This post is for educational and informational purposes only and must not be constructed as containing investment advice. The blogger who wrote this post is not a financial advisor, depending on your country and local regulation, you should seek advice from the appropriate financial advisors to ensure you are informed about the risks.
Status: Published.
a list of already published how to trade guides can be found HERE.
do your own research
Last update: June 30, 2026
Summary
1- Category
2- Utility
3- Market capitalization
4- Ondo revenue
4-A- Yield
4-B- Fees
5- Ondo Market
6- Ondo competitors
6-A- Brokers
6-B- Tokenization platforms
7- Ondo price benchmark
8- regulatory approvals
9- Ecosystem
9-A- Ondo App
9-B- Assets
9-B-1- USDY
9-B-2- OUSG
9-C- Corporate arm
9-C-1- Flux finance inc
9-C-2- ondo finance inc
9-C-3- ondo capital management LLC
9-D- ondo directory
9-E- Exchange
9-F- Governance
9-F-1- Ondo DAO
9-F-2- forum discussion
9-F-3- vote
9-G- Protocol
9-G-1- Lending protocol - Flux Finance
9-G-2- RWA tokenization – ondo global markets
9-G-3- Minting and redemption – Nexus
9-H- infrastructure
9-H-1- L1 Blockchain – ondo chain
9-H-2- bridge
9-H-3- infrastructure - converter
9-I- Nonprofit - Ondo Foundation
9-J- Ecosystem tokens
9-J-1- fTokens
9-J-2- mUSD
9-J-3- rUSDY
9-J-4- USDon
9-K- Venture
9-L- Explorer
10- Stakeholders
10-A- Ondo holders
10-A-1- Fund
10-A-2- ondo ETFs
10-A-2-a- 21shares ondo ETP
10-A-2-b- Valour Ondo SEK
10-B- Partnerships
10-B-1- Partnerships - Blockchain
10-B-1-a- Partnerships - Blockchain - OUSG
10-B-2-b- Partnerships - Blockchain - USDY
10-B-2-b- Partnerships - Blockchain - Stocks and ETFs
10-B-3- Partnerships - clearing
10-B-4- Partnerships - exchange
10-B-5- Partnerships - transfer
10-B-6- Partnerships - interoperability
10-B-7- Partnerships - investment management
10-B-8- Partnerships - lending protocol
10-B-9- Partnerships - price feeds
10-B-10- Partnerships - payment
10-B-11- Partnerships - Post trade and trading technologies
10-B-12- Partnerships - wallet
11- Ondo ups and downs
11-A- Why would someone want to buy ONDO token ?
11-B- Supply
12- Why Ondo go down ?
12-A- Competition
12-A-1- ONDO ecosystem products
12-A-2- ONDO token
12-B- Unlocking
12-C- List of possible other reasons Ondo price can go down:
13- Why Ondo go up ?
13-A- integration
13-B- Ondo regulatory approvals
13-C- Regulatory crackdown on brokers
13-D- Tokenization
13-E- TVL
13-F- Unlock
13-G- List of possible other reasons the price can go up:
14- where to trade ondo?
14-A- Buy
14-B- Sell
15- How to stay informed about ONDO?
15-A- ONDO News:
15-B- Limited access / require subscription:
Summary
There is a small confusion when searching and reading about ONDO, any one reading this post must separate two different things:
- ONDO finance inc
- ONDO token
ONDO finance inc is the market leader in stocks, ETFs, treasuries,... tokenization, i will not expand on this, it is a huge market,...
ONDO finance inc success has (legally) nothing to do with ONDO token price, they may share ethusiasm, sentiment, but this will be speculative only.
Ondo is a relatively young project, but promising. The actual organizational structure is confusing and not easy to evaluate :
- - Ondo is not a blockchain network, its a collection of +400 ERC-20 on ethereum,
- - Ondo is not a transaction token, it is a governance token,
- - Ondo business is tokenization, the Ondo token alone does not indicate ondo success,….
