What is expected in the development of ONDO?

Ondo’s 2026 roadmap centers on expanding regulatory approval, increasing institutional use, and growing its ecosystem.

1. Ondo Summit 2026 (February 3, 2026) – A major industry event aimed at advancing tokenized capital markets.
2. Global Markets Alliance Expansion (2026) – Adding new partners to create common standards for tokenized assets.
3. 21Shares ETF Launch (2026) – A U.S.-regulated fund designed to track ONDO’s performance.

Deep Dive

1. Ondo Summit 2026 (February 3, 2026)

Overview: The Ondo Summit in New York will bring together business leaders, investors, and policymakers to push forward the development of tokenized capital markets. This event follows Ondo’s recent regulatory achievements, including acquiring Oasis Pro, which is registered with the SEC (Ondo Finance).
What this means: This is positive news for ONDO. High-profile partnerships and discussions could speed up the adoption of tokenized assets like U.S. stocks and ETFs by institutional investors. However, there is a risk that regulatory delays or less impactful policy decisions could slow progress.

2. Global Markets Alliance Expansion (2026)

Overview: Ondo plans to grow its alliance, which currently includes over 30 members such as PancakeSwap and Blockchain.com. The goal is to create shared standards for tokenized stocks and ETFs. Recent efforts include expanding to the BNB Chain and Ethereum networks using LayerZero bridges to improve access (De T⭕piq).
What this means: This development is somewhat positive. Greater interoperability between platforms could increase liquidity and market activity. Still, success depends on how well partners execute and whether there is enough demand for tokenized traditional financial products.

3. 21Shares ETF Launch (2026)

Overview: The 21Shares Ondo Trust ETF, filed in July 2025, aims to track ONDO’s performance through a fund held by Coinbase (Bitget). Although it’s structured as a trust, it is viewed as a step toward launching a spot ETF.
What this means: If approved, this ETF would make ONDO accessible to mainstream investors, which is a strong positive. However, the approval process by the SEC could face delays or increased scrutiny, which might affect market sentiment.

Conclusion

Ondo’s plans for 2026 rely heavily on regulatory progress, building strong partnerships, and gaining traction with ETFs. The Ondo Summit and the expansion of the Global Markets Alliance could strengthen its position in tokenizing real-world assets. Meanwhile, the 21Shares ETF launch represents a high-risk, high-reward opportunity. The future of ONDO’s adoption will largely depend on regulatory changes and how eager institutions are to embrace tokenized assets.

What updates are there in the ONDO code base?

Ondo’s recent updates show important improvements in real-world asset (RWA) compliance and expanding its presence across multiple blockchains.

1. RWA Compliance Layer (July 2025) – Upgraded smart contracts to meet institutional standards for tokenized assets
2. Ondo Chain Mainnet (February 2025) – Launched a permissioned Layer 1 blockchain designed for regulated RWA trading
3. BNB Chain Integration (October 2025) – Made tokenized stocks and ETFs available to BNB Chain users

Deep Dive

1. RWA Compliance Layer (July 2025)

Overview: In July, Ondo’s developers increased activity by 40% on GitHub, focusing on compliance features for tokenized government bonds and similar assets. They enhanced smart contracts to be audit-ready and added layers for Know Your Customer (KYC) and Anti-Money Laundering (AML) checks.

The new system automatically verifies if investors meet eligibility requirements before allowing transactions. This update aligns with upcoming European Union regulations (MiCA, effective December 2025) and enables large institutions like BlackRock to use Ondo’s OUSG tokens securely on the blockchain.

What this means: This is a positive development for ONDO because it removes a major hurdle for institutional investors. By building compliance directly into its platform, Ondo is positioning itself as one of the most regulation-friendly options for tokenized real-world assets.

(Cryptonewsland)

2. Ondo Chain Mainnet (February 2025)

Overview: Ondo launched its own Layer 1 blockchain that supports Ethereum-compatible smart contracts but uses permissioned validators from trusted, regulated companies like Fireblocks and Anchorage.

