Notizie strazianti. $ONDO CEO Nathan Allman è scomparso oggi. Ricordo ancora i primi giorni nel discord di Ondo quando passava del tempo con noi, i primi adottanti. Una perdita enorme per l'intero settore RWA. Riposa in pace, leggenda.
ONDO is sitting at the core of this cycle's macro narrative:
- institutional RWA tokenization. Backed by BlackRock and its BUIDL layer, Ondo is the absolute prime venue for corporate capital entering the blockchain space.
- ONDO Global Markets just clearing $1B TVL and its recent historic cross-border settlement rails backed by JPMorgan and Mastercard, a new ATH is mathematically programmed.
Current levels around $0.44 are a massive accumulation gift.
ONDO is sitting at the core of this cycle's macro narrative:
- institutional RWA tokenization. Backed by BlackRock and its BUIDL layer, Ondo is the absolute prime venue for corporate capital entering the blockchain space.
$ONDO Global Markets just clearing $1B TVL and its recent historic cross-border settlement rails backed by JPMorgan and Mastercard, a new ATH is mathematically programmed.
Current levels around $0.44 are a massive accumulation gift.
TOP-5 altcoins you must hold before the bull run (soon)
It really feels that we are close to something big so I made a revision of my bags and made some moves.
First of all, I stopped collecting random speculative garbage which will never recover anymore.
The biggest gains will belong exclusively to tokens that capture real protocol revenue and form the core infrastructure of the onchain economy.
If you want to align your portfolio strategy with where the actual capital is flowing, these are the only 5 must-have assets that matter right now:
$LINK - The absolute plumbing of cross-chain security. While retail complains about the slow chart, billions in heavy institutional volume are quietly migrating to CCIP. Nothing moves big money safely without @Chainlink .
$UNI - no longer a useless governance token. The new @Uniswap framework turned it into a deflationary machine that programmatically captures protocol fees and executes massive token burns across 11+ chains.
$ONDO - the undisputed index for tokenized RWA. Fundamentally backed by BlackRock’s liquidity layer, it is capturing the absolute lion's share of corporate and institutional capital moving into treasuries by Ondo.
$HYPE - let be honest, Hyperliquid is the definitive outlier of this cycle. It is completely outgrowing the standard crypto sandbox, launching synthetic pre-IPO markets like SpaceX, and feeding 99% of trading fees directly back into token buybacks.
$AAVE - the sovereign credit market of DeFi. While younger protocols struggle with bad debt and fragmented liquidity pools, @Aave quietly hits record utilization rates and prints massive protocol revenue.
$HYPE is trading less than 1% away from its All-Time High, and most of retail still thinks it's just another DeFi perp platform. Annualized revenue is pacing toward $1B.
Hyperliquid is currently sitting just outside the top 10 global crypto assets by market cap.
Flipping Dogecoin is literally a matter of time.
If you are shorting this strength, you are trading against pure institutional flow and massive programmatic buybacks.
Le voci tra gli insider suggeriscono che la SEC degli Stati Uniti potrebbe introdurre un'esenzione normativa rivoluzionaria per il trading di azioni tokenizzate on-chain già entro questa settimana.
Dato che $ONDO controlla oltre il 60% di questo mercato specifico con il loro TVL di asset tokenizzati che ha recentemente superato il traguardo di 1,5 miliardi di dollari, il token sta naturalmente reagendo per primo.
Aggiungi a questo i recenti test di conciliazione di successo tra J.P. Morgan e Mastercard che utilizzano l'infrastruttura di Ondo, e hai un enorme peso massimo istituzionale che sta guadagnando peso serio.
RWA sta diventando l'infrastruttura principale in questo momento.
$ETH is locking in a massive macro reversal. Despite recent liquidations shaking weak hands out at the $2100 support, the underlying data tells an ultra-bullish story. For instance, BitMine is aggressively buying the dip and absorbing supply to expand massive treasuries. With the Glamsterdam upgrade on the horizon to slash gas fees and triple throughput, Ethereum’s 53% DeFi dominance is steel-clad. Just a reminder - the takeover is imminent.
$MOBILE for a meaningful recovery would probably need at least a few of these: 1) Clear, on-chain and business data showing real growth in 5G usage or subscribers, not just hotspot counts. 2) Tokenomics improvements that reduce net sell pressure, for example lower emissions, stronger sinks, or tighter links between revenue and MOBILE demand. 3) A broader rotation back into DePIN and Solana infra names, bringing fresh liquidity and speculative interest to the whole segment.
$BILL keeps growing. what is the reason of this move? the produch they built actually doesn't make any sense. who knows? why $BILL keeps reaching new ATH?