There is no clear Ondo road-map for 2027, 2028, 2029, 2030,…. and apparently what is happening is that people are waiting for news from ondo, but even the press releases are not talking about ondo future.
Ondo global markets alliance is probably where discussions and proposals are happening not the Ondo DAO, and institutional are operating within a compliance framework, so basically those are technical discussion about how to be compliant!
Ondo is leading tokenization with success however the confusion and ambiguity about the future has opened doors to prediction and speculation. Ondo could do that, could do this,….
For example, one of those speculation is Ondo token becoming a transaction token in the future Ondo chain.
ONDO the token is a governance token, it is for speculation and it is not a good investment, should be contained in no more than 0.25% of an entire crypto position, depending on the size of your portfolio.
1- Category
Ondo is the governance token for the ondo DAO and Flux Finance. Ondo token holders are entrusted with shaping the future of the Ondo DAO so that it continues to pursue its mission to democratize access to institutional-grade finance. The ondo DAO gives ONDO holders specific rights pertaining to Flux Finance, which is currently governed by the Ondo DAO.
2- Utility
Ondo token has two utilities :
- a- governance : Ondo is the governance token of ondo DAO.
- b- incentive : serve as growth incentives such as airdrops and for contributors to the Ondo ecosystem, including developers, educators, researchers, and strategic contributors.
3- Market capitalization
As of June 26, 2026 Ondo rank 42 with a market capitalization of $1.51B
4- Ondo revenue
4-A- Yield
daily yield earned by USDY and OUSG holders, calculated as each token’s price increase over the day times the amount of tokens in circulation.
data from : defillama.com/protocol/ondo-finance
| gross protocol revenue | $ M |
|---|---|
| May 2026 | 4,18 |
| April 2026 | 5,42 |
| Mar 2026 | 4,19 |
| Feb 2026 | 4,02 |
| Jan 2026 | 5,04 |
| Dec 2025 | 4,21 |
| Nov 2025 | 4,26 |
| Oct 2025 | 4,83 |
| Sep 2025 | 4,52 |
| Aug 2025 | 4,54 |
| Jul 2025 | 4,60 |
| Jun 2025 | 4,62 |
| Average | 4,54 |
gross protocol revenue: total yields collected by investment assets.
4-B- Fees
management fee for OUSG remains low at 0.15 %. this fee has been waived until July 1, 2026.
5- Ondo Market
Ondo is operating in the cross border stocks, ETFs, bonds,.... trading market. it is a regulated global market generating important flows of cash.
Tokenization as a technology is relatively new, where the united states is creating regulations and business models for the first time. the technology will help keep the united states capital market attractive and relevant.
6- Ondo competitors
6-A- Brokers
in the cross border trading market, Ondo is facing overseas brokers as competitors such as :
- - futu securities international,
- - tiger brokers,
- - Long bridge securities,....
6-B- Tokenization platforms
List of stocks tokenization platforms : app.rwa.xyz/stocks
7- Ondo price benchmark
the CME CF Ondo finance-dollar reference rate (ONDOUSD_RR) is a real time price benchmark with design features that promote replicability, manipulation resistance and index integrity. Its calculation is to the highest regulatory standards and is regulated by the UK FCA under UK BMR.
8- regulatory approvals
| regulator | zone | approval |
|---|---|---|
| Liechtenstein financial market authority | European economic area | Offer tokenized stocks and ETFs to retail investors across the EEA |
| Financial services regulatory authority of Abu dhabi global market | Offer tokenized stocks and ETFs in ADGM |
9- Ecosystem
Ondo ecosystem is a network of leading onchain and traditional financial services providers to bring institutional-grade finance to everyone. The Ondo ecosystem encompass the full set of partners working with or affiliated with the Ondo Foundation that are aligned with the mission of bringing institutional-grade financial products and services to everyone. Contributors to the ecosystem include developers, educators, researchers, partners, and strategic contributors.
