What is expected in the development of ONDO?
Ondo’s plan through 2026 focuses on growing tokenized assets, improving governance, and building partnerships within its ecosystem.
- Ondo Summit (February 3, 2026) – A major event in New York bringing together leaders to shape the future of on-chain capital markets.
- Global Markets Expansion (Q1 2026) – Expanding access to tokenized U.S. stocks and ETFs on more blockchain networks.
- Strategic Chainlink Partnership (Ongoing) – Working with Chainlink to build infrastructure for large-scale institutional tokenization.
- Ondo Points Program Wave 2 (2026) – New collaborations to reward users for participating in the ecosystem.
Deep Dive
1. Ondo Summit (February 3, 2026)
Overview: This event will gather executives, policymakers, and investors in New York to push forward tokenized capital markets. It follows Ondo’s October 2025 acquisition of Oasis Pro, which helped secure important SEC registrations (Ondo Finance).
What this means: This is a positive step for ONDO’s regulatory standing and adoption by institutions. However, any delays in regulatory approval could slow progress.
2. Global Markets Expansion (Q1 2026)
Overview: Ondo Global Markets offers over 100 tokenized U.S. stocks and ETFs. After expanding to the BNB Chain in 2025, Ondo plans to add more blockchain networks. PancakeSwap recently joined its alliance of 30+ members working to standardize tokenized assets (Ondo Finance).
What this means: This expansion could increase liquidity and attract more users. Still, competition from other projects like BlackRock’s BUIDL presents challenges.
3. Strategic Chainlink Partnership (Ongoing)
Overview: Announced in October 2025, this partnership uses Chainlink’s Cross-Chain Interoperability Protocol (CCIP) to connect traditional finance (TradFi) with decentralized finance (DeFi), aiming to tokenize assets worth trillions (Ondo Finance).
What this means: This is a strong long-term opportunity. Cross-chain technology could make ONDO a key player in institutional asset settlements.
4. Ondo Points Program Wave 2 (2026)
Overview: Building on the success of the first wave, this program will work with outside projects to reward users retroactively for their participation in liquidity and governance (Ondo Foundation).
What this means: This should boost community involvement, but its success depends on how well partners adopt the program.
Conclusion
Ondo’s 2026 roadmap carefully balances regulatory compliance (through Oasis Pro), ecosystem growth (via Global Markets), and technical development (with Chainlink). The Ondo Summit and Points Program could generate short-term interest, while adoption of real-world assets (RWA) remains the key long-term driver. The big question is how regulatory clarity around tokenized securities will affect ONDO’s appeal to institutional investors.
What updates are there in the ONDO code base?
Ondo’s latest development focuses on building strong, institution-ready infrastructure and making it easier to move assets across different blockchains.
- Ondo Chain Launch (Feb 2025) – A new blockchain compatible with Ethereum, designed for regulated asset tokenization.
- Cross-Chain Bridge (Dec 2025) – Allows transferring over 100 real-world asset (RWA) tokens between Ethereum and BNB Chain.
- Compliance Tools (Jul 2025) – Built-in identity and anti-money laundering checks for institutional decentralized finance (DeFi).
Deep Dive
1. Ondo Chain Launch (February 2025)
Overview: Ondo Chain is a new blockchain built on Cosmos SDK that supports Ethereum-compatible smart contracts. It’s designed with compliance in mind, allowing regulated financial institutions to operate permissioned nodes. This setup supports trading tokenized securities with real-time settlement and includes advanced security features like proof-of-reserve and detailed asset permissions.
What this means: This is a positive development for ONDO because it bridges traditional finance (TradFi) and decentralized finance (DeFi), attracting institutions that need compliant on-chain financial services.
(Source)
2. Cross-Chain Bridge Deployment (December 2025)
Overview: The Ondo Bridge, built using LayerZero technology, enables smooth transfers of tokenized assets such as stocks, bonds, and ETFs between Ethereum and BNB Chain. It uses atomic swaps secured by decentralized oracles, allowing assets like OUSG (tokenized U.S. Treasuries) to move without relying on centralized custodians.
What this means: This is somewhat positive because it helps solve liquidity issues in real-world asset markets. However, it also introduces some risks related to smart contracts that users should watch closely.