Key features include:

• Handling up to 4,000 transactions per second (TPS)
• Using zero-knowledge proofs to keep transactions private
• Built-in support for Chainlink’s Cross-Chain Interoperability Protocol (CCIP) to move assets between blockchains

What this means: This launch is somewhat positive. It creates a secure, high-performance environment tailored for institutional real-world assets but introduces some centralization because only approved validators can participate. Despite this, the total value locked (TVL) on Ondo Chain reached $1.2 billion within three months of launch.

(Ondo Finance)

3. BNB Chain Integration (October 2025)

Overview: In the third quarter of 2025, Ondo added support for its tokenized stocks and ETFs on BNB Chain using LayerZero bridges, allowing seamless cross-chain transfers.

This update lets users on PancakeSwap trade tokens representing companies like Tesla and Google with very low fees (around 0.1%), which is much cheaper than trading on Ethereum. Over 100,000 BNB Chain addresses interacted with Ondo’s assets in the first week after launch.

What this means: This is a strong positive because it opens access to BNB Chain’s large user base of over 2 million daily active users. The integration shows Ondo’s strategy to grow across multiple blockchains and serve both institutional and retail investors interested in tokenized real-world assets.

(CoinMarketCap)

Conclusion

Ondo is focusing on building a compliant infrastructure for real-world assets while expanding its ecosystem across different blockchains. With 85% of its 2025 development efforts aimed at tools for institutions, Ondo aims to become the “SWIFT” of tokenized assets—a trusted network for secure, regulated asset transfers. The key question remains: will this developer momentum help ONDO recover from its 58% drop in price so far this year?

What could affect the price of ONDO?

ONDO is currently balancing two major forces: upcoming token unlocks that could increase supply and pressure prices, and growing adoption of real-world assets (RWA) by institutions that could boost demand.

1. Token Unlock Schedule – 85% of ONDO’s total supply is still locked, with $3.96 billion worth of tokens set to unlock gradually through 2028.
2. RWA Expansion – Starting in 2026, Solana-based tokenized stocks and ETFs will launch; total value locked (TVL) reached $1.93 billion despite a tough market.
3. Regulatory Support – The SEC closed its investigation in December 2025, and the EU approved tokenized assets for over 500 million users.

Deep Dive

1. Token Unlock Overhang (Potential Downside)

What’s happening:
Most of ONDO’s 10 billion maximum tokens are still locked up. About $3.96 billion from ecosystem growth and $1.29 billion from private sales will unlock slowly through 2028. Right now, only about 3.16 billion tokens (roughly 31.6%) are in circulation.

Why it matters:
As more tokens become available, there’s a risk that holders, especially early investors, might sell, putting downward pressure on the price. For example:

• Tokens allocated for protocol development (33% of supply) will unlock evenly over 48 months starting after 2024.
• Private sale investors bought in at $0.055 per token and could sell at the current price of $0.386, which is a 7x return.
  In the past, ONDO’s price dropped 58% over 90 days (as of December 2025), partly due to earlier token unlocks.

2. Growth in Real-World Assets & ETFs (Potential Upside)

What’s happening:
Ondo leads the market in tokenized U.S. Treasurys with $1.93 billion locked in its platform. It has partnerships with major players like BlackRock, JPMorgan, and Solana to launch round-the-clock trading of tokenized stocks and ETFs starting in 2026. Additionally, 21Shares filed for a spot ONDO ETF in July 2025, which is currently under SEC review.

Why it matters:

• The market for tokenized securities has grown 50 times since 2024, reaching $7 billion (Token Terminal).
• If the ETF is approved, it could attract significant institutional investment, similar to what happened with Bitcoin ETFs. ONDO’s cleared SEC status and EU approval make it easier for global investors to participate.

3. Technical Analysis & Market Sentiment (Mixed Signals)

What’s happening:
ONDO’s price is currently 82% below its all-time high of $2.14 set in 2024. The Relative Strength Index (RSI) is at 34, indicating neutral momentum, and the price is below all major exponential moving averages (EMAs). However, large investors (whales) added $41 million worth of ONDO in the last quarter of 2025 (AMBCrypto).

Why it matters:

• The technical outlook is bearish until ONDO can break above $0.45, which is a key resistance level.
• On the other hand, the Fear & Greed Index at 27 suggests the market is fearful, which can be a good time to buy. But Bitcoin’s dominance at 59% means altcoins like ONDO may struggle to rally strongly.

