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The article explains why $ONDO is inevitable. The price at $0.35 explains why it is still early. Both things are true at the same time. $47 million in annualised fees with a fee switch that has never been activated. June 9 Ondo Perps launches in 3 days. $250 million... show more

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31,954 Aufrufe • vor 2 Monaten •via X (Twitter)

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$ONDO is generating $47 million in annualised fees right now. $150,000 in the last 24 hours alone. Across Ethereum, Solana, Mantle, Sui, Noble, and Arbitrum. $61 million in cumulative fees since launch. Here is the part that should stop you. Zero dollars of that is currently going to ONDO token holders. Not because the revenue does not exist. Because the fee switch has not been turned on yet. The Ondo DAO controls that switch. ONDO token holders control the Ondo DAO. $47 million per year sitting behind a single governance vote. That is not a narrative. That is a number on DefiLlama right now. The people who understood this before will not need to explain themselves later.

$ONDO is generating $47 million in annualised fees right now. $150,000 in the last 24 hours alone. Across Ethereum, Solana, Mantle, Sui, Noble, and Arbitrum. $61 million in cumulative fees since launch. Here is the part that should stop you. Zero dollars of that is currently going to ONDO token holders. Not because the revenue does not exist. Because the fee switch has not been turned on yet. The Ondo DAO controls that switch. ONDO token holders control the Ondo DAO. $47 million per year sitting behind a single governance vote. That is not a narrative. That is a number on DefiLlama right now. The people who understood this before will not need to explain themselves later.

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29,696 Aufrufe • vor 2 Monaten

The $ONDO DAO has 190,000 token holders. Only 3,040 have ever touched governance. The vote that decides everything about this investment has not even been filed yet. Most people bought $ONDO because of the narrative. BlackRock. Clearstream. Deutsche Börse. Tokenised Treasuries. The story is real, and the protocol is legitimate. $3.57 billion in TVL. $66 million in annual management fees from real assets. But here is what nobody told you when you bought: None of that revenue touches the $ONDO token right now. The Ondo DAO has had 9 proposals in its entire history. The last one was executed in January 2024. It was not a fee switch. Zero active proposals today. 190,000 token holders. 3,040 delegates. 1.6% of holders are participating in the governance that controls the future of your investment. The other 98.4% are holding a vote they have never cast. Protocol fees flow into Ondo Finance Inc., USDY LLC, and the Ondo Foundation. Operations. Audits. Legal. Compliance. Whatever remains stays with the corporate entities. Not with you. The fee switch changes this entirely. If it passes, protocol revenue begins flowing directly to token holders. That single vote is the difference between $ONDO being a speculation instrument and a cash flow asset. This structure was not an accident. Tokenised securities live inside regulated wrappers. Ondo deliberately kept the token outside the revenue loop during the build phase. You do not flip a switch before the rails are in place. SEC no-action letter received. Clearstream integration announced. DTCC partnership confirmed. 500 million regulated investors now have onchain access to US markets. The rails are now in place. Before you size your position, answer this honestly: Are you investing in Ondo Finance (the protocol) or $ONDO (the token)? Right now, those are two completely different bets. The protocol is already winning. The token is still waiting for permission to participate in that win. The window between now and that vote is the only time you can position before the crowd understands what they are actually buying. Most people will find out what $ONDO really is the day the fee switch passes, and the price has already moved. The people who understood the governance structure before the vote will not need to explain themselves later. Track the DAO. The most important moment in $ONDO history has not happened yet. You just understood it now.

The $ONDO DAO has 190,000 token holders. Only 3,040 have ever touched governance. The vote that decides everything about this investment has not even been filed yet. Most people bought $ONDO because of the narrative. BlackRock. Clearstream. Deutsche Börse. Tokenised Treasuries. The story is real, and the protocol is legitimate. $3.57 billion in TVL. $66 million in annual management fees from real assets. But here is what nobody told you when you bought: None of that revenue touches the $ONDO token right now. The Ondo DAO has had 9 proposals in its entire history. The last one was executed in January 2024. It was not a fee switch. Zero active proposals today. 190,000 token holders. 3,040 delegates. 1.6% of holders are participating in the governance that controls the future of your investment. The other 98.4% are holding a vote they have never cast. Protocol fees flow into Ondo Finance Inc., USDY LLC, and the Ondo Foundation. Operations. Audits. Legal. Compliance. Whatever remains stays with the corporate entities. Not with you. The fee switch changes this entirely. If it passes, protocol revenue begins flowing directly to token holders. That single vote is the difference between $ONDO being a speculation instrument and a cash flow asset. This structure was not an accident. Tokenised securities live inside regulated wrappers. Ondo deliberately kept the token outside the revenue loop during the build phase. You do not flip a switch before the rails are in place. SEC no-action letter received. Clearstream integration announced. DTCC partnership confirmed. 500 million regulated investors now have onchain access to US markets. The rails are now in place. Before you size your position, answer this honestly: Are you investing in Ondo Finance (the protocol) or $ONDO (the token)? Right now, those are two completely different bets. The protocol is already winning. The token is still waiting for permission to participate in that win. The window between now and that vote is the only time you can position before the crowd understands what they are actually buying. Most people will find out what $ONDO really is the day the fee switch passes, and the price has already moved. The people who understood the governance structure before the vote will not need to explain themselves later. Track the DAO. The most important moment in $ONDO history has not happened yet. You just understood it now.

