Unpopular opinion.
$ONDO is the most important altcoin in this cycle, and nobody is talking about it correctly.
This is not a DeFi token.
This is not a governance play.
This is the first real bridge between Wall Street money and blockchain rails.
Tokenised treasuries, Institutional grade yield is on chain and accessible to anyone.
BlackRock does not show up to projects that are not serious.
The debate should not be whether RWA wins.
It should be whether you are positioned before it does.
Follow me, I follow back fast. Try me.
Agree or are you missing the point?
@OndoFinance #RWA
Chainlink is going ALL-IN on prediction markets.
In the last three days alone, @Chainlink $LINK has...
- Announced has powered more than $7B worth of prediction market volume.
- Announced it has integrated a whopping 8 new prediction markets in the space of just 4 days.
- Published an article about "Building Trust in Prediction Markets".
- Posted and pinned a video trailer advertising Chainlink's services to prediction markets specifically.
I guess we're all gamblers in crypto!
“Uniswap did nothing” is only true if you stopped watching after v3.
Since then, they shipped UniswapX, v4 hooks, Unichain, API distribution, wallet infra, limit orders, cross-chain swaps, portfolio tracking, and tokenized securities support.
The protocol has cleared $4.4T+ in cumulative volume. v2 + v3 alone processed $2.75T+ with zero hacks. v4 launched after 9 audits, a 500+ participant security competition, and a $15.5M bug bounty.
@Uniswap v4 also turned the protocol into a developer platform with 150+ hooks already built, custom pool logic, dynamic fees, allowlists, KYC gates, and issuer-configured restrictions for RWAs.
The API is not just a side product either.
It powers MetaMask swaps, has already processed $126M+ volume, 585K+ swaps, 251K+ wallets, and wins around 31% of @MetaMask swaps on Ethereum mainnet. The developer platform has 3,000+ API keys, 10M+ asset coverage across 18 chains, ~200ms routing, and >97% fill rates.
@unichain is another piece of the stack.
Before mainnet, it already had 95M testnet transactions and 14.7M+ smart contracts deployed. Uniswap products now support in-app wallets, P&L tracking, multichain portfolio views, and one-action cross-chain swaps without a separate bridge step.
Now tokenized securities are live on Uniswap Web App, Wallet, and API. RWA pools on Uniswap have already processed $9.1B+ in volume across 2.6M+ transactions from 140K+ wallets.
The fair criticism is ethereum:0x1f9840a85d5af5bf1d1762f925bdaddc4201f984 value capture. But saying Uniswap stopped building is not analysis.
It is just lazy 😤
LATEST: ⚡️ Ondo's John Hoffman says the convergence of blockchain and AI could make tokenized assets the foundation of autonomous, real-time portfolio management.
3h ago, the multisig wallet 0x858 deposited 4.126m $ONDO worth $1.56m to Coinbase.
In the past 2 days, this wallet has deposited more than 32m $ONDO worth $11.73m to Coinbase.
1mon ago, Ondo Finance transferred ONDO tokens to 0xEA5, which were later moved to 0x858!
https://t.co/FzqKCvOcM6
Asset management is moving onchain.
Ondo has partnered with Mirae Asset, South Korea's largest asset manager, to begin tokenizing its Global X ETF lineup through Ondo Global Markets.
Mirae will be the first asset manager in Asia to bring exposure to its existing ETF lineup onchain, starting with 10 Global X ETFs across:
→ AI and technology
→ Blockchain & digital assets
→ Robotics & space innovation
→ Lithium, silver, & defense tech
→ Covered call income strategies
Asset management is one of many legacy finance verticals being revolutionized by tokenization. The next generation of capital market infrastructure is being built onchain, and the institutions defining the last era are embracing the next one.
Confirmed ✅: $TAO is our #1 pick for the decentralized AI race.
The weekend pump for 25% made it clear to us.
The moment the US forced to pull Fable 5 and capital rotated into decentralized AI - $TAO pumped heavily.
Why we believe $TAO is the Bitcoin of AI 👇
> The fact that $TAO receives the most capital every time centralized AI hits a blocker is not coincidence, its confidence.
> Clear tokenomics hard capped at 21M with 70%+ circulating supply now locked in staking.
> The network generated ~$43M in real AI-usage revenue in Q1 alone. @chutes_ai became the first subnet past $100 M. @TargonCompute raised $10 M+ in Series A.
> NVIDIA CEO Jensen Huang name-checked Bittensor's Templar subnet on the All-In Podcast. The CEO of the biggest company in the world.
Not saying that other AI projects won't do well. In fact, if TAO does well - most probably all of them will but from what we've witnessed, it seems TAO will be the one taking the lead.
Price Action: TAO currently sits 63% below its all time high of $767 and Bittesnor will need to add $5.4 Billion in market cap to reach it.
NEW: Standard Chartered initiates coverage of Uniswap.
