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OnRe
2,371 posts
OnRe
@onrefinance
Leading onchain asset manager | Powering Solana's highest-yielding institutional dollar asset backed by real-world reinsurance
Joined October 2020
OnRe has selected @AllezLabs as its independent risk partner. As ONyc expands across lending markets, liquidity venues, and structured products, risk analysis plays a key role in evaluating collateral quality, secondary liquidity, DeFi integrations, and portfolio resilience.
00:00More on the partnership and what it means for OnRe ↓- RWA liquidity, simplified. @elementaldefi’s new USDC @orca_so Vault is now live, making it simple to support the ONyc/USDC market while earning from multiple yield sources.🚨 New Launch: USDC Orca Vault The USDC Orca Vault provides liquidity for real-world asset (RWA) pairs, with deployment isolated to Orca. This vault is in partnership with @orca_so @onrefinance 🤝 1/
- If you loop, then it should be ONycloop ≠ loop I checked all RWA loops on @kamino @onrefinance’s yield is 5-10% higher with 2–3x less leverage than other RWA loops If you loop, then it should be ONyc
- OnRe reposted
The @onrefinance market on @kamino has quietly become one of the most interesting places to watch in RWA lending right now. A market currently sitting at over $160M in total size, with ~$104M of that coming from supplied $ONyc. With OnRe's total AUM at $192.96M, this means
- Markets move on emotion. Green on hope, red on fear, repeat. ONyc ignores it. NAV has climbed from $1.00 to $1.11, driven by premium earned across the life of each reinsurance contract and accrued daily. Simply holding earned ~12%. That consistency is why AUM has grown to
- Fixed yield. Higher leverage. PT-ONyc-10SEPT26 from @ExponentFinance can now be supplied as collateral on the OnRe Market via @kamino. Higher risk-adjusted LTVs now enable users to leverage ONyc up to 2.9x for 22%+ APY. More ways to hold, borrow, and earn with ONyc.
00:00 - ONyc remains the outlier. Real-world risk. Real-world yield.ONyc remains an outlier on the YieldCompass Yield x Risk Map. TL;DR on how @onrefinance works: -> Users mint ONyc with USDC. -> OnRe deploys that capital into short-duration reinsurance deals. -> Reinsurance is basically insurance for insurance companies: insurers pay premiums
- OnRe reposted
Over $100M of ONyc sits in the @onrefinance @kamino market, an all-time high & just over half of ONyc in existence. More than $50M of stablecoins is now borrowed against ONyc collateral.
- OnRe reposted
While people talk about @solana ecosystem and the $SOL. Let us not forget the most successful Vault Strategy live on Solana today curated by @Loopscale and dedicated to @onrefinance. Over $6m since launch, diversified yield across
- The market is starting to score tokenized assets on three things: Can holders mint and exit? Is the chain the settlement layer? Can the asset be deployed across DeFi? ONyc against each one: • Mint and redeem at NAV against USDC or USDG for eligible investors, with active
