Insights

The underwriting clock sets the terms on which risk enters the portfolio. The capital-markets clock continues to operate while that risk is held. Understanding a collateralized reinsurance portfolio requires reading both.

A look back at the first year of the OnRe Market on Kamino from launch to one of Solana's largest RWA lending markets.

Property catastrophe reinsurance and casualty reinsurance are both marketed as uncorrelated investments. Their diversification comes from different sources because duration determines what remains exposed after a contract is written.

Catastrophe bonds proved that capital markets want direct exposure to insurance risk. Tokenization takes the next step by making that same exposure more accessible, liquid, and composable.

This June, independent parties began building pricing infrastructure around ONyc's yield, and the first prices from that infrastructure have already begun to move.

Investors are increasingly buying reinsurance for diversification rather than purely for cycle-driven returns. That shift creates an opening for onchain access.

The last cycle rewarded whoever advertised the highest number. The next one rewards whoever can tell you what that number is made of, what could break it, and who already priced that risk.

There is a tendency in this market to chase what appears to be progress.Faster systems, greater leverage, improved user experience, and deeper composability have all contributed to the growth of DeFi. These developments are meaningful and should not be dismissed. But with the recent hack of Drift, I feel DeFi always returns to the same question.

Over the last decade, less than half of the world's economic losses from natural catastrophes were insured. The remaining deficit runs into hundreds of billions annually. The industry calls it the "protection gap."

Recent exploits haven’t introduced new risks, they’ve exposed the same ones again and again. OnRe is structured differently, with those risks in mind.

One fire exposed a flaw in global finance. 180 years later, that system is being rebuilt onchain.

Exploring the gap between catastrophe models and underwriting, and how bringing that layer onchain makes risk markets more transparent.

This week wasn't just another correction. It was a stress test that exposed the illusion of diversification in correlated assets.

While markets swing between euphoria and panic, ONyc delivers something rare: a return profile that is fundamentally uncorrelated.

As markets mature, yield-bearing assets are starting to behave less like products to hold and more like collateral systems to build on.

Looping can be an effective way for DeFi users to increase exposure to productive yield sources like ONyc while staying within DeFi’s core rails.

Over the next 12 to 18 months, the market doesn’t need new narratives. It needs proof it can hold up. This is how we see 2026 taking shape.

The case for bringing reinsurance onchain has nothing to do with novelty or technology for its own sake. It comes from the limits of traditional financial infrastructure, and what becomes possible once those limits begin to matter.

Written by our Co-Founder and CGO, this overview explains how ONyc works, its safeguards behind it, and why its return profile differs from the crypto-driven yield models we're used to on Solana.

ONyc turns regulated reinsurance yield into a transparent, verifiable onchain asset – bridging traditional finance and DeFi through real oversight, real assets, and real returns.

Breaking down the White House’s stance on crypto and what it means for digital assets, regulation, and market growth.

The GENIUS Act is a meaningful step for assets like ONyc, which are built to grow into real financial instruments that reflect real economic activity.

Exploring the biggest trends driving RWA adoption in crypto and how they shape capital allocation opportunities.

Exploring how real yield evolves and where crypto investors turn for sustainable returns.

Reinsurance represents a $750B market, and OnRe reveals how blockchain unlocks this hidden investment opportunity.

Insurtech is transforming insurance with blockchain, automation, and new capital models for the digital era.

Best practices for securing your digital assets, from custody solutions to risk management in crypto markets.