ONDO ecosystem by the numbers:
| Category | Number |
|---|---|
| exchanges/swap | 29 |
| DeFi | 25 |
| service providers | 22 |
| wallets | 19 |
| TradFi | 18 |
| chains | 15 |
| custody | 12 |
| liquidity | 8 |
| borrow/lend | 6 |
| payments | 6 |
| bridges | 3 |
| derivatives | 2 |
| Total | 165 |
9-A- Ondo App
Ondo App allow users to manage their on-chain holdings in one seamless and secure view. from stablecoins to tokenized equities, everything is visible in one place.
9-B- Assets
9-B-1- USDY
US Dollar Yield Token is the world’s leading permission-less yieldcoin providing stablecoin utility with safer daily yield.
USDY is issued by Ondo Global Markets (BVI) Limited and may be secured by either short-term US Treasuries, shares of iShares Short treasury bond ETF, or bank deposits.
9-B-2- OUSG
OUSG offers exposure to short-term US treasuries with 24/7 instant mints and redemptions.
the funds invested with entities such as :
- - blackrock,
- - fidelity,
- - franklin templeton,
- - wisdomTree.
| Total supply | Price as of June 20, 2026 | Market cap | |
|---|---|---|---|
| USDY | 1,890,000,000 | $1.13 (coinmarketcap.com) | 2,160,000,000 |
| OUSG | 4,144,260 | $115.61 (coingecko.com) | 479,130,822 |
9-C- Corporate arm
9-C-1- Flux finance inc
a fork of Compound v2, Flux Finance is a protocol developed as an onchain treasury repo marketplace, allowing users to borrow and lend stablecoins backed by high quality collateral such as OUSG (Ondo’s US-Treasurie-linked token).
9-C-2- ondo finance inc
Ondo Finance Inc. Serves as the technology and service provider to the global markets issuer but is structurally and legally separate from the issuer entity.
Ondo finance inc is also the sole member of both the general partner of the fund and the investment adviser to the fund, Ondo capital management LLC.
Ondo mission is to make institutional-grade financial products and services available to everyone.
9-C-3- ondo capital management LLC
ondo capital management LLC is a registered investment adviser registered with the US securities and exchange commission (‘’SEC’’).
ADS
9-D- ondo directory
| Entity | Role | Website |
|---|---|---|
| Ondo app | Portfolio app | https://app.ondo.finance |
| Ondo finance inc | Corporate arm | https://ondo.finance |
| Ondo foundation | non profit | https://ondo.foundation |
| Flux finance | lending protocol | https://fluxfinance.com |
| Ondo perps | perpetual futures platform | http://ondoperps.xyz/ |
| ONDO Capital management LLC | investment adviser | https://ondo.finance |
9-E- Exchange
Ondo perps allows public beta traders outside the US to go long or short perpetual futures in peer-to-peer transactions on the world’s most active public equities and commodities with up to 20x leverage and 24/7 access. Perps markets are live for oil (WTI), gold (XAU), silver (XAG), AAPL, AMD, AMZN, COIN, CRCL, GOOGL, HOOD, INTC, META, MSFT, NFLX, NVDA, ORCL, PLTR, TSLA, DRAM, US100 index, and US500 index, with more to come.
9-F- Governance
9-F-1- Ondo DAO
Stakeholders in the DAO – ONDO token holders – exercise control over the protocol, including economic parameters and smart contract upgrades, through on-chain governance proposals. The DAO might also elect committees or multisigs to manage certain processes, such as updating certain economic parameters or pausing the protocol in critical times.
9-F-2- forum discussion
the governance process follow a two-stage process :
- 1- forum discussion : this is where proposals start, where they gather feedback from community and team,
- 2- on-chain vote : once governance proposals are finalized, they are submitted in tally for vote.
9-F-3- vote
Ondo DAO governs Ondo and affiliated products, including FluxFinance. The DAO use tally to :
- - empower community-led governance,
- - vote on the future of the Ondo ecosystem,
- - earn rewards for participation,….
