Why did the price of ONDO go up?

Ondo (ONDO) increased by 1.39% to $0.385 in the last 24 hours, bucking its recent downward trends of -3.75% over 7 days and -0.475% over 30 days. This performance outpaced the overall crypto market, which fell by 0.13%. The main factors behind this rise include growing interest from large investors and strong technical support levels.

1. Institutional Adoption Growth – Total Value Locked (TVL) passed $2 billion, showing ecosystem expansion
2. Partnership with State Street – Launch of a tokenization platform boosted credibility
3. Technical Strength – Price maintained key support despite some bearish signals

Deep Dive

1. Institutional Adoption Growth (Positive Influence)

Overview: Ondo’s Total Value Locked (TVL) recently surpassed $2 billion (Binance News), doubling in less than a year. This growth is driven by tokenized U.S. Treasury assets worth over $820 million and partnerships with major financial firms like Fidelity, JPMorgan, and BlackRock.

What this means: A rising TVL indicates more institutional money flowing into Ondo’s real-world asset (RWA) ecosystem. As tokenized U.S. Treasuries become more popular, demand for ONDO—the platform’s governance and utility token—increases. Higher TVL also means greater revenue potential for Ondo, creating a positive feedback loop that supports further growth.

2. Partnership with State Street (Positive Influence)

Overview: On January 16, State Street launched an institutional tokenization platform featuring Ondo’s liquidity fund on the Solana blockchain (CoinMarketCap). This follows their December 2025 collaboration on tokenized cash sweeps.

What this means: Partnering with State Street, a traditional finance giant managing $5.4 trillion in assets, validates Ondo’s technology and infrastructure. This partnership opens new opportunities for institutional investors looking for blockchain-based yield products, directly increasing ONDO’s use and adoption. The timing of this announcement aligns with Ondo’s recent price increase.

3. Technical Strength (Mixed Influence)

Overview: Despite some bearish technical indicators—such as a Relative Strength Index (RSI) of 42 (neutral), a negative Moving Average Convergence Divergence (MACD), and trading below key moving averages (7-day Simple Moving Average at $0.395)—ONDO’s price stayed above the $0.38 support level.

What this means: Holding above this support suggests that buyers are stepping in to absorb selling pressure. However, the 7-day SMA at $0.395 remains a resistance level. If ONDO’s price breaks above this, it could signal a short-term shift toward upward momentum. Watching the price range between $0.38 and $0.395 will provide clues about the next direction.

Conclusion

Ondo’s recent 24-hour price increase reflects growing institutional confidence and important TVL milestones, which help counteract broader market weakness. However, technical resistance near $0.395 and a 41% drop in trading volume suggest caution.
Key point to watch: Will ONDO close above its 7-day SMA ($0.395) to confirm a bullish trend?

What could affect the price of ONDO?

Ondo’s price is facing mixed signals: upcoming token unlocks might put short-term pressure on the price, but its strong position in tokenized assets and recent regulatory approvals could support long-term growth.

1. Token Unlocks – Short-term risk: 1.9 billion ONDO tokens will unlock on January 18, 2026, which could increase supply faster than demand.
2. Real-World Asset (RWA) Leadership – Positive outlook: Ondo controls $2 billion in total value locked (TVL) and holds 53% of the tokenized stock market, showing strong institutional interest.
3. Regulatory Progress – Positive outlook: The SEC closed its investigation without charges, and EU approval opens access to over 500 million investors.

Deep Dive

1. Token Unlocks & Vesting (Short-term Risk)

On January 18, 2026, 1.9 billion ONDO tokens—about 60% of the circulating supply—will become available. These tokens are allocated mainly for ecosystem growth (52.1%), protocol development (33%), and private sales (12.9%). Historically, when large amounts of tokens unlock, it can lead to selling pressure if demand doesn’t keep up. While Ondo’s price showed resilience during similar events in 2025, investors remain cautious.

