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A year ago, ONyc launched on Kamino with just 2M in capacity.
Today, the OnRe Market has grown past $205M, with over $130M in ONyc collateral.
What stands out to me is the progress in between.
ONyc isn't just earning reinsurance yield anymore. It can now be used as collateral to borrow against and put that capital to work across DeFi.
That’s real RWA adoption to me. Bringing assets onchain is one thing. Making them useful onchain is where it gets interesting.
Building for institutions on a national level means working on their timeline, not ours.
We'd rather communicate progress responsibly than create expectations we can't control.
We appreciate everyone who's still here 🫶
One of the biggest advantages of tokenized finance is that transparency doesn't have to be an afterthought. It can be built into the product from day one.
Why Tokenization Is Bigger Than Crypto
Every major technology shift changes how we interact with something we already know.
The internet changed how we share information.
Smartphones changed how we communicate.
Tokenization is changing how we own and move value.
Most people hear "tokenization" and immediately think of crypto. In reality, crypto is just the technology that makes tokenization possible. The real story is what happens when real-world assets become digital.
Think about buying a house. It usually involves paperwork, banks, lawyers, waiting periods, and a significant amount of capital. The process is slow because ownership doesn't move easily.
Now imagine that same property represented by digital tokens on a blockchain.
Instead of selling the entire building, ownership can be divided into thousands of pieces. Someone in Nigeria could own a small fraction of an apartment in New York, while another investor owns a different percentage. Those ownership stakes can be transferred in minutes instead of weeks.
The building hasn't changed.
Only the way ownership moves has.
That's the power of tokenization.
We're already seeing this happen with assets like U.S. Treasury bills, private credit, real estate, commodities, and even reinsurance. Projects like OnRe are bringing reinsurance-backed yield onchain, allowing investors to access an asset class that was previously reserved for institutions.
What makes tokenization interesting isn't just accessibility. It's utility.
A tokenized asset doesn't have to sit idle. It can be used as collateral, traded across DeFi, earn additional yield, or integrate into entirely new financial products. The same asset becomes far more productive simply because it's programmable.
This is why many people believe tokenization will become one of the biggest trends in finance over the next decade.
It's not about replacing traditional assets.
It's about giving them a faster, more transparent, and more efficient way to exist in a digital economy.
The assets stay the same.
The infrastructure around them evolves.
ONyc's yield starts with a reinsurance book.
OnRe's Transparency Dashboard now shows that book end-to-end. Work down from the new yield composition through the portfolio overview to see what generates the return, then the reinsurance exposures behind it.
More than 500+ developers and AI builders are already using UOMI Router to power their applications with low-cost, verifiable AI inference.
Most requested models so far:
• Qwen 3.6 35B A3B
• Qwen 3.6 27B
• Z-ai GLM-4.7
Every inference request doesn't just run on UOMI, it powers the network.
Here's how the flywheel works:
→ 100% of inference revenue market-buys $UOMI on-chain.
→ 80% of the purchased $UOMI goes directly to the GPU provider serving the request.
→ 20% is permanently burned.
↳ More users.
↳ ↳More inference.
↳ ↳ ↳More buy pressure.
↳ ↳ ↳ ↳More utility for $UOMI
Start building:
https://t.co/KZnjUYiMHs
Every capacity increase tells the same story: more people are using it, and the market is growing with them. Looking forward to seeing what comes next for ONyc.
Today, we’re launching a new capability that connects everything we’ve been building directly to the robotics world: free USDZ export.
Turn any real-world space into a robot training ground. For FREE.
Capture with your smartphone or a 360 cam → get a simulation-ready USDZ (Gaussian splat + aligned mesh) → drop it straight into NVIDIA Isaac Sim.
No LiDAR rig. No sales call. 🧵👇