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61,388 Aufrufe • vor 3 Monaten

Everyone covering $ONDO is wrong about one thing. Ondo Chain is not live. I just pulled the official legal docs from the Ondo Summit 2026. Here is the exact line Ondo published in their own documentation: "Ondo Chain mainnet has not yet launched." Not my opinion. Not FUD. Ondo's own words at their own summit. Now here is the part that should make every $ONDO bull stop and think. The protocol hit $3.778B in TVL without Ondo Chain being live. $2.732B in USDY. $692M in OUSG. $1B in tokenised stocks and ETFs. JPMorgan. BlackRock. Mastercard. Franklin Templeton. All of it is running on existing chains right now. Ondo Chain has not launched yet. Which means everything you have seen so far is the pre-launch version of this protocol. You don't want to forget this.

Everyone covering $ONDO is wrong about one thing. Ondo Chain is not live. I just pulled the official legal docs from the Ondo Summit 2026. Here is the exact line Ondo published in their own documentation: "Ondo Chain mainnet has not yet launched." Not my opinion. Not FUD. Ondo's own words at their own summit. Now here is the part that should make every $ONDO bull stop and think. The protocol hit $3.778B in TVL without Ondo Chain being live. $2.732B in USDY. $692M in OUSG. $1B in tokenised stocks and ETFs. JPMorgan. BlackRock. Mastercard. Franklin Templeton. All of it is running on existing chains right now. Ondo Chain has not launched yet. Which means everything you have seen so far is the pre-launch version of this protocol. You don't want to forget this.

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26,721 Aufrufe • vor 2 Monaten

Most $ONDO holders cannot name the entity that actually issued their token. I read the legal docs. Here is the real structure nobody is explaining. OUSG is issued by Ondo I LP. A Delaware limited partnership. The fund itself. USDY and the GM tokens are issued by Ondo Global Markets BVI Limited. A British Virgin Islands company. Ondo Finance Inc sits on top as the Delaware corporation and equityholder running tokenisation services. The adviser, Ondo Capital Management LLC, is registered directly with the SEC. This is not one product wearing three names. It is three separate legal wrappers built for three different regulatory regimes simultaneously. Most projects chase regulation after the fact. Ondo built the legal architecture before the products launched. The marketing is the token. The moat is the paperwork. The people who read the docs always understood this before the people who read the price.

Most $ONDO holders cannot name the entity that actually issued their token. I read the legal docs. Here is the real structure nobody is explaining. OUSG is issued by Ondo I LP. A Delaware limited partnership. The fund itself. USDY and the GM tokens are issued by Ondo Global Markets BVI Limited. A British Virgin Islands company. Ondo Finance Inc sits on top as the Delaware corporation and equityholder running tokenisation services. The adviser, Ondo Capital Management LLC, is registered directly with the SEC. This is not one product wearing three names. It is three separate legal wrappers built for three different regulatory regimes simultaneously. Most projects chase regulation after the fact. Ondo built the legal architecture before the products launched. The marketing is the token. The moat is the paperwork. The people who read the docs always understood this before the people who read the price.

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10,453 Aufrufe • vor 2 Monaten

Most people holding $ONDO have never asked who actually owns the entity issuing their tokenised stocks. Here is the answer straight from the legal docs: Ondo Global Markets (BVI) Limited is the entity that issues every tokenised stock on the platform. It is 90.01% owned by Flux Finance Inc. Flux Finance Inc. is a wholly owned subsidiary of the Ondo Foundation. The remaining 9.99% is owned by Ondo Finance Inc. So the issuer of your tokenised Tesla, NVIDIA, and Apple tokens sits inside a structure that runs: Ondo Foundation controls Flux Finance, Flux Finance controls the issuer, Ondo Finance Inc. holds a minority stake. This is not FUD. This is the structure Ondo published in their own documentation. Understanding who owns the entity that issued your token is basic due diligence that most retail buyers skip entirely. The people who read the docs always buy before the people who read the price.

