Memesmith

Ondo Fam I haven't talked about Ondo (as a concept or investment) for a while now. So I want to share a conversation I had with a re-tired money manager so I can give you a take on Ondo thru the Wall Street-lens, but without losing the raw conviction. I mean something brought me into Ondo at 20 cents and it wasn't YT or X-Influencer it was "Larry Legend" who talked to someone I knew and so on. If TL;DR: Ondo good, TVL, FDV good, hmm nice board of directors, Eric likes-- hmm good, Cow bell good. You don't need to read further because if that's what you're focused on you won't get it any way. Cracking on: $ONDO: So I asked him let's compare Ondo now vs. Amazon in the late nineties. How would a DAM set it to you? Response: "Look, let’s cut the fluff: we are not investing in ONDO because it’s trendy, because it has influencers pumping it, or because some Telegram room said the TVL was up. That is for kids on discord or whatever." We are investing in ONDO because it represents infrastructure, technology and an idea we can get behind. Just like Amazon in ’97, Apple in ’03, or NVIDIA before the AI boom—new tech misunderstood by most, until it’s not. The difference is those companies had something early-stage crypto projects don’t: revenue. A product. A long-term vision grounded in real-world need. And that’s where I get serious. Because if you're looking at $ONDO like some meme coin (meaning generating multiples), you're missing the point. But most young people don't have patience to build wealth. It's a problem. Anyway... With Ondo you’re not investing in a trend—you’re backing a structural bridge between TradFi and DeFi. 🚨 Wall Street’s Involvement Changed the Game—But Influencers Didn’t Get the Memo: This the show man, the big leagues! Wall Street isn’t in crypto for vibes or viral memes. They're not looking at airdrops, X followers, or whatever guy or guy is on their board (used to matter when alts were all vessels to make a quick buck) They want: (big boy words) 🔶Infrastructure 🔶Predictable monetization paths 🔶Regulatory readiness 🔶Institutional compatibility 🔶Growth tied to real-world asset flows 🔇You think Fink and BlackRock care about FDV vs. float? 💰They’re asking how much global debt, yield, or cash ONDO can digitize—and how fast. 💸Because even if ONDO gets 1% of tokenized treasuries, that’s billions. Not “on paper”—actual yield, actual AUM, actual fees.🔥 ❌And before you PUNK me look it up 🤡🤡 So I asked him, "how would a digital asset manager pitch Ondo to a boss?" “Sir or whatever, $ONDO isn’t a trade—it’s a wedge into the biggest financial transformation since ETFs. Tokenized treasuries, bond rails, permissioned DeFi—all of that will need on-chain infrastructure. ONDO is building it. "They’ve aligned with BlackRock, built the revenue layer early, and have product-market fit with compliant real-world asset tokenization. If we don’t build exposure now, we’ll be chasing it when it’s a $50B protocol.” That’s what the real money cares about. Not airdrops, not engagement farming on X, and sure as hell not some influencer yelling “number go up. Printer go brrr.” 🛠 What Needs to Be Measured — and by When? Here’s what ONDO must prove to us—and what we should watch: 🔶Revenue scale: Can it monetize yield-bearing RWAs and eventually expand fee lines? 🔶Adoption curve: How fast are institutions onboarding? Who’s issuing through them? 🔶Cross-chain utility: Will it become the standard bridge for TradFi → DeFi? 🔶Compliance moat: Are regulators comfortable with this framework? 🔶Stickiness: Does volume stick, or is it just yield-chasing mercenaries? You don’t measure that in days or weeks. Just like early Amazon or NVIDIA, you give these types of platforms a long leash—but not forever. ONDO’s runway? 12–24 months to show scaled utility, sticky usage, and on-chain revenue. Beyond that, either the narrative plays out—or it doesn’t. 🎯 Why I Got In got my kids in (and family) Initially for me, it’s simple: Larry Fink doesn’t touch vapor. BlackRock doesn’t embed with protocols just to “try crypto.” They are laying rails for tokenized bonds, stable on-chain yield, and digitized global finance. And ONDO is at the heart of that infrastructure. So yeah, this isn’t about whether it outperforms TIA or SEI or Plume or CPOOL or SUI or gets listed on XYZ exchange or has a famous rock star in commercials or on the board that's just stupid talk. This is about who owns the future backbone of finance. Say it twice! Now — If ONDO gets even a slice of that future—just a little corner of the bloody pie—it ain't worth millions, no, it's worth tens of billions, maybe more, yeah? But maybe I’m wrong. Wouldn’t be the first time. See, failure—failure’s a cruel teacher, but a good one. You fail enough, and it don’t just toughen you up—it sharpens your eyes. Makes you see the angles. The traps. The truth. No one knows the future. But some of us—well, we’ve been wrong enough times to know how to be right when it counts. That’s why I don’t walk with the chickens. I fly with the eagles. Let the influencers chase air. I’m here for the pipes. **And if you're going to use my take and post it as your own shame on youse.**

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Memesmith @memesmithsol

over 1 year ago

@thelordofentry Enjoy sir

Memesmith @memesmithsol

over 1 year ago

@thelordofentry Thank you sir

memesmithsol retweeted

Shero

@sopranos_ak

over 1 year ago

Alright, let’s talk about $DMTR for a second. It's so undervalued it’s almost disrespectful. So low market cap for a project with actual fundamentals? Meanwhile, people are out here throwing money at meme coins with zero utility. Make it make sense. @dimitratech got real tech, real vision, and real upside. Yet the price is just sitting there like a hidden gem no one’s noticed. But trust me, people are starting to wake up, and the smartest players in the game are calling it one of the most undervalued projects out there. When this thing moves, it won’t just climb, it’ll fly. And once it’s gone, it’s gone. If you’re looking for an entry, this might be the best one you’ll get. You either see the opportunity now, or you look back wishing you did. Your call, anon.