What this means: There could be downward pressure on ONDO’s price in the short term if big holders sell their tokens, especially since ONDO has already dropped 46% over the past 90 days. However, if these tokens are staked or used in governance platforms like Flux Finance, the impact might be less severe. Watching token flows on exchanges can give early signs of selling pressure. (Ondo Foundation)

2. RWA Market Leadership (Long-term Opportunity)

Ondo’s total value locked (TVL) has grown to over $2 billion, a 102% increase year-over-year. It dominates the tokenized real-world asset market with a 53% share in U.S. stocks and ETFs. Partnerships with major financial firms like State Street, BlackRock, and J.P. Morgan support products such as OUSG, which holds $780 million in tokenized U.S. Treasuries. Ondo is also expanding to other blockchains like Solana and BNB Chain, and entering the European market.

What this means: Institutional demand for tokenized, yield-generating assets could drive ongoing use of ONDO tokens. Since the traditional asset market is valued at $867 trillion, Ondo’s leadership in tokenization positions it well for significant growth, potentially boosting prices over the medium term. (Binance News)

3. Regulatory Tailwinds (Long-term Opportunity)

The SEC ended a two-year investigation into Ondo in January 2026 without filing any charges, confirming the project’s compliance. Additionally, the European Union approved tokenized stocks and ETFs in 30 countries in November 2025, opening access to over 500 million investors. Ondo’s acquisition of SEC-licensed Oasis Pro further strengthens its regulatory standing.

What this means: Lower regulatory risk makes it easier for institutions to invest, encouraging more capital inflows. Access to the European market alone could significantly increase user adoption, providing a solid foundation for price growth in 2026 and beyond. (CoinMarketCap)

Conclusion

Ondo’s price may face short-term ups and downs due to token unlocks, but its strong position in tokenized real-world assets and favorable regulatory environment offer promising long-term potential. Investors should keep an eye on institutional adoption indicators like TVL growth and expansion across different blockchains. The big question remains: can Ondo’s infrastructure capture a share of the projected $18 trillion tokenized asset market by 2033?

What are people saying about ONDO?

The Ondo (ONDO) community is balancing concerns about a large upcoming token release with optimism about its strong position in real-world asset (RWA) tokenization. Here’s the quick overview:

1. Big token unlock ahead – 60% of ONDO tokens become available on January 18, but supporters believe the release will be managed carefully.
2. Leader in RWA space – Ondo ranks #2 in tokenized assets, backed by treasury products linked to BlackRock.
3. Technical outlook cautious – Traders are watching the $0.35 price level for support amid some bearish signals.

In-Depth Look

1. $1.9 Billion Token Unlock Discussion

Crypto analyst @Trail2Crypto points out:
"85% of the tokens are allocated for ecosystem growth, so immediate selling pressure is unlikely. Last year’s unlock didn’t cause a price drop but led to a doubling in value."
See original post

What this means: Opinions are mixed. While most tokens are meant for development and not quick selling, some retail investors might worry about the increased supply and react by selling early.

2. Ondo’s Strength in Real-World Assets

According to @noBScrypto:
"Ondo hosts 105 tokenized real-world assets, making up nearly 10% of the sector’s market value."
See original post

What this means: This is a positive sign for ONDO’s long-term value. It’s becoming a preferred platform for institutional investors to tokenize assets like bonds and treasuries. However, the flow of funds into this sector still depends on broader economic factors like interest rates.

3. Technical Analysis: Key Price Levels

Trader @KhonshuArc notes:
"There are buy orders around $0.3525 with target prices between $0.85 and $1.15. The charts show a two-year period of price compression."
See original post

What this means: The technical setup is cautiously optimistic. The $0.35 to $0.45 price range is about 68% below last year’s highs, suggesting a potential bargain. But maintaining support at the 200-week moving average is crucial for this outlook to hold.

Conclusion

The outlook for Ondo (ONDO) is mixed. On one hand, its strong institutional partnerships and growth in tokenized treasuries (currently $1.38 billion in value) provide a solid foundation. On the other hand, the upcoming token unlock and broader economic conditions create uncertainty. Traders should watch the $0.35 to $0.38 price range closely—if prices fall below this support, it could challenge the idea that big investors are accumulating. Holding above this level might confirm continued interest from large holders, as seen in blockchain data.

What is the latest news about ONDO?

Ondo is entering a crucial week, hitting a $2 billion milestone in total value locked (TVL) and facing a major token unlock event.