The bank forecasts UNI will rise from roughly $2.50 today to $100 by 2030 — a 40x increase.
The thesis: tokenized assets active in DeFi grow 37x this decade, and Uniswap becomes a core piece of trading infrastructure for traditional finance as trillions of dollars move on-chain.
CRAZY: THE US GOVERNMENT'S BAN ON CLAUDE MYTHOS 5 IS PUMPING THIS AI ALTCOIN.
Bittensor $TAO just jumped 26%.
The US government issued an export control directive forcing Anthropic to disable its most powerful models, Fable 5 and Mythos 5, worldwide.
Investors are rotating into decentralized AI.
Networks like Bittensor don't depend on a single company or a single government's approval.
No central kill switch.
When centralized AI gets restricted, decentralized AI gets the bid.
Everyone keeps asking the same question about $TAO:
Where are the profits in AI?
But first, fun fact, "Microsoft spends Bittensor’s entire annual post-halving issuance budget in roughly 13 hours of capex. Insane."
Its a Fair question, profits.
But let’s hold the whole industry to that standard, not just Bittensor. Can we do better, of course, and every Subnet should be held to the highest standards.
To do better, we need to move from emissions as the main driver to real revenue + usage as the main driver.
OpenAI is doing massive revenue, but still burning billions.
Anthropic is the first major frontier lab showing real operating profit after raising tens of billions.
Microsoft, Amazon, and Meta are spending hundreds of billions on AI capex.
The only obvious fat margins so far belong to NVIDIA.
So let’s be honest.
AI is still in the subsidy phase everywhere.
The difference is Bittensor shows you the subsidy in public.
The network pays out roughly $56M/month in emissions. Around $13M comes back through burns and inflows.
That is about 23% coverage.
A deficit.
No one is hiding it.
No corporate accounting games.
No S-1 footnotes.
Just the numbers, live on-chain. For anyone to see.
But this is where it gets interesting.
Bittensor is running the same AI race as the giants, but on a fraction of the capital.
Yet this open network is already producing real inference revenue, decentralized training, agent markets, vision models, security layers, search infrastructure, and subnet-level buybacks.
Chutes are showing verified external revenue.
Green Compute already completed buybacks in month one.
Liquidity SN77 printed surplus coverage.
SN84 got cut to zero when the network decided it was not productive enough.
That is the part people ignore.
Bittensor is not pretending everything works.
It is forcing the market to find what works.
Emissions are the venture budget.
Burns, revenue, conviction locks, and buybacks are the accountability layer.
The weak get exposed.
The strong compound.
The question is not Why isn’t Bittensor profitable yet?
Almost nobody in AI is.
The real question is:
Who gets there with the least capital waste or more efficiently?
Who shows the work in public?
Who lets the market cut the dead weight instead of protecting it?
That is why $TAO matters.
It is not just an AI token.
It is an open capital allocation machine for intelligence.
Right now, Bittensor is winning on openness and verifiability.
But It will only win long-term if it also wins on economic productivity and capital discipline.
$TAO
DYOR.
🔗https://t.co/cVpxxjhoLR
🐋 WHALE WATCH: Everyone is completely sleeping on $ONDO while it quietly builds the biggest monopoly in crypto.
While retail is panicking over market chop $ONDO is fundamentally decoupling. Here is the actual alpha you are missing right now:
=> The Ultimate Catalyst: Ondo Perps just launched (June 9). They are bringing up to 20x leverage on traditional equities like TSLA NVDA and S&P 500 ETFs directly on chain. The kicker ? You can use tokenized treasuries (like USDY) as collateral. This is the liquidity loop Wall Street has been begging for.
=> Global Expansion: They just integrated with ZIGChain opening the floodgates to deep pocketed institutional and retail capital across the wealthy GCC Gulf region.
=> The RWA Monopoly: Ondo Global Markets now controls roughly 70% of the tokenized equity market share. They just blasted past $1.1 BILLION in TVL processing a massive $5.5B in trading volume in May alone.
=> The Chart: $ONDO pulled back directly into the critical $0.34 $0.35 support zone the exact level that capped the February breakout. Its absorbing massive daily volume (29M+) right at support. That isnt retail panic selling that is smart money aggressively building their bags.
Most of retail is sitting on their hands waiting for the DTCC live tokenization tests in July to validate the RWA narrative.
=> But the financial playbook is strict: Buy the rumor sell the news. If you wait until July to buy you are just going to be the exit liquidity for the institutions accumulating today.
The window is closing.
Are you front running Wall Street or fading the RWA supercycle ?
Everyone is watching $ONDO bleed.
Nobody is talking about what is being built while the price corrects.
DTCC working group inclusion.
Franklin Templeton ETF tokenization live.
Ondo Perps launched on Hyperliquid.
Cross-border Treasury settlement infrastructure going live in real time.
The fee switch thesis still not priced in.
Now look at the chart.
Current price hovering around $0.345.
