Rachit Agarwal

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Rachit Agarwal

Rachit Agarwal

@rachit

growth @sunrise, host @touchgrass_pod

Katılım Haziran 2022
2K Takip Edilen5.8K Takipçiler
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Rachit Agarwal
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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Raydium
Raydium@Raydium·
Need to add more mutuals Reply below
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True Markets ⚖️
True Markets ⚖️@truemarketsco·
CEO of True Markets @vishalkgupta on how young people should approach their career. "Always veer towards impact."
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Sunrise
Sunrise@sunrise·
birds of a feather, we should stick together
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Touch Grass Podcast
Touch Grass Podcast@touchgrass_pod·
NEW: Pio joins us to break down the bull case for Strategy and explain why recent events have done nothing to shake his long-term conviction. Full episode drops tomorrow!
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Touch Grass Podcast
Touch Grass Podcast@touchgrass_pod·
"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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Touch Grass Podcast
Touch Grass Podcast@touchgrass_pod·
"Reinsurance reserves protect capital and the DeFi tranches let users choose their own risk" Ayyan, CGO at OnRe on how insurance reserves differ from DeFi tranches, and why OnRe lets the ecosystem build structured products "We reserve a portion of the premiums from every deal so that during periods of high volatility, those reserves can be used to help cover claims. That protects users instead of exposing them to full risk transfer losses" "In DeFi, you talk about senior and junior tranches. OnRe could launch its own, but I believe it's better to focus on one product and let DeFi permissionlessly introduce the offerings people actually want" "That's the beauty of combining real-world premiums, real cash flows, and allowing DeFi to productize those offerings"
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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Solana
Solana@solana·
gm mutuals
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Rachit Agarwal
Rachit Agarwal@rachit·
the next wave of innovative crypto tokens will be similar to micro strategy tokens valued based on mNAV to their underlying IP/assets/etc this is the dynamic asset thesis
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Rachit Agarwal
Rachit Agarwal@rachit·
the @touchgrass_pod is doubling down on the solana ecosystem we are building @miniperps on solana we are curating @clipsofsolana we are planning a dedicated solana day each week to highlight ecosystem projects the future is solana.
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Chef Doxie
Chef Doxie@ChefDoxie·
remember was having one call with @Sim_Berglund at early stage of @sunrise and Simon mentioned that there are lots of exciting BIG launches coming i was a bit hesitate but now i can tell you all that @Sim_Berglund is a grounded, genuine chad new day starts with @sunrise, same with new tokens entering @solana
Solana@solana

In six months, new assets that launched on Solana traded $3.5B across 14M trades and 221,000 wallets. Most of them were born on other chains (like AVAX, HYPE, UNI or MON). Now some of their deepest trading happens right here via @sunrise 🧵

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kash
kash@kashdhanda·
getting listed on @solana is the new getting listed on binance. smart money already knows this.
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Solana
Solana@solana·
In six months, new assets that launched on Solana traded $3.5B across 14M trades and 221,000 wallets. Most of them were born on other chains (like AVAX, HYPE, UNI or MON). Now some of their deepest trading happens right here via @sunrise 🧵
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OnRe
OnRe@onrefinance·
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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Keşfet

@Raydium @truemarketsco @vishalkgupta @kashvi @solana @touchgrass_pod @miniperps @clipsofsolana