Ondo (ONDO) Price Prediction

Deep Dive

1. RWA Adoption & Partnerships (Bullish Impact)

Overview: Ondo Finance dominates tokenized real-world assets (RWAs), managing $1.38B in tokenized Treasuries and launching Ondo Global Markets (100+ tokenized stocks/ETFs). Partnerships with J.P. Morgan (cross-chain settlement) and BlackRock’s BUIDL fund integration strengthen credibility. The RWA market grew 260% YTD to $24B, per Bitrue.
What this means: Institutional demand for yield-bearing RWAs could drive ONDO’s utility and liquidity, supporting price appreciation.

2. Token Unlock Schedule (Bearish Risk)

Overview: 85% of ONDO’s 10B max supply is locked, with 1.25B Ecosystem Growth tokens (24% of allocation) set to unlock by 2026. Private Sale (12.9%) and Protocol Development (33%) tokens start unlocking in 2026, per Ondo Foundation docs.
What this means: Near-term unlocks are limited, but 2026-2030 releases risk dilution if demand doesn’t offset new supply.

3. Regulatory Catalysts (Mixed Impact)

Overview: The SEC is reviewing 21Shares’ ONDO ETF proposal, which would track tokenized assets. Ondo’s acquisition of SEC-registered broker-dealer Oasis Pro improves compliance for U.S. offerings (Coinspeaker).
What this means: ETF approval would validate Ondo’s model and attract TradFi capital, but delays or rejections could stall momentum.

Conclusion

ONDO’s price hinges on balancing RWA adoption against gradual supply unlocks. Immediate upside depends on ETF progress and institutional inflows, while 2026 unlocks loom as a structural headwind. Can Ondo sustain its lead in tokenized assets as competitors like Centrifuge and Securitize scale? Watch the SEC’s ETF decision and monthly unlock data.