From all of us at Ondo, thank you for being part of an incredible day at the Ondo Summit—whether you joined us in person or were among the 400,000 who tuned in to the livestream.
From groundbreaking announcements to thought-provoking panels with government officials and industry leaders, today marked a significant step forward for the future of global finance.
As the Ondo Summit draws to a close, a new era on Wall Street is just beginning.
There is a lot of debate about the right way, and the wrong way, to tokenize securities. That framing is a false dilemma. The SEC has already recognized several different tokenization models operating in the market today, and that diversity is a feature, not a problem.
That diversity of options is a strength of the U.S. financial system. Versions of each of these models—"native," "wrapped," and entitlement-based structures—are already present in U.S. markets today, and hold the promise of finding substantial investor interest if allowed to develop further onchain.
At Ondo, we are uniquely positioned to support every major model of securities tokenization, and we have already demonstrated that when done right, tokenization enhances investor protections and accessibility, rather than eroding them.
$Ondo may be the most undervalued opportunity right now
Ondo was only a governance token because they didn’t want to break any rules in regards to it being a security token if they shared protocol revenue with token holders
Now that the Clarity Act made these rules clear, they will NOT be considered a security even if they shared protocol revenue with token holders
Also, now that the SEC is giving the green light to tokenized stocks, Ondo is by far the best positioned as they already own 60%+ of this market
Once they start sharing protocol revenue with token holders, I think this goes top 10, maybe top 5.