RIGHT NOW FORGET THE FUTURE FOR A MINUTE
RIGHT NOW $ONDO SHOULD BE AT LEAST $1.55-$2.25
ABSOLUTELY MISPRICED!
I AM NOT BLINDLY BULLISH
I WATCH EVERY LAYER OF THE MARKETS
I DO THE WORK UNLIKE CLOWNS WHO MAKE RIDICULOUS PREDICTIONS.
If you want to know what $ONDO should be priced at right now, today, as is, you don't need wild speculation—just basic market math.
Look at the CURRENT underlying fundamentals: Real TVL / Assets Managed: Over $3.6 Billion already locked and actively generating yield.
Dominance: Number 1 in tokenized US Treasuries with BlackRock integration, and controlling nearly 60% to 70% of the entire tokenized stock market.
Institutional Legitimacy: Custody backing from Fidelity, ETF tokenization with Franklin Templeton, and clean regulatory standing.
Yet, the circulating market cap sits pinned around $1.6B to $1.7B (~$0.34 to $0.35/token).
In traditional asset management and fintech infrastructure, market cap trades at multiples of AUM and processed volume—not at a 50% discount to the raw assets sitting on its rails.
At parity with its current TVL ($3.6B+): ONDO should be trading at $0.75+.
At a conservative 2x–3x fintech infrastructure multiple on current AUM: The price should already be $1.50 to $2.25.
The asset is trading at an outright 4x to 6x discount against what is already live, operational, and dominating the sector today.
When the market finally prices what is already on the books right now, the rerating will be violent.
Let's tokenize everything.
Tokenization is one of the best ways for countries to "raise money", or attract FDI (Foreign Direct Investment).
Which country/company won't want to sell their (tokenized) stocks to everyone in the world?
I support tokenization on all blockchains. While this creates the "fragmented liquidity" problem, it is the fastest way to grow the sector, with multiple players pushing.
Fragmentation can be somewhat addressed if there is high interchangeability amongst different issuers, which is important.
Had a great time with Frank, always hard not to! Good to articulate why Ondo Perps bring capital efficiency to an emerging primitive, and how I expect prime brokerage to evolve onchain. Give it a listen!
Milestone Unlocked: 5,000+ Downloads on Google Play!
Thank you to every user who downloaded, tested, shared feedback, and believed in PranaChain.
We're building the future of healthcare—where your health data is secure, private, and truly yours.
More exciting updates are coming soon. 💜