Ondo (ONDO)

I've spent this morning deep diving into $ONDO 🔵 Feels cheap compared to what they're currently building? Whats everyone’s thoughts on this? https://t.co/0AS97kY9vK

Most of the $ONDO downside liquidity has been taken out. Now big liquidity clusters have emerged around the $0.3 level, where ONDO could move next. https://t.co/IWPFM5WynL

Updated list of the top 10 most talked about RWA tokens right now and why each one matters: 1. $ONDO: Tokenised US Treasuries bringing fixed income yields on chain for the first time at scale. 2. $LINK: The oracle infrastructure every serious RWA project depends on to function. 3. $MANTRA: Tokenised real estate plus a $1B deal, and most people still call it undervalued. 4. $XLM: A veteran Layer 1 quietly becoming a serious tokenisation settlement layer. 5. $HBAR: Enterprise grade tokenization with compliance built into the architecture from day one. 6. $PENDLE: Yield trading on tokenised assets is a category nobody saw coming two years ago. 7. $PLUME: Building the first chain designed specifically for RWA from the ground up. 8. $CFG: Tokenising invoices, real estate, and private credit where TradFi actually lives. 9. $REAL: Bridging compliant capital movement between traditional finance and DeFi infrastructure. 10. $PROS: The most polarising RWA launch right now with real debate around tokenomics and allocation. RWA tokenisation is a $16 trillion opportunity, and these are the projects fighting for position at the front of it. Screenshot this. Agree or cap? Follow me. I follow back fast if you drop value too. NFA DYOR

84% OF ALL TOKENIZED ASSETS ON-CHAIN ARE IN ONE CATEGORY. AND ONDO BUILT THE INFRASTRUCTURE THAT MADE IT POSSIBLE. $32.7B in tokenized funds out of $39.1B total. US Treasuries dominating everything else combined. OUSG was first. USDY expanded access globally. Now $800M in tokenized stocks on top. SEC no-action filed. Clearstream partnered for institutional settlement. The market didn't choose tokenized T-bills because they're exciting. It chose them because they're trusted, transparent, and yielding. The same reason institutions chose Treasuries for the last 100 years. Ondo just made them available to the world. That's not innovation for innovation's sake. That's solving a real access problem at global scale.

DeFi TVL Growth in 2026 : ONDO ▲ 83% CFG ▲ 48% HYPE ▲ 12% INJ ▲ 4% ENA ▼ 3% AERO ▼ 24% SOL ▼ 32% ETH ▼ 32% ASTER ▼ 37% SYRUP ▼ 37% SUI ▼ 38% AAVE ▼ 44% NEAR ▼ 48% SEI ▼ 62% Do you see the pattern? 👇 https://t.co/6Icmcjv3cx

RWA market leaders are becoming more defined! 🚨 $ONDO leads in tokenized market cap, followed by major institutions like BlackRock and Franklin Templeton entering the space. This shows where both crypto-native and traditional players are positioning. Institutional participation supports long-term growth in RWAs. Shifts in allocation would change the current leadership structure. This is where institutional capital starts shaping the sector.

Real-world assets are a $270T market and less than 1% is onchain. $ONDO Finance already holds 57% of tokenized stocks with $600M+ TVL. The market is still tiny, but the leader is already clear. If this space starts to scale, ONDO is in a position to capture a huge share of it. https://t.co/T1KEGosV0n

THE EUROPEAN CENTRAL BANK JUST SAID TOKENIZATION'S IMPACT IS "UNMATCHED BY PREVIOUS WAVES OF TECH CHANGE." Not a crypto founder. Not a VC. A European Central Bank Director. And that was just one headline this week. HSBC completed its tokenized deposit pilot. UK reversed its stablecoin position entirely. ABN Amro opened crypto access to clients. Ondo partnered with Clearstream for custody, settlement, and collateralization of tokenized stocks. Clearstream. Europe's largest securities depository. Institutional workflows. Real settlement infrastructure. Every week the list of institutions entering tokenization gets longer. Every week the case for sitting on the sidelines gets weaker. The ECB said it best. This isn't incremental improvement. This reframes the logic of the entire financial system.

⚪️ $ONDO : “Tokenisation does not add liquidity” During Paris Blockchain Week, a phrase completely reframed the RWA narrative: 👉 Oya Celiktemur (Ondo Finance): “Tokenisation does not create liquidity. It amplifies what already exists.” And the data go exactly in that direction 👇 • on the XRP Ledger → RWA volume +875% in 30 days (~$101M) → only already liquid assets (bonds, institutional products) • SIX Swiss Exchange + BME Exchange → €2 000 bn of shares put on‑chain via Chainlink → markets already liquid → just made programmable & accessible • Ondo: ~$221M on XRPL → always on liquid assets 👉 What institutions have understood: • they no longer try to make the illiquid liquid • they take already liquid markets → and make them on‑chain, global, 24/7 The real play = infrastructure + liquid assets → Ondo Finance → Chainlink → XRP