Ondo (ONDO)

Top 5 RWA Projects by Estimated Revenue - 2026 Projections 1️⃣ $ONDO : $300-$500M (TVL needs to 2-3x) 2️⃣ $LINK : $300-$400M (TVL needs to 3-5x) 3️⃣ $CFG : $200-$300M (TVL needs to 5-10x) 4️⃣ $OM : $150-$250M (TVL needs to 4-6x) 5️⃣ $PLUME : $100M+ (TVL needs to 10x+) Key Drivers > Institutional inflows —> $ONDO $LINK > Private credit scaling —> $CFG > RWA infrastructure —> $OM $PLUME Which RWA project do you think hits its TVL target first?

Let the numbers speak for themselves 👀 What’s cooking? • @OndoFinance owns the RWA market with $560M in value, more than all other tokenized stocks combined. • RWA collateral on @Morpho went from zero to $400M in less than 12m, while $MORPHO pumped 44% after Apollo Global agreed to acquire 90M tokens over 4y • Made it to a billion 👻 @aave became the 1st lending protocol with over $1B in RWA deposits. • @Paxos went from $1B to $7.6B in assets issued in one year, growing massively. • @solana keeps shipping. Total RWA value up 58.7% QoQ to $1.1B. stablecoin market cap at $14.9B 😮‍💨 • Blood and war. @BitGo leads the list of RWA issuers at $8.2B but dumping hard. @Securitize and Ondo both at $2.3B and growing. • RWA adoption up 13.5% in 30 days across treasuries, private credit, and commodities. Active marketcap been up 4X only this month 🐂 • $WLFI tokenized Trump International Hotel in the Maldives thanks to Securitize. Luxury real estate. On chain. Is the RWA szn back?

#ONDO is at a great accumulation level. Under 20 cents would be awesome! #Crypto https://t.co/hyspQAMI13

24/7 Leverage. The protocol is evolving. Ondo is preparing to launch "Ondo Perps" in Q1 2026. Trade leveraged perpetual contracts on major stocks like AAPL and NVDA. The kicker? You can use your existing tokenized RWAs as collateral. https://t.co/EkqahAqVeI

🚀✨️ Top RWA Issuers by Capital Deployed Real-world asset (RWA) issuers are bringing treasury bills, private credit, real estate, and equities onchain — building the bridge between traditional finance and blockchain infrastructure. The objective: unlock new liquidity, increase transparency, and improve efficiency across global capital markets. Current leaders by capital deployed: • @BitGo — $8.2B (−29.4% 30D) • @Securitize — $2.3B (+7.8% 30D) • @OndoFinance — $2.3B (+11.5% 30D) While $BitGo remains the largest issuer despite a short-term decline, Securitize and $Ondo continue to post steady growth — signaling sustained demand for tokenized treasury exposure. This is no longer experimentation. It’s structural integration between TradFi and blockchain 🔥

Tokenization is here and it's bigger than you think. Real world assets are moving onchain at a scale nobody expected this fast. So let me break it down for you what's happening, who's winning, and how to position yourself. ➩ The scoreboard first : Total RWA Active Market Cap is up 4X since February 2025. As of January 2026, distributed tokenized RWAs sit at $19.7B. Broader market cap including infrastructure? Over $34B across 210+ assets. Tokenized Treasuries grew 125% year on year. Gold went from $1B to $4B. Private credit backs $19.8B in active loans. This is real money leaving TradFi and landing in crypto wallets. ➩ But before you look at what to hold, understand what's underneath everything. BlackRock's BUIDL launched with $40M in March 2024. By late 2025 it crossed $2.9B AUM roughly 40% of the entire tokenized Treasuries market and already paid out $100M in onchain dividends. @FTDA_US sits quietly at $1B+, live on Stellar and is now expanding to EVM chains. Most DeFi yield tokens you can actually buy? They're either backed by or built on top of what these two generate. So even if you never hold them directly, they matter to everything you do hold. ➩ Now this is where it gets interesting for you as a crypto holder. @OndoFinance is the most important pure-play RWA protocol right now. $USDY is a yield-bearing stablecoin backed by Treasuries so it behaves like a dollar but actually earns. $OUSG wraps institutional Treasuries into a token your wallet can hold. Over $2B in tokenized assets, $USDY crossed $1.3B TVL, and they're expanding to Solana in 2026 with tokenized stocks and ETFs. Institutional capital, straight to your wallet. @centrifuge tokenizes real-world loan portfolios invoices, trade finance, real estate loans and wraps them into ERC tokens that plug directly into DeFi. Crossed $1B TVL with $8B+ in cumulative assets tokenized. Private credit used to be locked behind institutional walls. Not anymore. But it doesn't stop there. The long tail is where retail is already winning. Tokenized gold, $XAUt and $PAXG grew from $1.06B to nearly $4B in under a year. Fully backed by physical gold, trading on CEXs and DEXs, held directly by retail. That's a real asset in your wallet right now. Tokenized stocks sit at $800M, Backed Finance and Ondo controls 95% of it. Ondo's Solana expansion in 2026 pushes this into a new gear entirely. Mountain Protocol's USDM gives non-US users a dollar that earns yield behaves like USDC but backed by short-dated Treasuries. ➩ So how do you position? Three ways depending on what you want. ➩ Yield in your wallet → $ONDO, $XAUt, $PAXG. You hold the token, it represents a real asset or income stream. Most direct RWA exposure you can get. ➩ Infrastructure upside → $LINK, $AVAX, $XLM, $HBAR, $QNT, $ALGO. You're not holding the asset you're holding the backbone everything runs on. Tokenization compounds, these stay central. Don't pick just one. Mix backbone exposure with actual tokenized assets. That's how you ride the full shift, not just one corner of it. ➩ And the chains? Ethereum leads with $12.6B in distributed RWAs. But BNB Chain jumped to $1B TVL. Solana hit $873M with 126K+ holders. Stellar powers Franklin's BENJI. Multi-chain RWA is not a roadmap item, it's already live. ➩ This isn't TradFi vs DeFi anymore. BlackRock pays dividends on Ethereum. Franklin Templeton issues fund shares on Stellar. Institutional yield is landing in retail wallets. The tokenization shift is here. Are you positioned?

⚪️ $ONDO ESTABLISHES ITSELF AS THE RWA LEADER 👉 60% market share in less than 6 months 👉 More TVL than all its competitors combined https://t.co/h4uEZoKyjx

$ONDO Approaching Key Support 👀 Price is nearing the lower channel support around $0.26. If $0.26 holds, it could offer a solid bounce setup toward $0.29–$0.30. If it fails to hold, downside toward $0.24 becomes likely ⚠️📉 https://t.co/5jPkm6ZuOz

60% Dominance. In under 6 months, Ondo has taken over. More TVL than all others combined. Wall Street is officially onchain. https://t.co/QeYWnYWRIW