Why did the price of ONDO go up?
Ondo (ONDO) saw a strong 14.76% increase in the last 24 hours, outperforming the broader crypto market, which rose 2.99%, and reversing its own 30-day decline of 26.81%. This boost is driven by new partnerships, positive technical signals, and growing use of its platform for tokenized assets.
- Chainlink Partnership (Positive Impact) – Provides reliable data feeds for tokenized assets.
- BNB Chain Expansion (Positive Impact) – Makes Ondo’s tokenized stocks and ETFs available to millions of new users.
- Technical Indicators (Mixed Impact) – Signs of recovery after being oversold.
Deep Dive
1. Chainlink Partnership (Positive Impact)
Ondo announced on October 30 a partnership with Chainlink to use custom price feeds and track corporate actions for its tokenized U.S. stocks and ETFs (Ondo Finance). This partnership helps Ondo’s assets be used as collateral in decentralized finance (DeFi), increasing their usefulness.
Why it matters: Chainlink’s reliable infrastructure lowers risks for Ondo’s platform, which manages over $350 million in assets. This strengthens Ondo’s approach to turning real-world assets into digital tokens and could attract more traditional financial investors.
What to watch: How widely Ondo’s tokenized stocks are adopted on popular DeFi platforms like Aave or Compound.
2. BNB Chain Expansion (Positive Impact)
On October 29, Ondo Global Markets launched on the BNB Chain, bringing over 100 tokenized U.S. stocks and ETFs to PancakeSwap, which has more than 2 million users (October Monthly Spotlight).
Why it matters: Being on BNB Chain exposes Ondo to a large, fast-growing user base, which could speed up adoption among everyday investors. After this move, Ondo’s 24-hour trading volume jumped 70% to $131 million, showing increased market activity.
3. Technical Indicators (Mixed Impact)
On November 6, ONDO’s 14-day Relative Strength Index (RSI) dropped to 31.34, indicating it was oversold, before bouncing back. The price also moved above its 7-day simple moving average (SMA) of $0.64, which acts as short-term support.
Why it matters: These signals suggest a possible short-term price rebound. However, for a sustained recovery, ONDO needs to stay above $0.68, a key retracement level. The MACD indicator still shows negative momentum, meaning bearish pressure remains.
Conclusion
Ondo’s recent price jump is driven by strategic partnerships and technical recovery, but broader market challenges remain as crypto markets are still in a "Fear" state (index at 21). The key question is whether ONDO can maintain support above $0.68 to push toward $0.79, or if weakening interest in tokenized real-world assets will limit gains.
What could affect the price of ONDO?
ONDO’s price is influenced by the balance between growing interest in tokenized assets and the effects of token supply changes.
- Token Unlock Schedule – More than 85% of ONDO tokens are still locked, but as they gradually unlock, there’s a risk of price drops due to increased supply.
- Real-World Asset (RWA) Adoption – Partnerships with big names like JPMorgan, BlackRock, and BX Digital are boosting ONDO’s real-world use.
- ETF Regulatory Challenges – The SEC’s pending decision on a spot ONDO ETF from 21Shares adds uncertainty and price swings.
Deep Dive
1. Token Unlock Schedule (Potential Negative Impact)
Overview:
Ondo has a vesting plan from 2025 to 2029 that will release about 6.5 billion tokens, which is roughly 65% of the total supply. This includes:
- Ecosystem Growth: 5.2 billion ONDO tokens (52.1% of total supply), with 24% available right after launch.
- Core Contributors and Investors: 4.59 billion ONDO tokens locked for at least 12 months.
When these tokens unlock, early investors or team members might sell, increasing supply and putting downward pressure on the price. For example, ONDO’s price dropped 48% from its all-time high of $2.14 in December 2024 after 1.9 billion tokens were unlocked.
What this means: If more tokens enter the market without matching demand, prices could fall, especially since current market sentiment is cautious (Fear & Greed Index at 21).
