Dan Roberts

CEO at @onrefinance

[Dan Roberts @onredan]

ITS OUT!

Today we launched OnRe, the World’s On-Chain Reinsurance Company: https://t.co/nW8QyD5dyR

This launch represents a new beginning marked by ONe - a yielding collateral asset backed by sUSDe and composable across the DeFi ecosystem. Press: https://t.co/BdLJjJdyn8

[Ryan Connor | RockawayX 🇺🇸 @ryanconnor]

We told you @onrefinance's Onyc reinsurance fund was uncorrelated

-> Onyc deposits on Kamino are *UP* despite the downturn in onchain markets.

Uncorrelated double digit yield are better for holders, borrowers, and lending protocols.

[lui | Exponent @lui1of1]

ONyc and the chads at @onrefinance are on a tear lately

you’re simply not ready for what’s dropping next week

we’re setting the standard

@ExponentFinance 🤝 @onrefinance

[OnRe @onrefinance]

$150M+ has found its home in reinsurance-backed yield on @kamino.

[OnRe @onrefinance]

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 secondary market liquidity

• Daily NAV published through independent oracles, with full portfolio transparency onchain

• Productive collateral across lending, liquidity, and structured yield markets on Solana

Reinsurance yield, native onchain.

[Forward Ind. | NASDAQ-$FWDI @FWDind]

Non-correlated yield is what separates real diversification from the appearance of it.

This is why $FWDI plans to deploy up to $25M into ONyc

USD-denominated reinsurance cash flows that move independently of market beta.

Built for every cycle. Built on @solana.

[Exponent @ExponentFinance]

Exponent v2 went live a few days ago

• First Strategy Vault reached its cap
• Yield markets are up to 20x deeper than v1
• $45M+ in trading volume
• $25M+ in liquidity on the Rate Order Book
• 10 live campaigns in the Rewards Hub

Here's a recap of what has been happening ↓

[OnRe @onrefinance]

Vaults bridge RWAs and onchain capital markets, combining specialized expertise, risk management, governance, and capital allocation in a single framework.

Catch @Ayyanrahman on stage at @Vault__Summit as he explores why vault structures are well suited to reinsurance yield.

[Accountable @AccountableData]

The OnRe Core Vault, curated by @RockawayX, is now live.

RockawayX has launched a structured USDC vault on YieldApp, deploying across @Onrefinance's reinsurance ecosystem on Solana, with every position verified in real-time.

Powered by Accountable NAV.

[Dan Roberts @onredan]

A huge moment in our journey and another expanding element of our partnership with @RockawayX. Capital on EVM now has access to ONyc. More to come.

[OnRe @onrefinance]

Introducing the OnRe Core Vault, curated by @RockawayX and verified by @AccountableData, the only way for Ethereum-based capital to access Solana-native reinsurance-backed yield.

[OnRe @onrefinance]

Bermuda is a global pillar of the reinsurance market, representing roughly one third of the world's reinsurance capacity and widely recognized as one of the top three reinsurance centers.

Now the Bermuda Monetary Authority is building on that same institutional framework for tokenized assets and DeFi, with government payments moving onchain and a sovereign digital dollar in development.

OnRe is already the reinsurance protocol licensed under both frameworks, connecting Bermuda's reinsurance ecosystem with the next generation of onchain capital.

[Dan Roberts @onredan]

TVL a key metric. Utilization a better one.

[Ryan Connor | RockawayX 🇺🇸 @ryanconnor]

Reinsurance is the most suitable RWA for DeFi bc yields are

> double digit,
> uncorrelated to crypto/risk markets
> low vol thereby reducing basis risk for loopers

@onrefinance leading

[Dan Roberts @onredan]

One Years Old. A lot has happened. Bring on year 2!

[OnRe @onrefinance]

OnRe turns one today.

One year ago, OnRe was founded with a clear belief: the future of reinsurance capital would not stay offline forever.

