Ondo (ONDO)

RWAs are the hottest narrative in crypto right now. The narrative is shifting: adoption over speculation. Forget meme coins and hype cycles. Real money is rotating into real-world assets (RWAs). Treasuries, tokenized yield, and enterprise-grade products are scaling quietly, but massively. Projects to watch: - $ONDO: Tokenized treasuries and yield products gaining real traction. - $HBAR: Enterprise-grade RWA tokenization quietly expanding. - $LINK: Still the king for institutional oracles powering these flows. - $AVAX: Subnets + fast finality make it a scaling choice for RWAs. - $MANTRA: Regulatory-ready infrastructure and future-proof utilities. - $ICP / $XLM: Decentralized rails for institutional RWA growth. - $VET / $INJ: Niche, steady plays powering supply chains and derivatives in the RWA space. This isn’t flashy. It won’t make headlines every day. But the capital, the users, and the infrastructure are all moving. Those paying attention now will thank themselves later.

$ONDO Update 📈 Targets 1 and 2 were hit with perfect timing. Currently, we’re seeing a healthy retest of the support level before the next leg up. The overall bullish structure is still intact. Eyes stay on the final targets. 🚀 Next stop: $0.3192 https://t.co/mMIl7qsPgi

RWA continues to grow stablecoin growth and tokenized equities and institutional adoption plus offerings As stablecoins continue to grow globally, more users are allocating into RWAs like U.S. Treasuries, creating a powerful flow that platforms like ONDO are designed to capture and scale ONDO just crossed $3.4B+ in TVL

Tokenized stocks nearing $1B in totak onchain value, up from ~$32M a year ago (that's +2,800%+ growth). Still only ~0.0007% of the ~$147T global equities market. What’s driving it: - 24/7 trading + instant settlement - Fractional ownership + global access - Institutional pilots (Nasdaq & NYSE) - Apex Group targeting $100B in tokenized assets by mid-2027 Early days, but the direction is clear. The infrastructure is being built right now. P.S. @OndoFinance dominates with over 60% of the tokenized stocks market.

$ONDO is the safe play but is $XDC the smart play ? Everyone is piling into $ONDO because of the $2.6B+ AUM and the BlackRock narrative. It’s the Apple of RWAs. You wont go broke holding it and the yield is real. But if you are looking for the next leg up $XDC is trading at half the market cap with a fraction of the attention. $XDC just hit 100M blocks. SBI Holdings ties are deep. EVM compatibility + Cancun upgrade = ready for prime time. The Bottom Line: $ONDO has the TVL but $XDC has the infrastructure. I agree that ONDO is the cleaner hold for 2026, but ignore the XDC trade finance utility at your own peril. Safety or Upside? Where are you betting ?

In such market times, I too, think that $ONDO is one of the most compelling accumulation asset in crypto. From a fundamentals perspective, the growth trend is clear. - Ondo’s AUM has scaled to roughly $2.5B-$2.9B, putting it among the largest platforms in on-chain RWAs. - In tokenized Treasuries, it holds about $1.1B-$1.17B and roughly 17% market share, second only to BlackRock/Securitize’s BUIDL complex at around $2.9B. - More importantly, Ondo appears to be the clear leader in tokenized stocks, with about $556M+ TVL and roughly 58%-61% market share. - Since the launch of Ondo Global Markets in September 2025, cumulative trading volume has already reached about $7.5B-$8.7B. - @OndoFinance is becoming a broader tokenized capital markets platform. - $USDY is the highest yield bearing stable and ranking #7 in interms of AUM The RWA sector further strengthens the case. - On-chain RWAs grew from about $5B in 2022 to $24B-$25.7B by 2025-2026, implying roughly 380%+ growth in just a few years. - Longer term, the projections are much larger: around $9.4T by 2030 on the conservative end, and $16T-$30T in bull-case forecasts from major institutions. - If even a fraction of that materializes, I think the market will increasingly reward platforms with real distribution, regulatory structure, and product breadth. Next, team quality. - Goldman Sachs-origin team building for regulated capital. - Visible in the product design and distribution footprint - Ondo is live across 9 blockchains, integrated with Mastercard MTN, deployed on @Ripple, and expanding into @solana. To me, these are not vanity partnerships; they are distribution channels. I am bullish on Ondo’s business, market position, and category exposure. I would treat $0.24-$0.26 as the more attractive accumulation zone.

$ONDO that’s the tweet. 👍🏽

According to rwa xyz data, the tokenized asset market reached $27.65 billion as of April 2026, up 4.07% over the past 30 days, making it one of the few sectors seeing net inflows amid a broader crypto slowdown. U.S. Treasuries account for $12.78 billion, nearly half of the total, followed by commodities at $5.4 billion and private credit at $3.19 billion. Tokenized equities are approaching $1 billion, with transfer volume at $2.94 billion. H/T: @BUNT10 https://t.co/ppaE78TUOg

Tokenized stock went from a rounding error to $1B+ in like a year, and $ONDO captured the majority of that expansion 📊 I sat with the full picture, and it's actually way more interesting than that. Dominance at 58%+ market share, ~2.5x bigger than the next player. They did this in ~6 months. @OndoFinance Global Markets launched Sept 2025, now already: – $13B+ cumulative volume – ~$2.18B monthly volume – $170M peak daily – NVDA alone doing $3B+ volume – ~48.6k MAU, higher than competitors despite fewer holders → Ondo's base is actually trading, not just sitting. Because their model works: Ondo uses wrapped tokenization + atomic minting/burning. – when you buy NVDAon, they go buy real NVDA → mint token – when you sell, they burn → sell underlying They inherit #TradFi liquidity directly instead of relying on AMMs. I think of it as the stablecoin model applied to equities. USDC already proved this mechanic works at $100B+ scale. They don't need a heavy balance sheet or messy cap table changes per ticker. So they can support ~265 assets already and still scale easily, especially with their distribution moat. We might even be using Ondo’s product without realizing it. – inside wallets we already use – Binance makes it accessible to hundreds of millions – Morpho lets us post it as collateral – 1inch routes billions through it – Felix put 260+ Ondo assets live on Hyperliquid From my perspective, they’re quietly embedding themselves everywhere liquidity already exists. They also got an edge that institutions actually care about. Franklin Templeton picked Ondo because they have SEC clearance, EU MiCA passporting across 30 markets (~500M potential users), and a working 24/7 regulated trading rail. Ondo is building inbound pipes from TradFi, which is a completely different TAM from most crypto platforms. Global equities ~$150T, tokenized stocks ~$1B. The market is still tiny and gives Ondo massive room to grow. They charge zero fees right now to ruthlessly capture market share. The real bull case is when that flow feeds back into $ONDO once the fee switch turns on later this year. With my assumption, even a 0.05% take rate on ~$2B monthly volume, already ~$12M/year. But volume was basically zero 6 months ago, if this scales to ~$20B/month, that’s ~$120M/year. As total RWA demand continues to grow → Ondo volume scales → revenue scales → $ONDO value accrues. When I look at $ONDO sitting around ~$1.2B mcap with all of this building underneath, it feels like one of those setups I usually only see deep in a bear market. *My own view about Ondo fundamental.