Ondo (ONDO)

Robotics is crypto's most obvious blind spot. In 2016 it wasn't even a category investors tracked. Now it's the 2nd biggest in private markets, ahead of fintech, at $263B. Q1 alone did $16B across almost 500 deals. Here's what almost nobody in crypto is pricing in...all that capital is about to hit a wall the traditional financial stack can't get past. A robot can't open a bank account. It can't hold a legal identity, sign a contract, or get paid through ACH. Every rail in TradFi assumes a human sits behind the transaction. That works when a person signs for a few thousand machines. It breaks when millions of them start transacting on their own. Robotics routes through crypto because crypto is the only stack ever built for non-human actors: • Permissionless identity a machine can hold without a passport or a corporation • Programmable payments that settle machine to machine, no bank in the loop • Machine-readable ownership, so an asset can belong to something that isn't a person • Coordination between autonomous agents with no legal entity in the middle You could always make the argument Robotics doesn't need crypto. But I've always focused on following where the world's attention and hype lies, and Crypto tends to find a way of monetizing that mindshare. Where I'm looking Here's who's building those rails, grouped by the layer of the stack they're solving. Not a buy list btw...just a watchlist of which piece of the machine economy each one is going after. • Coordination. Virtuals (@virtuals_io) runs the biggest AI agent ecosystem and is now pushing those agents into the physical world. Its Eastworld robotics track covers teleop data, simulation, and real robot deployment. 50k+ agents recently got access to 430+ tokenized equities through Ondo / Treasures. • Location. Robots are useless without precise positioning, and GEODNET (@GEODNET) supplies it. 21k+ stations across 150+ countries, roughly $6.7M in annualized revenue and $5.3M in annualized holder revenue through buybacks and burns. • Identity and payments. Fabric (@FabricFND) handles the backend: machine identity, wallets, payments, and task coordination. Plumbing for a world where machines transact onchain without a human in the loop. • Telemetry. IoTeX (@iotex_io) has been grinding on DePIN and machine data for years. Device identity, verifiable offchain compute, real-world machine data. Not flashy, but it's what matters when robots need telemetry anyone can trust. • Spatial. Auki (@AukiLabs) is building Posemesh, a spatial awareness network that helps robots, smart glasses, and other devices understand the physical spaces around them. • Ownership. xMAQUINA (@xmaquina) wraps physical AI exposure in a DAO. Fractional machine ownership and robotics deals that normally sit behind VC rounds, backed by an $18M treasury with $7.6M set aside for robotics investments. • Simulation. Strike (@StrikeRobot_ai) works on humanoid autonomy and sim-to-real training. They recently rebuilt a real Eastworlds lab inside a simulation to test whether behaviors trained in sim survive contact with the real world. • Training data. Caspius (@caspius_ai) is after embodied AI data. Robots learn from real-world task footage, and Caspius just hit an ATH in footage contributed while adding NFT/account pairing. • Tooling. Roba (@Roba_Labs) wants to make robotics easier to build around. No-code tools, simulation, robot templates, a creator marketplace, and compute for training and inference. The catch I'm not going to pretend this is a rotation you front-run next week. Most of these are early, thinly traded, and completely dependent on physical AI actually scaling. If robots stall, these rails don't matter yet. But the capital is already moving, and it's moving toward a category that structurally needs crypto rails to work. I'd rather map this corner early than chase it once it's obvious.

The American Banker stating about tokenization that "The growth potential is virtually limitless." 👀Ondo is currently leading the catagory. https://t.co/PyFB21PGvH

Top U.S. Bond Issuers by Total Asset Value Tokenized U.S. Treasuries have become the flagship of the RWA boom — real government bonds brought on-chain, letting stablecoin holders earn Treasury yield without leaving crypto. Here are the biggest issuers by total asset value: • @hashnote - $2.9B • @OndoFinance - $2.4B • @BlackRock - $2.3B • @FTI_US - $2.0B • @anemoycapital - $1.4B • @SuperstateInc - $890M • @WisdomTreeFunds - $845M • @Spiko_finance - $267M • @Fidelity - $151M • @Theo_Network - $135M Crypto-native issuers (Hashnote, Ondo) sit right alongside Wall Street giants (BlackRock, Franklin Templeton, Fidelity), all competing for the same on-chain Treasury market. When the world's largest asset managers are racing crypto startups to tokenize bonds, tokenization has clearly stopped being a theory. 🔗 https://t.co/XDOiyKUDKt

RWA isn’t one market. It’s four separate layers that are often confused. The architecture is surprisingly simple: • Product → @BlackRock, @OndoFinance, @circle, @FTI_US issue the assets. • Legal → @Securitize, and @centrifuge connects tokens to real-world ownership. • Data → @PythNetwork, @chainlink, @redstone_defi supplies the pricing that DeFi relies on. • Settlement → @The_DTCC moves the assets, with production testing beginning in July 2026 alongside 50+ participating firms. The interesting part? Crypto is leading product innovation. But some of the most important infrastructure is still being built by incumbents.

Two types of crypto investors exist right now. The ones betting on where institutions are going. And the ones betting on where AI agents are going. $ONDO has BlackRock already walking through the door. $NEAR is building the door for machines that do not exist at scale yet. Both of these win eventually. The question is which one wins first. Which side are you on?

$ONDO The chart for ONDO is a little hesitant to reach the Yellow Rejection zone, but that zone is stillv alid. As long as the chart doesn't produce a lower low below $0.2850, the rejection zone stays valid. We find a short in that range with confirmation: No Confirmation - No Short. Confirmation could be anything bearish on the lower timeframe INSIDE that yellow zone, it could be as small as a bearish candle close, and as big as LTF structure shift. Bigger the confirmation, higher the chances of a successful trade. #CRYPTO #TRADING #BTC #ETH #MARKETUPDATE #ONDO

🐋 RWA PARTNERSHIPS: THE REAL WINNERS LIST FOR 2026 Most people ranking RWA tokens right now have the list backwards. They are chasing price action while the actual institutions are quietly picking their infrastructure winners. The partnership list tells you who wins long before the chart does. Here is who TradFi is actually building with. $ONDO JPMorgan's Kinexys, Mastercard, and Ripple completed a live cross border redemption of tokenised Treasuries in May. Broadridge, which settles over 15 trillion dollars in securities daily, partnered with Ondo to bring voting rights to tokenised stocks. This is not a pilot anymore. This is production infrastructure moving real money. $LINK Chainlink is the connective layer underneath most of this. CCIP is powering cross chain settlement for the institutions above, including the JPMorgan and Ondo test transactions. The token is down over 40% year to date while the network usage keeps climbing. That gap is the whole story. $CFG (Centrifuge) Coinbase named Centrifuge its preferred tokenisation infrastructure and made a strategic investment in the company in May. New York Life just brought an 807 billion dollar asset management arm onto Centrifuge rails for a tokenised bond fund. Apollo, Janus Henderson, and S&P Dow Jones Indices were already on the client list before that. $PLUME and Securitize WisdomTree has multiple funds live through Securitize. BlackRock's BUIDL remains one of the largest tokenised funds in the market. Apollo and Hamilton Lane are routing institutional credit through the same rails. The pattern across every single one of these is the same. Regulated money is not speculating anymore. It is settling. Price will catch up to infrastructure eventually. It always does. The question is whether you are positioned before that happens or after everyone else already noticed. This is still early.

$ONDO can $.30 hold? https://t.co/cJu806JJgQ

$ONDO and $WLD Same pattern Same setup Let’s try to follow him https://t.co/sdFfujiO1t