# Solana DeFi — X 热门讨论 (2026-09-26 11:50 UTC)

## @ELBUMPY (ΞLB𝐔𝐌𝐏𝐘) · 09-26 08:54 · ♥78 ↻0 💬88 $300M+ of real reinsurance is now on Solana.

Think about what that means...

OnRe took part of the massive $800B reinsurance market and brought it onchain through ONyc, a dollar-denominated asset that earns from real insurance premiums and collateral returns, not token emissions.

The target yield is around 9–15%, with returns driven by insurance risk rather than crypto market moves.

And it doesn’t just sit there.

ONyc is already being used across DeFi, including Kamino, with more ways to split, leverage and trade the underlying yield.

This is the part of the RWA thesis that actually gets interesting:

Real-world cash flows → onchain → composable across DeFi.

Not just tokenizing an asset...

Building an actual market around it. @onrefinance https://x.com/ELBUMPY/status/2103770258867728839

## @marinonchain (marino) · 09-26 10:32 · ♥70 ↻5 💬13 JUP is up over 100% since August 🪐

→ It has 830,172 holders → It has the largest DeFi token holder base on Solana → It has 43% of holders staking, locking 1B+ JUP → It has no net-new emissions indefinitely → It has 50% buybacks → It has quarterly ASR rewards, currently at ~18.5% APY

And who knows, more incentives like DTF launches that could be on the horizon?

Yes - I’m bullish on JUP this cycle.

What about you? https://x.com/marinonchain/status/2103794901498700098

## @inno_sol (inno) · 09-25 18:04 · ♥50 ↻5 💬11 this might be one of the craziest yield setups rn

@kamino just launched Fixed Rates, and @onrefinance is already live with ONyc

> ~25% APY on the ONyc Multiply strategy > borrowing USDC at a fixed 8% for 30 days

the key part: your borrowing cost is locked, so a sudden borrow rate spike can’t destroy your yield 🧠

starting with $1.5M capacity. (only 900k left)

tldr: leveraged ONyc yield + fixed cost of capital

welcome to solana DeFi, with kamino > 引用 @kamino: Fixed Rates are now live in the @onrefinance Market.

Launching with $1.5M in liquidity, users can borrow USDC against ONyc at a fixed 8% rate across rolling 30-day terms, with ONyc/USDC Fixed Rate Multiply.

The future of onchain credit is fixed. https://t.co/FlqdlJgR4W https://x.com/inno_sol/status/2103546185457824175