(Source)
3. Compliance Layer Integration (July 2025)
Overview: Ondo upgraded its smart contracts to include modular compliance checks. This means automatic identity verification (KYC) and anti-money laundering (AML) checks are built in, powered by Chainlink Oracles. Only approved addresses can interact with permissioned assets like tokenized stocks, while other features remain open to the public.
What this means: This is a strong positive because it removes a major hurdle for institutional investors while keeping many DeFi features accessible to everyone.
(Source)
Conclusion
Ondo is evolving its technology to focus on institutional adoption by creating regulated blockchain networks, enabling cross-chain liquidity, and integrating compliance tools. These upgrades are key for expanding real-world asset tokenization. With over 120 projects integrated and $1.39 billion in total value locked (TVL), it will be interesting to see how these improvements affect ONDO’s position in the $53 billion real-world asset market through 2026.
What could affect the price of ONDO?
Ondo’s price is currently caught between two main forces: the gradual unlocking of tokens, which could put downward pressure on the price, and growing adoption of real-world assets (RWAs), which could boost demand.
- Token Unlocks (Potential Downside) – More than 85% of ONDO’s total 10 billion tokens are still locked and will be gradually released through 2029, which might lead to selling pressure.
- Real-World Asset Growth (Positive Driver) – Partnerships with major financial firms like BlackRock and State Street, along with approvals from European regulators, position Ondo as a leader in tokenizing traditional assets like Treasuries and stocks.
- Market Sentiment (Mixed Outlook) – The crypto market is currently dominated by fear, and Bitcoin holds a 59% market share, which could delay price gains for altcoins like ONDO. However, the growing interest in RWAs may help protect it from broader market downturns.
Deep Dive
1. Token Unlocks and Supply Dynamics (Potential Downside)
What’s Happening:
Over 85% of ONDO’s total 10 billion tokens are locked and will be gradually unlocked over the next several years. For example:
- Ecosystem Growth Tokens (52.1% of supply): About 24% (1.25 billion tokens) were unlocked right at launch, with the rest released monthly.
- Core Team and Investors (45.9% of supply): These tokens have a 12-month waiting period before they start unlocking steadily over four years.
This slow release schedule means there’s a risk that some holders, especially early investors, might sell their tokens once they become available, which could put downward pressure on the price.
Why It Matters:
Historically, token prices often dip around these unlock events (Token Unlocks). While Ondo’s extended unlock timeline helps avoid sudden large dumps, traders might try to sell ahead of these unlocks, which can limit price gains.
2. Real-World Asset Adoption (Positive Driver)
What’s Happening:
Ondo is a leader in the tokenization of real-world assets, with $1.38 billion in Treasury products (OUSG) and approval to tokenize stocks and ETFs in the European Union. Key developments include:
- SWEEP Liquidity Fund: A partnership with State Street and Galaxy aims to bring over $200 million in inflows to Solana by early 2026 (Ondo Finance).
- Regulatory Progress: The SEC investigation is expected to close by December 2025, and compliance with EU regulations (MiFID) reduces legal uncertainties.
Why It Matters:
The market for tokenized real-world assets is expected to exceed $53 billion by 2025 (Bitget Research). This growth could increase demand for ONDO as a governance token and attract institutional investors, which might help stabilize the price and reduce volatility caused by retail traders.
3. Crypto Market Sentiment and Technical Factors (Mixed Outlook)
Current Conditions:
- The Fear & Greed Index is at 28, indicating extreme fear among investors.
- Bitcoin dominates 59% of the crypto market, which often limits gains for smaller altcoins.
- Technical indicators show support around $0.37 (based on Fibonacci levels from March 2024 lows), and the Relative Strength Index (RSI) at 32 suggests ONDO is oversold.
Why It Matters:
ONDO’s price tends to move in line with Bitcoin (30-day correlation of 0.78), so its recovery depends largely on the overall market improving. However, its focus on real-world assets might help it perform better than meme coins during times when investors are cautious.
Conclusion
ONDO’s future price depends on balancing the potential selling pressure from token unlocks with growing demand from institutional investors interested in real-world assets. In the short term, the $0.37 to $0.45 price range is critical—falling below this could trigger panic selling. Over the long term, regulatory clarity and partnerships with traditional finance firms could help ONDO reach or surpass its all-time high of $2.14.
Keep an Eye On: Will ONDO’s total value locked (TVL) in tokenized assets continue growing by 20% or more each quarter despite ongoing token unlocks?
