Which venue integrated ONDO assets?
Stargate has integrated ONDO assets, confirmed shortly after Ondo launched its cross-chain securities bridge (crypto.news report).
- The bridge allows transfers of over 100 tokenized stocks and ETFs between Ethereum and BNB Chain (project update).
- Apps already using LayerZero can add ONDO assets with minimal extra work (crypto.news report).
- Tokens move between blockchains with 1:1 backing, supporting liquidity and DeFi integration (technical explainer).
Deep Dive
1. Who Integrated
Stargate is the platform that integrated ONDO assets, right after Ondo launched its new bridge connecting tokenized securities across different blockchains (crypto.news report).
What this means: Stargate now offers a practical way to move ONDO-linked assets between blockchain ecosystems, making them easier to use in decentralized finance (DeFi).
2. What It Enables
The Ondo Bridge supports cross-chain transfers of more than 100 tokenized stocks and ETFs between Ethereum and BNB Chain (project update). These tokens keep their full backing and value during transfers, ensuring they remain redeemable and economically equivalent across chains—key for secure DeFi use (technical explainer).
What this means: ONDO assets can be used as collateral or building blocks for lending, trading, and other financial products without splitting liquidity.
3. Why It Matters
The bridge uses LayerZero messaging technology, which means apps already connected to LayerZero—over 2,600 across Ethereum and BNB Chain—can add ONDO assets with little extra effort. Stargate is already live with ONDO assets (crypto.news report). This reduces integration challenges and speeds up deployment on new blockchains.
What this means: Faster integrations and wider platform support can increase liquidity and make ONDO assets more portable across DeFi.
Conclusion
Stargate has integrated ONDO assets, and the new bridge design makes ONDO’s tokenized securities easily transferable across major EVM-compatible blockchains. This boosts composability and speeds up adoption. If more LayerZero-connected apps follow Stargate’s example, ONDO assets could see wider use and deeper liquidity throughout DeFi.
What could affect the price of ONDO?
ONDO’s future depends on how well tokenization is adopted versus the impact of token unlocks increasing supply.
- Token Unlock Waves – 85% of ONDO’s total supply will unlock gradually through 2030, which could lead to price pressure from more tokens entering the market.
- Growth in Real-World Assets (RWA) – The tokenized Treasuries market is growing fast, now worth $7 billion, boosted by partnerships with big players like BlackRock and BUIDL.
- Regulatory Clarity – The SEC closed its investigation without charges, and collaboration with the DTCC is making it easier for traditional financial institutions to join.
Deep Dive
1. Token Unlock Schedule (Potential Negative Impact)
Overview:
Out of ONDO’s maximum supply of 10 billion tokens, 85% are still locked and will unlock steadily every year until 2030. The next big unlock is scheduled for January 2026, releasing 1.25 billion tokens designated for ecosystem growth, which could increase the circulating supply by about 40%.
What this means:
Past experience shows that ONDO’s price dropped 45% after a similar unlock event in December 2024 (AMBCrypto). While tokens held by the core team and venture capitalists remain locked until 2027, retail investors may continue to sell their tokens, creating ongoing downward pressure on the price until around 2028.
2. Real-World Asset (RWA) Adoption & Partnerships (Positive Impact)
Overview:
Ondo leads the market in tokenized Treasuries with $1.93 billion in total value locked (CoinMarketCap). It has recently expanded to the Solana blockchain and secured partnerships with Nasdaq-listed ETFs. Collaborations with Chainlink CCIP and JPMorgan’s Onyx platform enable seamless cross-chain settlements for institutional investors.
What this means:
Every 10% increase in tokenized real-world assets could boost ONDO’s price by 6-8% (Token Terminal). The upcoming Solana integration, expected in the first quarter of 2026, will open access to 4.2 million daily users in decentralized finance (DeFi), directly linking platform usage to ONDO’s value.
3. Regulatory Developments (Mixed Impact)
Overview:
The U.S. Securities and Exchange Commission (SEC) closed its investigation into Ondo in November 2025 without filing any charges. Additionally, the Depository Trust & Clearing Corporation (DTCC) approved blockchain-based securities settlement, removing significant barriers for the adoption of Ondo’s OUSG and USDY tokens.
What this means:
These regulatory approvals make it easier for Ondo to onboard traditional financial clients. However, compliance costs are high, consuming about 18% of the protocol’s revenue (Ondo Foundation). Upcoming policy changes, such as the adoption of MiCA-like regulations in 2026, could tighten margins further.
Conclusion
ONDO is balancing between strong growth opportunities in the tokenized real-world asset market and the challenges posed by a large number of tokens unlocking over time. The $7 billion tokenized Treasuries market provides solid support, but investors should watch the January 2026 unlock event and the performance metrics following the Solana integration. The key question remains: will Ondo’s growing institutional partnerships outweigh the effects of its token vesting schedule?
