Ryan | Catapult RWA Accelerator☄️(@ryanconnor):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.

Ryan | Catapult RWA Accelerator☄️

@ryanconnor

Partner at @RockawayX. prev @blockworks & macro investor. The most profitable arb is time horizon. Progress is boundless🇺🇸 tg: @ryanrconnor.

Joined April 2022

5.6K Following 6.5K Followers

Ryan | Catapult RWA Accelerator☄️@ryanconnor

2026.08.19 00:56

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.