Fano

[The Kobeissi Letter @KobeissiLetter]

BREAKING: The Bank of Japan's total assets dropped -$146 billion in Q2 2026, to $3.97 trillion, the lowest since Q1 2020.

This also marks the largest quarterly decline since the Quantitative Tightening (QT) program began in August 2024.

Since the Q1 2024 peak, the BoJ has reduced its balance sheet by -$726 billion, or -15.6%.

Japanese government bond holdings fell -$78 billion in Q2, to $3.22 trillion, the lowest since Q3 2020.

Since the 2023 peak, JGB holdings have dropped -$459 billion, or -12.5%.

The BoJ also sold -$74 million in equity ETFs and J-REITs last quarter, bringing its holdings down by -1.0%, to $234 billion, the lowest since 2022.

Japan’s bond market is poised for more volatility.

[Ondo Finance @Ondo]

1/ Wall Street 2.0 is here.

Ondo Global Markets is now live, providing one of the largest-ever selections of tokenized U.S. stocks & ETFs onchain with the liquidity of traditional finance, starting on @Ethereum.

100+ assets now live, with hundreds more on the way.

[Keeta @KeetaNetwork]

Ty Schenk, Keeta's CEO, discusses the utility and demand of the $KTA token on Keeta Network.

This is just the beginning. We greatly appreciate everyone's support on Keeta's journey to connecting the global economy.

[Fano @SLignarolo]

Tried out the https://t.co/khDo9Qwoor Wallet for payments lately and… wow. Paying with crypto finally feels EASY. Their Visa card just works—store your ETH or stablecoins, and you can spend at any shop that takes cards, online or IRL. Apple Pay & Google Wallet? Yup, enabled!

The coolest part: you’re not selling your crypto, you’re borrowing against it, so your coins keep earning yield while you pay for coffee, flights, whatever. Plus, 3% cashback on every swipe. Basically, it turns your wallet into a DeFi-powered payment machine.

Serious, if you’re tired of clunky off-ramps or just want to pay with your crypto like a normal person, give this a go:
https://t.co/qmBsogVPeR

#CryptoPayments #EtherFi #DeFi #VisaCard #Web3

[Josh | Ondo 🌊 @josh_recruits]

Wrapped tokenization is often misunderstood.

Which is understandable, especially given recent events.

A number of big launches have overlooked what we'd deem to be very important considerations.

While the direction is promising, early models reveal deep structural issues:

Limited liquidity, wide spreads, persistent price dislocations.

There's material cost in recreating liquidity, which is why we opt to provide access to traditional exchange liquidity instead.

Another common issue is transparency.

There's often little proof that the token issuer actually holds enough (or any?) stock to fully back the tokens.

Ondo GM tokens will be redeemable on-demand, 24 hours a day, fully backed by the underlying shares.

These shares, are held with US licensed and regulated broker dealers.

A verification agent will review and provide a report on this backing every day.

Not all tokenization is created equal and Ondo Global Markets is testament to that.

[Ben Grossman @ben_grossman]

What an exciting time for the industry and we're honored to be engaging on thoughtful frameworks for digital assets. Incredible considering where the industry was not even 1 year ago.

[Ben Grossman @ben_grossman]

What stablecoins did for dollars, Ondo will do for securities

[Not Telling @nottellingyou73]

$Ondo x Coinbase incoming

[Fano @SLignarolo]

RT @AltcoinDailyio: 15 Top Made in USA Coins to Know in 2025 🇺🇸

1) XRP
2) SOL
3) ONDO
4) TRUMP
5) SUPRA
6) INJ
7) HBAR…

[Autism Capital 🧩 @AutismCapital]

Do not launch a shitcoin if you have an audience you care about. A citizenry is an audience to a world leader. The story always ends with a rug. People will always lose money while the grifters win. It’s a zero sum game. Trump also should not have launched a shitcoin. We don’t believe the excuse of “I didn’t know.” Yes you did. You’re intelligent and online enough to have seen how this playbook works. Save the excuses, resist the greed, just don’t do it.

[Ondo Finance @Ondo]

1/ We’re excited to announce a strategic collaboration with @worldlibertyfi (WLFI) to advance the adoption of tokenized real-world assets and bring traditional finance onchain.

WLFI is exploring the integration of Ondo’s tokenized assets into the WLFI network as treasury reserve assets, including USDY (only available to non-US persons outside the US) and OUSG.