What are people saying about ONDO?
The ONDO community is divided between those concerned about its falling price and those optimistic about its potential in real-world assets (RWA). Here’s what’s trending:
- Critical support levels are being tested as the price hovers near key points
- Price has dropped 81.5% from its all-time high (ATH), sparking debate about whether it can recover
- Long-term investors aim for $9.30 by 2030, betting on growth in the RWA sector
Deep Dive
1. @RipBullWinkle: $0.37 Support Battle Zone — Bearish Outlook
"ONDO is trading between $0.37 and $0.68 with moving averages showing a bearish crossover. The RSI at 34 indicates weak momentum — if it breaks below $0.37, a sharp decline could follow."
– @RipBullWinkle (130K followers · 10.4K impressions · Dec 22, 2025)
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What this means: If ONDO falls below $0.37, selling pressure may increase, possibly pushing the price down to the 2025 low of $0.24.
2. @cryptolevier: 81.5% Drop From ATH — Bearish Reality Check
"ONDO plunged from $2.14 in December 2024 to $0.39 — a brutal 81.5% drop. Is this DeFi’s Icarus moment?"
– @cryptolevier (7,689 followers · 1.2K impressions · Dec 20, 2025)
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What this means: Such a steep decline raises doubts about ONDO’s ability to regain trust from institutional investors.
3. CoinMarketCap: $9.30 Price Target by 2030 — Bullish Outlook
"Analysts predict ONDO could reach $9.30 by 2030 if adoption of real-world asset tokenization grows, highlighting Ondo’s $1.4 billion total value locked (TVL) and transaction volume comparable to BitGo."
– CoinMarketCap Research (Dec 15, 2025)
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What this means: ONDO’s long-term success depends on the expansion of real-world asset tokenization, where it is a leading player after BitGo.
4. @Finora_EN: Likely Breakdown to $0.34 — Bearish Signal
"All indicators are negative on the 1-hour chart — currently at $0.3620 with lower highs. Next support targets are $0.3406 and then $0.3231 unless it recovers above $0.38415."
– @Finora_EN (5,635 followers · 3.1K impressions · Dec 19, 2025)
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What this means: Technical analysis favors further price drops unless ONDO can hold above $0.38 with strong buying momentum.
Conclusion
The outlook on ONDO is mixed. Technical indicators suggest bearish pressure, but its leadership in the real-world asset sector offers hope. The sharp 81.5% drop this year is concerning, yet partnerships like the Global Markets Alliance with Solana and BNB Chain (which together have 31 million users) show institutional interest. Keep an eye on the $0.37 support level — breaking below it could lead to panic selling, while holding above it might trap short sellers ahead of the Ondo Summit announcements in early 2026.
What is the latest news about ONDO?
Ondo is making big moves in the tokenization space with major expansions and positive regulatory news, but its price hasn’t caught up with the momentum yet. Here’s the latest:
- Solana Expansion (December 21, 2025) – Ondo plans to offer tokenized U.S. stocks and ETFs on the Solana blockchain in early 2026, making these assets more accessible.
- SEC Investigation Ends (December 8, 2025) – The U.S. Securities and Exchange Commission (SEC) closed a two-year investigation into Ondo without filing any charges.
- XRP Ledger Partnership (December 22, 2025) – Ondo teamed up with Ripple to bring tokenized U.S. Treasuries to the XRP Ledger using Ripple’s RLUSD stablecoin.
Deep Dive
1. Solana Expansion (December 21, 2025)
What’s happening: Ondo announced it will launch tokenized versions of U.S. stocks and ETFs on Solana in early 2026. This expands their Global Markets platform beyond Ethereum and Binance Smart Chain (BNB Chain). Solana is known for fast transaction speeds and 24/7 trading, which will help Ondo offer instant settlements. So far, Ondo has issued $365 million in tokenized assets, outpacing competitors like Backed Finance.
Why it matters: This is a positive development for Ondo (ONDO) because it taps into Solana’s large user base of over 3.4 million daily users and strengthens Ondo’s leadership in tokenized securities. However, technical signals like the Relative Strength Index (RSI) at 34 and the Moving Average Convergence Divergence (MACD) below zero suggest the price momentum is weak. As a result, ONDO’s price has stayed around $0.39, even though the total value locked (TVL) in its platform reached $1.93 billion. (Cryptofront News)
2. SEC Investigation Ends (December 8, 2025)
What’s happening: The SEC ended a confidential two-year investigation into Ondo’s tokenized assets and ONDO token without bringing any charges. This investigation started under former SEC Chair Gary Gensler.
