Ondo news

Ondo, led by President Ian de Bode, reports 2025 as a breakout year, becoming a leading issuer of tokenized U.S. Treasuries with over $2 billion TVL and tokenized stocks/ETFs around $600 million TVL, capturing roughly 60 % of that niche; the firm also partners with Mastercard and JPMorgan and focuses on building scalable infrastructure rather than revenue. It has launched Ondo Perps, a perpetual futures platform that lets tokenized stocks and ETFs serve as collateral, designed to attract market makers, deepen liquidity and support sophisticated strategies; retail inflows are consistently positive, distributed through crypto wallets such as Binance Wallet and MetaMask, and Ondo envisions an on‑chain prime brokerage that unifies crypto, stocks, ETFs and derivatives.

Ondo Finance partnered with MetaMask to let users trade tokenized US stocks and ETFs in the wallet, adding over 200 securities such as Tesla, Apple and popular ETFs via Ondo Global Markets on Ethereum. The launch is limited to a few emerging‑market jurisdictions, excluding major economies like the U.S., EU, UK, Canada, China and others, which muted the ONDO token’s 37% monthly decline and negligible price reaction. The move mirrors a wider RWA token slump; most sector governance tokens have fallen, and the ONDO token remains down despite the technical advance. Growth will depend on regulatory changes opening key markets.

MetaMask has launched access to tokenized US stocks, ETFs and commodities such as gold and silver via Ondo Global Markets, allowing non-US users to trade 200 tokenized assets on Ethereum by swapping USDC through MetaMask Swaps. It will first appear on the mobile app, with a desktop browser extension planned for the end of February. The rollout excludes 30 jurisdictions—including the US, Canada, the EU and the UK—to comply with regulatory limits. MetaMask’s move reflects a broader push for real-world assets in self-custodial wallets and the growing trend of integrating prediction markets and tokenized securities.

MetaMask has integrated Ondo Finance's Global Markets platform, letting mobile users in supported non-U.S. jurisdictions buy and trade more than 200 tokenized U.S. stocks, ETFs and commodities directly in the wallet - no brokerage account required. The launch marks one of the first native listings of tokenized U.S. equities in a major self-custodial wallet and highlights the growing $22 billion market for real-world asset tokenization, a trend that blurs the line between traditional finance and on-chain markets, said Consensys founder Joe Lubin.

Ondo token fell over 80% from its all‑time high of $2.1 to about $0.35 after a large unlock of 1.94 billion tokens (≈57 % of supply) that added selling pressure. Despite the price drop, the DeFi protocol’s TVL surged to a new record of $2.5 billion in January, indicating growing user confidence in its tokenized equity products. The tokenized equity market, led by Ondo with a 54.4 % market share, reached a new $441.2 million valuation. Analysts see the sharp price decline as a potential undervaluation; institutional whales are buying, and optimism around tokenization from Davos 2026 suggests a likely recovery once lock‑up pressure subsides.

Ondo Finance will launch tokenized shares of BitGo (BTGO) on blockchain the same day as its NYSE debut, enabling global investors to trade via Ethereum, Solana and BNB Chain. The tokenised stock will trade through Ondo Global Markets, one of the first U.S. companies to tokenise a post‑IPO share, giving exposure outside the U.S. without a traditional brokerage. BitGo, a crypto custody provider, priced its IPO at $18 per share amid a softer crypto market; Ondo’s platform has $466 m TVL and $6.4 bn cumulative trading since September.

Ondo Finance announced the launch of its tokenized equities platform on Solana, adding more than 200 tokenized U.S. stocks and ETFs to the high‑speed blockchain. The move makes Ondo the largest real‑world asset issuer on Solana by asset count, addressing the network’s limited liquidity and selection by bringing Wall Street liquidity and a broad catalog of on‑chain equities. The rollout offers Solana users tokenized versions of technology, growth, blue‑chip stocks, sector ETFs and commodity‑linked products, aiming to increase accessibility while keeping price parity with traditional markets.

More than $5.5 billion in crypto tokens will unlock in January, with ONDO, BGB, HYPE and TRUMP among the biggest releases. Tokenomist data shows about $2.5 billion will be a cliff unlock on a single day, while $3 billion will be dispersed linearly. The top four unlocks—ONDO (~$840 m), BGB (~$500 m), HYPE (~$327 m) and TRUMP (~$270 m)—account for nearly $2 billion, about 35 % of the total.

Ondo Finance will launch its tokenized stock and ETF trading platform on the Solana blockchain early next year, expanding its growing catalog of real‑world assets to the fastest network. The platform will let users trade U.S. stocks and ETFs 24/7 via blockchain rails, with settlement in seconds. With roughly $365 million in tokenized assets, Ondo is the industry’s largest issuer; it followed its October BNB Chain expansion that reached 3.4 million daily users. The broader tokenized‑RWA market has more than doubled since August, approaching $700 million in total value locked, amid a regulatory tailwind after the SEC closed its investigation.

State Street Investment Management and Galaxy Asset Management are partnering with Ondo Finance to launch the State Street Galaxy Onchain Liquidity Sweep Fund (SWEEP). The fund will tokenise PayPal’s PYUSD and other sweep balances, enabling 24/7 on‑chain liquidity. Ondo will seed $200 million and use its RWA distribution network. SWEEP will debut on Solana in early 2026 and later expand to Stellar and Ethereum via Chainlink CCIP. The move joins BlackRock and Franklin Templeton in the race to define institutional on‑chain cash, positioning Solana as a preferred platform for high‑throughput tokenised assets.