Most people holding $ONDO have never asked who actually owns the entity issuing their tokenised stocks. Here is the answer straight from the legal docs: Ondo Global Markets (BVI) Limited is the entity that issues every tokenised stock on the platform. It is 90.01% owned by Flux Finance Inc. Flux Finance Inc. is a wholly owned subsidiary of the Ondo Foundation. The remaining 9.99% is owned by Ondo Finance Inc. So the issuer of your tokenised Tesla, NVIDIA, and Apple tokens sits inside a structure that runs: Ondo Foundation controls Flux Finance, Flux Finance controls the issuer, Ondo Finance Inc. holds a minority stake. This is not FUD. This is the structure Ondo published in their own documentation. Understanding who owns the entity that issued your token is basic due diligence that most retail buyers skip entirely. The people who read the docs always buy before the people who read the price.

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22,460 Aufrufe • vor 3 Monaten

Most people buying $ONDO think they own a piece of the protocol. They own a vote. $3.57B TVL. $66M in annual fees. Zero flowing to token holders. Know which bet you are actually making before the price tells you.

Most people buying $ONDO think they own a piece of the protocol. They own a vote. $3.57B TVL. $66M in annual fees. Zero flowing to token holders. Know which bet you are actually making before the price tells you.

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29,048 Aufrufe • vor 3 Monaten

Ondo Chain represents a calculated approach to what we believe will revolutionize traditional finance. Though early in this pursuit, we’re not alone in our approach: Franklin Templeton, Wellington Management, WisdomTree, Google Cloud, McKinsey, and more share our vision, and as such will hold core positions in the Ondo Chain Design Consortium. According to Ian De Bode, Chief Strategy Officer at Ondo Finance, "Ondo Chain is designed to make it super seamless for big institutions to come onchain."

Ondo Chain represents a calculated approach to what we believe will revolutionize traditional finance. Though early in this pursuit, we’re not alone in our approach: Franklin Templeton, Wellington Management, WisdomTree, Google Cloud, McKinsey, and more share our vision, and as such will hold core positions in the Ondo Chain Design Consortium. According to Ian De Bode, Chief Strategy Officer at Ondo Finance, "Ondo Chain is designed to make it super seamless for big institutions to come onchain."

Ondo Finance

78,599 Aufrufe • vor 1 Jahr

Holding a tokenised stock just became something completely different. $ONDO just partnered with Broadridge Financial Solutions, the company that settles over $15 trillion in securities every single day and serves over 10,000 public companies as the backbone of global investor communications. Here is what this actually means. Until today, holding a tokenised stock onchain gave you price exposure. That was it. The voting rights, the governance participation, the shareholder communications that traditional investors take for granted, none of that transferred to the onchain wrapper. That gap was the strongest argument against tokenised equities being taken seriously as a real alternative to traditional stock ownership. That argument no longer exists. Holders of more than 250 Ondo tokenized stocks and ETFs can now: - Submit voting preferences for underlying shares - Review prospectuses - Access regulatory filings - Receive the same investor communications that traditional shareholders receive Through Broadridge's established infrastructure. Weighted proportionately by token ownership. Onchain token. Traditional shareholder rights. Simultaneously. This is Ondo's core design goal made real: tokenized stocks that meet every standard of traditional markets while adding everything blockchain infrastructure uniquely enables. 24/7 trading. Instant settlement. Permissionless access. Global reach. And now full governance participation. The numbers behind this announcement deserve to sit on their own line: $800 million in TVL across 250+ tokenized stocks. Roughly 70 percent total market share in tokenized equities. Available on Solana, Ethereum, and BNB Chain. Supported by Binance, Bitget, MetaMask, Ledger, and Blockchain․com. Ondo is not building toward dominance in tokenised equities. It already has it. This partnership with Broadridge is not a growth move. It is a maturity move, the difference between a crypto product that mimics traditional finance and an on-chain product that fully integrates with it. The last wall between tokenised stocks and real stocks just came down. The people who understood $ONDO before this announcement already know what it means for where this goes next. The people who read this and still wait for more confirmation will explain later why it was obvious all along.

Holding a tokenised stock just became something completely different. $ONDO just partnered with Broadridge Financial Solutions, the company that settles over $15 trillion in securities every single day and serves over 10,000 public companies as the backbone of global investor communications. Here is what this actually means. Until today, holding a tokenised stock onchain gave you price exposure. That was it. The voting rights, the governance participation, the shareholder communications that traditional investors take for granted, none of that transferred to the onchain wrapper. That gap was the strongest argument against tokenised equities being taken seriously as a real alternative to traditional stock ownership. That argument no longer exists. Holders of more than 250 Ondo tokenized stocks and ETFs can now: - Submit voting preferences for underlying shares - Review prospectuses - Access regulatory filings - Receive the same investor communications that traditional shareholders receive Through Broadridge's established infrastructure. Weighted proportionately by token ownership. Onchain token. Traditional shareholder rights. Simultaneously. This is Ondo's core design goal made real: tokenized stocks that meet every standard of traditional markets while adding everything blockchain infrastructure uniquely enables. 24/7 trading. Instant settlement. Permissionless access. Global reach. And now full governance participation. The numbers behind this announcement deserve to sit on their own line: $800 million in TVL across 250+ tokenized stocks. Roughly 70 percent total market share in tokenized equities. Available on Solana, Ethereum, and BNB Chain. Supported by Binance, Bitget, MetaMask, Ledger, and Blockchain․com. Ondo is not building toward dominance in tokenised equities. It already has it. This partnership with Broadridge is not a growth move. It is a maturity move, the difference between a crypto product that mimics traditional finance and an on-chain product that fully integrates with it. The last wall between tokenised stocks and real stocks just came down. The people who understood $ONDO before this announcement already know what it means for where this goes next. The people who read this and still wait for more confirmation will explain later why it was obvious all along.

