How Will Ondo Finance's Real-World Asset Tokenization Impact DeFi by 2030?

Ondo Finance's core business: tokenizing US Treasuries and money market funds

Ondo Finance has established itself as a leading platform in the real-world asset tokenization space, with a primary focus on bringing traditional financial instruments onto the blockchain. The company's flagship offerings, OUSG (Ondo Short-Term US Government Treasuries) and USDY (Ondo US Dollar Yield), provide investors with tokenized exposure to short-term U.S. Treasuries and money market funds, enabling them to earn stable yields backed by real assets in a 24/7 trading environment.

As of 2025, Ondo Finance has captured approximately 17% of the tokenized U.S. Treasuries market, making it the second-largest player in this rapidly growing segment. The platform's success is reflected in its impressive total value locked (TVL) of $1.6 billion, demonstrating significant institutional adoption.

Ondo Finance has recently expanded its offerings through Ondo Global Markets (GM), which now includes tokenized U.S. stocks and ETFs, further bridging the gap between traditional finance and blockchain technology. This strategic diversification allows non-U.S. investors to gain exposure to American capital markets through blockchain infrastructure, reinforcing Ondo's position as a pioneer in bringing institutional-grade financial products on-chain.

Ondo's partnerships with major financial institutions like Morgan Stanley and Coinbase

Ondo Finance has strategically positioned itself in the cryptocurrency market through significant partnerships with established financial institutions. The collaboration with Morgan Stanley and BlackRock represents a critical milestone in bridging traditional finance with decentralized ecosystems. These institutional relationships have contributed substantially to Ondo's market credibility and adoption trajectory, evidenced by the token's remarkable 480% surge resulting from these strategic alliances.

The institutional backing extends beyond traditional finance, with Ondo securing support from venture capital firms in the crypto space. Notable financial relationships include:

These partnerships have established Ondo as a gateway for institutional-grade real-world asset (RWA) tokenization. The platform's specialized Ondo Chain addresses fundamental challenges in integrating traditional financial assets into DeFi, creating an ecosystem specifically designed for institutional RWA trading.

The expansion of Ondo Global Markets (OGM) further demonstrates the impact of these partnerships, with plans to tokenize over 1,000 securities from leading exchanges including NYSE and Nasdaq. This institutional foundation positions Ondo for potential significant growth, with market analysts suggesting the possibility of reaching a $10 billion market cap, equivalent to approximately $3.15 per ONDO token.

Competitive landscape: Ondo ranks 3rd in RWA TVL at $71.22 million

In the current RWA tokenization landscape, Ondo has secured a significant position as the third-ranked platform with a total value locked (TVL) of $71.22 million. This placement highlights Ondo's growing influence in the competitive real-world asset tokenization market. The platform's performance is particularly notable when examining the broader RWA ecosystem distribution:

Ondo's strategic focus on tokenized Treasuries has propelled its growth, with data indicating it accounts for over 80% market share by number of holders in this specific segment. The platform has experienced substantial growth, with recent reports showing a 57% surge in TVL over a 30-day period. Industry projections position Ondo as one of the top RWA projects for 2025, demonstrating market confidence in its business model and technology infrastructure. The platform's multi-chain presence across 11 different networks further strengthens its competitive advantage, providing greater accessibility and flexibility compared to many competitors who operate on fewer chains. This diversified approach has contributed to Ondo's robust position in the rapidly evolving RWA tokenization market.

Future growth: expanding into other RWA products and becoming a bridge between TradFi and DeFi

Ondo Finance is strategically positioning itself for substantial growth by expanding its Real World Asset (RWA) tokenization offerings beyond U.S. Treasuries. The platform's declaration of 2025 as "the year of tokenized stocks" signals a significant expansion, with Ondo Global Markets set to launch over 100 U.S. equities on-chain for non-U.S. investors, eventually scaling to thousands by year-end. This expansion demonstrates Ondo's commitment to bridging traditional finance (TradFi) and decentralized finance (DeFi).

The company's growth trajectory is evident in its market performance data:

Ondo's innovative approach includes tokenizing stable, income-generating assets such as OUSG (tokenized BlackRock short-term U.S. Treasuries ETF), OMMF (tokenized BlackRock money market fund), and USDY (yield-bearing stablecoin alternative). The recent acquisition of Oasis Pro provides Ondo with crucial regulatory licenses needed to offer tokenized securities in the U.S., further cementing its position as an institutional-grade bridge between traditional financial markets and blockchain technology. With the launch of Ondo Chain and Ondo Nexus, the company is building comprehensive infrastructure for institutional adoption, ensuring 24/7 mobility, seamless DeFi integration, and enhanced investor protections.

FAQ

Can ondo reach $10?

Yes, Ondo could potentially reach $10 by 2030, driven by growth in DeFi and RWA markets. This projection depends on Ondo's continued innovation and favorable market conditions.

Does ondo crypto have a future?

Ondo crypto's future looks promising. As the DeFi sector grows, Ondo's innovative financial products could gain traction, potentially increasing its value and adoption in the coming years.

What is the ondo coin?

Ondo coin is part of a DeFi protocol that tokenizes real-world assets, bridging traditional finance with blockchain. It facilitates accessible financial products and services.

Is ondo backed by BlackRock?

Yes, Ondo is backed by BlackRock. BlackRock is the largest holder of Ondo's OUSG, and Ondo aims to diversify its reserves through this partnership.