9-G- Protocol
9-G-1- Lending protocol - Flux Finance
flux finance is a decentralized lending protocol built by the Ondo Finance team.
9-G-2- RWA tokenization – ondo global markets
| Assets | Number |
|---|---|
| Consumer | 146 |
| technology | 110 |
| etf | 110 |
| financial | 42 |
| Other | 30 |
| total | 438 |
Ondo global markets is a tokenization platform designed to provide onchain exposure to publicly traded securities. The platform enable investors outside the US to gain exposure to thousands of US publicaly traded securities, including stocks and ETFs.
Ondo Global Markets (BVI) Limited is a dedicated special purpose vehicle (SPV), a wholly separate legal entity from Ondo Finance Inc. And Ondo Foundation group. This SPV :
- - is governed by a board of directors that includes an independent director,
- - Maintains full segregation of assets, accounting, and operations from Ondo Finance and Ondo Foundation group,
- - Has engaged Ondo Finance solely as a service provider for tokenization and general and administrative operations.
9-G-3- Minting and redemption – Nexus
nexus technology enables issuers of tokenized US treasuries and stablecoins to offer instant minting and redemption to their clients.
9-H- infrastructure
9-H-1- L1 Blockchain – ondo chain
ondo-chain is a public, proof-of-stake Layer 1 blockchain designed specifically for institutional-grade real-world assets.
9-H-2- bridge
Ondo bridge allow users to transfer Ondo tokenized stocks, ETFs, and treasuries between chains using LayerZero cross-chain infrastructure.
9-H-3- infrastructure - converter
Ondo converter allow users to convert anytime between distributing tokens and accumulating tokens with no slippage. Users can access app.ondo.finance/convert to convert anytime from USDY to mUSD and from mUSD to USDY using the Ondo Token Converter.
9-I- Nonprofit - Ondo Foundation
Ondo Foundation is a cayman islands foundation company whose mission is to usher in a new era of financial inclusivity and market efficiency through onchain institutional-grade financial products and services. Ondo foundation is a nonprofit with no beneficial owners. Their mandate is specifically focused on several key area :
- - innovation,
- - education,
- - treasury management,
- - contract deployment,
- - application management,
- - partnerships and engagement,
- - intellectual property management,
- - community events and engagement,....
9-J- Ecosystem tokens
9-J-1- fTokens
a user can deposit assets into Flux to mint fTokens, ERC-20 tokens representing balances on the protocol. fTokens are a fork of Compound V2’s cTokens, with additional functionality to support permissioned assets (e.g. OUSG).
9-J-2- mUSD
USDY exists in two forms on Mantle. USDY is the accumulating form, and mUSD is the distributing form. mUSD is an ERC-20 token pegged to $1. mUSD holders automatically receive their yield in their wallet via additional mUSD tokens.
9-J-3- rUSDY
USDY comes in two versions : an ‘’accumulating’’ version (USDY) whose per-token price increases as yield accrues, and a ‘’rebasing’’ version (rUSDY) whose price remains at US$1.00.
9-J-4- USDon
USDon is Ondo native stablecoin backed 1:1 by a US dollar in one of global markets brokerage accounts. USDon is the stablecoin used to instantly buy or redeem Ondo tokenized stocks.
9-K- Venture
Ondo Catalyst is a $250M initiative pursuing strategic investments to accelerate the Ondo ecosystem and transformation of capital markets.
9-L- Explorer
Ondo token + 473 Ondo assets are deployed on ethereum and can be explored on etherscan:
| Token | Link |
|---|---|
| Ondo | Link |
| 473 assets | Link |
10- Stakeholders
10-A- Ondo holders
| Holder | ONDO |
|---|---|
| Grayscale decentralized finance | 1,285,611 |
| 21shares ondo ETP | 3,655,510 |
| World liberty financial | 342,002 |
10-A-1- Fund
Grayscale decentralized finance (DeFi) fund is among the first investment vehicles invested in, and deriving value from, a basket of decentralized finance applications in the form of a security while avoiding the challenge of buying, storing, and safekeeping DeFi directly.
