Crypto
Ondo Finance Sees Bullish Predictions as Tokenized Stocks Reach New Heights
Ondo Finance has made significant strides in tokenizing US Treasuries and stocks, with its OUSG product holding $680 million in TVL and Ondo Global Markets reaching $1.5 billion in TVL by May 2026.
The platform's integration with Ripple, J.P. Morgan, and other major institutions has provided validation of its legitimacy as an infrastructure partner for institutional tokenization.
However, the ONDO token faces challenges due to its governance structure, which lacks direct fee accrual mechanisms, resulting in limited value capture from platform operations.
The bull case for 2030 suggests Ondo Global Markets scaling to $10-30 billion TVL and ONDO token value capture materializing through governance fees or revenue distribution.