AI • RWAs • lowcaps • market narratives Currently working with : @onrefinance

Joined April 2022
With all the regulatory attention USDC is getting and its growing role in traditional finance, I also like seeing how it's being used in DeFi. Nearly $65M in the OnRe vault alone says a lot about the demand for lending against reinsurance-backed assets.
At nearly $65M in market size, the USDC OnRe Lend Vault is the largest on @Loopscale. Asset-specific risk pricing allows lenders to earn a premium for supplying USDC against reinsurance-backed collateral, with a current APY of 7.09%.
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DeFi can do much more than just offer yield. Turning one asset into different risk and return profiles is a great example of how financial markets can evolve onchain. @onrefinance is helping make reinsurance yield more flexible and accessible🚀 Have a nice Tuesday
When one base asset can be structured into multiple risk profiles, the market can price each in real time. @onredan at @Vault__Summit on how DeFi turns reinsurance-backed yield into a risk-adjusted return curve through lending, tranching, looping, and vault strategies.
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Another strong signal for @onrefinance Growing holder numbers show that demand for reinsurance-backed yield is expanding, with more investors looking beyond traditional DeFi strategies. Happy Saturday everyone 🚀
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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235 new holders in just one week is quite impressive. Almost 9,200 people now have exposure to ONyc. I'm more interested in seeing how many stick around as the numbers keep growing.
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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I wouldn’t bet against @AstraLabs_Inc $ASTRA, boys 🤝 Something very big brewing ⏳ Astra 2.0
35 days 👀 You’ve seen the products. You’ve seen the pieces coming together. Soon, you’ll see what we’ve been building towards. We’re keeping the rest under wraps for now. Keep your eyes on $ASTRA. You’ll want to see this from the beginning.
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Yield onchain is not just about the APY. Understanding the source of the yield, the risk structure, and how it performs under stress is equally important. Greater transparency is key for institutional adoption Study @onrefinance Happy Thursday ☀️
As more sources of yield move onchain, understanding the structure behind them matters as much as the headline APY. @Ayyanrahman joined @DrPayFi, @tarungupta1475, @OnigiriGP, and Marco Pagnini on stage at @DeFinition_evt to address the trust problem in yield-bearing assets: where the yield comes from, who ultimately bears the risk, and how they perform under stress. For onchain yield to earn institutional capital at scale, the industry must answer those questions clearly.
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Happy Wednesday everyone This is exactly why @onrefinance stands out to me. Real-time proof of solvency, transparent reserves, and every data source clearly visible This level of transparency is what builds real trust in RWAs. 🚀
Replying to @onrefinance
@onrefinance's Proof of Solvency v2 dashboard is now live. Reserves and collateralization are verified in real time, with every source feeding the dashboard now visible too, from bank connections to onchain liabilities.
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Ooohmat retweeted
OnRe’s Proof of Solvency v2 dashboard, powered by @AccountableData, is now live, giving deeper visibility into the reserves behind ONyc and the infrastructure used to verify them.
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Good morning everyone This is one of the smartest projects I know. Real-world yield, real utility, and now more efficient ways to put ONyc to work through DeFi. @onrefinance keeps building in the right direction Don't sleep on it
$1M+ of liquidity across USDC and USDG in the OnRe Market on @kamino is currently available to multiply ONyc up to 2.9x and earn 18%+ APY plus 6x OnRe Points.
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Almost 9k ONyc holders now, but the 93% utilization is the number that stands out to me; it shows people aren’t just holding ONyc, as the capital is actually being put to work.
A month focused on stronger infrastructure and better tools for informed capital allocation, September laid the groundwork for ONyc's next stage of growth.
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$ASTRA just doubled from ~$0.20 to $0.40+ in a matter of weeks. the interesting part is the price move might only be the surface. Underneath it, the stack keeps coming together: → ASTRA 2.0 — one token, 10M hard cap, $ADEX merge planned → Live product revenue designed to support buybacks, burns & an RWA reserve → AstraBanq 2.0 already live → Astra AMM deployed across 8 chains, including Arc → HELIX approaching public launch The chart is finally starting to reflect the build. Don’t just watch the candle. Look at what’s being built behind it, explore the ecosystem, and decide for yourself if $ASTRA deserves a spot on your radar. One ecosystem. One token. One economy
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Good morning everyone ☀️ It’s been a while. I took some time to rest, enjoy holidays, the sea and family — and honestly, I needed it. But I couldn’t wait to come back. I missed X and all the friends I’ve made here ❤️ Let’s get back to work🫡
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You don't need everyone to like you. • Some won't invite you. • Some people will disagree. • Some won't understand your choices. Let them. A peaceful life gets easier when you stop needing everyone to approve of it.
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GameStop's bid for eBay: A Textbook Activist Play?
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JUST IN: GameStop now makes more revenue from collectibles than video games $GME currently trades at $20
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I resigned from Anthropic today. I spent the last three years doing pretraining research at both OpenAI and Anthropic. Neither company is acting responsibly. They are racing straight to self-improving superintelligence and gambling with our lives. More thoughts below.
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One of the simplest ways to improve your quality of life: Stop trying to impress people. Start trying to impress yourself. You'll sleep better. And that's a better reward than applause.
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Good morning everyone Happy Tuesday ☀️
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Good morning everyone Happy Sunday ☀️
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Great recap from the @onrefinance team covering the latest milestones, ecosystem growth, and what's ahead for $ONyc 🔥 If you're following the project, I highly recommend reading the full recap in the official post. Definitely worth your time ⬇️
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