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$ONDO
Unpopular opinion:
Ondo is hosting the largest summit in the world shortly with literally everyone being present.
Ondo is constantly increasing their aum tvl in rwa by billions.
Ondo is tokenizing everything.
These are all facts and on paper are beyond bullish.
So why is ondo token price down on every single time frame from hourly to yearly?
Because the majority of all these highly bullish posts you are suddenly see flood your timelines about ondo are majoritarily from people in private rounds that have contractual kpi obligations through marketing 'agencys' and groups to bullpost x amount of times per year, especially around token unlocks.
Ondo just had the largest token unlockings ever, worth near a billion dollars initially.
Seems like its all just to absorb sell off pressure.
Hence why the rwa project i was bullish on was canton who as opposed to Ondo who focuses on bringing institutional-grade, yield-bearing assets (like U.S. Treasuries) on-chain and off chain...but also majoritarily serves as a platform or instrument to bridge/wrap/be a seperate layer of value to the bsse asset being layered.
Canton aims to enable native on-chain assets for traditional institutions, rather than wrapped ones. Both are positioned for growth in a cautious market.
Key Differences and Comparisons:
Approach to RWA: Ondo acts as a bridge, bringing TradFi products to DeFi, whereas Canton emphasizes native, on-chain asset functionality.
We hear about ondo increasing tvl by 2.5 billion dollars..
But we dont hear about Canton hosts over $6 trillion in tokenized assets, including U.S. Treasury repos, syndicated loans, money market funds, mortgages and commodities trades. It processes roughly $300 billion in daily volume.
Also Canton was launched by a consortium of banks:
BNP Paribas, Capgemini, CBOE, Deloitte, Deutsche Börse, Goldman Sachs, Microsoft, Moody's, and Paxos.
Not many seem to be mentioning any of this, so i just did.


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