What are people saying about ONDO?
The ONDO community is divided between optimism for a breakout and concerns over bearish signals, with rumors about ETFs adding excitement. Here’s what’s happening:
- Traders are closely watching $0.37 as a key support level amid negative technical indicators
- The 21Shares ETF filing has sparked $10 price predictions by 2030, despite a 56% loss so far this year
- Strong interest in tokenized Real-World Assets (RWA), supported by partnerships with BlackRock and Coinbase, fuels long-term optimism
Deep Dive
1. @RipBullWinkle: Testing Critical Support – Bearish Signals
"ONDO is trading between $0.37 and $0.68, with a bearish crossover of the 20-day and 50-day moving averages. The RSI at 34 shows weak momentum. Falling below $0.37 could lead to a sharp drop."
– @RipBullWinkle (130K followers · 12.8K impressions · 2025-12-22 01:41 UTC)
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What this means: The $0.37 price point has acted as a strong support level since December. If ONDO falls below this, it could trigger panic selling, especially after a 49% drop over the past 60 days.
2. Bitget: $10 by 2030? ETF Hopes vs. Token Unlocks – Bullish Outlook
"21Shares has filed with the SEC for an ONDO ETF, with Coinbase as custodian. This could follow the success of spot Bitcoin ETFs, but 6.5 billion tokens are scheduled to unlock by 2028."
– Bitget (2025-07-23 16:39 UTC)
What this means: The potential for institutional investors to get involved through ETFs might offset risks from token inflation. However, the token has lost 74% of its value this year, showing some skepticism in the market.
3. @johnmorganFL: Bull Flag Pattern Suggests Possible 120% Rally – Mixed Signals
"A break above $0.83 resistance could push ONDO to between $0.98 and $1.20, but low trading volume indicates weak buying interest."
– @johnmorganFL (35K followers · 4.2K impressions · 2025-08-12 11:55 UTC)
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What this means: Traders are watching the $0.68 to $0.83 range closely. This zone has been tested five times since July, and a strong breakout with higher volume would confirm bullish momentum.
Conclusion
Opinions on ONDO are mixed. The token leads in the Real-World Assets sector but has suffered a steep 56% loss over the past 90 days. While ETF speculation and BlackRock’s involvement through the BUIDL fund point to growing institutional interest, bearish technical signals like the moving average death cross and a low Fear & Greed Index (28) suggest caution. Keep an eye on the $0.37 support level and any updates from the SEC regarding ETFs—how ONDO moves around these factors will likely shape its path in 2026.
What is the latest news about ONDO?
Ondo is advancing in tokenized finance and navigating new regulations as markets test important price points. Here’s the latest update:
- Solana Tokenized Stocks Launch (December 27, 2025) – Ondo is set to offer over 100 U.S. stocks and ETFs on the Solana blockchain, featuring low-slippage trading.
- DTCC’s Treasury Tokenization Plans (December 26, 2025) – Ondo’s $830 million in tokenized real-world assets (RWAs) gains importance as institutional adoption grows.
- Technical Strength Despite Market Uncertainty (December 24, 2025) – ONDO maintains key support levels even as the crypto market shows risk aversion.
Deep Dive
1. Solana Tokenized Stocks Launch (December 27, 2025)
Overview: Ondo plans to launch custody-backed tokenized U.S. stocks and ETFs on the Solana blockchain in early 2026. This follows successful launches on Ethereum and BNB Chain. A recent trade of tokenized Google stock worth $500,000 showed very low slippage (0.03%) and almost instant settlement. Real-time pricing is ensured by Chainlink oracles. The Solana integration uses Token Extensions to enforce compliance, focusing on non-U.S. investors with minting available 24 hours a day, five days a week, and transfers available 24/7.
What this means: This move expands Ondo’s presence into fast and low-cost blockchain networks, potentially increasing ONDO’s usefulness as demand for cross-chain real-world assets grows. Solana’s low fees may attract smaller investors, but regulatory oversight around cross-border access remains a key consideration. (Cryptofront News)
2. DTCC’s Treasury Tokenization Plans (December 26, 2025)
Overview: The Depository Trust & Clearing Corporation (DTCC) announced plans to tokenize U.S. Treasury securities on the Canton Network, a blockchain designed for regulated financial institutions. Ondo Finance ranks third in tokenized Treasury holdings with $830 million, behind BlackRock ($1.7 billion) and Franklin Templeton ($798 million). Tokenized real-world assets reached $24 billion in 2025, with Treasuries accounting for half of that growth.