1. Token Unlock Alert (January 17, 2026) – $756 million worth of ONDO tokens (19.4% of total supply) become available today, which could affect the token’s price.
2. TVL Surpasses $2 Billion (January 16, 2026) – The total value locked has doubled in less than a year, showing strong growth.
3. Solana Migration Expands (January 15, 2026) – $248 million in ONDO assets moved to the Solana blockchain, improving access for institutional investors.

Deep Dive

1. Token Unlock Alert (January 17, 2026)

Overview:
Today, 1.9 billion ONDO tokens, worth about $756 million at current prices, are unlocked. This represents nearly 20% of the total token supply and 61% of the tokens currently circulating. When tokens unlock, it often increases the number of tokens available for trading, which can affect market liquidity.

What this means:
In the short term, this could put downward pressure on the price as early investors or project funds might sell some tokens. However, in the long term, if these tokens are used strategically—for example, for staking, partnerships, or development—the impact could be neutral or even positive. It’s important to watch trading volumes and token flows on exchanges after the unlock.
(Source: De Liberty)

2. TVL Surpasses $2 Billion (January 16, 2026)

Overview:
Ondo’s total value locked (TVL) has now exceeded $2 billion, doubling in less than a year. Most of these assets ($1.5 billion) are on the Ethereum blockchain, with $248 million on Solana and $123 million on BNB Chain. A large portion of this TVL ($820 million+) comes from tokenized U.S. Treasury securities (OUSG).

What this means:
This is a positive sign for ONDO because growing TVL shows increasing trust from institutional investors in Ondo’s platform for real-world assets (RWA). The attractive yields from tokenized U.S. Treasuries could bring more capital, though clear regulations will be important for ongoing growth.
(Source: Binance News)

3. Solana Migration Expands (January 15, 2026)

Overview:
Ondo moved $248 million worth of tokenized assets to the Solana blockchain. Solana offers faster transactions and lower fees, making it easier for institutional investors to access yield products. This move supports Ondo’s goal to become a key platform for cross-chain real-world asset settlements.

What this means:
This development is good news for ONDO because integrating with Solana expands its user base and increases liquidity. It could speed up adoption of tokenized stocks and ETFs. However, success depends on smooth interoperability between blockchains and continued interest from institutional investors.
(Source: Altcoin Buzz)

Conclusion

Ondo’s record-breaking TVL and expansion onto Solana highlight its leadership in tokenizing real-world assets. However, today’s large token unlock may challenge the token’s price in the short term. The key question is whether new institutional investments will balance out the increased supply and help drive Ondo’s vision forward.

What is expected in the development of ONDO?

Ondo’s roadmap for 2026 focuses on bringing real-world assets (RWA) to institutional investors, with several important milestones planned:

1. Major Token Unlock (January 17, 2026) – Release of $774 million worth of ONDO tokens to early supporters.
2. Ondo Summit (February 3, 2026) – A New York City event focused on innovation in capital markets.
3. Solana Tokenized Stocks & ETFs (Early 2026) – Launch of 24/7 trading for U.S. stocks and ETFs on the Solana blockchain.
4. SWEEP Liquidity Fund (Early 2026) – Introduction of a new cash management fund for institutions.

Deep Dive

1. Major Token Unlock (January 17, 2026)

What’s happening: About 1.9 billion ONDO tokens, valued at roughly $774 million, will be released to early investors, the team, and ecosystem funds according to the vesting schedule. This is the largest token release in Ondo’s history, increasing the circulating supply by around 60%. The tokens come mainly from Protocol Development (33%) and Private Sales (12.9%) allocations. [Source: Ondo Foundation Blog (Dec 6, 2024)]

What it means: In the short term, this could put downward pressure on the price as some early holders might sell their tokens. However, if these tokens are staked or held long-term, it signals confidence in Ondo’s future growth and should have a neutral or positive impact over time.

2. Ondo Summit (February 3, 2026)

What’s happening: Ondo will host a summit in New York City bringing together executives, investors, and regulators to discuss the future of on-chain capital markets. Topics will include regulatory frameworks for tokenized real-world assets and demonstrating Ondo Chain’s capabilities for institutional use. [Source: Ondo Finance (Oct 31, 2025)]

What it means: This event is positive for ONDO because it could lead to important partnerships and clearer regulations, which are key to attracting more institutional investors and strengthening Ondo’s role in the RWA space.

