Ondo (ONDO) Price Prediction

By CMC AI
12 September 2025 12:21PM (UTC+0)

TLDR

ONDO's price outlook hinges on tokenization adoption, regulatory shifts, and supply dynamics.

  1. RWA Sector Growth – $25B+ market expansion could drive demand for Ondo’s tokenized assets.

  2. ETF & Regulatory Catalysts – Pending 21Shares ETF approval and U.S. policy clarity may attract institutions.

  3. Token Unlocks – 85% of supply remains locked, with strategic unlocks posing dilution risks through 2028.


Deep Dive

1. Real-World Asset Adoption (Bullish Impact)

Overview: Ondo dominates tokenized U.S. Treasuries with $1.38B TVL (CertiK). Its partnerships with BlackRock, J.P. Morgan, and Solana Foundation aim to bridge TradFi liquidity with DeFi via products like USDY and Ondo Chain. The RWA market grew 260% YTD to $24B, with projections up to $30T by 2030 (Bitrue).

What this means: Institutional demand for yield-bearing RWAs could boost ONDO’s utility as a governance token. However, competition from Chainlink (LINK) and Maple Finance (SYRUP) may cap upside if Ondo loses market share.


2. Regulatory & ETF Developments (Mixed Impact)

Overview: The 21Shares Ondo Trust ETF filing (Coinspeaker) seeks SEC approval to track ONDO’s price. Meanwhile, the White House’s 2025 Digital Asset Report highlighted Ondo’s role in compliant tokenization, signaling political tailwinds.

What this means: ETF approval could mirror Bitcoin ETF inflows, but delays or rejections might trigger volatility. Regulatory clarity on RWAs remains critical – favorable policies would strengthen Ondo’s institutional pipelines.


3. Tokenomics & Supply Risks (Bearish Impact)

Overview: 85% of ONDO’s 10B max supply is locked, with unlocks peaking in 2026-2028 (Ondo Foundation). Private investors (12.9% of supply) face 12-month cliffs, while Ecosystem Growth tokens (52.1%) unlock progressively.

What this means: Strategic unlocks could align long-term incentives, but accelerated selling by early backers (e.g., CoinList purchasers) might pressure prices. Current circulating supply is 3.16B (31.6% of total), leaving room for dilution.


Conclusion

ONDO’s price will likely oscillate between RWA adoption tailwinds and token supply headwinds. Short-term technicals favor upside (RSI 65.52, bullish MACD), but watch the $1.05 Fibonacci resistance. Long-term, regulatory milestones and institutional inflows via ETFs could outweigh dilution risks.

Key question: Will the 21Shares ETF approval timeline align with ONDO’s next unlock phase in Q4 2025?

CMC AI can make mistakes. Not financial advice.