounding on the reserves that back ONyc is different.
~ Most teams leave that money sitting. These guys are optimizing it.
~ Read more below!🤝
OnRe has converted an initial $1M of its treasury from USDG into USDv, expanding the composition of the collateral backing ONyc.
The position accrues rewards to OnRe and marks the first step in a broader collaboration with @solomon_labs.
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~ Seeing the @onrefinance team keep showing up at the right places will always be a good sign.
~ Yield Summit, Solana Summit, Token2049 + speaking slots all pinned for next week.
~ If you’re in SG, go meet the crew and see what institutional yield on Solana looks like.🫡
OnRe will be in Singapore next week for several key events:
• Tuesday: @Yield_Summit and @SolanaSummitOrg
• Wednesday: on stage at @DeFinition_evt
• Thursday: @token2049
• Friday: on stage at @Vault__Summit
@onredan and @Ayyanrahman will be on the ground throughout the week meeting with allocators, institutions, and partners – reach out to connect!
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~ Huge upgrade for @onrefinance, integrating $ONyc with @Titan_Exchange!
~ Their dedicated capital + smart routing for deeper Solana DeFi liquidity is exactly what RWAs need to scale.
~ Definitely one to keep an eye on🤝
~ This is such a great synergy for real-time address screening before every tx. by the @onrefinance team!
~ This is how you build institutional-grade infrastructure the right way; compliance that actually works onchain without killing the experience.🫡
OnRe is proud to work with @range_org to screen every address in real time before a transaction takes place, bringing a critical layer of institutional-grade compliance controls to digital asset infrastructure.
~ Always a sad thing in this space to see scammers working extra hard to steal your hard earned money.
~ From someone who’s had to deal with their fair share of scams always make sure you triple check everything $ONyc from official sources like @onrefinance
~ Remember stay SAFU
Multiple accounts are currently impersonating OnRe and sharing fraudulent announcements. These accounts are not affiliated with OnRe.
Official OnRe communications and links are shared only through our verified channels. Do not interact with links from any other source.
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~ The @onrefinance community always has options!
~ @ExponentFinance showed 4 ways to position $ONyc: fixed (PT), leveraged (YT), protected (srONyc) & amplified (jrONyc).
~ Real reinsurance yield + DeFi tools + up to 16x OnRe Points. More strategies = more capital.🤝
~ Another huge month from the @onrefinance team!
~ August crushed it, AUM up ~14% to nearly $280M, ecosystem TVL over $400M, ~90% utilization, 11.5% APY, and real reinsurance capital steadily moving onchain
~ Uncorrelated, risk-adjusted yields in DeFi done right Keep shipping🫡
~ Just saw the news and I’m SPEECHLESs.
~ OnRe just crossed $250M+ and is now Kamino’s biggest RWA market, with $160M+ $ONyc supplied.
~ This is huge for Solana. RWA adoption is scaling, liquidity is deepening, and institutional trust is growing.
~ Only way from here is up🫡
The OnRe Market is now the largest RWA market on @kamino, surpassing $250M in total size with $160M+ in ONyc supplied.
~ At this point, @onrefinance is literally a cheat code.
~ Just rinse and repeat 🤝
Exponent and OnRe created a money printer with these limit orders:
- 15% APY
- 16x points !!!
1. Set limit orders
2. Earn 16x OnRe points
3. Earn ONyc
4. Use ONyc for more limit orders
5. Earn more ONyc and OnRe points
Repeat
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