2. Real-World Asset (RWA) Adoption Growth (Positive Impact)
Overview:
Ondo is a leader in tokenizing real-world assets, with $1.4 billion in tokenized U.S. Treasuries (OUSG) and over 100 tokenized stocks and ETFs on Ethereum and BNB Chain. Key factors include:
- Institutional Partnerships: Collaborations with JPMorgan’s blockchain-based private equity fund and BX Digital’s European exchange-traded product (ETP) listings.
- Product Expansion: Plans to tokenize more than 1,000 assets by 2026, aiming at a $53 billion-plus RWA market (Arkham Report).
What this means: ONDO’s strong position in regulated, income-generating real-world assets makes it a key link between traditional finance and decentralized finance, attracting big institutional investors.
3. ETF Regulatory Challenges (Mixed Impact)
Overview:
21Shares filed for a spot ONDO ETF in July 2025, which would track tokenized Treasuries and stocks. However:
- Approval Uncertainty: The SEC is reviewing concerns about custody (handled by Coinbase) and potential market manipulation, which could delay approval.
- Historical Context: Similar delays have happened with Bitcoin ETFs, but if approved, this ETF could bring in over $250 million from Pantera’s RWA fund.
What this means: Approval would confirm ONDO’s value for institutional investors, while rejection might cause short-term price drops.
Conclusion
ONDO’s price depends on how well it balances the increase in token supply from unlocks with growing adoption of tokenized real-world assets and regulatory decisions. Investors should watch the SEC’s ETF ruling expected in early 2026 and track Ondo’s ongoing growth in tokenized assets. Will institutional demand be strong enough to offset selling pressure from token unlocks?
What are people saying about ONDO?
The ONDO community is divided between excitement about Real World Assets (RWA) and cautious technical signals. Here’s what’s trending:
- Traders are watching for a breakout above $0.95 after a period of steady price movement
- Optimism around RWA is driving $1.50 price predictions, despite challenges in the broader market
- Warning signs appear near $0.73 support, suggesting possible downside risk
Deep Dive
1. @CryptoPulse_CRU: Watching for a Breakout from a Descending Channel — Bullish
"ONDO is holding steady above the $0.84–$0.88 demand zone. A break above $0.95 resistance could lead to a 20% price increase."
– @CryptoPulse_CRU (29.4K followers · 8.2K impressions · 2025-09-05 05:15 UTC)
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What this means: This is a positive sign for ONDO. The price staying near the upper boundary of its trading range suggests buyers are accumulating. If the price breaks above $0.95 with strong trading volume, technical traders expect it could reach $1.10 to $1.20.
2. @cryptosanthoshK: Real World Assets Sector Gaining Momentum — Bullish
"Get ready for a big ONDO breakout. The Real World Assets sector is heating up."
– @cryptosanthoshK (126K followers · 48.6K impressions · 2025-08-29 10:32 UTC)
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What this means: This is good news for ONDO because it manages $1.4 billion in tokenized government bonds, making it a leader in the growing RWA sector. According to Messari, this sector grew 24% in the last quarter.
3. CoinMarketCap Community Post: Testing Critical Support — Bearish
"If ONDO falls below $0.73, it could drop further to around $0.65 in the short term."
– CoinMarketCap user (362K views · 2025-06-21 08:35 UTC)
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What this means: This is a warning sign. The $0.73–$0.75 price range has acted as strong support three times since July 2025. If ONDO breaks below this level, it could trigger sell-offs from traders using borrowed funds, pushing the price down further.
Conclusion
The outlook for ONDO is mixed. Positive momentum from growing RWA adoption is balanced by technical resistance and overall market caution (the CoinMarketCap Fear & Greed Index is at 21/100, indicating fear). Watch for a clear move outside the $0.73 to $0.95 range to understand the next direction. Also, keep an eye on updates about Ondo’s discussions with the SEC. The big question remains: can altcoins like ONDO gain ground while Bitcoin holds 59% of the market dominance?
What is the latest news about ONDO?
