- Analisado
- 24 de out. de 2026
- Motor
- v5.2.0
- Calculado
- 2026-10-24 11:52 UTC
- Hash de entradas
- 4a54c2dc828b
O Pro desbloqueia Onchain Yield Coin por completo. Variação, cenário, sinal, fatores de risco, catalisadores.
Pesquisa, não constitui aconselhamento financeiro. Leia os termos.
Evidências dos pilares
Conjunto de dados 24 de out. de 2026. 12 fontes, 13 citações.Em inglês
Sustentabilidade80
Transparência90
Receita85
Inovação80
Comunidade70
Tokenomics65
Fontes
- 1docs.onre.finance/introduction/onre-tokenized-reinsurance-onycCitado por Sustentabilidade
- 2docs.onre.finance/getting-started/the-onchain-yield-coin-onyc/the-onyc-whitepaperCitado por Sustentabilidade
- 3onre.finance/resourcesCitado por Transparência
- 4app.rwa.xyz/assets/ONycCitado por Transparência, Receita
- 5docs.onre.finance/introduction/yield-mechanismsCitado por Receita
- 6docs.onre.finance/technical-resources/token-configuration-and-referenceCitado por Inovação
- 7onre.finance/blog/unlocking-more-utility-onyc-joins-kamino-multiplyCitado por Inovação
- 8onre.finance/blog/onyc-launches-on-kamino-unlocking-real-world-yield-and-collateral-utility-in-solana-defiCitado por Comunidade
- 9coinmarketcap.com/community/articles/6ad3727fc8c40f0a7c4339e2/Citado por Comunidade
- 10docs.onre.finance/onyc-in-defi/onyc-buybacksCitado por Tokenomics
- 11solscan.io/token/5Y8NV33Vv7WbnLfq3zBcKSdYPrk7g2KoiQoe7M2tcxp5Citado por Tokenomics
- 12coingecko.com/en/coins/onycCitado por Tokenomics
Sobre Onchain Yield Coin
Análise de 24 de out. de 2026Em inglês Tradução pendente: esta análise é apresentada em inglês.
ONyc is a Solana yield-bearing token issued by Bermuda-licensed reinsurer OnRe Finance. Each token represents fractional ownership in segregated accounts underwriting short-duration property catastrophe and specialty reinsurance contracts.
Visão geral completaMostrar menos
The structure targets 16% annual yield by combining 8% reinsurance premiums with 6% or higher sUSDe collateral returns. In January 2026, OnRe launched a dual verification framework with Apex Group and Accountable.
A five-member insurance committee including three Willis Towers Watson actuaries oversees underwriting risk. By October 2026, ONyc surpassed $225 million in active Solana DeFi total value locked across Kamino markets.
On October 10, 2026, OnRe expanded ONyc to Monad through Plume Network nONyc vaults.
Tese de investimento
ONyc gives digital asset allocators uncorrelated yield from the $750 billion global property catastrophe reinsurance market. Underwriting premiums depend on actuarial risk pricing rather than crypto token emissions or trading fees.
Tese completaMostrar menos
Combining underwriting cash flows with delta-neutral sUSDe collateral returns produces a 16% base annual yield target. Leveraged looping vaults on Kamino Multiply allow experienced participants to target over 20% annual yield.
Since January 2026, monthly Apex Group attestations and real-time Accountable verifications have audited reserve solvency. Chainlink onchain net asset value feeds price the token across Solana lending pools and liquidity venues.
The October 2026 Plume Network integration wrapped ONyc into nONyc to reach EVM allocators on Monad. Quarterly redemption gates with 30-day notice and 2.5% weekly caps require long-term capital commitment from holders.
CoinGecko reports 111.3 million circulating tokens against 255.0 million total supply as of October 24, 2026.
Pontos fortes
- Bermuda Monetary Authority segregated accounts licensing pairs with a five-member underwriting committee including Willis Towers Watson actuaries.
- Dual yield engines combine 8% reinsurance underwriting premiums with 6% or higher sUSDe collateral returns uncorrelated to crypto prices.
- Monthly Apex Group NAV attestations and DeFi-native Accountable reserve verification have operated continuously since January 2026.
- Active Solana DeFi TVL exceeded $225 million by October 2026 across Kamino lending markets and Chainlink NAV feeds.
- The October 2026 Plume Network nONyc launch expanded cross-chain distribution from Solana into the Monad EVM ecosystem.
Riscos
- Quarterly redemption windows with 30-day advance notice and 2.5% weekly NAV caps constrain secondary exit liquidity.
- Severe property catastrophe claims exceeding underwriting premiums can reduce net asset value below initial principal.
- CoinGecko tracks 111.3 million circulating tokens out of 255.0 million total supply as of October 24, 2026.
- Smart contract and cross-chain wrapper risks span Solana issuance contracts, Kamino Multiply vaults, and Plume nONyc bridges.
- Backing collateral held in sUSDe exposes reserves to Ethena funding rate compression and counterparty risks.
Posição competitiva
ONyc operates as a Bermuda-licensed reinsurer accepting digital asset collateral within the $750 billion global reinsurance market. Most RWA protocols like Ondo Finance, Centrifuge, and Maple Finance tokenize treasury bills or private corporate credit.
Posição completaMostrar menos
Tokenized property catastrophe underwriting gives ONyc a return stream independent of Federal Reserve interest rates. Since January 2026, Apex Group and Accountable have provided dual verification across traditional accounts and onchain vaults.
Partnerships with Guy Carpenter, Willis Towers Watson, Coinbase Prime, and Chainlink support institutional underwriting and pricing. With over $225 million in Solana DeFi TVL and October 2026 Monad vaults via Plume, ONyc leads tokenized reinsurance.
Conclusão
ONyc brings regulated Bermuda reinsurance underwriting yields onchain with monthly Apex Group and Accountable reserve verification. Active Solana DeFi TVL above $225 million and the October 2026 Monad expansion via Plume demonstrate institutional traction.
Conclusão completaMostrar menos
Quarterly redemption gates, catastrophe claim exposure, and a 43.7% circulating-to-total supply ratio require disciplined sizing. Patient yield allocators can accumulate positions as multi-chain collateral integrations and actuarial attestations compound net asset value.
