We don't need more Treasury wrappers onchain.
We need assets that are hard to access offchain and actually more useful onchain. https://t.co/L0z23WaoCH
@0xResearch
Are you being paid enough to take on catastrophe risk?
“You get comfortable with these risks in a way that the general public is not.” https://t.co/0irfTKzAI0
9/25/2026 15:02
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@0xResearch
What’s the risk behind reinsurance yield?
@ryanconnor says one major event can erase a full year’s return.
“Instead of getting your 11%, you got zero.” https://t.co/rJLbHYuuou
9/24/2026 16:02
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@0xResearch
Don't use a 50 vol asset as collateral.
@ryanconnor says sharp drawdowns constrain leverage, but reinsurance exposure is high yield with no vol.
“You’re going to get much more utility out of using that asset.” https://t.co/w23WyyIz7M
9/24/2026 15:02
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@0xResearch
Why bring reinsurance onchain?
– Ultra-high yield (11–12%)
– Short duration
– Returns uncorrelated w/ crypto & equities
– Liquidity for an illiquid asset
– Way bigger TAM https://t.co/tTlnDblnPN
9/23/2026 16:02
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@0xResearch
Tokenization alone doesn’t fix an asset.
The bigger unlock is changing how it works: adding liquidity and making it usable as DeFi collateral. https://t.co/MC7KxsVHBT
9/23/2026 15:02
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@0xResearch
NEW POD
We Cover:
▫️ Yield uncorrelated to crypto
▫️ Turning reinsurance into collateral
▫️ Catastrophe + liquidation risk on leverage
▫️ Tokenization without utility isn’t enough
▫️ Yield trading + credit tranching for RWAs
TIMESTAMPS:
00:00 Intro...
9/23/2026 13:30
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@0xResearch
Stablecoin chains won’t generate REV
The golden goose is reserve income, not transaction fees https://t.co/4qonmVbG4J
9/17/2026 16:02
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@0xResearch
Robinhood Chain’s REV collapse is being misread
Increasing the gas limit reduced revenue, but it also fixed transaction costs that had climbed as high as $10 on a chain designed to be cheap https://t.co/A1g5VmSYDr
9/16/2026 18:01
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@0xResearch
Uniswap is processing more than 80% of Robinhood Chain’s volume
Its already @Uniswap’s 2nd-largest venue driving more volume, fees and $UNI buybacks https://t.co/gdxcHYhbgP
9/16/2026 17:01
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@0xResearch
"This is the kind of stuff I've been waiting for"
Robinhood Chain has Micron–USDG LPs yielding 85%–118%
The $SPY–$MU pool is yielding 34%
Tokenized equities turn existing holdings into yield https://t.co/xef0208jpu
9/16/2026 16:02
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@0xResearch
Aave missing Robinhood Chain’s day-one launch was a massive fumble
Morpho already has the official partnership, direct app integration and Robinhood-funded incentives. https://t.co/mG8Lu3I2Hu
9/16/2026 15:01
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