Ayyan Rahman

Co Founder and CGO @onrefinance | Co-Founder Gateway (Acq by @circle)

[Ayyan Rahman @Ayyanrahman]

A few months ago, @Gateway_xyz was acquired by @circle

I wondered, what's next? I spoke with L1s, DeFi teams, and AI projects, but none stood out like @onrefinance

I’m thrilled to announce I’m joining OnRe as Co-Founder and CGO!

Why OnRe?

The RWA narrative is booming.

DeFi is onboarding TradFi like never before. Stablecoins led the way, but private credit offerings like reinsurance will unlock once exclusive opportunities for a global capital base.

Stable yields of 16% minimum!

OnRe’s traditional business leverages a $963.6M distribution pipeline with global brokers like Guy Carpenter, Aon, and Howden. I’m excited to bring and scale these offerings on @Solana!

OnRe is backed by @Rockaway_X, @SolanaVentures, @ethena and more. Combining industry leaders and decades of experience, OnRe delivers capital-efficient, on-chain financial products.

Investors, Liquidity Providers, or DeFi enthusiasts - my DMs are open! :)

[Ayyan Rahman @Ayyanrahman]

@FWDind @solana @onrefinance Glad to have Forward as a key partner

[Ayyan Rahman @Ayyanrahman]

@finnstr @onrefinance @solana Appreciate your support always 🫡

[Ayyan Rahman @Ayyanrahman]

After just over a year, OnRe is now over $200m in AUM

We aren't just a leading RWA on @solana, but are now the largest on-chain capital partner to reinsurance globally

In a year we have redefined productive DeFi, transparency, yield quality, and underwriting capacity

ONwards.

[OnRe @onrefinance]

$200M AUM.

The leading global capital partner for reinsurance, redefining DeFi by bringing real-world premiums onchain through transparent, liquid, and composable infrastructure.

A new era for capital markets starts here.

[Ayyan Rahman @Ayyanrahman]

@airtightfish @solana Always

[Ayyan Rahman @Ayyanrahman]

@fabfederici @onrefinance Thank you fabio

[Ayyan Rahman @Ayyanrahman]

@mst1287 @solana 🥂

[Ayyan Rahman @Ayyanrahman]

@lui1of1 @onrefinance @solana

[Ayyan Rahman @Ayyanrahman]

@onredan @onrefinance pleasure making this a reality with you Dan!

[Ayyan Rahman @Ayyanrahman]

Huge credit to @Loopscale for building a truly diversified OnRe ecosystem vault.

I believe it's the first of many on @solana, and it is still an under appreciated strategy.

From lending, to holding ONyc, to soon including the recent tranched $ONyc via @ExponentFinance.

Earn

[Ayyan Rahman @Ayyanrahman]

@dberenzon Missing @onrefinance the fastest growing rwa on SOL natively :)

[Ayyan Rahman @Ayyanrahman]

Excited to see @ExponentFinance feature solana:5Y8NV33Vv7WbnLfq3zBcKSdYPrk7g2KoiQoe7M2tcxp5 as the first credit tranch, enabling greater sophistication of stakeholder risk!

→ Want protected exposure? Hold srONyc, first-loss cushion beneath you

→ Want amplified yield? Hold jrONyc. Higher returns for absorbing first-loss

Same underlying reinsurance premium.

[Exponent @ExponentFinance]

A new, safer yield ecosystem is here

Introducing Exponent Risk-Tranching – principal protection for @Solana DeFi and RWAs

Now live with @OnRefinance's ONyc

[OnRe @onrefinance]

ONyc risk-tranching is now live on @ExponentFinance.

For the first time on @solana, users can choose how they want exposure to reinsurance-backed yield: prioritizing principal protection or taking additional risk in exchange for enhanced returns.

[Allez Labs @AllezLabs]

Congratulations to @OnReFinance on reaching $200M AUM, in just over a year.

Excited to grow this high-quality yield from the $800B+ reinsurance industry onchain with the best DeFi guardrails.

[Ayyan Rahman @Ayyanrahman]

@ryanconnor @onrefinance higher.

[Ayyan Rahman @Ayyanrahman]

@onrefinance @ExponentFinance @Loopscale @elementaldefi @RockawayX @AccountableData @kamino @solana Vaults are the best way to diversify access!

[Grug 🪨 @grugcapital]

The playbook for success is and forever will be attack, attack, attack. You should always be moving fast, always be the one making the offer, tightening the feedback loop, sending the first message, naming the price and defining what the conversation is about.

[Ayyan Rahman @Ayyanrahman]

"Why aren't @Loopscale yield maxing"

Reality is @Luketruitt and team are building a simple way for users to earn on their USDC in a click. Their jobs are to enable you to get exposure to the best yields on your dollar.

While at the same time creating strategies that require due diligence, risk analysis, risk/reward tradeoffs and more building.

For most vaults will serve as a more efficient earn/savings product. Especially when the yield is distributed across venues and opportunities, as opposed to siloed into one product.

Loopscale currently is a major lender across OnRe DeFi, active holder of solana:5Y8NV33Vv7WbnLfq3zBcKSdYPrk7g2KoiQoe7M2tcxp5, running PT strategies via @ExponentFinance and maintaining liquidity for users to easily move in and out.

As we mature in DeFi, the goal should be better risk adjusted returns... not just higher returns. Kudos to @marygooneratne and team for working closely with us to deeply review the asset, our book of business, and our needs to curate this vault. Highly recommend @solana asset issuers to work with them closely!

[Ayyan Rahman @Ayyanrahman]

@kamino huge!

[Ayyan Rahman @Ayyanrahman]

This may seem small to most, but this is extremely important for user experience and execution

TLDR - @elementaldefi has enabled users to move in and out of positions with limited slippage

For RWA issuers simply having capital in @orca_so is not enough. Make liquidity go far.

[Moo | Elemental @moothefarmer]

Stats after 1 day:

@orca_so Pool:
• $118 in total pool fees
• Elemental captured $110, or ~93%
• Elemental represented only ~28% of pool liquidity

Translation: every $1 of Elemental liquidity performed like ~$35 from the rest of the pool.

$ONYc @onrefinance Price:
Before Elemental, price action was choppy.
After Elemental came in, price barely moved.

We facilitated:
• ~$1m in swaps
• A ~$200k sell order
• Continued price stability despite meaningful flow

@elementaldefi gud tech

[Ayyan Rahman @Ayyanrahman]

@blknoiz06 someone say something about RWAs, Solana, and under-discussed. Must be @onrefinance