As of June 22, 2026
| AUM | $1,564,741 |
| Ondo | 25.47% |
| ONDO | 398,539 |
10-A-2- ondo ETFs
10-A-2-a- 21shares ondo ETP
The 21shares ondo ETP offers investors a liquid way to integrate the ETP, which tracks ONDO, into their portfolios through their bank or broker, providing a transparent way to participate in the future of tokenized real-world assets.
As of jun 18 2026
| AUM | $1,133,208.12 |
| NAV per unit | $6.84 |
| fee | 2.50% |
10-A-2-b- Valour Ondo SEK
Valour Ondo SEK is an exchange-traded product that tracks the price of ONDO.
10-B- Partnerships
10-B-1- Partnerships - Blockchain
10-B-1-a- Partnerships - Blockchain - OUSG
| Partner | Type | Product |
|---|---|---|
| Polygon | OUSG | |
| Solana | OUSG | |
| ripple, xrp | tokenized treasuries, treasuries settlement / across borders |
10-B-1-b- Partnerships - Blockchain - USDY
| Partner | Type | Product | |
|---|---|---|---|
| Mantle | USDY | ||
| Solana | USDY | ||
| SUI | USDY | ||
| Aptos | USDY | ||
| cosmos | USDY | ||
| arbitrum | USDY | ||
| sei | integration | USDY / ondo on sei | |
| stellar | integration | USDY |
10-B-2- Partnerships - Blockchain - Stocks and ETFs
| Partner | Type | Product |
|---|---|---|
| bnb | bridge | Stocks, ETFs, |
| HyperEVM | bridge | Stocks, ETFs, |
| morpho | ||
| solana | integration | Stocks, ETFs, |
| zigchain | integration | Stocks, ETFs, |
10-B-3- Partnerships - clearing
| Partner | Type | Product | Comment |
|---|---|---|---|
| DTCC | scheduled launch | Stocks, ETFs, Treasuries | launch scheduled for oct 2026 |
ADS
10-B-4- Partnerships - exchange
| Partner | Type | Product |
|---|---|---|
| alpaca markets | ||
| binance | integration | Stocks, ETFs, |
| bitgo | ||
| blockchain.com | API integration | Stocks, ETFs, |
| BX Digital | tokenization | |
| gate | integration | Stocks, ETFs, |
| htx global | ||
| hyperLiquid | bridge | us equities |
| bilira kripto | USDY | |
| cow protocol | ||
| 1inch | integration, API | Stocks, ETFs, Swap RWAs |
| li.fi | tokenized stocks | |
| MEXC | integration | Stocks |
| Phemex | integration | Stocks, ETFs, |
10-B-5- Partnerships - transfer
| Partner | Type | Category | Product |
|---|---|---|---|
| stargate | integration | crypto transfer | USDY |
10-B-6- Partnerships - interoperability
| Partner | Type | Category |
|---|---|---|
| LayerZero | integration | interoperability protocol |
10-B-7- Partnerships - investment management
| Partner | Type | Product |
|---|---|---|
| fidelity investments | ||
| franklin templeton | tokenization | etf |
| Mirae asset | Financial conglomerate | etf |
| state street | tokenization | liquidity fund |
| kinexys - pilot - Jp morgan / bank | blockchain | treasuries settlement, across borders |
10-B-8- Partnerships - lending protocol
| Partner | Type | Product |
|---|---|---|
| falcon finance | integration | tesla and fUSD collateral |
| felix | integration | Stocks, ETFs, collateral |
| gauntlet |
10-B-9- Partnerships - price feeds
| Partner | Type | Category | Product |
|---|---|---|---|
| chainlink | partnership | oracle | price feeds |
10-B-10- Partnerships - payment
| Partner | Type | Product | Comment |
|---|---|---|---|
| mastercard | pilot | treasuries settlement | across borders |
| paypal |
10-B-11- Partnerships - Post trade and trading technologies
| Partner | Type | Category | Product |
|---|---|---|---|
| broadridge | integration | fintech | Shareholder voting / solution developed by broadridge |
| Glider.fi | partnership | Portfolio automation | etf Direct-indexed magnificent 7 |
| clearstream | integration | Post-trade | Stocks, ETFs, |
| 360X | integration | trading platform | Stocks, ETFs, |
| talos | integration | trading technology | Stocks, ETFs, commodities |
10-B-12- Partnerships - wallet
| Partner | Type | Product |
|---|---|---|
| bitget | integration | Stocks, ETFs, commodities |
| Exodus markets | integration | Stocks, ETFs, |
| ledger | tokenized stocks | swaps |
| metaMask | integration | Stocks, ETFs, |
| okx | integration | tokenized stocks |
| trust wallet |
11- Ondo ups and downs
11-A- Why would someone want to buy ONDO token ?