WLFI plans to also integrate USDY, OUSG, and tokenized securities from Ondo’s upcoming Global Markets (only available to non-US persons outside the US to the extent legally permitted) into the WLFI platform, enabling seamless borrowing, lending, and margin trading for eligible users. Through this collaboration, World Liberty Financial plans to become a strategic collaborator in Ondo’s journey to scale Ondo Global Markets, a platform designed to enable the tokenization of traditional financial assets like stocks and bonds. As part of the collaboration, qualifying WLFI users will gain access to Ondo Global Markets’ tokens, offering exposure to thousands of real-world assets, all fully onchain.

“Our collaboration with Ondo Finance marks a significant step forward in aligning traditional financial systems with blockchain innovation”, said Donald Trump Jr. (@DonaldJTrumpJr), Web3 Ambassador at World Liberty Financial. “By integrating Ondo’s tokenized assets, we’re providing our network with access to traditional financial assets and new yield opportunities.”

Nathan Allman (@nathanlallman), CEO of Ondo Finance, said, “We’re thrilled to work with World Liberty Financial to bring the benefits of tokenized real-world assets to their platform and users. This collaboration highlights the growing demand for institutional-grade onchain solutions that deliver stability, liquidity, and utility at scale.”

[Not Telling @nottellingyou73]

🚨Main Takeaways from the $Ondo Summit

1. Ondo is extremely well connected within crypto (Pantera, Galaxy, Coinbase, Injective, Sui, Chainlink, Pyth, Plume, Aptos, Ripple, Wellington Management, a16z crypto, Uniswap, Solana, Arbitrum, Securitize, World Liberty Financial)

2. Ondo is extremely well connected with traditional finance GIANTS (BlackRock, Goldman Sachs, BNY Melon, Apollo, Mastercard, Citi, Stripe, Swift, Fidelity, Franklin Templeton, Wellington Management, S&P 500 Global, WisdomTree, Google, Mckinsey)

3. Ondo is extremely well connected with regulators and government officials (CFTC, DTCC, SEC, Trump Administration, Congress, Senate)

4. Ondo Chain will be the biggest layer-1 blockchain (yes bigger than ETH when it’s all said and done. Let me explain. Crypto can only grow so much from decentralized applications for retail. If crypto will be a real asset class, it needs to solve problems for institutions. Ondo was started because they saw the problems institutions have within TradeFi and knew a lot of those problems and cost savings can be solved with Blockchain. But as Ondo started solving these problems they realized there isn’t a good layer-1 to build RWA applications on for institutions. So what did they do? They built their own, specifically built for traditional finance to get on chain. It needed to be specifically built because traditional finance has a ton of compliance and they are also not crypto savvy. So Ondo Chain will be compliance first and extremely easy to use, as in, these institutions won’t even realize they’re using a blockchain.

5. Ondo Global Markets itself will bring trillions of dollars on chain. There will be thousands of U.S. publicly traded securities, including stocks, ETFs, and mutual funds. These tokens will be accessible 24/7 and are designed to have the same liquidity as the underlying security. Investors will be able to borrow against their token holdings on terms comparable to those in traditional financial markets.

6. Building on #4 and #5, right now you have money in so many different places. Robinhood, Fidelity, many different bank accounts, Coinbase, etc and with Ondo Chain and Ondo Global Markets you’ll be able to integrate all your different accounts into one platform and having it all on one platform that can communicate with one another, you’ll be able to access tremendous liquidity and borrowing power.

7. Institutions want tokenization badly. It literally makes it cheaper and faster for them by a significant margin but they need the on-rails to do it which is why Ondo right now with Ondo Chain is the only game in town to make it happen.

8. Tokenization is what everyone is talking about in crypto and in non-crypto (BlackRock, Robinhood, banks). The narrative completely shifted from AI to RWA. Look at Injective for example. They just launched a tokenized S&P 500 to get on the RWA hype train. Expect many cryptos to pivot into RWA this year.

9. The Ondo team is extremely smart, hardworking, and most importantly they truly believe in what they’re building. They are so confident in what they’re building that they don’t feel any pressure from any other protocol to beat them to the punch with getting trillions on-chain.

10. This is not financial advice but after the summit I truly believe $Ondo will be a top 10 (maybe 5) token not only because they have the technology but they have the tech and the partnerships within crypto, tradefi, and government to make it happen 🤝

[Ondo Finance @Ondo]

1/ Today, we’re excited to unveil a first look at the next evolution for Ondo Global Markets (Ondo GM), our RWA tokenization platform designed to enable onchain access to stocks, bonds, and ETFs. What stablecoins did for dollars, Ondo Global Markets will do for securities.

