Ondo (ONDO)

Guys, let’s just call it what it is: $Ondo has been the most hated asset on Twitter for a full year. You know who doesn't hate Ondo? BlackRock, JPM, Citi, UBS, HSBC, Franklin, Fidelity — ALL IN. You think they are bozos? Seriously? Are you smarter? Think about it? What do they know? You are smarter than all these people, yeah? Look, I get it (price keeps drifting lower) — most people bought it at the highs they sold now they hate). Because retail wants now. Yesterday better than now. Make me rich yesterday. Lots of people watched Ondo from 20¢ → then got in $1-$2 thinking they were early. They were depending how long your outlook is. And now it’s sitting in the .40s and everyone’s screaming fraud, scam, dead, zero. Meanwhile… Tokenized stocks are up 30× this year. Tokenized treasuries at ATHs. Binance Wallet integrates ONDO. 1inch routes into ONDO Global Markets. EU approves ONDO securities for 500M+ investors. SEC is literally consulting ONDO on tokenized securities. BlackRock, JPM, Citi, UBS, HSBC, Franklin, Fidelity — ALL IN. And the price? Down 75%. Yeah. I know. It’s a joke. But only to you. But here’s the part most of retail will never understand: Infrastructure never reprices when it’s being built. It reprices when the world suddenly realizes it’s finished. Amazon fell –96% while building the rails of the internet. $136 ->$6 Apple was laughed at while reinventing mobile computing. Chainlink was called dead for YEARS while integrating every bank and exchange on earth. ONDO is in that exact phase. The paint-drying, everyone-quits, “dead money” phase. Where the builders keep stacking wins, and the tourists keep rage-selling. But here’s the thing: (SEC:POLICY:MACRO) Suffocating The macro backdrop that has been choking ONDO since 2024… is ending. QT ended Dec 1 Trillions in debt will run off TGA ($8.9 trillion to date) SOFR cooling $40B/Month RMP Dealer balance sheets stable SRF stabilizing; SOMA will expand RWA regulation accelerating worldwide GENIUS Act = nuclear catalyst EU approvals live SEC frameworks happening Real money entering the rails This entire market spent 24 months in a liquidity desert. **The Trigger -> Fed BUYS COUPONS (bookmark) Mid to late Q1, that desert becomes a river.** And when liquidity returns, the assets that actually built something during the drought are the first to reprice. That’s $ONDO. "King of the Rails" Not the memecoins. Not the useless tokens that run 40× in two weeks and nuked 80% overnight. The market is about to rotate from candy to protein. From narratives to rails. From hype to infrastructure. And ONDO owns the rails. So yes — price looks dead. Sentiment is dead. Narratives are dead. Hope is dead. Perfect. That’s the exact moment before infrastructure assets go vertical. So here’s the truth nobody wants to say out loud: ONDO won’t reprice slowly. It will reprice violently. Mid to late Q1 is the window where fundamentals, regulation, and liquidity finally converge. And when it happens, it won’t be 40¢ → 55¢ → 70¢ → 85¢. It’ll be 50¢ → $1.20 → $2.00 → $3.50 before most people even get the notification. Because while CT was busy calling it dead, Ondo was building the financial plumbing of the next decade. And that’s how infrastructure assets always move: Slow… slow… slow… then all at once.

People keep asking about the Ondo repricing I talked about. We know liquidity is coming Q1 2026 but here is the thing people are stuck on “liquidity = the only lever”, and that’s not true. Liquidity is a huge part of "the when." But what actually forces a reprice. 1. Real balance-sheet usage (this is the big one) $ONDO reprices when institutions are forced to use it, not talk about it. That's coming! That means: 1. Tokenized treasuries or equities used as collateral 2. ONDO rails plugged into settlement, repo-like activity, margin, or treasury ops 3. Assets sitting on balance sheets, not wallets The moment ONDO stops being a part of the narrative: “tokenized assets are coming” and becomes: “This is how capital settles” That’s when price detaches from crypto sentiment entirely.

It seems there will no longer be anyone doubting that “stocks on-chain” is a false premise, right?! The SEC itself has spoken about going “On-chain” Beneficial for @OndoFinance @StableStock @circle @chainlink? https://t.co/yte9pheM2k

#ONDO Once the most talked about altcoin, it is now struggling for survival. It needs to close and sustain above $0.65 to reverse the daily downtrend and invalidate the large head-and-shoulders pattern. Until that level is taken out, it's just simple resistance. https://t.co/i13QipfMVq

$ONDO https://t.co/IkLuRWbQjb

"Coinbase Global Inc. plans to announce next week that it will launch prediction markets and tokenized equities, two of the hottest products in the financial markets, according to a person familiar with the matter. Coinbase, the US’s biggest crypto exchange, will go public with the products at a showcase on Dec. 17.... Its tokenized stocks will be launched in-house, not through partners, they said." @Bloomberg It's happening. Full verticalization of the stack from the majors - and the crowning jewel is RWAs. - Robinhood - RH Wallet, Robinhood trading platform, Bitstamp Exchange, RH Chain and tokenized stocks - Kraken - Kraken Wallet, Kraken Exchange, Krak App, Kraken Ramp, INK L2, xStocks - Stripe - Privy wallet, Valora Wallet, Bridge stablecoin platform, Tempo chain - Coinbase - Base wallet, Coinbase Exchange, Coinbase Pay, Base L2, CB RWAs Only one more thing to add: stock perps - and we know that's coming. So... where's Binance? Ondo, Shift and xStocks are all launching on BNB chain, (Ondo is already there and ramping up liquidity). Binance used to have a stock offering. Looks like we're on collision course. Illustration: A good-looking vertical stack topped off with a generous helping of RWA. You're welcome.

🚨 JUST IN: SEC approves DTCC plan to tokenize stocks, bonds and treasuries. -DTCC will likely collaborate with RWA service providers like $ONDO, $SOL, $BNB, $ETH, $LINK, and Securitize ( $CEPT) but there will be competition as well. -DTCC acquisition of RWA service provider Securrency in 2023 as well as their scale and regulatory entrenchment positions DTCC to be competitive with more well known RWA brands.