This question seeks to put aside traders or investors as buyers of ONDO token, and focus on organic demand for ONDO. There is no reason for an average or normal people to buy ONDO, so why would a specific individual or organization buy ONDO ? According to [docs.ondo.foundation/ondo-dao] ONDO token holders through on-chain governance proposals exercise control over the protocol, including :
- - economic parameters,
- - smart contract upgrades,
- - elect committees to manage certain processes, such as updating certain economic parameter or pausing the protocol in critical times,
- - elect multisigs to manage certain processes, such as updating certain economic parameter or pausing the protocol in critical times,….
So according to Flux improvement proposals on [www.tally.xyz/gov/ondo-dao] basicaly this is what someone buying want when he buy ONDO, to exercise control on:
- - change ONDO unlock schedule,
- - change OUSG Price verification on flux finance,
- - change Price feeds on flux finance,
- - Add an asset as a borrowing collateral on flux finance,….
As you can see Ondo DAO is not totally about Ondo token, its also about OUSG, which offers exposure to short-term US treasuries with 24/7 instant mints and redemptions.
So basically if you are using flux finance as a HNW, or an institutional fund or treasury manager with daily deficit or excess cash, you will want to buy Ondo so you can make proposals or vote on proposal to get most of your cash or to fix the problems you are facing using the platform.
Now not everyone can submit a proposal, the proposal threshold is 100,000,000 ONDO while 1ONDO = $0.31 (as of June 28, 2026) you need to invest $31,000,000 to be able to make a proposal
according to [www.tally.xyz/gov/ondo-dao] only one has such power : Flux Finance 2.
so in reality it is not an incentive, i do not see someone investing $31M to be able to make a proposal on Ondo DAO. While in practice the flux finance team should review the proposal as the once best placed to agree or not on a proposal.
The second reason why would someone buy ONDO ? Is to get more voting power ! This also can not be an incentive because both flux finance and ondo have competitors, and there is no real conflict of interest because norms are generally agreed on within the capital market community, through compliance or market rules.
I think that there is no practical reason why would someone buy ONDO tokens.
11-B- Supply
Data below is from : https://blog.ondo.foundation/unlocking-ondo-a-proposal-from-the-ondo-foundation/
| Category | ONDO | % |
|---|---|---|
| community access sale | 198 884 411 | 1,99 % |
| ecosystem growth | 5 210 869 545 | 52,11 % |
| protocol development | 3 300 000 000 | 33,00 % |
| private sales | 1 290 246 044 | 12,90 % |
| 10 000 000 000 |
ADS
12- Why Ondo go down ?