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25,499 Aufrufe • vor 3 Monaten

Barry Silbert has been right about one thing his entire career. He finds the asset before the crowd finds the narrative. Bitcoin at $7. Coinbase seed round. Grayscale before the ETF existed. Now he is pointing at $TAO and saying the words he said about Bitcoin in 2012. The subnet flywheel is the part most people are still not understanding. Every token launched on Bittensor trades in and out of TAO. 88 subnets competing to solve real problems. Every winner flows value back to the base layer. That dynamic does not exist on Ethereum. It does not exist on Solana. It only exists here. $500 million in annual TAO emissions available right now as incentives for compute, data, and intelligence providers. At current prices. Watch what that number becomes if price moves. The infrastructure play is early. The narrative is early. The market cap is early. Most people will understand this after the move.

Barry Silbert has been right about one thing his entire career. He finds the asset before the crowd finds the narrative. Bitcoin at $7. Coinbase seed round. Grayscale before the ETF existed. Now he is pointing at $TAO and saying the words he said about Bitcoin in 2012. The subnet flywheel is the part most people are still not understanding. Every token launched on Bittensor trades in and out of TAO. 88 subnets competing to solve real problems. Every winner flows value back to the base layer. That dynamic does not exist on Ethereum. It does not exist on Solana. It only exists here. $500 million in annual TAO emissions available right now as incentives for compute, data, and intelligence providers. At current prices. Watch what that number becomes if price moves. The infrastructure play is early. The narrative is early. The market cap is early. Most people will understand this after the move.

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58,439 Aufrufe • vor 2 Monaten

Most $ONDO holders are waiting for the fee switch. Nobody is asking who is actually allowed to flip it. Here is what the DAO docs say and why it changes everything. You need 100 million ONDO just to submit a proposal. Not to pass one. Not to win a vote. Just to put something on the table for discussion. There have been exactly 9 proposals in the entire history of the ONDO DAO. Zero of them have ever touched fees. Zero have ever discussed revenue sharing. Zero have proposed any form of value accrual to token holders. The last proposal was a simple token unlock in January 2024. That was 16 months ago. This is not governance apathy. This is governance architecture. The rules were written so that retail cannot force this conversation. Mid-sized holders cannot force it either. Only whales, VCs, and foundation-aligned wallets hold enough ONDO to submit anything. Past votes averaged between 50 and 600 participating addresses. In a protocol with 3,040 delegates and tens of thousands of holders, that number tells you everything about who is actually in control. The fee switch is not delayed because nobody wants it. It is delayed because the people who can call the vote have not decided it is time yet. That changes the entire question you should be asking. Stop asking when the fee switch drops. Start asking which wallet submits it. And what changes between now and then that makes it worth their while to pull the trigger. The answer to that question is where the real alpha lives. Agree or cap?

Most $ONDO holders are waiting for the fee switch. Nobody is asking who is actually allowed to flip it. Here is what the DAO docs say and why it changes everything. You need 100 million ONDO just to submit a proposal. Not to pass one. Not to win a vote. Just to put something on the table for discussion. There have been exactly 9 proposals in the entire history of the ONDO DAO. Zero of them have ever touched fees. Zero have ever discussed revenue sharing. Zero have proposed any form of value accrual to token holders. The last proposal was a simple token unlock in January 2024. That was 16 months ago. This is not governance apathy. This is governance architecture. The rules were written so that retail cannot force this conversation. Mid-sized holders cannot force it either. Only whales, VCs, and foundation-aligned wallets hold enough ONDO to submit anything. Past votes averaged between 50 and 600 participating addresses. In a protocol with 3,040 delegates and tens of thousands of holders, that number tells you everything about who is actually in control. The fee switch is not delayed because nobody wants it. It is delayed because the people who can call the vote have not decided it is time yet. That changes the entire question you should be asking. Stop asking when the fee switch drops. Start asking which wallet submits it. And what changes between now and then that makes it worth their while to pull the trigger. The answer to that question is where the real alpha lives. Agree or cap?

