Ondo (ONDO)

🚨BREAKING: The TVL of Ondo Finance surpasses $2,000M.

Seeing that the @Bitget_zh platform's tokenized stock cumulative trading volume has approached $1 billion. This achievement marks a deep integration of crypto assets with traditional finance, especially in December 2025, when Bitget's monthly trading volume accounted for an impressive 89.1% of Ondo's global market share. According to Dune data, Bitget's market share has been steadily increasing since September 2025, and by December it has almost dominated the entire Ondo ecosystem, leaving other platforms with only 10.9%. In my view, this phenomenon reflects the rapid development of the RWA sector. Users can now trade traditional stocks through the BG platform, enhancing liquidity and global accessibility, especially as the regulatory environment becomes clearer in 2026, which will further attract institutional investors. Overall, this is not only a victory for Bitget but also a signal of DeFi's penetration into mainstream finance, and the RWA market may see more innovation and competition in the future.

During the first week of December 2025, Bitget's on-chain tokenized US stock spot trading volume (supported by Ondo) was $88 million, accounting for 73% of Ondo's global tokenized US stock market share. https://t.co/Eqv9JZCYi0 Now that December has passed, the numbers have exceeded everyone's expectations: spot trading volume broke $1 billion, representing 89.1% of Ondo's global market share. The first week saw $88 million, and the entire month surpassed $1 billion. This figure indicates that the on-chain tokenized US stock market is still soaring, and Bitget, as the largest trading platform in this market, has captured the biggest slice of the incremental cake.

Bitget @bitget accounts for nearly 90% of Ondo's tokenized stocks trading volume— RWA / Tokenized Stocks have entered a “liquidity decides everything” stage. So why is it concentrated on BG? It likely stems from a combination of the following factors: 1) Trading occurs in the “most exchange-like” environment: Tokenized stocks are essentially high‑frequency trading assets: they require matching, depth, and stability. Most users will not sacrifice execution and slippage for “on‑chain purism”. 2) Liquidity exhibits network effects: Once a platform establishes depth, arbitrage, market‑making, and large‑scale capital naturally migrate there, eventually creating a path‑dependence of “the winner takes all”. 3) Institutional / professional capital has very realistic priority needs: They demand executable fills, controllable costs, and a stable trading experience. BG’s advantage leans more toward “handling real turnover”, so whether it’s depth, matching efficiency, or adaptability to trading behavior, Thus, in RWA, the next determinant of success will not be how many new concepts are launched, but who can sustainably carry real capital, real hedging, and real turnover.

$ONDO has a massive token unlock in just 4 days. A lot of you are worried about the potential selling pressure. I’ll be dropping a full breakdown video tonight, Where I’ll use pure math + charts to predict how low $ONDO could dump. Stay tuned.. https://t.co/V6T1jgYViz

🔓Alert on $ONDO: Second large release alert is coming! 📅 The second major release for $ONDO is scheduled for January 18, 2026. 💰 Release size: about $780 million 📊 Percentage of circulating supply: 57% 📉 Since the first release (January 2025), $ONDO has dropped more than 60%, indicating the token’s sensitivity to large supply releases. Source: @Tokenomist_ai

From Ondo and Bitget's tokenized US stock trading volumes, we see the progress of US stock tokenization in 2026, from 2025 as the starting year to 2026 as the acceleration year. Looking at this data: In December last year, Bitget's cumulative tokenized stock trading volume approached $1 billion, accounting for 90% of Ondo's global market, which indicates that Ondo's tokenized stock trading volume exceeded $1.1 billion in December last year. A monthly tokenized stock trading volume exceeding $1 billion is a milestone for both platforms, meaning market acceptance of stock tokens is rapidly increasing, and this is just the beginning. Overall, 2025 was the inaugural year of stock tokenization, and 2026 should be the acceleration year for stock/asset tokenization. Stock tokenization likely started in May 2025 with SEC Chair Atkins' speech, fully promoting the migration of U.S. securities sub-assets from off-chain to on-chain, sounding the horn for the stock/security tokenization process. Thus, the driver accelerating this process in 2026 should be the soon-to-be-implemented SEC innovation exemption rule. SEC Chair Paul Atkins has repeatedly confirmed that the exemption will officially take effect in January 2026 (originally planned for the end of 2025, delayed slightly due to the government shutdown). We should be able to see the official announcement of the SEC innovation exemption rule within January. This marks a shift in regulation from "wait-and-see/enforcement" to "proactive experimental support". The innovation exemption directly promotes tokenized US stocks: 1) Previously the biggest obstacle was securities registration requirements and the Howey test (almost all tokens providing economic rights are considered securities and require full registration). 2) The innovation exemption provides a temporary waiver, allowing 24/7 trading, instant settlement, and fractional ownership during the pilot phase without directly violating existing rules. It allows platforms (such as Ondo, Bitget, Kraken, etc.) to quickly launch products under limits, reporting, and supervision, solving the "chicken-and-egg" problem (insufficient liquidity → hesitant issuance → slow adoption). 3) Progress on other fronts is also accelerating: DTC received a no‑action letter in December 2025, permitting a tokenization pilot to launch in the second half of 2026 (covering Russell 1000 stocks, major ETFs, and Treasuries); Nasdaq's tokenization trading proposal is also moving forward. From this perspective, 2026 will become the "year of accelerated stock tokenization", with market size expanding rapidly from tens of billions to hundreds of billions. The exemption will further lower barriers, and the process is speeding up.

UPDATE 🚨 ONDO FINANCE JUST SURPASSED $2B IN TOTAL VALUE LOCKED! https://t.co/QF5IJHUnpK

🚨 BREAKING: Ondo Finance TVL Surpasses $2 BILLION https://t.co/KLuofeQwgz

Not bad for today 🤗 https://t.co/8HTu0ucYon