Why Reinsurance Could Become DeFi’s Best Collateral | Ryan Connor & Ayyan Rahman
Is reinsurance becoming DeFi’s most useful collateral?
This week, we're joined by Ryan Connor of RockawayX and Ayyan Rahman of OnRe as we examine how ONyc turns institution-only reinsurance into composable onchain yield.
We explore uncorrelated premiums, Kamino leverage, catastrophe risk, and why tokenization only matters when it adds real utility. Enjoy!
TIMESTAMPS:
00:00 Intro
04:15 How Does Onchain Reinsurance Work?
09:43 Why Is Reinsurance Yield Different?
14:38 Where Does The Yield Come From?
20:47 Turning Reinsurance Into DeFi Collateral
26:47 What Could Wipe Out Your Yield?
34:35 Can…
The skinny
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