What is Ondo Finance's Strategy for Dominating the RWA Market by 2030?

Ondo's core strategy: Tokenizing US treasuries and money market funds

Ondo Finance has established itself as a significant player in the tokenized real-world assets market, focusing primarily on bringing U.S. Treasuries and money market funds onto blockchain technology. With a current market share of approximately 17% in tokenized U.S. Treasuries, Ondo has positioned itself as the second-largest player in this rapidly expanding sector. The company's flagship products include OUSG (Ondo Short-Term US Government Treasuries) and USDY, which provide investors with exposure to short-term Treasury yields through a diversified portfolio of institutional money market funds.

In 2025, Ondo plans to expand its platform significantly through Ondo Global Markets (GM), which will incorporate tokenized U.S. stocks and ETFs alongside its Treasury products. This strategic expansion demonstrates the company's vision of creating a comprehensive ecosystem for institutional-grade tokenized assets.

The deployment of OUSG on multiple blockchain platforms, including the XRP Ledger, further enhances accessibility for institutional investors seeking secure options to earn rewards while maintaining regulatory compliance. This multi-chain approach reflects Ondo's commitment to bridging traditional finance with decentralized technology infrastructure.

Product lineup: USDY and OUSG with $71 million TVL

Ondo Finance stands as a leader in tokenized financial products, with its flagship offerings USDY and OUSG currently managing $71 million in total value locked. USDY, available on both Stellar and Arbitrum networks, combines the efficiency of blockchain technology with yield backed by tokenized Treasuries, offering approximately 5.3% APY to investors worldwide. This innovative product enables users to access stablecoin utility while earning attractive yields with institutional-grade protections across 9 blockchains.

OUSG represents the most diversified tokenized US Treasury fund in the market, incorporating reserve assets from prominent financial institutions and offering 24/7/365 redemption capabilities. The performance comparison between these products shows:

Ondo Finance has experienced remarkable growth, recently surpassing $1 billion in total value locked across its entire platform. This achievement confirms Ondo's dominant position in the tokenized finance sector, where it currently holds over 80% market share by number of holders according to RWA.xyz data, demonstrating the accelerating institutional and retail adoption of blockchain-based financial instruments.

Key partnerships with Morgan Stanley and Coinbase to ensure compliance

Ondo Finance's strategic partnerships with major financial institutions have been instrumental in establishing its credibility and ensuring regulatory compliance in the rapidly evolving blockchain space. Morgan Stanley, as one of the backing institutions for Ondo Chain, provides crucial expertise in navigating traditional financial regulations and institutional-grade compliance frameworks. This collaboration enables Ondo to operate within existing U.S. legal frameworks, which has been particularly valuable for resolving compliance issues related to tokenized U.S. Treasury bonds.

The integration with blockchain technology providers enhances Ondo's infrastructure capabilities, allowing for transparent transaction records and improved security features for all tokenized assets. These partnerships create a unique ecosystem where Ondo can effectively bridge public blockchains' transparency with the compliance and security features typically found in permissioned chains.

Through these strategic alliances, Ondo Finance has successfully positioned itself at the intersection of traditional finance and blockchain innovation, creating a compliant infrastructure for the widespread tokenization of real-world assets while maintaining the trust of both institutional investors and regulatory bodies.

Future growth: Expanding RWA offerings and launching Ondo Chain

Ondo Finance is positioning itself for significant growth through two key strategic initiatives set to transform the RWA tokenization landscape. The company plans to expand its real-world asset offerings beyond its current Treasury products to include tokenized U.S. stocks and ETFs through Ondo Global Markets. This expansion has already shown impressive traction, with Global Markets surpassing $350M in TVL and generating $669M in onchain trading volume since its September launch.

The most ambitious element of Ondo's growth strategy is the planned 2025 launch of Ondo Chain, a specialized Layer 1 blockchain purpose-built for real-world asset tokenization. This dedicated infrastructure aims to capitalize on the rapidly growing RWA market, projected to reach $2 trillion by 2030.

Ondo's future will feature deeper integration with traditional finance institutions, multi-chain support, and enhanced accessibility for global investors. The company's vision extends beyond simply offering products to creating open, global financial rails that fundamentally reshape how assets are traded, accessed, and utilized in the financial ecosystem.

FAQ

Can ondo reach $10?

Ondo has potential to reach $10 by 2030, driven by RWA market growth and continued innovation. However, this projection is speculative and depends on various market factors.

What is the ondo coin?

Ondo coin is a cryptocurrency used in Ondo Finance's ecosystem, designed to bring traditional financial markets on-chain. It powers the Ondo Global Markets platform, offering tokenized assets.

Is ondo a good coin?

Ondo shows promise for long-term growth in tokenized real-world assets. However, it's highly volatile, especially during token unlocks. Consider carefully before investing.

What is the future of Ondo coin?

Ondo coin is projected to reach $380.26 by 2030, indicating substantial growth potential. Market trends support this optimistic outlook for the future.