12-A- Competition
here again we need to separate two things :
12-A-1- ONDO ecosystem products
the ONDO seek to offer investors exposure to many type of assets in the same platform:
- - cryptocurrencies,
- - tokenized stocks,
- - tokenized ETFs,
- - tokenized fixed-income,
- - tokenized commodities,…
Ondo are not alone in doing so, they have competitors,
| tokenize | |
|---|---|
| xStocks | Stocks and ETFs (Part of kraken.com) |
| Securitize | Private funds, public stocks, alternative assets |
| Wisdom Tree | funds |
With fractional stocks or ETFs, Ondo and xStocks are in competition in the retail market where individuals have small saving. While securitize.io can require a minimum investment from $1K to $5M.
WisdomTree is an asset manager offering ETFs and ETPs, through wisdomtree connect and wisdomtreeprime they provide access to tokenized funds.
Ondo is in a better position compared to its 3 main competitors who are exchange or asset managers, Ondo seek to partner with everyone in the capital market, so they can tokenize ETFs and list them on any exchange.
Ondo is not in competition with market players, instead they seek to partner and be a tokenization platform for everyone. Which is probably the best position to have in this new market.
12-A-2- ONDO token
| issuer | Business | utility | |
|---|---|---|---|
| Ink token | xStocks / kraken | exchange | loyalty |
| FGRD token | Figure.com | Consumer credit | Tokenized figure stock |
| CFG token | centrifuge.io | tokenization | Governance, incentive |
if we consider Kraken as an Ondo competitor than INK token could be an ONDO token competitor, the trick is that ONDO seek to list its tokenized assets in as many exchanges as possible, while kraken is an exchange in competition with other exchanges.
Comparing figure and Ondo, i ask why Ondo finance inc did not tokenize its stock like figure did ? Instead i found their notice of exempt offering of securities.
12-B- Unlocking
Ondo has an unlock schedule, and according to tokenomics.com it still have to face the 3 following unlock events :
| Unlock date | % of MCAP |
|---|---|
| Jan 18, 2027 | 35.12 % |
| Jan 18, 2028 | 25.99 % |
| Jan 18, 2029 | 20.63 % |
The impact of the unlock is known, it push the price of ONDO down.
The price start going down after the unlock, reaching its lowest between February and April
| Unlock date | price |
|---|---|
| Feb - April, 2027 | At its lowest |
| Feb - April, 2028 | At its lowest |
So basically you buy around February and April, and you sell in the first half of January.
The opportunity here is what will happen after the last unlock on Jan 18, 2029. in theory Ondo can go unusually up because there will be no unlock left to push the price down.
12-C- List of possible other reasons Ondo price can go down:
| Stakeholder | How they can push the price down? |
|---|---|
| Community | start taking profit, selling their Ondo position |
| individual and organizations developers | find an alternative, no longer interested in integrating Ondo RWA in their platforms |
| Social media influencer | Start criticizing Ondo |
| Asset managers | unable or not interested in launching an Ondo ETF. |
13- Why Ondo go up ?
13-A- integration
Ondo finance +10 repositories available on [ github.com/ondoprotocol ] that can be tested or deployed in partners applications. Ondo also has an GM API available on [ docs.ondo.finance/api-reference/overview ] designed for infrastructure providers such as wallets, exchanges, and fintech applications.
The launch of Ondo RWA in new exchanges is significant for analyst because it is the trigger for management fees generation, meaning that Ondo is expected to grow its revenue.
This post alone list +20 integrations, and more integration with infrastructure providers means increase in TVL, Ondo revenue or fees.
An improvement in ondo finance means that they can fund development programs in the future, this will attract advanced traders speculating on possible fee switch activation in the future, pushing ONDO token price up.
13-B- Ondo regulatory approvals
Ondo has already 2 regulatory approvals from UAE and liechtenstein, obtaining additional license from regulatory body such as the monetary authority of Singapore for example can open doors to integration with local or regional institutional and infrastructure providers.
Ondo actually excludes US resident from its products offerings, this makes such approvals an opportunity to increase exposure, revenue, fees and pushing ONDO token price up.
