What is expected in the development of ONDO?
Ondo’s 2026 roadmap centers on growing tokenized finance, strengthening governance, and building strategic partnerships. Key upcoming events include:
- Ondo Summit (February 3, 2026) – A global conference focused on real-world asset (RWA) innovation for institutions.
- Ecosystem Growth Unlocks (Q1 2026) – Release of 24% of 5.2 billion ONDO tokens to support incentives.
- Second Wave of Ondo Points (2026) – Expanded rewards program through new decentralized finance (DeFi) partnerships.
In-Depth Look
1. Ondo Summit 2026 (February 3, 2026)
What it is:
Taking place in New York, this event will bring together policymakers, investors, and blockchain experts to push forward the tokenization of real-world assets. As shared in an Ondo Finance tweet, the summit will highlight Ondo’s institutional-grade technology, including Ondo Chain—a Cosmos-based Layer-1 blockchain designed for compliant asset trading—and partnerships like the Global Markets Alliance, which includes over 30 members such as BNB Chain and Bitget.
Why it matters:
This is a positive sign for ONDO, reinforcing Ondo’s role as a bridge between traditional finance (TradFi) and decentralized finance (DeFi). Clearer regulations and high-profile collaborations could encourage more institutions to adopt ONDO-governed products like USDY, a token backed by U.S. Treasuries.
2. Ecosystem Growth Unlocks (Q1 2026)
What it is:
According to Ondo’s token unlock proposal, 24% (about 1.25 billion) of the 5.2 billion ONDO tokens allocated for ecosystem growth will become available in early 2026. These tokens will fund developer grants, liquidity mining programs, and partnerships to expand Ondo’s real-world asset ecosystem.
Why it matters:
In the short term, this could create selling pressure on ONDO tokens, which might be a challenge. However, if these funds are used effectively, it could lead to long-term growth by increasing total value locked (TVL)—currently $1.82 billion, according to CryptoFrontNews—and attracting new users.
3. Second Wave of Ondo Points (2026)
What it is:
Following the success of the First Wave, this next phase will offer retroactive rewards to partner communities and deepen integrations with DeFi platforms. While the exact details are still being finalized, the goal is to encourage more use of Ondo’s tokenized assets like USDY and OUSG.
Why it matters:
This program is expected to boost adoption. Similar initiatives have increased community engagement—for example, over 11,000 unique ONDO voters participated in Flux Finance governance. Key indicators to watch include USDY’s on-chain activity and announcements of new partnerships.
Conclusion
Ondo’s 2026 plans strike a balance between incentivizing ecosystem growth (through token unlocks), positioning itself within regulatory frameworks (via the Summit), and driving user engagement (with Ondo Points). With the market for tokenized real-world assets expected to grow tenfold by 2030 (Bitget), Ondo’s focus on institutional adoption gives it a unique edge. However, challenges like token dilution and regulatory changes remain risks.
The big question is whether Ondo Chain’s compliance-first approach will attract enough liquidity to fulfill its ambitious goals.
What updates are there in the ONDO code base?
Ondo’s recent software updates highlight its focus on creating institutional-quality tools for tokenizing real-world assets (RWAs).
- Chainlink Integration (Oct 2025) – Added Chainlink oracles to provide secure and accurate pricing for tokenized stocks.
- GitHub Activity Surge (July 2025) – Over 40% increase in code updates aimed at improving RWA infrastructure.
- Strangelove Acquisition (July 2025) – Gained engineering talent to enhance cross-chain tools for RWAs.
- Ondo Chain Launch (Feb 2025) – Released a Layer 1 blockchain designed for compliant asset tokenization.
Deep Dive
1. Chainlink Integration (Oct 2025)
Overview: Ondo partnered with Chainlink to use their oracles, which provide reliable, real-time price data for tokenized U.S. stocks and ETFs. This integration allows Ondo’s assets to work smoothly with decentralized finance (DeFi) platforms.
What this means: Reliable price information lowers risks for institutions using Ondo’s tokenized assets, making ONDO more attractive to traditional financial players. (Source)
2. GitHub Activity Surge (July 2025)
Overview: Ondo’s development team increased their coding activity by over 40%, focusing on smart contract security, compliance features, and infrastructure for tokenized Treasury assets.
