Ondo (ONDO)

$0.3103  +3.12%  24H

Индекс социальных настроений (SSI)

Рейтинг пульса рынка (MPR)

Посты из X

  • CoinGecko Media Researcher C
     2.42M  @coingecko

    NEWS: Ondo introduces round-the-clock minting and redemption for tokenized stocks and ETFs. Supported listings include $SPYon, $NVDAon, $TSLAon, and more. https://t.co/0Sjdaxgt8b

     37  13  19.01K
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    Тренд ONDO после выпуска
     Бычий
    Ondo launches round-the-clock tokenized stock/ETF minting and redemption.
  • MSB Intel Media Influencer B
     39.59K  @MSBIntel

    BREAKING: @OndoFinance says real 24/7 trading for tokenized stocks is now live. SPYon, QQQon, CRCLon, NVDAon, TSLAon, and GOOGLon can now be minted and redeemed anytime. Live on Ethereum and BNB Chain, with Solana coming soon. https://t.co/6NY6K70Pam

     27  2  1.39K
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    Тренд ONDO после выпуска
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    Ondo Finance launches tokenized stock 24/7 trading, supporting ETH and BNB chains, with Solana coming soon.
  • Niels TA_Analyst Trader B
     67.16K  @Web3Niels

    Wall Street revealed the real size of the $ONDO narrative. BCG, one of the biggest advisors to global banks, now projects that up to $88 TRILLION of real-world assets could move onchain by 2035. That includes: • Stocks • Bonds • Commodities • Credit markets • Money market funds The biggest financial institutions in the world are preparing for a future where traditional markets run on blockchain infrastructure.

     64  19  2.54K
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     Чрезвычайно бычий
    BCG predicts that up to $88 trillion of RWA will be on-chain by 2035, which is bullish for ONDO.
  • 2xnmore FA_Analyst OnChain_Analyst B
     45.21K  @2xnmore

    Everyone is talking about $ONDO like it is a clean win. It is more complicated than that. Here is the full picture most people are missing. THE BULL CASE $3.5B+ TVL with real institutional usage. Not narrative. Not hype. Actual volume. Ondo Global Markets crossed $1B TVL in under 8 months. Cumulative trading volume is above $18B. 180,000+ on-chain holders. The partnerships list reads like a TradFi dream: J.P. Morgan, Mastercard, Ripple, Broadridge, Mirae Asset. These are not paid mentions, these are live integrations. Ondo Perps launched June 9, 2026, giving non-U.S. users leveraged access to tokenized stocks and indices. Over 70% market share in tokenized equities. That is not a small lead. THE BEAR CASE Total supply is 10 billion tokens. Only 48.7% is circulating right now. January 2025 unlock: ~1.94 billion tokens. January 2026 unlock: another ~1.94 billion tokens, worth roughly $737M at the time. January 2027 unlock is already on the calendar. The price is sitting around $0.30 to $0.34 as of late June 2026. That is 80 to 85% below the all-time high of $2.14. Protocol TVL keeps growing. Token price keeps lagging. FDV is around $3.0B to $3.17B against a circulating market cap near $1.55B. That gap is pure future dilution risk priced in. THE REAL DEBATE Governance token with no fee switch, no burn, no staking yield tied to actual revenue. The protocol earns roughly $55M in annualized fees. None of it flows to you as a token holder in any meaningful way. Meanwhile BlackRock BUIDL and Franklin Templeton BENJI are building the same RWA stack from inside TradFi itself. They do not need the ONDO token to win. THE QUESTION NOBODY WANTS TO ANSWER Is $ONDO the best public pure-play on institutional RWA adoption? Or is it a great project with a weak token, where the ecosystem scales and holders watch from the sideline? Pick a side. Defend it with specifics. Tell me I am wrong.

    2xnmore FA_Analyst OnChain_Analyst B
     45.21K  @2xnmore

    $ONDO built a $3.59B protocol and forgot to invite the token holders. TVL at all time highs. Token down 85% from its peak. That is not a market problem. That is a design problem. $4.9M in monthly fees flowing to a DAO treasury with no buyback and no distribution to holders. You do not own the revenue. You own the vote on the revenue. Governance rights over a protocol that captures nothing for its holders is not ownership. That is the illusion of ownership dressed in a whitepaper. The TVL number is real. The value capture is not. You did not buy the infrastructure. You bought the press release.