Conclusion

ONDO’s price will depend on how well demand from institutional adoption of real-world assets can keep up with the increasing supply from token unlocks. Keep an eye on the 21Shares ETF decision expected in the first half of 2026 and monthly token unlock volumes. For now, ONDO’s long-term outlook looks promising, but short-term price moves will be influenced by these competing factors.

What is the latest news about ONDO?

Ondo is making strides with regulatory approvals and expanding its ecosystem, even as the market evaluates the potential of tokenized assets. Here are the key updates:

1. Solana Expansion (December 23, 2025) – Ondo plans to offer 24/7 trading of tokenized U.S. stocks and ETFs on the Solana blockchain starting early 2026.
2. SEC Support (December 23, 2025) – The U.S. Securities and Exchange Commission (SEC) Chair highlighted blockchain’s role in modernizing financial markets, aligning with Ondo’s goals.
3. EU Regulatory Approval (November 19, 2025) – Ondo received approval to offer tokenized stocks and ETFs across 30 European countries.

Deep Dive

1. Tokenized Stocks and ETFs on Solana (December 23, 2025)

Overview
Ondo announced it will expand its tokenized U.S. stocks and ETFs to the Solana blockchain in early 2026. This will allow users to trade these assets around the clock with near-instant settlement times. Ondo has already launched similar products on Ethereum and BNB Chain, and Solana’s fast and scalable network will help reach more users.

What this means
This move is positive for ONDO because it taps into Solana’s growing community of both institutional and retail investors, potentially increasing demand for Ondo’s tokenized assets. However, competition in the real-world asset (RWA) space—such as BlackRock’s BUIDL project—and concerns about Solana’s network reliability are factors to watch.
(U.Today)

2. SEC Chair Supports Blockchain-Based Markets (December 23, 2025)

Overview
Paul Atkins, Chair of the SEC, said that U.S. financial markets could fully transition to blockchain technology within two years. He pointed out benefits like lower settlement risks and greater transparency. Ondo’s tokenized securities, especially its OUSG token representing U.S. Treasuries, fit well with this vision.

What this means
Support from regulators like the SEC could speed up the adoption of Ondo’s products. However, strict regulatory requirements may slow down how quickly these products can be rolled out. Ondo’s focus on compliance and regulation puts it in a strong position as the SEC works to maintain existing securities laws.
(CryptoFrontNews)

3. EU Regulatory Approval (November 19, 2025)

Overview
Ondo received approval from Liechtenstein’s Financial Market Authority to offer tokenized U.S. stocks and ETFs across 30 European countries. This opens access to over 500 million potential investors.

What this means
This regulatory milestone gives Ondo’s Global Markets platform a huge new audience. Success will depend on how well local investors adopt the platform and how Ondo competes with other European tokenization projects like Monerium.
(CoinMarketCap)

Conclusion

Ondo’s strategic moves—expanding to Solana, gaining EU regulatory approval, and aligning with U.S. regulators—position it as a leader in institutional-grade tokenization. While partnerships and regulatory support strengthen its ecosystem, challenges like execution risks and market sentiment toward tokenized real-world assets will influence its short-term success. Will Ondo maintain its early lead as traditional finance giants like JPMorgan increase their blockchain involvement?

What are people saying about ONDO?

The ONDO community is debating whether the recent price drop is a good chance to buy or a sign of more losses ahead. Bulls are focusing on key resistance levels, while bears warn of further declines. Here’s what’s trending:

1. ETF excitement – 21Shares’ ONDO-linked trust filing is boosting positive sentiment
2. Key support level – The $0.37 price point is seen as a crucial short-term test
3. Long-term outlook – Price struggles contrast with Ondo’s growing $2 billion in total value locked (TVL)

Deep Dive

1. @CacheTrading: Price Drop vs. Strong Fundamentals bearish

"$ONDO Price Decline Contradicts Strong Fundamentals as TVL Approaches $2B"
– @CacheTrading (2.8K followers · 10K impressions · 2025-12-19 19:00 UTC)
View original post
What this means: This is a negative sign for ONDO because the price fell 18% in 30 days even though Ondo Finance’s TVL is nearing $2 billion. This suggests traders might be focusing more on price trends than the platform’s strong fundamentals.