What this means: This shows rapid progress in building secure and scalable products for real-world assets, which is essential for gaining trust from institutional users. (Source)
3. Strangelove Acquisition (July 2025)
Overview: Ondo acquired Strangelove Labs to improve tools that allow tokenized assets to operate across multiple blockchain networks, including Ethereum, Solana, and BNB Chain.
What this means: This expands Ondo’s reach by enabling assets to move seamlessly between different blockchain ecosystems, increasing flexibility and market access. (Source)
4. Ondo Chain Launch (Feb 2025)
Overview: Ondo launched its own Layer 1 blockchain that combines the openness of public blockchains with compliance features needed by institutions, such as regulated validators and cross-chain bridges.
What this means: Ondo Chain helps solve the problem of fragmented real-world asset markets by allowing easy and compliant transfers of tokenized assets across different platforms. (Source)
Conclusion
Ondo’s latest updates focus on security, interoperability, and regulatory compliance—key factors for connecting traditional finance (TradFi) with decentralized finance (DeFi). With these institutional-grade tools now in place, Ondo is well-positioned to become the go-to platform for settling tokenized assets as adoption grows.
What is the latest news about ONDO?
Ondo is making strides by working with regulators and expanding its reach in tokenized assets. Here’s the latest update:
- SEC Ends Investigation into Ondo (Dec 12, 2025) – After a multi-year review of Ondo’s real-world asset tokenization, the SEC decided not to bring any charges.
- DTCC Tokenization Pilot Approved (Dec 12, 2025) – Ondo is set to benefit from a new SEC-approved pilot program for tokenizing traditional securities.
- EU Expansion Approved (Nov 18, 2025) – Ondo got regulatory approval to offer tokenized U.S. stocks and ETFs to over 500 million investors across Europe.
- Partnership with Chainlink (Oct 30, 2025) – Ondo will use Chainlink’s reliable data services to power its tokenized securities platform.
Deep Dive
1. SEC Ends Investigation into Ondo (December 12, 2025)
What happened: The U.S. Securities and Exchange Commission (SEC) wrapped up its two-year investigation into Ondo Finance without taking any enforcement action. This confirms that Ondo’s approach to tokenizing real-world assets (like stocks and bonds) complies with regulations. This decision comes as the SEC is stepping back from aggressive crypto crackdowns under new leadership.
Why it matters: This removes a major regulatory uncertainty for Ondo, strengthening its position as a trusted bridge between traditional finance (TradFi) and decentralized finance (DeFi). Institutional investors can now feel more confident using Ondo’s tokenized Treasury bonds and equities.
(Source: Cryptonews)
2. DTCC Tokenization Pilot Approved (December 12, 2025)
What happened: The Depository Trust & Clearing Corporation (DTCC), a key player in the U.S. financial system, received SEC approval to start a pilot program for tokenizing traditional securities like ETFs and Treasury bonds in 2026. Ondo is expected to be a major partner in this effort, thanks to its strong presence in tokenized equities with $361 million under management.
Why it matters: This pilot could drive significant demand from institutional investors for compliant, blockchain-based securities. Ondo’s existing partnerships with firms like BlackRock and Franklin Templeton position it well to capture this opportunity.
(Source: Yahoo Finance)
3. EU Expansion Approved (November 18, 2025)
What happened: Ondo received approval from Liechtenstein’s Financial Market Authority (FMA) to offer tokenized U.S. stocks and ETFs across 30 European countries under the EU’s new MiCA regulatory framework.
Why it matters: This opens access to a huge market of over 500 million investors in Europe. Ondo’s regulated approach gives it a competitive edge as the EU tightens rules around crypto assets.
(Source: Cointelegraph)
4. Partnership with Chainlink (October 30, 2025)
What happened: Ondo partnered with Chainlink to use its Cross-Chain Interoperability Protocol (CCIP) and custom price feeds. This ensures accurate and reliable pricing for Ondo’s $350 million+ tokenized stock platform.
Why it matters: This integration improves how Ondo’s tokenized assets can be used across decentralized finance (DeFi), including as collateral for loans and in structured financial products.
(Source: Ondo Finance)
Conclusion
Ondo is taking advantage of clearer regulations and strong institutional partnerships to strengthen its role in the growing $53 billion market for tokenized real-world assets. With regulatory investigations behind it, new markets in Europe opening up, and upgraded technology in place, the next challenge is turning these wins into steady growth in total value locked (TVL) — especially as the crypto market shifts focus during what many call “Bitcoin Season.”