$0.33 is the immediate support level that needs to hold.
$0.30 is the stronger psychological floor beneath it.
RSI sitting at midline around 46 to 50.
Not oversold. Not extended. Neutral.
MACD compressing with volume drying up.
This is what accumulation looks like before the market remembers why it ran to $0.50 in the first place.
The narrative has not changed.
The institutions are still building.
The partnerships are still expanding.
The infrastructure is still going live week after week.
The price corrected.
The fundamentals did not.
$30.9 billion in RWA on-chain today.
Ondo holds over 70% market share in tokenised equities.
Ondo Chain has not launched yet.
The fee switch has not been activated yet.
Franklin Templeton, JPMorgan, BlackRock, and Wellington Management are design partners on infrastructure that does not even have a mainnet yet.
Everything you are watching right now is the pre-mainnet version of this protocol.
The people who read the docs always buy before the people who read the price.
You just understood it now.
Two people who were early in Bitcoin and early in Ethereum just went on record about $TAO.
One of them wrote a book about Bitcoin in 2013.
The other invested in the Ethereum ICO in 2015.
Both of them started a fund with Jason Calacanis with a single thesis.
Bittensor is the third great open-source substrate after Bitcoin and Ethereum.
Here is the exact framing they used.
In the early 90s Microsoft, AOL, and CompuServe were the well-capitalised incumbents.
Everyone thought they would monopolise and run away with the internet.
Then TCP/IP, Linux, and the World Wide Web came along and everything converged on an open-source substrate.
Bittensor is that open-source substrate for the AI story playing out right now.
OpenAI. Anthropic. Google DeepMind. XAI. Different cast of characters. Same pattern.
And this time you can actually own a piece of the open-source substrate.
Now read the valuation mismatch that should stop you cold.
The four main AI labs combined are worth approximately $1.5 trillion.
Bittensor is worth $1.7 billion.
Ridges subnet competes directly with Claude and Cursor and has beaten them on benchmarks.
Ridges market cap is $30 million.
Cursor is worth $30 billion.
That is not a small dislocation. That is a comical one.
The highest valued subnet in the entire ecosystem is around $80 million.
There has never been a billion dollar subnet yet.
On Ethereum during the ICO mania projects with nowhere near this quality of output were raising hundreds of millions within minutes.
Now think about how many orders of magnitude more capital is chasing AI opportunities today compared to 2017.
When that capital discovers Bittensor the valuation rerating will be violent to the upside.
Their exact words. Not mine.
The man who called $TAO at $3,000 by end of 2026 said it directly.
By 2030 it will be a trillion dollar ecosystem.
Every molecule in my body is screaming this is another one.
The people who read the docs always buy before the people who read the price.
This is still early.
A new kind of onchain asset live on Solana via @sunrisedefi, $SV151 is the first Dynamic Asset by @MeteoraAG.
Tokenized shares of sealed Pokémon packs, backed by real packs in audited custody by @BedrockFndn.
They’re building on Avalanche.
@Team1USA_ has been spotlighting some of the incredible builders pushing the ecosystem forward.
Here are just a few you should know:
@Mark_Nakatani is building @snowmind_xyz, an autonomous USDC yield optimizer that uses Avalanche’s low fees and fast finality to continuously rebalance across DeFi protocols.
@CandiJarrett is co-founder of @XKOVAPAY, helping build authentication and payment rails for AI agents, while bringing a rare mix of technical, regulatory, and creative range to the ecosystem.
@averageandy founded @WeKeepWinning_, an AI-powered sports analytics platform bringing dedicated tooling to prediction markets on Avalanche.
@giga_alpha co-founded @bears_salmon, turning a community-first idea into a builder launchpad that funds and supports new projects across the ecosystem.
@ChrisFusillo is co-founder of XKOVA and @clubhashcash, shipping across AI agent payments, wallet infrastructure, and onchain gaming.
@LHBCrypto co-founded @PharaohExchange, one of Avalanche DeFi’s core liquidity hubs, and continues to contribute well beyond his own protocol.
@Cryptoguy777 helps drive business development across @salvor_io and @blaze_stream, supporting NFT lending, creator ownership, and new onchain media models.
@stvngts, founder of @hypha_sh, has been a long-time Avalanche builder across liquid staking, L1 deployment infrastructure, DeFi, and institutional finance.
@Wrathtank_avax is building @TheGrottoL1, an Avalanche L1 giving indie game developers a place to publish games, create assets, run campaigns, and build communities.
Avalanche is made stronger by builders like these.
Read more on each below 👇
Bittensor subnets are beginning to attempt to break history... Again.
Everything you've missed with bittensor:native this week:
Timestamps:
0:00 The AI Giants Are Coming
2:56 The Subnets Heating Up
6:46 The Founder Breaks It Down 10:35 Nvidia's CEO Noticed
15:13 Is The Bottom In?
18:34 One Subnet To Watch