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@cryptophileee.bsky.social
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Shout-out to:

@onrefinance
@AyyanERahman
@onredan
@nmcarv
@TheodoreGeorgas
@Defi_Warhol
@ViktorDefi
@0xFastLife
@zerokn0wledge_
@terra_gatsuki
@BitKing_1
@BobtheBuildooor
@Deebs_DeFi
@MaransCrypto
@asedd72
Next big $SOL RWA meta or too early to tell?

Drop your take 👇
9/ My Take

Smart move combining reinsurance yield with $SOL DeFi

Sustainable, real, of-chain yield, and far from ponzinomics.

Risk/reward looks solid for early users
8/ Upcoming Airdrop

→ Every $ONyc = 1 point/day
→ Double/triple multipliers via DeFi integrations
→ Likely dual airdrops from OnRe + partners
7. 2/ High-risk farming:

• Go to → www.exponent.finance/farm/onyc-2...
• Farm with 27x leverage
• Earn 14.89% APY
• Earn 5x points boost!
7. 1/ Low-risk farming:

• Go to → www.exponent.finance/liquidity/o...
• Enter "Swap & Supply"
• Earn 14.55% APY on your $ONyc
• Earn 5x points boost!
7/ Farming Strategies

• Go to → www.orca.so/
• Swap $USDC to $ONyc
6/ Ethena Integration

~50% of reserves held in sUSDe for baseline funding yield
→ This makes OnRe one of the first RWA x DeFi x Ethena hybrids!
5/ How OnRe Works

→ Traditional insurers offload part of their risk portfolios to OnRe.
→ OnRe buys these reinsurance contracts and earns risk premiums.
→ Users deposit $USDC, mint $ONyc, and earn 9–12% APY from those premiums.
Price Forbes is a global specialty insurance broker with over 200 employees and more than 100 years of experience in the insurance industry.
4/ Who is the Head of Reinsurance?

This is one of the most important roles in the company!

OnRe's Head of Reinsurance is Tunde Olowofila, formerly Vice President at Price Forbes Re.
3/ Team

• @onredan - Co-founder & CEO (Ex. Founder and CEO of Nayms)
• @TheodoreGeorgas - Co-founder & CTO (Ex. CTO and Co-Founder at Nayms)
x.com/onrefinance...
2/ Who’s Behind It

Rebranded from @nayms
→ Raised $20M by: @cbventures, @TheSpartanGroup, @Maven11Capital, @Maple_block, @ld_capital, @udhc_com, @xbtogroup, @CadenzaVentures and others!
1/ What’s OnRe?

@onrefinance is a Bermuda-licensed reinsurance platform that brings real-world insurance yields on-chain!

→ It transforms insurance risk premiums into stable DeFi yield
→ $750B market unlocked
🔥 OnRe: The Most Legit RWA Play on $SOL 🔥

→ Backed by Coinbase

→ Real insurance yield

→ 9-20% APY from reinsurance premiums

Let’s unpack the next $SOL giant 👇
Almanak farming update

1) Moved all my $alUSD to Curve pool to get x3 points multiplier

2) Bought 223k YTs-alUSD-11DEC around 14.9% implied yield

ROI scenarios:

• Breakeven FDV = 40m
• 90m FDV = 96%
• 200m FDV = 299%

Believe in something!
x.com/Cryptophile...
4/ Lighter market cap (FDV) one day after launch? (>$10B)

Buy: "No"

4.6% yield in 2 months

Annual Percentage Yield = 55%

$HYPE reached a $10B FDV 4 days after listing

Lighter team isn't stupid they won't reward every farmer with fast pump to $10B+ FDV
3/ Russia x Ukraine ceasefire by October 31?

Buy: "No"

2.3% yield in 10 days

Annual Percentage Yield = 84%

Nobody is gonna ceasefire without Putin & Trump & Zelenskiy meeting

Trump's claims of negotiation "progress" are just noise; neither Zelensky nor Putin sees any real improvement
Heading into December, political volatility typically fades, investor sentiment shifts into risk-on / Santa-rally mode

I don't believe in 25% gold pump in Nov-Dec

Liquidity is not so deep, try limit orders
2/ What price will gold close at in 2025? (>5000$)

Buy: "No"

8.6% yield in 2 months

Annual Percentage Yield = 51.6%

Current gold price: $4,064 (up 53% since the beginning of the year)