$ONDO Going long! Van Gogh's works are worth more after his death!
The news of founder Nathan Allman's unexpected passing hit ONDO hard, crashing it down to $0.415, causing panic sellers to cut their losses. But less than an hour after the official announcement, President Ian De Bode swiftly took over as CEO. This new captain has been at the helm for over two years, driving strategy and product development, with the management team fully backing him. The panic-driven dip is a golden opportunity—I'm diving in with a full $350,000 long position!
1. The underlying logic of the RWA sector remains solid. The total scale of tokenized assets has surged past $33.8 billion, with over 800,000 holders, and the market cap of tokenized government bonds has doubled in six months to over $8 billion. Ondo alone boasts a TVL of $3.53 billion, with Q1 revenue at $13.26 million. DTCC is set to kick off its pilot for tokenized securities in July, with BlackRock, JPMorgan, and Goldman Sachs all on the list; Ondo is the only RWA protocol included. The founder's passing doesn't change this historic trend.
2. Wall Street’s backing hasn’t lost a single card. JPMorgan just teamed up with Mastercard, Ripple, and Ondo to complete a cross-border settlement test for tokenized US Treasuries, reducing settlement time from T+2 to seconds. The official daily trading volume for tokenized assets just hit a historic high of $3.57 billion; institutional investors will only ramp up their entries and won’t withdraw because of one person's death.
3. DTCC countdown has just over a month left; this is the final sprint window. Once the $114 trillion custody base is unleashed, all assets flowing through Ondo will turn into real buying pressure. The emotional shock from the founder’s passing is exactly the type of violent shakeout the main players love. With prices around $0.417, the breakout potential to $0.45 to $0.48 is clearly visible.
Locking in that $350,000 full position, waiting for the panic sentiment to pass, and for prices to quickly fill the gap, fully realizing the narrative of the RWA golden age! #阿贵
The news of founder Nathan Allman's unexpected passing hit ONDO hard, crashing it down to $0.415, causing panic sellers to cut their losses. But less than an hour after the official announcement, President Ian De Bode swiftly took over as CEO. This new captain has been at the helm for over two years, driving strategy and product development, with the management team fully backing him. The panic-driven dip is a golden opportunity—I'm diving in with a full $350,000 long position!
1. The underlying logic of the RWA sector remains solid. The total scale of tokenized assets has surged past $33.8 billion, with over 800,000 holders, and the market cap of tokenized government bonds has doubled in six months to over $8 billion. Ondo alone boasts a TVL of $3.53 billion, with Q1 revenue at $13.26 million. DTCC is set to kick off its pilot for tokenized securities in July, with BlackRock, JPMorgan, and Goldman Sachs all on the list; Ondo is the only RWA protocol included. The founder's passing doesn't change this historic trend.
2. Wall Street’s backing hasn’t lost a single card. JPMorgan just teamed up with Mastercard, Ripple, and Ondo to complete a cross-border settlement test for tokenized US Treasuries, reducing settlement time from T+2 to seconds. The official daily trading volume for tokenized assets just hit a historic high of $3.57 billion; institutional investors will only ramp up their entries and won’t withdraw because of one person's death.
3. DTCC countdown has just over a month left; this is the final sprint window. Once the $114 trillion custody base is unleashed, all assets flowing through Ondo will turn into real buying pressure. The emotional shock from the founder’s passing is exactly the type of violent shakeout the main players love. With prices around $0.417, the breakout potential to $0.45 to $0.48 is clearly visible.
Locking in that $350,000 full position, waiting for the panic sentiment to pass, and for prices to quickly fill the gap, fully realizing the narrative of the RWA golden age! #阿贵