Ryan | Catapult RWA Accelerator☄️
@ryanconnor
Partner at @RockawayX. prev @blockworks & macro investor. The most profitable arb is time horizon. Progress is boundless🇺🇸 tg: @ryanrconnor.
5.6K Following 6.5K Followers
Today we are launching Catapult: an evergreen accelerator for scaling RWAs onchain.
RockawayX is partnering with founders to tokenize differentiated, high-yielding assets, then backing them with design, anchor TVL, liquidity support, DeFi integrations, and a mentorship program of the industry’s best. 🧵
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ONyc @onrefinance is absolutely eating market share... this is deeply misunderstood by ct.
In just 14 months ONyc is now the
- largest market by deposits on Loopscale
- largest RWA market by deposits on Kamino
- 6th largest RWA market in *all of crypto*
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It's likely OnRe's ONyc has reached escape velocity.
AUM is closing in on $270M while unlevered/no-loop yield holds steady above 11%.
It's clear that defi capital sat on the sidelines waiting for the OnRe thesis to de-risk & prove out at scale. It has. ONyc maintains high, uncorrelated yield in size.
Now the rotation out of lower-yielding RWAs into ONyc is underway.
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> 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
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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
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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?