What could affect the price of ONDO?
Ondo’s price is caught between growing demand for real-world assets (RWA) and the risk of token supply increases from upcoming unlocks.
- RWA Adoption Growth – Tokenized assets now total $29 billion in value, increasing ONDO’s usefulness.
- Token Unlocks Ahead – 85% of ONDO tokens are still locked, but many will unlock through 2026, which could increase supply and pressure prices.
- Regulatory Developments – The SEC closed its investigation into ONDO without charges, and the DTCC’s tokenization pilot got approval, both positive signs.
In-Depth Look
1. Real-World Asset Growth (Positive for ONDO)
Ondo leads the market in tokenized stocks, holding over half (51.6%) of that space, and also offers tokenized U.S. Treasury products like USDY and OUSG. The total value locked (TVL) in real-world assets has jumped 143% year-over-year to $29 billion (DefiLlama). Big players like BlackRock are adopting tokenization, showing growing institutional interest. Ondo’s partnerships with State Street (through the SWEEP liquidity fund) and Solana help make these assets accessible across different blockchain networks.
Why it matters: As demand for tokenized real-world assets grows—expected to increase tenfold by 2030 (VanEck)—ONDO’s role in this space could drive more buying activity, especially if it keeps its strong market share.
2. Upcoming Token Unlocks (Potential Headwind)
Currently, 85% of ONDO’s total 10 billion token supply is locked. Important unlock events include:
- Ecosystem Growth Tokens: About 3.96 billion tokens will start unlocking monthly from January 2026.
- Private Sale Tokens: 1.29 billion tokens will begin unlocking over 12 months after January 2026.
This means the number of tokens available for trading could triple by 2027, which might lead to selling pressure if demand doesn’t keep up (Ondo Foundation).
Why it matters: Historically, many altcoins see price drops of 15-30% around big token unlocks. ONDO’s current price of around $0.46 (down 55% from its all-time high) suggests it may struggle to absorb this new supply without strong positive news.
3. Regulatory Environment (Mixed Signals)
The SEC ended a two-year investigation into Ondo in December 2025 without filing charges, which supports the legitimacy of its real-world asset model. Additionally, the Commodity Futures Trading Commission (CFTC) approved the Depository Trust & Clearing Corporation’s (DTCC) pilot program for tokenization, which could use ONDO tokens as collateral (CCN). However, the SEC has delayed its decision on a spot ONDO ETF application from 21Shares, leaving institutional demand uncertain.
Why it matters: Regulatory approvals could bring more traditional financial investors into ONDO, but delays in ETF approval might limit price gains. ONDO’s 24-hour trading volume is about 3.4% of its supply, indicating relatively low liquidity that could be sensitive to regulatory news.
Conclusion
Ondo’s price will depend on whether the growth in real-world asset adoption can outpace the increase in token supply from upcoming unlocks. The current price range of $0.45 to $0.50 aligns with key technical support levels, and a move above $0.61 could signal a positive trend change. Keep an eye on the Ondo Summit in February 2026 for partnership announcements and the volume of tokens unlocking in the first quarter of 2026. The big question remains: Will ONDO’s expanding real-world asset use justify the risks from token dilution?
What are people saying about ONDO?
The ONDO community is divided between hopes for a $1 price breakout and concerns about the Real-World Assets (RWA) sector. Here’s what’s trending:
- Traders are watching $0.80 as a critical resistance level after the price stabilized around $0.73–$0.75 support
- Partnership with BlackRock and a 21Shares ETF filing are driving long-term optimism
- Technical indicators show bearish signs despite strong fundamentals in the RWA sector
Deep Dive
1. @johnmorganFL: “Can ONDO Hit $10?” (Bullish)
“Ondo Price Prediction 2025–2030: $1.58–$21.10 possible with institutional RWA adoption”
– @johnmorganFL (35K followers · 556K+ posts · 2025-08-12 11:55 UTC)
View original post
What this means: Optimism is based on Ondo’s potential in tokenized U.S. Treasuries and ETFs. However, reaching $10 or more would require the market value to grow more than 20 times.