13-C- Regulatory crackdown on brokers
Ondo is operating in the cross border trading market. Regulators are periodically cracking down on cross border brokers when ever capital outflows became too big to ignore. The restriction of unlicensed overseas stocks and funds trading can push traders to quit those platform and join Ondo. The growth of ondo network users base can increase demand for ondo token and push its price up.
13-D- Tokenization
Ondo intend to tokenize thousands of publicly traded assets over the coming months. The united states alone count +4,000 ETFs and +3,000 publicly traded companies. Tokenization is expected to gradually change or replace existing infrastructure, with every batch of tokenization translating into increase in Ondo revenue, pushing ONDO token price up.
13-E- TVL
only a cybersecurity incident can disturb the Ondo TVL development, if this does not happen, than Ondo TVL is expected to constantly grow in the coming months and years. This is a key metric and can be monitored through platforms like :
- - etherscan.io/tokens/label/ond-finance
- - defillama.com/protocol/ondo-finance
the stock market capitalization is approximately +$65 trillion, while gold for example has approximately +$25 trillion. As you can see this is what explain enthusiam about Ondo in social media, adequately managed, even a relatively small market share can feed Ondo ecosystem profitability, growth and push ONDO price up.
13-F- Unlock
Ondo has an unlock schedule, and according to tokenomics.com it still have to face the 3 following unlock events :
| Unlock date | % of MCAP |
|---|---|
| Jan 18, 2027 | 35.12 % |
| Jan 18, 2028 | 25.99 % |
| Jan 18, 2029 | 20.63 % |
The impact of the unlock is known, it push the prce of ONDO down.
In theory the price of ONDO is expected to get close to its high before the unlock date, around the following date :
| Unlock date | price |
|---|---|
| Jan 17, 2027 | Close to a high before unlock |
| Jan 17, 2028 | Close to a high before unlock |
| Jan 17, 2029 | Close to a high before unlock |
So basically you buy around feb apr, and you sell in the first half of January.
The opportunity here is what will happen after the last unlock on Jan 18, 2029. in theory Ondo can go unusually up because there will no unlock left to push the price down.
13-G- List of possible other reasons the price can go up:
| Stakeholder | How they can push the price up? |
|---|---|
| Asset managers | launch new Ondo ETFs. |
| Community | Mobilize for more Ondo purchase |
| individual and organizations developers | more interested in integrating Ondo in their platforms |
| Social media influencer | Promote Ondo |
14- where to trade ondo?
I recommend using BloFin.com, a crypto trading solution that provides an easy-to-use, secure and reliable trading experience to beginners and experienced traders.
BloFin allow users to trade +500 cryptocurrencies and provide services and features such :
- - DCA,
- - trading bots,
- - demo trading,
- - copy trading,
- - staking,….
To start trading ondo you need to Sign up, you can use this LINK to quickly register as a user with no KYC needed, or use this checklist if you are interested in getting more details.
Once you are registered you can follow steps bellow to start trading ondo:
As a beginner you should start using 2 order types:
- Market order : allow trader to buy or sell immediately at the best available price in the market,
- Trigger order : trigger orders convert to market order when ever a specific condition is met,
14-A- Buy
- go to spot tab,
- click on spot,
- select ONDOUSDT,
- go to the order panel (trade) on the right side,
- click on buy,
- select order type,
- enter the order amount,
- review the order details,
- click ONDO Buy,…..
14-B- Sell
- go to spot tab,
- click on spot,
- select ONDOUSDT,
- go to the order panel (trade) on the right side,
- click on sell,
- select order type,
- enter the order amount,
- review the order details,
- click ONDO sell,….
15- How to stay informed about ONDO?
Here you can find a list of resources to stay informed about ONDO.
15-A- ONDO News:
15-B- Limited access / require subscription:
| News Outlet | |
|---|---|
| 1 | bloomberg.com/search?query=ondo |
| 2 | forbes.com/search/?q=ondo |
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