ONDO is revolutionizing the financial sector by tokenizing real-world assets (RWAs) and US equities, bridging the gap between traditional finance and blockchain technology.
Despite being bearish with a 10% decrease, the crypto analyst known as Sarosh on X updated his previous estimate for ONDO price from a conservative $15-20 to an ambitious $40 by January 2026.
His initial caution was rooted in reliance on M2 money supply growth as a primary driver for market highs, anticipating intervention from the US Federal Reserve. However, with the upcoming launch of Ondo Global Finance, he now sees a clearer path for substantial growth.
1. Massive Global Financial Market Opportunity
The global financial market, valued at $250 trillion, is increasingly embracing tokenization across stocks, bonds, and real-world assets (RWAs). Sarosh notes that if ONDO captures just 0.1% of this market equating to $250 billion, the price of ONDO would surge significantly, indicating its growing utility and adoption.
2. Tokenization of US Equities
With the launch of Ondo Global Markets (GM) set for February 8-10, 2025, users will soon be able to trade tokenized US equities within the Ondo ecosystem. This advancement could bridge traditional equity markets and decentralized finance (DeFi), positioning ONDO as a leader in this innovative financial landscape.
3. Leadership in Real-World Assets (RWAs)
ONDO has established itself as a frontrunner in the tokenization of real-world assets, including Treasuries and bonds. With the RWA market projected to grow to $16 trillion by 2030, ONDO’s pioneering role in this sector is expected to drive ongoing adoption. Sarosh refers to ONDO as the “KING” of tokenized RWAs.
4. Institutional Adoption and Demand
The tokenization products offered by ONDO align with the increasing institutional demand for blockchain-based, yield-generating solutions. Major financial institutions like Goldman Sachs and JPMorgan are exploring integration with Ondo GM, which Sarosh predicts will boost demand for ONDO prices and increase trading volumes.
5. Macro Liquidity Tailwinds
He discusses the influence of global liquidity on the crypto market, noting that the M2 money supply has been on the rise, even without direct intervention from the US Federal Reserve. He suggests that a shift toward more accommodating monetary policies could direct liquidity into innovative financial products like ONDO, making it more appealing to both retail and institutional investors.
6. Bridging DeFi and TradFi
The strategy of integrating tokenized products into both decentralized finance (DeFi) and traditional finance (TradFi) platforms is highlighted as a smart move. This dual approach fosters network effects, increasing demand for the ONDO token by enabling a seamless transition between the two financial realms.
7. Strong Tokenomics and Scarcity
ONDO’s tokenomics are designed to be deflationary, featuring mechanisms like staking incentives that reduce supply while boosting demand. He emphasizes that this scarcity, combined with ONDO’s increasing utility, creates upward pressure on the price. He also notes the importance of enhanced community engagement, which has received positive acknowledgment from the ONDO CEO.
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8. Positive Momentum in Price Action
Despite a recent price decline, Sarosh asserts that ONDO’s price remains technically sound. Currently situated within a descending channel but at support, the launch of Ondo GM could catalyze renewed positive momentum. While the wait may be prolonged, the potential for price acceleration post-launch is considerable.
Sarosh believes that the ONDO price reaching $40 by January 2026 reflects strong confidence in the project’s fundamentals, strategic positioning, and the upcoming launch of Ondo Global Finance. With the ability to tap into a fraction of the expansive global financial market, ONDO is poised for remarkable growth.