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24,447 Aufrufe • vor 2 Monaten

$ONDO is not a token waiting for adoption. It is already running two products with real money inside them right now. USDY: $2.14 billion in TVL. 3.55% APY. Deployed across Ethereum, Solana, Sui, Aptos, Mantle, Near, and six other chains. A yield-bearing stablecoin that outperforms a standard US Treasury Bill return every single day it runs. OUSG: $539 million in TVL. 3.43% APY. Built specifically for institutional investors who need 24/7 instant access to short-term US Treasuries without touching a bank or waiting for settlement windows. Combined TVL across both products: $2.68 billion. $ONDO's current market cap: $1.7 billion. Read that again. The protocol has $2.68 billion of real capital sitting inside its products right now and the market is valuing the entire protocol at $1.7 billion. TVL is 157% of market cap. Most DeFi protocols would celebrate a TVL equal to their market cap. $ONDO already has more real capital deployed in its products than the market thinks the entire protocol is worth. That is not a narrative. That is a balance sheet. USDY price accrues daily. OUSG beats the T-Bill rate consistently. Both are growing. Both are live. Both have institutional counterparties on the other side of every single transaction. The SEC confidential filing is active. The DTCC consortium seat is confirmed. Over 200 tokenised US stocks are preparing to launch on Solana. The product is built. The capital is inside it. The institutional pipeline is forming. The people who understood this before the repricing will not need to explain their positioning later

$ONDO is not a token waiting for adoption. It is already running two products with real money inside them right now. USDY: $2.14 billion in TVL. 3.55% APY. Deployed across Ethereum, Solana, Sui, Aptos, Mantle, Near, and six other chains. A yield-bearing stablecoin that outperforms a standard US Treasury Bill return every single day it runs. OUSG: $539 million in TVL. 3.43% APY. Built specifically for institutional investors who need 24/7 instant access to short-term US Treasuries without touching a bank or waiting for settlement windows. Combined TVL across both products: $2.68 billion. $ONDO's current market cap: $1.7 billion. Read that again. The protocol has $2.68 billion of real capital sitting inside its products right now and the market is valuing the entire protocol at $1.7 billion. TVL is 157% of market cap. Most DeFi protocols would celebrate a TVL equal to their market cap. $ONDO already has more real capital deployed in its products than the market thinks the entire protocol is worth. That is not a narrative. That is a balance sheet. USDY price accrues daily. OUSG beats the T-Bill rate consistently. Both are growing. Both are live. Both have institutional counterparties on the other side of every single transaction. The SEC confidential filing is active. The DTCC consortium seat is confirmed. Over 200 tokenised US stocks are preparing to launch on Solana. The product is built. The capital is inside it. The institutional pipeline is forming. The people who understood this before the repricing will not need to explain their positioning later

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22,277 Aufrufe • vor 2 Monaten

When Barry Silbert and Jason Calacanis land on the same thesis in the same week, that is not two opinions. That is a signal forming in public. But read what Jason actually said, because most people will miss it. Open competition vetted by validators is not a slogan on Bittensor. It is the mechanism itself. And it already has a receipt. Subnet 62. Ridges beat Cognition Labs on SWE-bench. An open decentralised network outscored a closed lab on the exact benchmark the closed labs use to prove they are winning. That is the thesis validating itself before the price caught up. $TAO is hard capped at 21M like Bitcoin. Emissions already halved. The institutions quoting each other about it right now are not early. They are on time. The people still asking what Bittensor does are the ones who buy the news the docs told you six months ago. Read the docs before the price.

When Barry Silbert and Jason Calacanis land on the same thesis in the same week, that is not two opinions. That is a signal forming in public. But read what Jason actually said, because most people will miss it. Open competition vetted by validators is not a slogan on Bittensor. It is the mechanism itself. And it already has a receipt. Subnet 62. Ridges beat Cognition Labs on SWE-bench. An open decentralised network outscored a closed lab on the exact benchmark the closed labs use to prove they are winning. That is the thesis validating itself before the price caught up. $TAO is hard capped at 21M like Bitcoin. Emissions already halved. The institutions quoting each other about it right now are not early. They are on time. The people still asking what Bittensor does are the ones who buy the news the docs told you six months ago. Read the docs before the price.

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25,726 Aufrufe • vor 28 Tagen

OpenAI is valued at $300 billion. $TAO is valued at $2.4 billion. Both are building AI infrastructure. One controls everything centrally. One runs 128 live competitive intelligence markets permissionlessly with no team allocation and a fixed supply of 21 million. This article explains exactly why that gap is the most interesting mispricing in technology right now. Worth your time.