Ondo is navigating a challenging market by forming strategic partnerships and focusing on regulatory compliance. Here are the latest updates:
- LBank Partnership (November 7, 2025) – Tokenized Tesla shares are now available for trading 24/7 through Ondo’s real-world asset (RWA) platform.
- Chainlink Integration (November 6, 2025) – Institutions can now use cross-chain tools to tokenize assets more efficiently.
- BNB Chain Expansion (October 31, 2025) – Ondo’s tokenized stocks and ETFs are now accessible to over 1.5 million PancakeSwap users.
Deep Dive
1. LBank Partnership (November 7, 2025)
Overview: Ondo teamed up with LBank and xStocks to offer tokenized U.S. stocks like Tesla for fractional trading, making it easier for people everywhere to invest without geographic limits. To encourage trading, LBank launched a $120,000 competition.
What this means: This partnership helps Ondo reach everyday investors and test demand for compliant tokenized assets. However, because the actual stocks are held by third-party custodians, there is some risk if those custodians face issues.
(NewsBTC)
2. Chainlink Strategic Partnership (November 6, 2025)
Overview: Ondo and Chainlink are working together using Chainlink’s Cross-Chain Interoperability Protocol (CCIP) to connect traditional finance with decentralized finance (DeFi). This allows institutions to tokenize assets like U.S. Treasury bonds with accurate, real-time data.
What this means: This partnership fills important gaps in tokenized asset infrastructure, such as pricing and dividend payments, which could speed up adoption by big financial players. However, progress depends on clear regulations around cross-chain transactions.
(CoinMarketCap)
3. BNB Chain Expansion (October 31, 2025)
Overview: Ondo Global Markets joined the BNB Chain ecosystem, enabling PancakeSwap’s 1.5 million+ users to trade over 100 tokenized U.S. stocks and ETFs. This partnership is part of a larger network of 30+ collaborators working to standardize tokenized asset interoperability.
What this means: Access to BNB Chain’s large user base and high transaction volume increases liquidity for Ondo’s tokenized assets. However, spreading trading volume across multiple blockchains could dilute overall activity on any single platform.
(Ondo Finance)
Conclusion
Ondo is strengthening its real-world asset infrastructure through exchange partnerships, cross-chain technology, and regulatory compliance efforts. While this is positive for adoption, the total value locked in tokenized equities (around $350 million) is still small compared to traditional markets. The key question remains: Can Ondo keep up its growth if broader economic conditions slow down institutional investment in crypto?
What is expected in the development of ONDO?
Ondo’s plan for 2026 centers on growing institutional use, expanding regulatory approval, and scaling its ecosystem.
- Ondo Summit (February 3, 2026) – A major industry event focused on tokenized finance.
- Global Markets Expansion (Q4 2025) – Making tokenized stocks and ETFs more widely available.
- Ondo Chain Upgrades (2026) – Improving infrastructure for real-world asset (RWA) tokenization.
Deep Dive
1. Ondo Summit (February 3, 2026)
Overview: The Ondo Summit in New York will bring together business leaders, regulators, and investors to discuss the future of tokenized capital markets (Ondo Finance). This event follows Ondo’s acquisition of Oasis Pro in October 2025, which helped secure important SEC approvals for compliant asset tokenization.
What this means: This is a positive sign for ONDO, as partnerships with key players and clearer regulations could increase interest from institutional investors. However, there are risks if regulatory progress slows or if tokenized securities don’t gain widespread adoption.
2. Global Markets Expansion (Q4 2025)
Overview: In October 2025, Ondo Global Markets expanded to include BNB Chain and Blockchain.com, offering tokenized U.S. stocks and ETFs. PancakeSwap also joined the Global Markets Alliance to help standardize cross-chain compatibility (Ondo Finance).
What this means: This expansion could increase ONDO’s usefulness by reaching more users. Still, competition from other players in real-world asset tokenization, like BlackRock’s BUIDL, could limit growth.
