Your $ONDO bags are probably fine. Your BTC/ETH/SOL bags are where conviction sits. But $ONDO might be where rotation alpha shows up.
Hear me out:
$ONDO
โ Tokenized real-world assets narrative
โ Bridging TradFi yield + DeFi composability
โ Exposure to Treasuries / money market products onchain
โ Not just โcrypto yieldโ โ macro yield brought onchain
โ Still early in institutional adoption curve
โ Narrative tied to rates, liquidity, and RWAs
Why it matters:
โ If RWAs actually scale, this isnโt a niche sectorโit's a new base layer of capital markets
โ If they donโt, it stays a narrative trade with strong cycles
One is infrastructure. The other is financial plumbing upgrade potential.
Both in the stack. Different time horizons.