2. @Nicat_eth: “RWA Sector Cooling” (Bearish)
“ONDO drops 11.54% as RWA narrative stalls – structural risks remain low”
– @Nicat_eth (7.5K followers · 33.5K posts · 2025-12-01 21:13 UTC)
View original post
What this means: The recent price drop reflects a shift in market focus, but Ondo still leads in tokenized yield products with a $1.44 billion market cap.
3. Technical Traders: $0.80 Breakout Watch (Mixed)
“ONDO consolidates above $0.73 support – breakout above $0.80 could target $0.95”
– CoinMarketCap Community Post (2025-06-21 08:35 UTC)
View analysis
What this means: The 30-day simple moving average (SMA) at $0.52 is acting as resistance, while the Relative Strength Index (RSI) at 38 indicates weak momentum. Success depends on surpassing July’s high of $0.89.
Conclusion
The outlook for ONDO is mixed. Strong fundamentals in the RWA sector are balanced by technical challenges and sector rotation. Institutional partnerships and the 21Shares ETF filing suggest potential long-term growth, but the token faces immediate resistance at $0.80, a key Fibonacci retracement level. Keep an eye on the $0.73 support level and progress on the ETF approval, which could reignite interest in the RWA narrative.
Why did the price of ONDO go up?
Ondo (ONDO) increased by 2.5% in the past 24 hours, bouncing back after a slight 0.7% drop over the last week. This performance outpaced the overall crypto market, which grew by 0.51%. Here’s why:
- SEC Investigation Closed – After a two-year review, no charges were filed regarding tokenized securities.
- Support from Institutional Players – The DTCC’s SEC-approved plan for tokenization highlights ONDO as a major player in real-world assets (RWA).
- Technical Signs of Recovery – A bullish MACD crossover indicates a potential short-term upward trend.
In-Depth Analysis
1. Regulatory Clarity Brings Confidence
The U.S. Securities and Exchange Commission (SEC) ended its two-year investigation into Ondo Finance on December 9 without pressing any charges (Ondo Finance). This is significant because it removes a major source of uncertainty for the project. The SEC’s reduced enforcement under new leadership suggests fewer risks for projects like Ondo that comply with regulations around tokenized real-world assets.
What this means for investors is that Ondo’s legal approach to tokenizing stocks and ETFs is now validated, which tends to increase trust from institutional investors. When regulatory concerns are resolved, projects often experience less price volatility and renewed interest from the market.
Keep an eye on how widely Ondo’s Global Markets platform, which offers over 100 tokenized assets, is adopted now that regulatory questions have been settled.
2. DTCC’s Tokenization Plan Boosts ONDO’s Role
The Depository Trust & Clearing Corporation (DTCC), a major player in the U.S. financial system, received SEC approval to start piloting tokenized stocks and government bonds in 2026 (Yahoo Finance). Ondo, along with Chainlink and Ethereum, is expected to provide the blockchain infrastructure for this initiative.
Ondo currently controls $361 million in tokenized equities, holding a 51.6% market share. This strong position means it’s well-placed to meet growing institutional demand as DTCC’s pilot could channel billions of dollars into compliant tokenized asset platforms.
Watch for announcements about which blockchain partners DTCC will officially work with during the pilot phase, expected by early 2026.
3. Technical Indicators Show a Mixed Picture
Ondo’s price recently bounced from a 24-hour low of $0.448 to $0.463. The MACD indicator turned positive (+0.0048), suggesting short-term momentum is shifting upward, while the Relative Strength Index (RSI) sits at a neutral 38.26.
This price recovery aligns with a key support level at $0.448, based on the 23.6% Fibonacci retracement. However, the 30-day simple moving average (SMA) at $0.506 remains a resistance level that ONDO needs to overcome. Trading volume has dropped by 50% in the last day, indicating cautious optimism among traders.
A close above $0.475 (the 7-day SMA) would strengthen the case for continued upward momentum. If ONDO fails to hold this level, it could retest lower support around $0.42.
Conclusion
Ondo’s recent price increase reflects reduced regulatory risks and its strategic role in the emerging tokenization infrastructure. However, the low trading volume suggests investors should remain cautious.
Key point to watch: Will Ondo’s partnership with BX Digital help speed up the adoption of its tokenized ETFs in Europe?