$2.7B market cap for $ONDO is nothing compared to the trillions coming onchain. And yes, right now it's just a “governance token”. I know. But look at the last 10 days: → CLARITY stalled in the Senate but SEC kept moving anyway. → SEC staff said buybacks of non-security tokens on functional networks don't, on their own, make them securities. → Ondo marketing lead reacted publicly on this news “Oh?” + comment My read: the road to value accrual just got a lot clearer. Are you going to wait until a fee switch (or similar) passes and buy 10x higher, or take the risk now? Zoom out on the bigger plan. Under the GENIUS Act, stablecoins have to be backed 1:1 by cash-like reserves, largely short-term Treasuries. Stablecoin growth = structural demand for US debt. Tokenization is part of how the dollar keeps its grip, and Ondo literally sits in the middle of that value stream seam. Meanwhile the company is already executing: → $ 3.6B+ in tokenized assets → #1 tokenized stock platform: $1.2B TVL, 450+ assets → $2.3B in USDY → BlackRock-powered portfolios, live this week (aka deep partnership with the biggest asset manager, 15T in assets) Worst bear case angles, so you don't have to reply with it: ~$5.5B FDV, unlocks every January through 2029, a court fight over who controls the company & no buybacks yet. Things can change fast. It's all pieces of the puzzle. $2.7B is nothing next to the trillions coming onchain and what Ondo is already doing. High conviction. I’m in with size. NFA.
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Evidence timeline
X and Telegram posts, app-native calls and on-chain activity linked to this asset.
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@ben_grossman Hearing rumours that 1 $condo = 1 $ondo
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@andyyy 0xfaba6f8e4a5e8ab82f62fe7c39859fa577269be3
@RippleXrpie Interesting. Very condo coded
@ben_grossman @RippleXrpie 1 $ONDO = 1 $CONDO @senderdotfamily @CondoOndo
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@ben_grossman 1 $ONDO = 1 $CONDO @CondoOndo and @senderdotfamily doing it all on Ethereum!
things are happening on main net again $ondo $condo $send
Nobody is paying attention to this. "MASS TOKENIZATION" is coming, and most people have no idea what's coming. 1. The $115T stock market will be tokenized 2. The $117T bond market will be tokenized 3. $390T real-estate will be tokenized 4. $26T+ in gold will be tokenized 5.
$2.7B market cap for $ONDO is nothing compared to the trillions coming onchain. And yes, right now it's just a “governance token”. I know. But look at the last 10 days: → CLARITY stalled in the Senate but SEC kept moving anyway. → SEC staff said buybacks of non-security tokens on functional networks don't, on their own, make them securities. → Ondo marketing lead reacted publicly on this news “Oh?” + comment My read: the road to value accrual just got a lot clearer. Are you going to wait until a fee switch (or similar) passes and buy 10x higher, or take the risk now? Zoom out on the bigger plan. Under the GENIUS Act, stablecoins have to be backed 1:1 by cash-like reserves, largely short-term Treasuries. Stablecoin growth = structural demand for US debt. Tokenization is part of how the dollar keeps its grip, and Ondo literally sits in the middle of that value stream seam. Meanwhile the company is already executing: → $ 3.6B+ in tokenized assets → #1 tokenized stock platform: $1.2B TVL, 450+ assets → $2.3B in USDY → BlackRock-powered portfolios, live this week (aka deep partnership with the biggest asset manager, 15T in assets) Worst bear case angles, so you don't have to reply with it: ~$5.5B FDV, unlocks every January through 2029, a court fight over who controls the company & no buybacks yet. Things can change fast. It's all pieces of the puzzle. $2.7B is nothing next to the trillions coming onchain and what Ondo is already doing. High conviction. I’m in with size. NFA.
