The market for tokenised real-world assets (RWAs) reached a new milestone in January, with the total market capitalisation hitting an all-time high of $24.6 billion. This surge was led by two key segments: tokenised U.S. Treasuries, which now account for 39% of the total market, and tokenised commodities, which grew nearly 23% month-on-month. The rise in tokenised gold, in particular, mirrored bullion's climb above $5 000 per ounce.
Within this expanding landscape, Ondo Finance (ONDO) is executing a multifaceted strategy to solidify its position as a leading institutional-grade platform. The protocol is capitalising on the RWA sector's growth, having been a key contributor to the tokenised Treasury market surpassing $10 billion. Furthermore, it recently gained landmark regulatory approval from the SEC to tokenise pre-IPO equity in major private companies like SpaceX and OpenAI, opening a significant new market.
Technically, development momentum remains high. This includes the recent mainnet launch of its dedicated Ondo Chain, a planned expansion onto the Solana network to broaden accessibility, and a developer activity spike focused on core infrastructure. The upcoming Ondo Summit in February is anticipated to reveal new token utility and roadmap details, while a potential transition to a fee-generating model in the second half of 2026 could be a major catalyst for the ONDO token.
Despite these fundamental and regulatory strides, the ONDO token's price performance has been disconnected, struggling near the $0.30 level amid broader crypto market weakness. This has created a divergence between its record Total Value Locked (TVL) and its market valuation. Analysts and community sentiment are mixed, caught between the project's clear execution and the token's challenging technical picture, with critical support seen around $0.23.
The sentiment for Ondo Finance is fundamentally bullish but technically cautious. The project is operating from a position of strength, benefiting directly from two powerful tailwinds: the explosive growth of the tokenised Treasury market and a groundbreaking regulatory approval that could make it a dominant force in private equity tokenisation. This positions ONDO as a prime beneficiary of the broader RWA narrative, which is demonstrating real traction with institutional capital. However, the token price remains hostage to negative altcoin sentiment and persistent selling pressure. The key near-term question is whether the influx of institutional capital into Ondo's approved products and upcoming catalysts, like the fee switch, can force a decoupling from the weak broader market. Until the token breaks key resistance levels, the positive fundamentals and bearish price action will remain in tension.
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This content has been generated using AI technology and is intended for informational purposes only. While efforts have been made to ensure accuracy and relevance, this text should not be considered professional advice or an official statement. Always verify information from authoritative sources before making any decisions. This is not financial advice.
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