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OnRe
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OnRe
@onrefinance
Leading onchain asset manager | Powering Solana's highest-yielding institutional dollar asset backed by real-world reinsurance
Katılım Ekim 2020
284 Takip Edilen76.8K Takipçiler
OnRe retweetledi
The ONyc supply cap on Kamino's @onrefinance Market has been raised to 120M.
Expanding access to the largest tokenized reinsurance market on Solana.
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Tokenized reinsurance continues to expand on @kamino.
The ONyc supply cap has been increased by an additional 25M, unlocking deeper liquidity across the OnRe Market for participants to multiply up to 2.9x with USDC, USDG, or USDS and earn 20%+ APY + 6x OnRe Points.
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OnRe retweetledi
We are now in the OnRe chapter of crypto
Hunter Horsley@HHorsley
We are now in the "onchain finance" chapter of crypto
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This is what I'm farming:
> ONyC Loop, 19% APY, RWA Exposure.
> USDe Loop, 19% APY, Stablecoin Farming.
> USDG Earn, 7% APY. No Leverage, simple stablecoin yield.
I like ONyC because it gives me exposure to yield that is not connected to crypto at all, while also farming their token airdrop.
The other two are just stablecoin farming.
Only thing to monitor is the PYUSD borrow rate staying lower than the USDe lend rate, otherwise APY goes negative.
Doing all of this on @kamino for all my yield farming
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OnRe retweetledi
Almost $6M of USDC liquidity available for looping @onrefinance's ONyc and PT-ONyc.
Loop ONyc to earn up to 20.31% APY and 6x OnRe Points or loop @ExponentFinance's fixed-rate PT-ONyc for up to 30.92% APY.
GIF
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$6M of liquidity is now available across ONyc/USDC and PT-ONyc/USDC Loop Vaults on @Loopscale.
Swap ONyc for PT-ONyc on @ExponentFinance to lock in a fixed APY, then loop it on Loopscale for up to 30.92% APY.
Or loop ONyc directly to earn up to 20.31% APY, plus 6x OnRe Points.
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Uncorrelated yield starts with an uncorrelated source.
Much of what is considered "uncorrelated" yield onchain runs on the funding-rate basis, where returns are driven by trader positioning in crypto markets.
ONyc's yield primarily comes from premiums paid to reinsure real catastrophe risk, earned over defined coverage periods. It's a source of return that's independent of crypto market activity.
Uncorrelated by design.
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OnRe retweetledi
OnRe retweetledi
"The goal isn't to maximize yield. It's to maximize capital deployment"
Ayyan, CGO at OnRe on minimizing capital drag, targeting sustainable yields, and the first-loss buffer they're planning to introduce
"Our target is between 80% to 85% of AUM being deployed. As we grow, capital drag continues to fall because we're underwriting more deals"
"If we're generating yield above that 12%, we'll take the excess and create a first-loss buffer. We believe that's an important step to make ONYC a more institutional asset that everyone wants to hold, regardless of their risk tolerance"
Rachit Agarwal@rachit
New Episode with @Ayyanrahman We discuss: - OnRe's recent TVL growth - State of Solana DeFi - Scaling sustainable stablecoin yields 1:48- Introduction to OnRe and reinsurance markets 3:17- What is a tranche? 5:47- OnRe's capital deployment structure and strategy 6:53- What is a trustee account and how does OnRe operate with them 8:29- Getting into deals and their time frame for these deals 10:55- Premiums for each contract and how they are layered and priced 13:40- How AI is impacting reinsurance? 14:48- The journey to 200 million and some inflection points 18:22- What's the advantage of being on Solana? 20: 53- Is excess capital a problem for OnRe to deploy? 23:20- How OnRe decides partnerships and their checklist 26:35- Thoughts on AI and DeFi hacking 29:09- What's next for OnRe
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Stack your rewards.
The @SteakhouseFi USDG High Yield Vault allocates over 50% of capital to the OnRe Market on @kamino.
Deposit and earn the new USDG campaign incentives alongside OnRe Market rewards and institutional-grade, reinsurance-backed yield.
Kamino@kamino
The new incentives campaign for the USDG High Yield Vault is live. We are launching a joint growth campaign for USDG on Solana in collaboration with @SteakhouseFi and @global_dollar, with $300,000 in rewards on USDG deposits distributed over 3 months. Curated yield from one of DeFi's largest vault curators on Solana's largest lending protocol.
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@0xZIXY @FabianoSolana @ExponentFinance @0xZIXY did you by by chance open a ticket with us on Discord and provide your wallet address? Could you do so, and we’ll have the team look into?
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@FabianoSolana @onrefinance @ExponentFinance had a limit order once for 5 min and my points got reduced by 50k !
still no idea why
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If you want to make serious money in DeFi you need to know this strategy:
- 20% APY
- 8x OnRe Points
1. Set limit orders (they won't get filled)
2. Earn 8x OnRe points
3. Earn ONyc
4. Use ONyc for more limit orders
5. Earn more ONyc and OnRe points
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ONyc's reinsurance-backed yield is now priced by risk across the capital structure on @ExponentFinance:
• srONyc offers more protected exposure, yielding 8.33% APY ($1.2M capacity remaining)
• jrONyc takes first-loss risk in exchange for amplified returns, yielding 42.64% APY
OnRe@onrefinance
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The inflection point isn't just bringing RWAs onchain. It's combining the discipline of regulated finance with the transparency, efficiency, and composability DeFi expects.
@Ayyanrahman on @touchgrass_pod on building the core infrastructure for the future of capital markets:
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