$ONDO moonshot
@federalreserve requests public comment on two proposals related to establishing a regulatory framework for Board-supervised payment stablecoin issuers under the GENIUS Act:
Why this is bullish 0xfaba6f8e4a5e8ab82f62fe7c39859fa577269be3 ; 1. Legitimizes the rails Ondo depends on. OUSG mints/redeems instantly against USDC/PYUSD/RLUSD. Firmer backing + capital rules on those tokens = less "is this stablecoin actually safe" friction for big allocators moving size through Ondo's products. 2. Regulatory clarity is the whole thesis. Ondo's own president has said institutions won't deploy real capital without a legal framework. This is one of three regulators (OCC, FDIC, now Fed) finishing that framework for stablecoins specifically which is momentum in the direction Ondo needs, even if it's not Ondo being regulated directly. 3. Banks entering stablecoins = banks getting comfortable with tokenization generally. Per @nic_carter thread, JPM/BofA/Citi/Wells are reportedly in early consortium talks. Once TradFi banks are issuing and holding stablecoins, tokenized T-bills (Ondo's core product) stop looking exotic to the same institutions. 4. Direct name recognition. A followed stablecoin analyst (Carter) named USDY specifically as a beneficiary of the yield-competition shakeup this creates — that's real mindshare, not just narrative you're reading into it. Caveat: this is a mechanism/sentiment tailwind, not an immediate price catalyst. Comment period is 60 days, rules aren't final, implementation runs to Jan 2027. — On the @BlackRock announcement today : Ondo also launched Intelligent Portfolios Powered by BlackRock -> three tokenized portfolio products using BlackRock-designed allocation strategies, ONDO so far did +~22% on the news. That's the demand side; the Fed's stablecoin rules are the plumbing side -> cleaner settlement rails make it easier for the institutional capital BlackRock's brand attracts to actually mint/redeem into these products at size. Two separate stories today pointing the same direction: TradFi giants supplying products, regulators legitimizing the rails they move on. Higher for $ONDO
1 $CONDO = 1 $ONDO
Quite simple top blast here on 0xfaba6f8e4a5e8ab82f62fe7c39859fa577269be3 1. I'm evidently bullish. I am long delta multi 8 figures. I don't see alts running and ONDO not running with them (worst case scenario) 2. Blackrock? 3. When have we ever been able to invest in Blackrock with no KYC? 4. Nigga blackrock?
Longed 0xfaba6f8e4a5e8ab82f62fe7c39859fa577269be3 on HL This is huge
Maybe this is an infinite TWAP moment Blackrock manages 15T in assets & has been talking about tokenisation for so long Long term how many billions you think they will put onchain through @Ondo since that’s their ‘confirmed partner’ on that now & yes, I know that currently no rev is going into the token But there’s governance for a reason & a speculated fee switch coming up in ‘H2 2026’, so anywhere from now until Dec. (portion of protocol revenue will thenflow to 0xfaba6f8e4a5e8ab82f62fe7c39859fa577269be3 holders via distributions, buybacks or yield) + There’s much more bullish info I’ll link in the tweet below 🤷♂️ Anyway, price go up
JUST IN: BlackRock partners with $ONDO to launch tokenized investment portfolios.
@WatcherGuru 15T in assets How much will be tokenised through @Ondo ? 👀 0xfaba6f8e4a5e8ab82f62fe7c39859fa577269be3
JUST IN: BlackRock partners with $ONDO to launch tokenized investment portfolios.
