$ONDO 🧵 you MUST read to know why this is the biggest opportunity since $SOL 🔥
1/15 Ondo's backers tell a story: Pantera Capital + Founders Fund in the same cap table. When traditional tech VCs and crypto natives agree, it's worth something. Let's break down why this matters:
LIVE NOW - Tokenized Stocks: The $100 Trillion Onchain Shift
@RyanSAdams & @TrustlessState sit down with @OndoFinance's @nathanlallman and @iandebode to map the path from stablecoins to tokenized treasuries to tokenized stocks.
We break down why Ondo’s wrapper model is set out to win, how blockchain brings 24/7 secondary markets, DeFi composability and much more liquidity.
Ethereum and Ondo are leading a $100T onchain migration you can’t miss.
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TIMESTAMPS
0:00 Intro
5:55 Is Business Booming?
7:59 Are RWAs Inevitable?
12:50 Tokenized Treasuries
19:13 Tokenization Roadmap
24:17 Types of Tokenized Treasuries
31:40 What’s Holding the US Back?
37:08 Tokenized Stocks
41:04 Tokenized Stocks Liquidity
50:56 Property Rights
56:25 Is Permissionless Tokenization Possible?
1:04:32 24/7 Markets?
1:07:52 Ondo Global Markets
1:10:54 Why Ethereum?
1:12:08 Stocks Meet DeFi
1:19:26 What Chains will RWAs Settle On?
1:32:41 Is Wall Street Ready?
1:34:29 What’s Next?
1:36:00 Closing & Disclaimers