3. Ondo Chain Upgrades (2026)
Overview: Ondo Chain, launched in February 2025 as a compliant blockchain platform for real-world assets, plans upgrades to connect with traditional finance systems such as Mastercard’s Multi-Token Network (Ondo Finance).
What this means: If these upgrades succeed, ONDO could become a key infrastructure player bridging traditional finance and decentralized finance (DeFi). However, technical challenges and regulatory hurdles remain important risks.
Conclusion
Ondo’s success in 2026 depends on growing its compliant real-world asset ecosystem through partnerships with companies like Chainlink and BNB Chain, as well as hosting events like the Ondo Summit. While the trend toward tokenization is promising, the key will be turning institutional interest into actual on-chain activity. How future SEC regulations might affect Ondo’s plans remains an important question.
What updates are there in the ONDO code base?
Ondo’s latest software updates focus on building secure, compliant, and easy-to-use tools for institutions to use blockchain technology.
- BNB Chain Expansion (October 2025) – Tokenized assets now available on BNB Chain
- Chainlink Integration (October 2025) – Secure cross-chain asset transfers using Chainlink’s CCIP
- Ondo Chain Testnet (August 2025) – Testing fast, atomic settlements for real-world assets
- Cosmos EVM Architecture (August 2025) – Developer tools for compliance and interoperability
Deep Dive
1. BNB Chain Expansion (October 2025)
What happened: Ondo Global Markets expanded its tokenized stocks and ETFs to the BNB Chain, one of the largest blockchain networks. This means millions of users can now access these assets more easily.
To make this work, Ondo updated its smart contracts to fit BNB Chain’s technical rules while still following U.S. securities laws. PancakeSwap, a popular decentralized exchange on BNB Chain, became the main liquidity provider, helping users buy and sell these tokenized assets smoothly.
Why it matters: This expansion increases the usefulness and availability of ONDO’s tokenized assets, which could boost demand for ONDO tokens and encourage more participation in its ecosystem. (Source)
2. Chainlink CCIP Integration (October 2025)
What happened: Ondo partnered with Chainlink to use its Cross-Chain Interoperability Protocol (CCIP). This technology allows tokenized assets to move securely between private blockchains (like JPMorgan’s) and public blockchains.
This partnership aims to help traditional financial institutions tokenize assets on a large scale. Updates included adding price feeds from oracles and enabling cross-chain settlement processes.
Why it matters: This strengthens Ondo’s appeal to institutional users, though the technical complexity might slow down immediate benefits for everyday users. Overall, it’s a positive step toward wider adoption. (Source)
3. Ondo Chain Testnet Launch (August 2025)
What happened: Ondo launched a test version of its own blockchain, Ondo Chain, which is compatible with Ethereum’s technology. It successfully completed its first atomic Delivery-vs-Payment transaction, meaning tokenized assets were securely exchanged between JPMorgan’s private blockchain and a public blockchain using Chainlink.
The testnet includes important compliance features like approved validators and built-in identity checks (KYC). This allows developers to create decentralized finance (DeFi) apps that can work directly with traditional financial systems.
Why it matters: This positions Ondo Chain as a key link between traditional finance and DeFi, which is crucial for growing real-world asset tokenization. (Source)
4. Cosmos SDK Integration (August 2025)
What happened: Ondo Chain integrated Cosmos SDK and Cosmos EVM, combining Ethereum’s developer-friendly environment with Cosmos’ ability to connect different blockchains.
This setup enables fast creation and redemption of tokenized U.S. Treasury assets and includes built-in compliance tools for institutional users.
Why it matters: This lowers the technical barriers for developers to build compliant financial products on Ondo Chain, supporting long-term growth of the ecosystem. (Source)
Conclusion
Ondo is evolving its technology to become a foundational platform for institutional asset tokenization. By focusing on cross-chain compatibility (BNB Chain, Chainlink), compliance (Cosmos SDK), and efficient settlements (Ondo Chain), ONDO is positioning itself as a key player in helping traditional finance move onto blockchain technology. Could ONDO become the go-to infrastructure for this transition? Time will tell.