What this means: DTCC’s initiative confirms the growing importance of institutional-grade tokenized assets, validating Ondo’s strategy. While competition will increase, Ondo’s early entry into yield-bearing tokens like OUSG and USDY, along with partnerships with Chainlink and JPMorgan, position it well to benefit from rising demand. (CryptoNewsLand)
3. Technical Strength Despite Market Uncertainty (December 24, 2025)
Overview: ONDO’s price dropped 3% last week but held steady at the $0.36 support level despite widespread fear in the crypto market (Fear & Greed Index at 28). Analysts observe bullish signals like a rising Relative Strength Index (RSI) and a falling wedge chart pattern, which often indicate accumulation. Although ONDO is still 56% below its 2025 high, it outperformed other tokens like SOL (-3.3%) and FIL (-3.06%) in late December.
What this means: Technical indicators suggest a possible price rebound if overall market sentiment improves. However, caution is advised due to ONDO’s high circulating supply (3.16 billion out of 10 billion total) and volatility in the real-world asset sector. Traders are watching the $0.40 resistance level for signs of momentum shifts. (Cryptonewsland)
Conclusion
Ondo’s expansion onto Solana and the momentum from DTCC’s tokenization plans highlight its role as a bridge between traditional finance and decentralized finance. Technical trends point to cautious optimism. With the SEC reviewing regulations around tokenized securities, 2026 could be a pivotal year for Ondo to become a leading platform for settling real-world asset tokens.
Why did the price of ONDO go up?
Ondo (ONDO) increased by 1.83% in the last 24 hours, showing a small recovery within a larger downward trend (down 27.86% over the past 30 days). This uptick matches positive developments in tokenized assets and technical indicators, although the overall crypto market remains cautious (Fear & Greed Index: 28).
- Solana Expansion: Ondo plans to offer over 100 tokenized U.S. stocks and ETFs on the Solana blockchain in 2026, making these assets more accessible.
- RWA Momentum: The DTCC’s plan to tokenize U.S. Treasurys highlights Ondo’s $830 million in tokenized Treasury holdings.
- Technical Rebound: Indicators like the RSI (33.21) and MACD suggest a short-term buying opportunity.
Deep Dive
1. Solana Integration (Positive Outlook)
Overview: Ondo announced it will launch tokenized U.S. stocks and ETFs on Solana in early 2026. Solana is known for fast transactions and low fees. A recent demo showed $500,000 worth of Google stock traded onchain with minimal slippage (0.03%) (Cryptofrontnews).
What this means: By expanding to Solana’s large user base of over 30 million, Ondo could increase demand for ONDO, which serves as the governance token for its real-world asset (RWA) ecosystem. Tokenized stocks and ETFs currently make up about $365 million of Ondo’s onchain assets.
2. RWA Sector Tailwinds (Mixed Signals)
Overview: The DTCC, which handles $3.7 quadrillion in transactions annually, announced plans to tokenize U.S. Treasurys. This move supports Ondo’s focus on institutional-grade RWAs. Ondo currently holds $830 million in tokenized Treasurys, second only to BlackRock’s BUIDL (CryptoNewsLand).
What this means: While growth in RWAs is a positive long-term trend, the recent price increase in ONDO wasn’t supported by higher trading volume—24-hour volume dropped 37.24% to $28.9 million.
3. Technical Rebound (Neutral)
Overview: ONDO’s Relative Strength Index (RSI) moved out of oversold territory at 33.21, and the MACD indicator turned positive (+0.000239). However, the price is still below key moving averages (30-day SMA is $0.4466, while the current price is $0.379).
What this means: This price bounce may be due to short-term trading rather than a strong market reversal. For a sustained rally, ONDO needs to close above $0.40, which is a key resistance level based on Fibonacci retracement.
Conclusion
Ondo’s recent price gain reflects optimism about its upcoming Solana expansion and its role in the growing RWA market. However, weak trading volume and a market currently focused on Bitcoin limit further upside. Key point to watch: Can ONDO maintain support at $0.375 ahead of its planned Solana launch in Q1 2026?