Why it matters: This is a big win for Ondo’s compliance efforts and removes a major regulatory uncertainty. It also boosts confidence among institutional investors, especially after Ondo acquired Oasis Pro, an SEC-registered broker-dealer. The news caused ONDO’s price to jump 6% briefly, but cautious market conditions kept the gains from lasting. (CoinDesk)
3. XRP Ledger Partnership (December 22, 2025)
What’s happening: Ondo partnered with Ripple to bring its OUSG tokenized U.S. Treasuries to the XRP Ledger, accessible through Ripple’s RLUSD stablecoin. OUSG has already grown to over $250 million in TVL on the XRP Ledger.
Why it matters: This partnership improves cross-chain functionality and helps attract institutional users. It fits well with Ripple’s strong presence in cross-border payments, which handled over $15 billion in 2024. Despite these positives, ONDO’s price remains disconnected from these fundamentals, trading 57% below its 90-day high. (CoinMarketCap)
Conclusion
Ondo is moving quickly in the tokenized finance space by expanding to Solana, clearing regulatory hurdles, and forming important partnerships. However, ONDO’s price hasn’t yet reflected these achievements, partly due to broader market skepticism and a focus on Bitcoin. The big question is whether Solana’s liquidity and the SEC’s regulatory clarity will help ONDO’s price rebound, or if wider economic challenges will delay that breakout.
What is expected in the development of ONDO?
Ondo’s 2026 roadmap is focused on growing its tokenized asset offerings and building key partnerships.
- Ondo Summit (February 3, 2026) – A major event to share Ondo’s vision for onchain finance.
- Tokenized Stocks on Solana (Early 2026) – Launching U.S. stocks and ETFs as tokens on the Solana blockchain.
- Partnership with Chainlink (2026) – Building infrastructure to support large-scale institutional tokenization.
- Token Unlocks (2026) – Gradual release of about 3.96 billion ONDO tokens to support ecosystem growth.
Deep Dive
1. Ondo Summit (February 3, 2026)
Overview:
This event in New York will bring together regulators, policymakers, and traditional finance leaders to discuss the future of tokenized capital markets. Ondo will reveal its next steps, likely focusing on regulatory clarity and wider adoption (Ondo Finance).
What this means:
This is positive for ONDO because partnerships with influential players could speed up mainstream acceptance of Ondo’s real-world asset (RWA) solutions. However, success depends on clear regulations.
2. Tokenized Stocks on Solana (Early 2026)
Overview:
Ondo Global Markets plans to offer over 100 tokenized U.S. stocks and ETFs on Solana, following earlier launches on BNB Chain and Blockchain.com that reached over 90 million users (Solana Media).
What this means:
This is promising because Solana’s fast and low-cost network could attract more users and liquidity. On the downside, competition from other platforms like Backed Finance or Maple Finance could limit growth.
3. Chainlink Partnership (2026)
Overview:
Ondo is teaming up with Chainlink to develop cross-chain technology (using Chainlink’s CCIP) that will help tokenize assets for institutional clients (Ondo Finance).
What this means:
This is cautiously optimistic. The partnership strengthens Ondo’s technology, but its impact depends on how many big financial institutions adopt it.
4. Token Unlock Milestones (2026)
Overview:
About 3.96 billion ONDO tokens (38% of the total supply) allocated for ecosystem growth will gradually unlock in 2026. These tokens will fund developer rewards, grants, and partnerships (Ondo Foundation).
What this means:
This could be a risk if token supply increases faster than demand, potentially lowering prices. But if the unlocked tokens boost activity and development, it could be positive. Past unlocks in 2025 saw ONDO’s price rise, indicating good management of supply.
Conclusion
Ondo’s 2026 plans balance expanding its product lineup (with Solana integration), engaging regulators (via the Summit), and supporting its community (through token unlocks). The Chainlink partnership might quietly drive institutional adoption. With the real-world asset market expected to exceed $10 trillion by 2030, Ondo’s focus on compliance and partnerships could help it stay ahead of competitors like Centrifuge.
What updates are there in the ONDO code base?
Ondo’s latest software updates focus on making it easier to use assets across different blockchain networks and building strong, secure systems for institutional investors.
- Cross-Chain Bridge Launch (December 18, 2025) – Tokenized stocks can now move between Ethereum and BNB Chain using LayerZero technology.
- GitHub Activity Increase (July 2025) – Developer work on real-world asset (RWA) smart contracts and compliance tools jumped by 40%.
- Ondo Chain Upgrades (February 2025) – Integration with Cosmos SDK adds Ethereum compatibility, blending traditional finance (TradFi) with decentralized finance (DeFi).
Deep Dive
1. Cross-Chain Bridge Launch (December 18, 2025)
What happened: Ondo introduced a bridge that connects Ethereum and BNB Chain, allowing over 100 tokenized U.S. stocks and ETFs to be transferred quickly and securely between these blockchains. This uses LayerZero’s omnichain protocol.
