Ryan Connor | RockawayX 🇺🇸
@ryanconnor
Partner at @RockawayX. The most profitable arb is time horizon. Progress is boundless🇺🇸 tg: @ryanrconnor.
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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
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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?