2. @RipBullWinkle: Critical Support Test neutral

"As long as $0.37 holds, bulls have control. If that cracks, expect fast momentum shift."
– @RipBullWinkle (130K followers · 15K impressions · 2025-12-22 01:41 UTC)
View original post
What this means: This is neutral for ONDO because the $0.37 price level is a key support zone. If it holds, buyers remain in control. If it breaks, we could see a quick change in momentum as automated trading systems react.

3. @johnmorganFL: $10 by 2030? bullish

"Ondo Price Prediction 2025, 2026–2030: Can Ondo Hit $10?"
– @johnmorganFL (35K followers · 50K impressions · 2025-08-12 11:55 UTC)
View original post
What this means: This is optimistic for ONDO. Analysts highlight growing adoption of real-world assets (RWA) by institutions and the potential launch of ETF products. However, the current price is still down 58% from its 2025 peak, showing some market skepticism.

Conclusion

Opinions on ONDO are mixed. Technical indicators suggest caution, while long-term developments in real-world asset integration and partnerships with firms like BlackRock offer promise. Traders should watch the $0.37 support level closely—if it breaks, prices could fall toward $0.20. Keep an eye on the approval timeline for the 21Shares Ondo Trust and weekly updates on total value locked at Ondo Finance for important fundamental news.

Why did the price of ONDO fall?

Ondo (ONDO) dropped 2.5% in the last 24 hours, underperforming the overall crypto market, which fell 1.3%. The main reasons include technical breakdowns, worries about upcoming token unlocks, and a slowdown in interest around tokenized assets.

1. Technical weakness – Price fell below important moving averages
2. Token unlock concerns – Upcoming release of more tokens is causing unease
3. Sector rotation – Real-world asset (RWA) tokens lag as Bitcoin gains strength

Deep Dive

1. Technical Breakdown (Negative Impact)

Overview:
ONDO’s price slipped below its 30-day simple moving average (SMA) at $0.46 and its 200-day exponential moving average (EMA) at $0.76. The Relative Strength Index (RSI) is at 33.5, close to oversold levels, and the MACD indicator shows increasing bearish momentum.

What this means:
Traders who follow technical signals likely sold after ONDO dropped below the $0.40 support level. The price also broke below the 78.6% Fibonacci retracement level at $0.398, suggesting the possibility of testing lows near $0.34 in 2025 if selling continues.

Key watch:
If ONDO closes above $0.40 daily, it could stabilize. Falling below may trigger more stop-loss orders and further declines.

2. Token Unlock Anxiety (Negative Impact)

Overview:
There’s growing concern on social media about a major token unlock scheduled for early 2026 (NagatoDharma). At that time, 40% of the total ONDO supply (4 billion tokens) will become available for trading.

What this means:
Although this event is not immediate, the anticipation of a large increase in circulating supply (currently 31.6%) is causing some investors to sell early to avoid dilution. This adds to the negative sentiment, especially after ONDO’s 58% drop over the past 90 days.

3. RWA Sector Cooling (Mixed Impact)

Overview:
Growth in tokenized treasury assets slowed to 7% month-over-month in December, down from 21% in November (CoinMarketCap). Meanwhile, Bitcoin’s market dominance rose to 59.1% as investors shift toward what they see as safer assets.

What this means:
Ondo’s fundamentals remain solid, with over $1.3 billion in total value locked (TVL) and SEC approval received on December 22. However, short-term traders are moving away from altcoins amid broader market caution. The Fear & Greed Index at 27 reflects this cautious mood.

Conclusion

ONDO’s recent price drop is mainly due to technical factors and sector-wide challenges, not problems specific to the protocol. Its leadership in real-world assets and upcoming integration with Solana in 2026 offer strong long-term potential. In the near term, ONDO’s price will depend on Bitcoin’s stability and whether it can hold support between $0.36 and $0.38.

Key watch: Can ONDO maintain its 2025 low of $0.34 while waiting for new institutional investments in tokenized assets?