OpenAI is valued at $300 billion. $TAO is valued at $2.4 billion. Both are building AI infrastructure. One controls everything centrally. One runs 128 live competitive intelligence markets permissionlessly with no team allocation and a fixed supply of 21 million. This article explains exactly why that gap is the most interesting mispricing in technology right now. Worth your time.

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23,975 Aufrufe • vor 2 Monaten

Nobody is talking about what just happened in Frankfurt. Ondo, Clearstream, and Deutsche Börse Group just announced a partnership that changes the entire $ONDO thesis. Clearstream is not a startup. It is the post-trade infrastructure that European institutional capital actually runs on. 20 trillion euros in assets under custody. The settlement and custody backbone of the largest financial markets in the world. Here is what was just announced. Phase one: now live on 360X (Deutsche Börse Group’s regulated digital asset trading venue) Ondo tokenised stocks and ETFs are now live on 360X. AAPLon, NVDAon, TSLAon, MSFTon, GOOGLon, METAon, SPYon, QQQon. The largest tokenised securities bulk listing on 360X to date. That is phase one. Phase two: what changes everything Ondo tokenised assets will be integrated into Clearstream's custody, settlement, and collateral infrastructure. Institutions across Europe will be able to hold tokenised Apple stock in the same custody system where they hold their traditional securities. Same workflow. Same settlement rails. Same infrastructure they have used for decades. But onchain. Clearstream will also make assets it holds in custody available to Ondo in tokenised form for distribution to Ondo's global client network outside the US. That is a two-way bridge. Ondo brings assets onchain. Clearstream distributes them through institutional infrastructure. The wall between crypto rails and traditional finance just came down in both directions simultaneously. This follows Ondo's recent regulatory approval to offer tokenised stocks and ETFs across 30 European countries. 500 million investors now have regulated onchain access to US markets. Most people are still thinking about $ONDO as a crypto token. The institutions just started thinking about it as post-trade infrastructure. Those are two completely different categories of bets. The crowns were never up for debate. Most people just found out too late.

Nobody is talking about what just happened in Frankfurt. Ondo, Clearstream, and Deutsche Börse Group just announced a partnership that changes the entire $ONDO thesis. Clearstream is not a startup. It is the post-trade infrastructure that European institutional capital actually runs on. 20 trillion euros in assets under custody. The settlement and custody backbone of the largest financial markets in the world. Here is what was just announced. Phase one: now live on 360X (Deutsche Börse Group’s regulated digital asset trading venue) Ondo tokenised stocks and ETFs are now live on 360X. AAPLon, NVDAon, TSLAon, MSFTon, GOOGLon, METAon, SPYon, QQQon. The largest tokenised securities bulk listing on 360X to date. That is phase one. Phase two: what changes everything Ondo tokenised assets will be integrated into Clearstream's custody, settlement, and collateral infrastructure. Institutions across Europe will be able to hold tokenised Apple stock in the same custody system where they hold their traditional securities. Same workflow. Same settlement rails. Same infrastructure they have used for decades. But onchain. Clearstream will also make assets it holds in custody available to Ondo in tokenised form for distribution to Ondo's global client network outside the US. That is a two-way bridge. Ondo brings assets onchain. Clearstream distributes them through institutional infrastructure. The wall between crypto rails and traditional finance just came down in both directions simultaneously. This follows Ondo's recent regulatory approval to offer tokenised stocks and ETFs across 30 European countries. 500 million investors now have regulated onchain access to US markets. Most people are still thinking about $ONDO as a crypto token. The institutions just started thinking about it as post-trade infrastructure. Those are two completely different categories of bets. The crowns were never up for debate. Most people just found out too late.

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22,911 Aufrufe • vor 3 Monaten

Someone just stole from 37,000 $TAO holders and walked away clean. Not because they broke a rule. Because no rule existed to stop them. That changes today. Here is what happened. Covenant AI ran one of the most watched subnets on Bittensor. On April 10, the founder sold their entire position and disappeared. No warning. No announcement. No on-chain signal. By the time holders found out, the price had already moved against them. This was not a hack. This was not a bug. This was a founder legally exiting into their own community with zero accountability. Bittensor just closed that door permanently. The Conviction upgrade is live on mainnet today. Every emission a subnet owner earns now locks automatically the moment it arrives. They cannot touch it immediately. If they want to exit they must submit a public unlock transaction on-chain. Visible to every single person on the network the second it is submitted. Then the clock starts. 30 days before 63% of their position becomes spendable. 90 days before 95% is accessible. You now have a month of warning before the first dollar of sell pressure hits. A silent exit is no longer possible. The founder has to tell you they are leaving before they can leave. And it goes further. Any holder can now lock their tokens toward a different address they believe would run the subnet better. The address with the most locked support behind it becomes eligible to take over entirely. Bad owners can be replaced by the community before they do damage. Before today, subnet investing had one risk nobody could price. The person running it could vanish overnight, and you would never see it coming. That risk has been removed from the equation. Skin in the game used to be a promise. Now, it is a number on a block explorer that every holder can verify in real time. The people who understand what accountable infrastructure means for the value of $TAO will not need to explain themselves later. This is still early.

