$ONDO Go long!

#创始人Nathan As soon as news of Allman’s unexpected passing broke, ONDO was immediately hammered down to $0.415. Panic-driven selling frightened traders into cutting their losses and exiting the market. But less than an hour after the official announcement, President Ian De Bode swiftly stepped in as CEO. This new leader has been steering the company for more than two years—strategy and products have all been managed by him personally, and the management team approved it unanimously. The “pit” created by the panic sell-off is actually an opportunity to hand out money—I directly went all-in with a $350,000 long position!

1. The underlying logic of the RWA track remains unchanged. The total size of tokenized assets has already surpassed $33.8 billion, with more than 800k holders. The market value of tokenized Treasuries doubled in half a year, breaking above $8 billion. Ondo’s TVL alone has reached $3.53 billion, and Q1 revenue was $13.26 million. The DTCC has set July to launch a tokenized securities pilot; BlackRock, JPMorgan Chase, and Goldman Sachs are all on the list. Ondo is the only RWA protocol selected. The founder’s death simply cannot change this historic trend.

2. Not a single “supporting card” from Wall Street is missing. JPMorgan Chase has just partnered with Mastercard, Ripple, and Ondo to complete a 5-second cross-border settlement test for tokenized U.S. Treasuries, reducing settlement time from T+2 to seconds. The official has just pushed daily tokenized transaction volume to a new historical high of $3.57 billion. Institutional participation will only accelerate—there’s no way it will withdraw capital because of the death of one person.

3. With the DTCC countdown down to just a little over a month, this is the final window for a head start. Once the $114 trillion custody base scales up in volume, all assets routed through Ondo will turn into real buy orders. A one-day emotional shock like the founder’s passing—this is the kind of violent shakeout the main forces love. Around $0.417, the upside breakout room from $0.45 to $0.48 is clearly visible.

Lock in $350,000 in full position—waiting for the panic to fade, the price will quickly fill the gap and fully cash in the narrative of the golden age of RWA! #ondo