Front page of WSJ
Longed 0xfaba6f8e4a5e8ab82f62fe7c39859fa577269be3 on HL This is huge
$SFX FUNDAMENTAL THESIS 🧵 Could $SFX become an RWAfi infrastructure play for Robinhood Chain? The thesis is much bigger than simply borrowing against tokenized stocks. Here’s what caught my attention 👇 1/ Tokenization is only step one. Stocks, ETFs, Treasuries and other RWAs are moving on-chain. But once they’re there, people will want to use them: → Collateral → Credit → Liquidity → Lending → Structured products That’s where RWAfi begins. 2/ SAFIX is building directly into this opportunity. The idea: Tokenized stocks/RWAs → private verification → collateral → borrow USDG Instead of selling an asset to unlock liquidity, eligible holders could borrow against it while keeping their exposure. But lending isn’t the biggest part of my thesis. 3/ The real potential is SAFIX’s Private Collateral Passport. A lender needs to know: → Do you control the collateral? → Is it valuable enough? → Is it eligible? → Is it already pledged? SAFIX wants to prove this without exposing the user’s entire portfolio. 4/ Now imagine other RWAfi apps plugging into that infrastructure. A lender needs collateral verification? → SAFIX. A wallet wants to offer RWA-backed credit? → SAFIX. An issuer wants its assets usable as collateral? → SAFIX. Another RWAfi protocol needs private verification? → SAFIX. That’s where this potentially goes from one lending app → ecosystem infrastructure. 5/ The bigger vision: Robinhood Chain ↓ Tokenized stocks + RWAs ↓ SAFIX credit / verification layer ↓ Wallets + lenders + issuers + RWAfi apps ↓ Users If multiple applications integrate the passport, every new RWAfi app could potentially expand SAFIX’s network rather than simply compete with it. 6/ That’s why I find the ”$ONDO of Robinhood Chain” thesis interesting. Not because SAFIX is anywhere near Ondo’s scale today — it isn’t. But Ondo showed how powerful the tokenization layer can become. SAFIX is attempting to capture part of what comes next: the credit + collateral layer. 7/ And that’s why I’m so bullish on the RWAfi narrative itself. RWA = bring assets on-chain. RWAfi = put those assets to work. Tokenization → collateral → credit → liquidity → financial applications. An entire financial stack still needs to be built. 8/ $SFX is extremely early and has a LOT to prove. Audits. Liquidity. Mainnet. Borrowers. Integrations. Revenue. None of the big outcome is guaranteed. But that’s the fundamental thesis…
Should You Be Holding Ondo? In memory of @nathanlallman Let's audit. What it is: $ONDO Finance is the infrastructure layer bringing institutional-grade financial products onto the blockchain. Not memecoins. Not DeFi speculation. US Treasuries. Government money market funds. Tokenized equities. Real yield from real assets. The pitch: make Wall Street products accessible on public blockchains without leaving the crypto ecosystem. What's actually been built: $3.53 billion TVL as of Q1 2026. That's not a projection. That's locked capital. $13.26 million in revenue Q1 2026 alone. 60%+ market share in tokenized equities. Over $2 billion in trading volume. OUSG — tokenized US Treasury exposure. Approximately 3.49% APY backed by actual government securities. Not algorithmic yield. Not ponzi mechanics. US Treasuries. USDY — yield-bearing stablecoin backed by bank deposits and short term Treasuries. Real yield. Real collateral. Who is using it: Fidelity incorporated OUSG into its tokenized fund strategies. ✅ PayPal secured a $25 million facility connecting PYUSD with ONDO yield products. ✅ Mastercard integrated ONDO into its Multi-Token Network for payments and RWA settlement. ✅ JPMorgan's Kinexys division partnered for cross-chain settlement of tokenized treasuries using ONDO infrastructure. ✅ Franklin Templeton — $1.7 trillion AUM — partnered with ONDO to tokenize exchange-traded funds. ✅ Ripple redeemed OUSG on XRPL settled in under 5 seconds via Mastercard and JPMorgan in May 2026. ✅ State Street and Galaxy Asset Management committed $200 million seed capital for SWEEP — a new tokenized fund launching 2026. ✅ 21Shares filed for a spot ONDO ETF February 2026. ✅ SEC closed its two-year investigation in November 2025 without charges. ✅ The staking situation — honest answer: ONDO can be staked for governance participation and potential rewards. But here is what you need to know right now. ONDO is primarily a governance token. The protocol earns real revenue. That revenue currently goes to the corporate entity — not token holders. The fee switch vote is coming H2 2026. That vote decides whether protocol revenue gets distributed to stakers or used for buybacks. If it passes — ONDO becomes a yield-bearing asset connected to real institutional revenue. If it doesn't — ONDO remains a governance token riding narrative momentum. That vote is the most important event on ONDO…