Someone just stole from 37,000 $TAO holders and walked away clean. Not because they broke a rule. Because no rule existed to stop them. That changes today. Here is what happened. Covenant AI ran one of the most watched subnets on Bittensor. On April 10, the founder sold their entire position and disappeared. No warning. No announcement. No on-chain signal. By the time holders found out, the price had already moved against them. This was not a hack. This was not a bug. This was a founder legally exiting into their own community with zero accountability. Bittensor just closed that door permanently. The Conviction upgrade is live on mainnet today. Every emission a subnet owner earns now locks automatically the moment it arrives. They cannot touch it immediately. If they want to exit they must submit a public unlock transaction on-chain. Visible to every single person on the network the second it is submitted. Then the clock starts. 30 days before 63% of their position becomes spendable. 90 days before 95% is accessible. You now have a month of warning before the first dollar of sell pressure hits. A silent exit is no longer possible. The founder has to tell you they are leaving before they can leave. And it goes further. Any holder can now lock their tokens toward a different address they believe would run the subnet better. The address with the most locked support behind it becomes eligible to take over entirely. Bad owners can be replaced by the community before they do damage. Before today, subnet investing had one risk nobody could price. The person running it could vanish overnight, and you would never see it coming. That risk has been removed from the equation. Skin in the game used to be a promise. Now, it is a number on a block explorer that every holder can verify in real time. The people who understand what accountable infrastructure means for the value of $TAO will not need to explain themselves later. This is still early.

2xnmore

19,549 Aufrufe • vor 3 Monaten

James Altucher just launched an entire podcast dedicated to $TAO. He called it the TAO Pod. First episode: “Will Bittensor Be Bigger Than Bitcoin?” This is the man who called Bitcoin early. Called Ethereum early. Called crypto early when everyone thought he was insane. Here is what stopped me reading his piece: One subnet on Bittensor called Chutes is serving 150 billion language tokens per day. Not crypto tokens. Language tokens. The raw material that powers every LLM response from ChatGPT to Grok. 150 billion. Every 24 hours. Through a decentralised network most people have never heard of. That was July 2025. Since then, Chutes has recorded a 250x usage increase. Cumulative totals have crossed into the trillions. This is not a snapshot. This is a growth curve. And it is happening before mainstream awareness. Before the ETF. Before the institutional allocation cycle begins. Altucher’s comparison is the one worth sitting with: 1994 internet. Before the browser existed. Before anyone knew what email was. Before you could explain to your parents why any of it mattered. That is where he thinks Bittensor is right now. - Barry Silbert built an entire company around it. - Jason Calacanis put personal money in and called 200x. - Jensen Huang called it a modern Folding@Home on the All-In Podcast. - Grayscale filed a trust with the SEC. - PwC sent a partner to the Bittensor track in Paris. - James Altucher launched a dedicated podcast. These are not tourists. These are the people who were in the right rooms before every major shift in crypto and tech history. They are all pointing at the same thing. The people who read the docs always buy before the people who read the price.

James Altucher just launched an entire podcast dedicated to $TAO. He called it the TAO Pod. First episode: “Will Bittensor Be Bigger Than Bitcoin?” This is the man who called Bitcoin early. Called Ethereum early. Called crypto early when everyone thought he was insane. Here is what stopped me reading his piece: One subnet on Bittensor called Chutes is serving 150 billion language tokens per day. Not crypto tokens. Language tokens. The raw material that powers every LLM response from ChatGPT to Grok. 150 billion. Every 24 hours. Through a decentralised network most people have never heard of. That was July 2025. Since then, Chutes has recorded a 250x usage increase. Cumulative totals have crossed into the trillions. This is not a snapshot. This is a growth curve. And it is happening before mainstream awareness. Before the ETF. Before the institutional allocation cycle begins. Altucher’s comparison is the one worth sitting with: 1994 internet. Before the browser existed. Before anyone knew what email was. Before you could explain to your parents why any of it mattered. That is where he thinks Bittensor is right now. - Barry Silbert built an entire company around it. - Jason Calacanis put personal money in and called 200x. - Jensen Huang called it a modern Folding@Home on the All-In Podcast. - Grayscale filed a trust with the SEC. - PwC sent a partner to the Bittensor track in Paris. - James Altucher launched a dedicated podcast. These are not tourists. These are the people who were in the right rooms before every major shift in crypto and tech history. They are all pointing at the same thing. The people who read the docs always buy before the people who read the price.

