Ryan Connor | RockawayX 🇺🇸
@ryanconnor
Partner at @RockawayX. prev @blockworks & macro investor. The most profitable arb is time horizon. Progress is boundless🇺🇸 tg: @ryanrconnor.
5.5K Following 6.5K Followers
> ONYC's growth is *accelerating* as TVL scales
> Yield is stable at >11%
> Structured product srONYC expands reinsurance yield to a new holder class
See you at $1B
Show more
Solana continues to prove it is on the bleeding edge of blockchain science and innovation
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
Show more
Only yield in crypto that is fundamentally uncorrelated to risk assets
No better asset to loop
It's not unlikely that ONyc is a $1B TVL asset by YE 2026
Who's working on making GPU/token futures w/ physical settlement/delivery?
Anything that can be measured can be
1) automated by AI, &
2) made tradable.
What happens at the intersection of these two megatrends?
