A truely sad day for the crypto.
Ondo Finance CEO and founder Nathan Allman has passed away unexpectedly at the age of 32.
He was an early visionary in the RWA movement who built Ondo Finance into one of the largest RWA projects in crypto, with a market cap of over $2 billion.
Nathan was a quiet yet deeply influential builder who helped shape the future of crypto and modern finance.
Rest in peace, Nathan. 🙏
THIS IS HUGE!!!
ONDO SUBMITS TOKENIZED SECURITIES ROADMAP TO THE SEC, PUSHING FOR BROADER ONCHAIN INTEGRATION AND FLEXIBLE OWNERSHIP MODELS.
GO $ONDO!!!
⚡ ETHEREUM FUSAKA UPGRADE WILL GO LIVE TODAY
Today’s upgrade could be the start of eth’s next supply crunch.
And people still don’t realize how much this changes $ETH.
It combines Osaka + Fulu + PeerDAS, but the most important part is this:
Fusaka finally fixes Ethereum’s biggest problem.
Layer 2s were using Ethereum’s security while paying almost nothing back.
Base, Arbitrum, Optimism, zkSync all of them were collecting millions in fees from users, but when they posted their data to Ethereum, the blob fee would fall to almost zero.
That meant almost no ETH was burned from L2 activity, even though 85% of Ethereum transactions now happen on L2s.
This upgrade changes that completely.
What Fusaka Actually Does:
✦ 1. EIP-7918 forces Layer 2s to pay real fees to Ethereum.
Meaning:
Every L2 transaction now automatically contributes to ETH burn. Before this wasn't the case.
This is the biggest value shift since EIP-1559.
✦ 2. ETH Burn Goes From Mostly L1 Only to L1 + All L2 Activity
Right now, most ETH burn comes from mainnet transactions.
That’s why ETH became slightly inflationary in 2024–2025, L2s made mainnet cheap, so less ETH was burned, while staking kept issuing new ETH.
After Fusaka:
• Every L2 blob has a minimum cost
• That minimum cost is burned
• The more L2 adoption grows → the more ETH gets burned → the scarcer ETH becomes
Ethereum basically gains a new burn engine powered by the entire L2 ecosystem.
✦ 3. ETH Could Flip Back to Deflation for the First Time in Years
TODAY:
• ETH issues ~620,000 new ETH per year to stakers
• ETH burns ~350,000 per year
• Net: slightly inflationary
• POST-FUSAKA, EVEN CONSERVATIVE MODELS SHOW:
- L2 burn adds 200,000–400,000 ETH per year
- Combined burn could reach 600,000+ ETH
- ETH becomes flat or slightly deflationary
BULLISH MODELS SHOW:
- L2 adoption grows
- Blob demand rises
- Burn hits 900,000–1.2M ETH per year
- ETH supply shrinks by ~200k–300k ETH per year
This is the closest ETH has ever been to a digital stock buyback system.
✦ 4. PeerDAS Makes L2 Growth Even Faster (Which Increases Burn Even More)
PeerDAS reduces bandwidth by 85%, so L2s can publish more blobs cheaply.
More blobs = more fees paid
More fees paid = more ETH burned
Ethereum basically turned L2 growth into a flywheel for ETH scarcity.
✦ 5. Gas Limit Increase → More Activity → More Burn
The block gas limit jumps from 36M → 60M.
- More transactions fit in each block.
More transactions = more base fees collected.
- Base fees = burned automatically.
- So mainnet burn also increases along with L2 burn.
✦ 6. Lower L2 Fees = More Usage = More Burn
With Fusaka:
- Swaps cheaper
- Bridges cheaper
- On-chain gaming cheaper
- Social applications cheaper
Lower L2 fees → more transactions → more blob publishing → more ETH burned.
Ethereum is literally monetizing its own scaling.
✦ 7. This Upgrade Finally Aligns Ethereum With Rollups
Pre-Fusaka:
L2s grew → ETH burn dropped → ETH became inflationary
Post-Fusaka:
L2s grow → ETH burn increases → ETH becomes deflationary
This is why analysts call Fusaka the real value capture upgrade.
Ethereum is not just scaling. Ethereum is finally monetizing that scaling.
🚨 BREAKING: TOKENIZED STOCKS GO GLOBAL
Ondo Finance will begin offering tokenized U.S. stocks and ETFs across Europe. 🇺🇸🇪🇺
This is not a pilot.
This is U.S. markets going fully on-chain for international investors.
RWAs are taking over.
This year I couldn’t make it back to my family in Chicago for Thanksgiving, so I’ll be spending it solo in SoCal unless someone wants to adopt me for a day. 😉
If anyone in the Orange County area has an extra seat at their table and wouldn’t mind a friendly stranger joining, I’d be very grateful. I promise not to show up empty handed and bring a dessert/wine, I’m more than happy to chip in for groceries, and I’m a pro at dishes and cleanup afterward. No pressure at all just thought I’d swallow my pride a little and shoot my shot.
Either way, I love all of you and wish you and your families a very Happy Thanksgiving! God bless!
The Ondo Summit, the most-watched RWA event ever, is coming back this Feb with:
> DTCC
> Fidelity
> Pantera
> BlackRock
> WisdomTree
> Franklin Templeton
> and many, many more
So let me get this straight
$Ondo just got approval from the EU for users in European countries the ability to buy tokenized stocks
$Ondo is now on Binance Wallet and BNB Chain to 234M users where most of them are based in Asia
And $Ondo is going to announce utility for the token at the Summit when they reveal more on Ondo Chain
And today it’s only ~$0.50
Bullish
THE US STOCK MARKET IS $28T
THE CHINESE STOCK MARKET IS $17T
$ONDO just partnered with $BABA parent company @AntGroup
You’re not bullish enough on $ONDO
EU MARKETS
US MARKETS
CHINESE MARKETS
BUY $ONDO NOW 🚀 🚀 🚀