2xnmore

17,287 Aufrufe • vor 2 Monaten

Nvidia put $420M into $TAO with 77% of it staked. Polychain added $200M on top of that. Grayscale and Bitwise both filed for spot TAO ETFs in the same quarter. The network generated $43M in real AI revenue last quarter from actual usage, not speculation. Most people are still treating this like a small cap gamble while institutions are treating it like infrastructure. The people who understand what is being built here will not need anyone to explain the price later.

Nvidia put $420M into $TAO with 77% of it staked. Polychain added $200M on top of that. Grayscale and Bitwise both filed for spot TAO ETFs in the same quarter. The network generated $43M in real AI revenue last quarter from actual usage, not speculation. Most people are still treating this like a small cap gamble while institutions are treating it like infrastructure. The people who understand what is being built here will not need anyone to explain the price later.

2xnmore

42,811 Aufrufe • vor 3 Monaten

“My goal is always to make the U.S. the most friendly jurisdiction to people who are trying to build things.” - SEC Commissioner Hester Peirce In a conversation with Hester Peirce, Mark Janoff, General Counsel at Ondo Finance, explored how regulators can better support digital asset innovation. At Ondo, we're proud to contribute to the broader conversation with regulators and policymakers building the frameworks that will support tokenized finance for decades to come.

“My goal is always to make the U.S. the most friendly jurisdiction to people who are trying to build things.” - SEC Commissioner Hester Peirce In a conversation with Hester Peirce, Mark Janoff, General Counsel at Ondo Finance, explored how regulators can better support digital asset innovation. At Ondo, we're proud to contribute to the broader conversation with regulators and policymakers building the frameworks that will support tokenized finance for decades to come.

Ondo Finance

58,549 Aufrufe • vor 11 Monaten

The sky's the limit for tokenized stocks. Following Ondo tokenized stocks crossing $1B in TVL, Ian De Bode shared his year-end forecast with TheStreet: “At the end of 2026, at the current run rate, I would call it two and a half, three billion.” Beyond the near-term, the bigger opportunity is the trillions sitting in traditional brokerages: “Robinhood has $350 billion in AUC... The Charles Schwabs of the world are much larger. The sky's the limit, hundreds of billions before you know it.” Tokenized stocks are scaling faster than any asset class before them. Ondo Global Markets has grown 3-5% every week since launch, a testament to how fast the sector is moving.

The sky's the limit for tokenized stocks. Following Ondo tokenized stocks crossing $1B in TVL, Ian De Bode shared his year-end forecast with TheStreet: “At the end of 2026, at the current run rate, I would call it two and a half, three billion.” Beyond the near-term, the bigger opportunity is the trillions sitting in traditional brokerages: “Robinhood has $350 billion in AUC... The Charles Schwabs of the world are much larger. The sky's the limit, hundreds of billions before you know it.” Tokenized stocks are scaling faster than any asset class before them. Ondo Global Markets has grown 3-5% every week since launch, a testament to how fast the sector is moving.

Ondo Finance

24,437 Aufrufe • vor 3 Monaten

Jason Calacanis just told his friends to buy one $TAO and not to blame him if it goes to zero. Most people read that as a gamble. It is the most honest AI crypto take on the timeline right now. One TAO trades around $190 today. That is not a position; that's tuition. You are not buying it to flip it. You are buying it to force yourself to learn how the first real market for decentralised AI actually works. Bittensor caps at 21M coins. Same scarcity math as Bitcoin. But Andy said the quiet part out loud. 21M is just the surface. The cap is the surface. The network underneath is the depth. 128 subnets competing for emissions. Ridges outscoring funded labs on real engineering benchmarks. Chutes serving inference the network actually pays for. Barry Silbert is positioned. Jason is positioned. They are not trading a chart. They are buying a seat at a five year show. Own a single coin, read the docs, and watch the network before you watch the price. The people who read the docs always buy before the people who read the price. Save this. You will want it when the show starts.

Jason Calacanis just told his friends to buy one $TAO and not to blame him if it goes to zero. Most people read that as a gamble. It is the most honest AI crypto take on the timeline right now. One TAO trades around $190 today. That is not a position; that's tuition. You are not buying it to flip it. You are buying it to force yourself to learn how the first real market for decentralised AI actually works. Bittensor caps at 21M coins. Same scarcity math as Bitcoin. But Andy said the quiet part out loud. 21M is just the surface. The cap is the surface. The network underneath is the depth. 128 subnets competing for emissions. Ridges outscoring funded labs on real engineering benchmarks. Chutes serving inference the network actually pays for. Barry Silbert is positioned. Jason is positioned. They are not trading a chart. They are buying a seat at a five year show. Own a single coin, read the docs, and watch the network before you watch the price. The people who read the docs always buy before the people who read the price. Save this. You will want it when the show starts.

2xnmore

20,744 Aufrufe • vor 27 Tagen