[Ondo Finance @Ondo]

The financial system wasn’t built for everyone. We’re changing that. Today, we’re thrilled to unveil our bold vision for the future of tokenization—along with a new visual identity to bring that vision to life.

This isn’t just about redefining Ondo; it’s about reimagining a truly open financial system—one that’s fairer, faster, and more accessible for all. Join us as we build the next era of finance together and stay tuned as we reveal major announcements over the next few days leading up to the first-ever Ondo Summit.

Today’s financial markets are an incredible innovation, but they still suffer from high costs, slow settlement, walled gardens, and manual processes. These limitations make it hard to move assets, use them as collateral across platforms, or shop for the best margin terms.

For many globally, the issue is even more severe: they lack access to high-quality assets altogether. Fintech has tried to address some of these issues, but they mostly address the UX layer, whereas the true problem is at the infrastructure. We believe blockchain technology is the solution.

What public blockchains and DeFi fundamentally offer is access: the ability to own, use, and create financial products and services—wherever you are, whenever you want.

🌍 Access to capital wherever you are, enabled by better distributional infrastructure, including digital bearer assets like stablecoins.

🏦 Access to financial products and services previously only available to wealthy or institutional clients, enabled by smart contract-based protocols.

🔑 Access to custody and control of your assets, enabled by the use of private keys.

🛂 The ability to grant or revoke access to your assets for various financial protocols (to lend against, trade, etc.) at whatever level of granularity you wish, through explicit permissioning.

⏰ Access to these things whenever you want—including moving your assets to different protocols at any time—enabled by 24/7/365 operations.

💡Access to the underlying infrastructure, allowing creation of new financial products and services, enabled by the permissionless nature of public chains.

Bringing this kind of access to traditional financial markets represents a substantial advance in the infrastructure that runs financial markets. You might call it a 'foundational upgrade'. We call it Wall Street 2.0.

Wall Street 2.0 represents the next evolution of financial markets, where traditional systems converge with blockchain technology to create a more accessible, efficient, and inclusive ecosystem.

This new paradigm empowers both institutions and individuals to invest in and build financial products with unprecedented speed, transparency, and flexibility—democratizing access to financial opportunities and lowering barriers to entry.

This isn’t just about a more open financial system—it’s also about broader access to goods, services, intelligence, and information. There’s a word for that: the economy. The open economy.

The open economy isn’t just an evolution in how we access capital; it’s a fundamental shift in how individuals and organizations globally engage with the entire spectrum of economic life. That’s why our mission is to accelerate the transition to the open economy by building the platforms, assets, and infrastructure to bring financial markets onchain.

We’ve recently updated our mission to reflect this reality:

Our mission is to accelerate the transition to the open economy by building the platforms, assets, and infrastructure to bring financial markets onchain.

We’re incredibly excited to be on this journey. With the help of our clients, partners, and investors, we’ve made tremendous strides towards our mission. But we think the best is yet to come. Over the next few days, we’ll be making major announcements as we work to combine the best of TradFi with the best of DeFi to make our financial system fairer, faster, and more accessible to all.

Onward.

[Fano @SLignarolo]

@cryptodramz Say hello to my little $DUX

[Fano @SLignarolo]

@CryptocapoOO 3Ejbk9c6dsBNbppKWcPpqhyt3vNtaNRBVgJ2baDp17bp

[Dramz @cryptodramz]

SO MUCH LOUDER THIS YEAR.

THE TICKER IS $DUX

QUAK.

[TheChosenDux @thechosendux]

🚨DUX Luck Box Season 1 is live! 🚨

Win up to $125 in prizes for the low cost of 8 ADA!

Link in comment below 👇

👉What is it?
Think about it the loot box like a scratch ticket or a loot box in a video game. Each box contains a random amount of tokens and includes one free NFT.

👉Why loot box?
The goal is to onboard new people to the Cardano blockchain.

Imagine being able to bring on a friend or family member and giving them a wallet with 5 top tokens and an NFT, all for less than $10!

For this reason we limited the transactions to 5 per person. The goal is to spread the word and grow the wallet count, so please share!

👉 Prizes boxes all include:
🎁 $DUX
🎁 $BBYDUX
🎁 $SNEK
🎁 $CHAD
🎁 $OMNI
🆓 1 Free Baby DUX NFT