For example, if you hold tokenized Tesla ($TSLA) or the SPDR S&P 500 ETF ($SPY), you can now move your holdings between Ethereum and BNB Chain in minutes without needing to sell and buy again. The system uses decentralized validators and proof-of-reserve checks to ensure the tokens remain backed by real assets.
Why it matters:
This development is positive for ONDO because it makes tokenized real-world assets more accessible to millions of users on BNB Chain, while keeping regulatory compliance intact. Lowering the barriers to move assets could lead to more use of Ondo’s products by institutional investors.
2. GitHub Activity Increase (July 2025)
What happened: Developer contributions on Ondo’s GitHub rose by 40% year-over-year, focusing on:
- Auditing smart contracts for tokenized U.S. Treasuries (OUSG)
- Building KYC/AML (Know Your Customer/Anti-Money Laundering) tools to support regulated asset transfers
Ondo also made parts of their compliance software open-source, allowing other projects to use their whitelisting and investor verification features.
Why it matters:
This is a neutral to positive sign for ONDO. Improving security and regulatory compliance tools helps attract institutional users, though it might slow down the release of new features in the short term.
3. Ondo Chain Upgrades (February 2025)
What happened: Ondo upgraded its own blockchain (Layer 1) by adding Cosmos SDK modules and making it compatible with the Ethereum Virtual Machine (EVM). This supports hybrid applications that combine traditional finance and decentralized finance.
The network’s validators now include regulated institutions like banks, enabling features such as:
- Instant settlement of tokenized stocks
- Built-in compliance checks aligned with MiFID II regulations (a key European financial law)
Why it matters:
This is a strong long-term positive for ONDO. It positions Ondo Chain as a compliant platform for real-world assets, though success depends on attracting partners to use the network.
Conclusion
Ondo is evolving its technology to bridge traditional finance and decentralized finance through secure cross-chain tools and regulatory-ready features. These updates strengthen its position in tokenizing real-world assets, but maintaining developer momentum will be key as competition grows in this space.
Why did the price of ONDO go up?
Ondo (ONDO) increased by 0.62% in the last 24 hours, a modest gain in an otherwise steady crypto market (total market cap down 0.01%). This rise matches positive technical signals and renewed interest in Ondo’s focus on tokenized real-world assets (RWA). Main factors driving this include:
- Technical rebound – Indicators like RSI and MACD suggest a short-term momentum shift
- TVL milestone – Ondo’s tokenized assets reached an all-time high of $1.93 billion, showing strong protocol growth
- Cross-chain expansion – Launch of the LayerZero bridge improved liquidity across networks
Deep Dive
1. Technical Rebound (Positive Signal)
Summary: ONDO’s daily Relative Strength Index (RSI) at 33.72 and Moving Average Convergence Divergence (MACD) at -0.0389 show the token was oversold after dropping 57% over the past 90 days. This led to a bounce from the $0.36–$0.39 support range.
What this means:
- An RSI near 30 often signals a short-term price recovery for ONDO
- The MACD histogram narrowing (-0.0024) indicates bearish momentum is weakening
- Key resistance level is $0.496 (23.6% Fibonacci retracement); breaking above this could speed up gains
What to watch: A daily close above the 7-day Exponential Moving Average (EMA) at $0.3966 would confirm the rebound.
2. TVL Growth vs. Price Disconnect (Positive Outlook)
Summary: Ondo’s Total Value Locked (TVL) hit $1.93 billion on December 15, driven by expanding tokenized U.S. stocks and ETFs on the Solana blockchain.
What this means:
- Growing TVL indicates increasing institutional interest, though the price hasn’t caught up yet
- The market may be factoring in future revenue from Ondo’s portfolio of over 100 tokenized assets
- When price falls while TVL rises, it often leads to a price rebound as the market adjusts
What to watch: Continued TVL growth past $2 billion could prompt a positive market reassessment.
3. Cross-Chain Liquidity Boost (Mixed Effects)
Summary: Ondo’s new bridge with LayerZero allows tokenized stocks to move between Ethereum and BNB Chain, with Solana integration expected in 2026.
What this means:
- This increases access for over 3.4 million BNB Chain users
- There may be short-term selling pressure as previously locked assets become tradable
- Long-term, this supports Ondo’s position as a key liquidity provider for real-world assets
What to watch: Trading volume on these new chains—low activity could hurt market sentiment.
Conclusion
Ondo’s 24-hour price increase reflects a mix of technical buying and cautious optimism about its growing real-world asset infrastructure. Despite broader market challenges like Bitcoin dominance at 59% and prevailing fear sentiment, Ondo’s recent milestones suggest the recent price weakness may be overdone. Key level to watch: The $0.40 support—if it breaks, the price could retest December’s low near $0.36.