Leading onchain asset manager | Powering Solana's highest-yielding institutional dollar asset backed by real-world reinsurance
Joined October 2020
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The @AllezLabs USDC vault currently allocates more than half of its capital to OnRe Markets on @kamino, with nearly $6M supplied across variable and fixed-rate lending.
Reinsurance-backed collateral powering onchain credit markets.
Allez USDC, curated by @AllezLabs, has earned its depositors over $1.5M in interest since it opened on Kamino in April 2025
Borrowers across Kamino's markets pay that interest, against collateral from SOL and BTC to tokenised assets like ONyc and sUSDai
With the vault curator allocating for the best risk-adjusted yield
It goes into the price of every vault share, so each deposit grows as it comes in
Here’s how it works
Risk assessment is central to how srONyc is structured on @ExponentFinance.
Through independent asset review, underwriting, and ongoing monitoring, srONyc is designed to provide more protected exposure to ONyc.
jrONyc absorbs losses first, and Senior protection is calibrated to ONyc’s risk profile, with a 22.22% target Junior coverage ratio and a 20% minimum.
"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 ↓
There's a trust problem in yield-bearing stablecoins.
Four different yield models were explained in detail, alongside the defenses in place for when losses actually occur.
On stage:
@Ayyanrahman (OnRe)
@DrPayFi (Huma)
@tarungupta1475 (Coinshift)
@MarcoPagnini2 (Pelican Investments)
Moderated by @OnigiriGP (Onigiri Capital)
00:00 Intros
03:02 Reinsurance claims and loss reserves
05:55 Huma's 3 layers of transparency
09:12 Coinshift's liquidity coverage ratio
11:20 Verifying yield, audits, tail risk
21:18 Why Madoff and Terra Luna collapsed
26:01 What's next for allocators
OnRe retweeted
“We don't have to go through a twelve-month cycle of ideation, roadshows, iteration, and feedback... by which point the market's moved on.”
@onredan on how DeFi enables @onrefinance to adapt to investor demand in real time, unlocking a level of flexibility that traditional asset management can't match:
OnRe retweeted
nONYC packages reinsurance-backed yield from the $800B global reinsurance industry as a Plume Vault.
ONyc, built by @onrefinance, earns from reinsurance premiums, with added yield from the reserves backing it.
nONYC makes that yield deployable on @monad and other EVM ecosystems where open finance is rapidly expanding.
ONyc is coming to @Monad through nONYC.
Built by @onrefinance, ONyc gives onchain exposure to reinsurance-backed yield, with returns generated from underwriting premiums and collateral rather than crypto-native incentives.
Until now, ONyc has been available only on Solana. nONYC packages the asset through Plume Vaults, making it deployable across supported EVM networks and opening access to new sources of capital and liquidity.
With more than $225M deployed across Solana DeFi, ONyc has already established itself as a significant RWA onchain.
Now, it’s moving beyond its original ecosystem.
This is what RWA distribution looks like: taking institutional assets that already exist and making them accessible across the networks where capital is already moving.
RWAs on @solana have quadrupled in the past year. The opportunity now is to build on that momentum by expanding how these assets are used and where capital can flow.
OnRe is featured in @RWAFoundation_'s Tokenization on Solana report alongside the builders driving that growth.
OnRe retweeted
Exponent Risk-Tranching is now integrated with @Titan_Exchange
RWAs continue to bring new yield onchain, and Exponent tranching is emerging as a way to scale these markets to broader users
Natively mint and redeem Senior and Junior tranches from any Exponent market using Titan ↓
OnRe retweeted
“You’re building five different businesses really... you’re kind of trying to boil the ocean and play too many roles.”
@onredan on the challenges of bringing reinsurance onchain, and how focusing on core strengths and the right partnerships helped @onrefinance find its footing:
As ONyc expands across DeFi, so does the need for visibility into the strategies built around it.
@elementaldefi has updated its dashboard to show every strategy allocating to ONyc and earning OnRe Points, giving depositors a direct view of their OnRe exposure within Elemental's interface.
Explore Fixed Rate strategies and track your OnRe Points on Elemental: elemental.fund/
