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Ryan | Catapult RWA Accelerator☄️
@ryanconnor
Partner at @RockawayX. prev @blockworks & macro investor. The most profitable arb is time horizon. Progress is boundless🇺🇸 tg: @ryanrconnor.
参加 April 2022
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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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