Everyone's WRONG About Ondo. The Data Proves It.

[00:00:00]Right now, the most powerful names in finance, Black Rockck, JP Morgan, Fidelity, they're all racing to do one thing. Drag the entire stock market onto the blockchain. And there is one crypto project that isn't just beating them to it. They're actually working with them.

[00:00:17]It's putting real shares of Tesla, Nvidia, Apple straight into your crypto wallet, building a version of the stock market that just never closes and never asks anyone for permission. Now, on paper, this project is a true monster. I believe it's the undisputed number one in the hottest niche in crypto. So, somebody explain this to me. The company keeps winning, but the token is down 83%. Now, some of the internet has already decided the reason why. Scroll the comments. Everyone repeats the same answer. It's either a scam coin or it's a scam coin with no utility. You see, there's just one problem with that. I believe they couldn't be more wrong. So, what we're going to do today is actually do this in no BS way. What is Onondo Finance actually? Why is it really down this bad? And the truth that the haters just don't want to hear. Let's begin.

[00:01:14]So, let's briefly cover what is and it all comes down to one idea and that's tokenization. Now, tokenization takes a real world asset like a stock or a bond or a US government treasury and then puts it on the blockchain. It's the same asset. It's the same value, but it now moves more like crypto instantly globally democratized and 24/7. That's really the whole game of things. Taking Wall Street and then rebuilding it on crypto rails. And in the race to bring all of these real world assets on chain, Onondo isn't just competing, it's actually winning. It's the number one name in tokenized stocks with more than half of the entire market just to itself. But here's what it actually does, and it comes down to four very important things. One, it puts the stock market in your pocket. Over 400 real US stocks and ETFs can now live right inside a crypto wallet. There's no broker. There's no paperwork and there's no 9-to-f5 market hours. The second is it tokenizes government debt. Now, it sounds pretty boring on the surface, but it just simply allows anyone to hold yieldbearing US treasuries as simple as any other token. And that one product of Onondos currently has hundreds of millions of dollars locked up inside of it. The third is it's building its own blockchain called the Onondo chain designed from the ground up for one specific job, letting the biggest institutions on Earth move real money on chain. And the fourth and final is it just turned on leverage. With Ono Per, you can now trade stocks like Apple, Tesla, and Nvidia 24/7 with up to 20 times leverage without ever touching a traditional broker. And here's the clever part about it. Because you can actually use the tokenized stocks you already own as collateral. You don't actually need stable coins or fiat. So with whether it's issuance, trading, or settlement, it's quite literally building all of it. It's a company that sits at the very precipice of crypto's most obvious and largest use case, the tokenization of Wall Street. And they're even allowing you to go ahead and trade it with leverage, which is a huge market in and of itself. So, this isn't a gimmick coin. It's quite literally the opposite when you begin comparing it to most other altcoins. It's an entire financial system built in parallel to Wall Street. And that is the reason the biggest names in finance aren't fighting with Ono. They're in some ways lining up to work with it. Fidelity, when they launched their first tokenized fund, Onondo wasn't just invited to have access to it. It was quite literally the anchor. It made up 99% of it at launch.

[00:03:59]Franklin Templeton, a trillion dollar manager, actually handed Ono five of its ETFs to put on chain. JP Morgan, Mastercard, and Ripple used Onondo recently to move a US treasury across borders and settle that in less than 5 seconds. Chain link, State Street, Wisdom Tree Held. Even the DTCC, the plumbing behind the entire US stock market is working with Ono in some capacity. Now, why are the fundamentals not stacking up? Why is the price down 83% while we've seen things like TVL grow literally a 74x in that same period? Well, my answer is simple. If Onondo the token is an altcoin and altcoins are reliant on Bitcoin which is in turn reliant on many macro liquidity factors then of course it's not going to do well in the same time which Bitcoin and liquidity is essentially slowing down or at very least bitcoin is in a bare market. Ono is unfortunately pegged to this scenario which is why it is simply down. But I am not concerned. And I'm going to spend the next few minutes showing you exactly why. First, we're going to start with Jeff Bezos. He famously said something that I want you to remember.

