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 AI Improve Insurance Underwriting?

37:53 Does DeFi Leverage Add New Risks?

42:45 How Big Can Onchain Reinsurance Get?

46:28 Scaling Beyond Solana

50:57 Which RWAs Actually Belong Onchain?

FOLLOW THE SHOW

› 0xResearch – https://x.com/0xResearch

› Marc – https://x.com/marcarjoon

› Luke – https://x.com/0xMether

› Ryan – https://x.com/ryanconnor

› Ayyan – https://x.com/Ayyanrahman

› Telegram – https://t.me/+UFFz4z3qyrhhMDYx

› Blockworks – https://x.com/Blockworks

RESOURCES

› Learn more about Blockworks Agentic Detection:

https://blockworks.com/insights/introducing-agentic-detection-asset-monitoring-built-for-the-ai-era

› Blockworks Research → Research, data, governance, tokenomics, and models – all in one place: https://www.blockworksresearch.com/

› Free Daily Newsletter: https://blockworks.co/newsletter

EVENTS

› Join us at Digital Asset Summit 2026 Asia October 7th & Digital Asset 2026 London November 10-11th

https://blockworks.com/events

› TOKEN2049 Singapore is back October 7–8, bringing together 25,000 attendees, 300 speakers, and 500 exhibitors for one. ofthe biggest weeks in crypto. Get your TOKEN2049 tickets and 10% DISCOUNT here:

https://checkout.token2049.com/events/asia?promo=DASPODCAST10&utm_source=0xresearch&utm_medium=podcast&utm_campaign=daspodcast&utm_id=DASPODCAST

DISCLAIMER

Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only. Any views expressed are opinions, not financial. advice.Hosts and guests may hold positions in the companies, funds, or projects discussed.