     84  12  3.00K
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     Медвежий
    ONDO TVL is high but token value is low, lacks revenue distribution, outlook bearish
  • 2xnmore FA_Analyst OnChain_Analyst B
     45.21K  @2xnmore
    2xnmore FA_Analyst OnChain_Analyst B
     45.21K  @2xnmore

    $ONDO built a $3.59B protocol and forgot to invite the token holders. TVL at all time highs. Token down 85% from its peak. That is not a market problem. That is a design problem. $4.9M in monthly fees flowing to a DAO treasury with no buyback and no distribution to holders. You do not own the revenue. You own the vote on the revenue. Governance rights over a protocol that captures nothing for its holders is not ownership. That is the illusion of ownership dressed in a whitepaper. The TVL number is real. The value capture is not. You did not buy the infrastructure. You bought the press release.

     185  26  21.94K
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    Тренд ONDO после выпуска
     Медвежий
    ONDO TVL hits new high, token value down 85%, lacking revenue distribution
  • 2xnmore FA_Analyst OnChain_Analyst B
     45.21K  @2xnmore
    2xnmore FA_Analyst OnChain_Analyst B
     45.21K  @2xnmore

    Everyone is asking why $ONDO token holders get nothing while the protocol prints $4.9M a month. The answer is not greed. The answer is lawyers. Making $ONDO a revenue-sharing token would likely classify it as a security under the Howey Test. Ondo is dealing directly with US equities and Treasuries. That is the most regulated corner of crypto on purpose. The fee switch exists. A DAO vote is expected H2 2026. At current scale that is $48M+ annualized, potentially flowing to holders for the first time. BlackRock, Franklin Templeton, DTCC, Broadridge. These are not partners you attract by running an aggressive yield token. The institutional moat required the boring structure. The treasury is accumulating. The optionality is real. The honest risk: regulatory timelines slip. DAOs make promises they do not keep. Token unlocks run through 2029. None of this is guaranteed. But the design has a logic that most people criticising it have not read. The people who read the docs always buy befor

     108  16  6.40K
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     Бычий
    ONDO或2026年分红，年产约4800万，监管仍是风险
  • 2xnmore FA_Analyst OnChain_Analyst B
     45.21K  @2xnmore
    Kelli Macfarland D
     141  @MacfarlandKelli

    $ONDO token holders see no gains despite $4.9M monthly protocol earnings, mainly due to legal costs. It's not greed, but legal hurdles shaping distribution. What does this mean for investor rights? Stay informed and share your thoughts! #Crypto #DeFi #Investing

     12  1  552
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    ONDO provides no returns to holders due to legal costs, and its outlook is worrisome.
  • 2xnmore FA_Analyst OnChain_Analyst B
     45.21K  @2xnmore
    Mamat Rahmat D
     393  @rahmat8567

    $ONDO's $3.59B protocol boasts all-time high TVL but token has plummeted 85% from peak. Despite $4.9M monthly fees to the DAO, there's no buyback or holder rewards. Is this a design flaw or market issue? Investors should stay cautious. #Crypto #DeFi #CryptoNews

     8  3  747
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    ONDO TVL reaches new high but still down 85%, recommend cautious holding
  • Chad Steingraber FA_Analyst OnChain_Analyst A
     75.12K  @ChadSteingraber

    Ondo TVL is on 🔥 https://t.co/9prLVVvVnJ

    Chad Steingraber FA_Analyst OnChain_Analyst A
     75.12K  @ChadSteingraber

    Ondo on the leaderboard✅ https://t.co/dagRz3QY5r

     101  3  11.48K
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    Тренд ONDO после выпуска
     Чрезвычайно бычий
    Ondo TVL is performing strongly, ranking among the top in the RWA sector, showing significant growth.
  • The Scope De-Fi Educator DeFi_Expert B
     16.67K  @ScopeDefi
    The Scope De-Fi Educator DeFi_Expert B
     16.67K  @ScopeDefi

    Which RWA project are you watching closely?👇🏼 $ONDO $PLUME $BOSON $LINK

     15  9  978
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    Тренд ONDO после выпуска
     Нейтрально
    The author asks about RWA projects of interest, listing ONDO, PLUME, BOSON, LINK, with no clear sentiment.