3. Solana Tokenized Stocks & ETFs (Early 2026)

What’s happening: Ondo plans to launch tokenized versions of U.S. stocks and ETFs on the Solana blockchain. These assets will be custody-backed, settle instantly, and include built-in compliance features. This expands Ondo’s existing $1.93 billion Global Markets platform into Solana’s fast and scalable ecosystem. [Source: Augura_ (Dec 28, 2025)]

What it means: This is a strong positive for ONDO because integrating with Solana could increase transaction volume and attract more users. Offering 24/7 trading is a major advantage over traditional stock markets, which have limited trading hours.

4. SWEEP Liquidity Fund (Early 2026)

What’s happening: In partnership with State Street and Galaxy, Ondo will launch SWEEP, a tokenized cash management fund on Solana. It will start with $200 million from OUSG and target institutional clients looking for yield through assets like PYUSD, with the ability to redeem funds anytime. [Source: CoinMarketCap (Dec 15, 2025)]

What it means: This development is bullish for ONDO because it broadens Ondo’s product offerings into institutional treasury management, potentially bringing in new capital and revenue.

Conclusion

Ondo’s early 2026 roadmap focuses on managing token supply, building strategic partnerships, and expanding real-world asset offerings on Solana. These steps could boost the platform’s utility and adoption, especially if demand from institutions grows faster than any selling pressure from token unlocks. Looking ahead, evolving regulations will play a key role in how Ondo continues to onboard institutional investors beyond these milestones.

What updates are there in the ONDO code base?

Ondo’s development work is actively focused on integrating real-world assets and meeting regulatory standards, although their public GitHub activity is limited.

1. Smart Contract Audits & Compliance (July 2025) – Improved security for tokenized assets.
2. Tokenized Treasury Expansion (July 2025) – Upgrades to support yield-generating real-world assets.
3. GitHub Activity Pause (May 2022) – Public code hasn’t changed recently; most development happens privately.

Deep Dive

1. Smart Contract Audits & Compliance (July 2025)

Overview: Ondo has prioritized making its tokenized assets more secure and compliant with regulations. This includes audits for USDY (a yield-generating stablecoin) and OUSG (tokenized U.S. Treasuries).

They integrated Chainlink’s proof-of-reserve oracles, which help verify that assets backing tokens actually exist. They also added modular compliance features to support asset transfers across different blockchains. These updates aim to meet the strict requirements of institutional investors while keeping the system compatible with decentralized finance (DeFi).

What this means: This is positive for ONDO because it builds trust in Ondo’s real-world asset offerings, which is key to attracting large investors. Better security lowers the risk of hacks, and compliance features make it easier to follow regulations.
(Source)

2. Tokenized Treasury Expansion (July 2025)

Overview: In July 2025, Ondo’s development activity increased by 40%, mainly due to improvements in the infrastructure supporting tokenized U.S. Treasury products.

Developers enhanced the processes for minting and redeeming tokens and added support for settlements across multiple blockchains, including Ethereum, Solana, and BNB Chain. This aligns with partnerships like JPMorgan’s pilot for cross-chain delivery-versus-payment (DvP) transactions.

What this means: This is somewhat positive for ONDO. While these upgrades improve the platform’s usefulness, they mainly benefit institutional clients, so retail users might see slower benefits. Key metrics to watch include the total value locked (TVL) in USDY and the volume of cross-chain transactions.
(Source)

3. GitHub Activity Pause (May 2022)

Overview: Ondo’s public GitHub repository hasn’t been updated since May 2022. The team describes this as a “one-time snapshot” used for bug bounty programs.

Most core development, including work on Ondo Chain, happens in private repositories, which limits public insight into ongoing progress. Recent updates focus on testnet deployments and tools for network validators.

What this means: This is neutral for ONDO. Private development is common in projects aligned with traditional finance, but it reduces transparency for the community. To track progress, it’s better to watch partnerships (like those with Chainlink and Solana) and major network milestones.

Conclusion

Ondo’s code development is focused on building institutional-grade infrastructure for tokenized real-world assets, balancing innovation with regulatory compliance. Although public GitHub updates are limited, recent strategic improvements suggest Ondo aims to become a key platform for tokenizing traditional financial assets. The question remains: how will Ondo’s private development approach affect its long-term decentralization and community trust?