Today, that belief has grown into:

• $178M+ AUM
• 6,200 ONyc holders
• $17.28M in gross written premium
• $16.83M in yield distributed to ONyc holders
• $250M+ total assets deployed across OnRe DeFi Markets
• $100M+ of capital deployed into uncorrelated reinsurance opportunities

Reinsurance is one of the world’s largest and most resilient yield markets, yet access remained limited to institutions and incumbent balance sheets. Meanwhile, onchain capital expanded rapidly in search of sustainable sources of real-world yield.

The disconnect was clear: insurance needed new forms of capital, and digital asset markets needed more substance.

So we built OnRe to connect them.

A licensed collateralized reinsurer and onchain asset manager bringing reinsurance premiums onchain through ONyc, a Solana-native yield asset backed by real underwriting activity.

Over the last year, ONyc integrated into @solana DeFi through @kamino, @Loopscale, @ExponentFinance, @elementaldefi, and others, helping bring institutional-grade yield into lending markets, vaults, and liquidity infrastructure.

But the most important thing we built this year was conviction. Conviction that reinsurance can become programmable, transparent, and composable infrastructure for internet capital markets.

To our team, partners, investors, users, and community: thank you for believing in this vision.

We’re just getting started.

[OnRe @onrefinance]

The ONyc USDC Loop Vault on @Loopscale has surpassed $30M in ONyc deposits.

Demand for reinsurance-backed yield continues expanding across onchain credit markets.

[Token Relations @TokenRelations]

.@OnRefinance's tokenized reinsurance token ONyc recently hit an all-time high of $170.8M, with growth partially attributed to how the vault is structured

When we spoke to @Ayyanrahman last month, he pointed to vault design as the dividing line between RWA products that scale and those that don't

Specifically, transparency on asset custody and whether curators have skin in the game or not

[Dan Roberts @onredan]

Deep underwriting expertise meets deep technical expertise. A potent mix for genuine change in the reinsurance industry.

We have a dense pipeline of development underway and we can’t wait to keep revealing much needed innovation to the reinsurance market.

Ben is a key part of what’s to come at OnRe.

Welcome!

[OnRe @onrefinance]

We are excited to announce Ben Fortune has joined OnRe as Chief Underwriting Officer.

OnRe is uniquely positioned to connect the reinsurance market with the next generation of onchain capital. Executing on that mandate requires underwriting expertise, established market relationships, and the credibility that comes from operating at the highest levels of the industry.

As OnRe continues expanding its role as a capital partner across Bermuda and the broader global reinsurance market, Ben’s appointment reflects both the standard we hold ourselves to and the level of experience this industry demands.

[RWA Foundation @RWAFoundation_]

https://t.co/oaRVyCBawt

[Dan Roberts @onredan]

Kamino caps have increased for #ONyc

[Kamino @kamino]

The ONyc deposit cap in the OnRe Market has increased from 75M → 85M.

Supply ONyc with a current base yield of 11.96%, borrow USDC, USDG, or USDS, and loop with up to 2.5x leverage on Kamino.

[Dan Roberts @onredan]

Here’s to the next phase with you @Rockaway_X

[RockawayX @RockawayX]

1/ We’re excited to continue our support of @onrefinance as co-lead of its Series A.

OnRe shows what an RWA can be at its best, pairing the strength of reinsurance yield with the composability of crypto.

Since we originally backed the team, DeFi users have become more eager for risk-adjusted yields while onchain products have increasingly offered one-click access to varied RWAs (akin to actively-managed credit funds).

OnRe has benefited from these trends, growing its TVL by $100m this year and becoming a top-20 Solana protocol.

More on our OnRe thesis ↓

[Blockworks @Blockworks]

May has brought new ATH deposits to the @onrefinance market on @kamino, sitting just above $130M since the start of the month.

[OnRe @onrefinance]

Today we’re announcing our $5 million Series A, co-led by @FWDind and @Rockaway_X.

With up to $25 million in additional deployment from Forward, OnRe enters its scaling phase as a capital partner to the global reinsurance market.