[00:05:18]>> In the year 2000, when the internet bubble burst, Amazon's stock in a very short period of time went from $113 a share to $6 a share. Was very concerning. And shareholders were upset.

[00:05:30]Employees were nervous. We had all of our employee base, their parents were all calling our employees and saying, "Are you okay?" You know, this was the environment of great nervousness. But I looked at the numbers in the business and every month as the stock price went from 113 to six, the number of customers went up every month. Our uh gross profits went up every month. Our operating expense, we were still in a loss position, but our our losses as a percentage of sales went down every month. every single business metric, new customers, customer repeat purchases, everything that we were monitoring through that entire period kept getting better.

[00:06:03]>> So for all the critics out there saying, well, price doesn't reflect fundamentals, this is very common, even in stocks as large as Amazon once upon a time. One of the things that I'm really bullish on for here is this. They recently were selected to be part in the DTCC's industry working group to advance tokenization along many many large institutions but only 50 in total including Black Rockck, Goldman Sachs, JP Morgan and the list goes on. Like I mentioned earlier, Ono Per is now live.

[00:06:30]It's in beta mode and this launched on June 6th and over the last let's say 2 weeks. They are pretty growing pretty quickly. You can see here in just the last 24 hours, the trading volume is $75 million across only 23 pairs. Now, $75 million compared to almost $3 billion is day and night. It's a massive difference of course. However, again, this is a we're looking at here and considering per no more than 2 weeks and it's still in beta mode. It's not fully released with only 23 pairs versus 500 pairs and those 23 pairs are solely equities. It's a really really good sign as a matter of fact. Now, Matt Hugan, the CIO of a massive crypto venture capital and also asset manager firm, Bitwise, spoke with 40 financial advisers around about a week or so ago. And they are all still interested in crypto. And importantly, they're more interested today in stable coins and tokenization than even Bitcoin. Now, Cityroup, you all know Cityroup put out a report not long ago about tokenization in 2030. Mind you, this is 3 1/2 years away and they're estimating that given the current market cap of tokenization is roughly $17 billion. They're expecting a base case of 5.5 trillion by 2030, a bare case of 2.7 trillion, and a bull case of 8.2 trillion. Importantly, growth is expected to be led by public market securities, particularly US equities and treasuries. Now, Onondo is a leader. It has a lion share of the equities market in crypto. You can see here Onondo currently consumes around about 59% of all the tokenized equities. A couple of days ago, they also added 173 new tokenized stocks across all of these different sectors now totaling 430 tokenized stocks and ETFs on Global Markets, which is where they're hosting all of these tokenized equities. Now, this is pretty big because they're looking to get to over 1,000. The more they add here, the better. Now, if you have a look at their TVL on all of these tokenized equities, you can just see how rapidly this is all growing. It's really, really been picking up since around the start of this year here, going quite parabolic almost. Now, the holders of all of these tokenized equities as well is increasing very, very quickly. Pretty much picking up since around May of this year. Now, remember, Cityroup said growth is expected to be led by public market securities in equities and treasuries.

[00:08:55]So, has the lion share in equities. What about treasuries? You can see here it's around 18%. So they don't have the lion share, but they are up there neck andneck with circle. So they're definitely the largest crypto-based US treasury company. Now the underlying metric that I brought you in last night's video is things like this market dominance. Now we of course track all of this in our no BS terminal which we have like literally hundreds of dollars worth of, you know, subscriptions you'd have to pay for a month. We combine it all.

[00:09:26]don't charge you anything extra apart from your simple membership in our community. I'll leave all links down below. You guys have to come and check it out. It is the best place to be in crypto. Now, if you have a look at Onondo's price here in blue, you'll notice this purple line climbing faster than the price. That's its market dominance. So, it's share its market cap share of the whole market. When that climbs up and you can see it moving ahead of price, that's showing you something. That means that Ono's price market cap basically as well is doing relatively well versus the market. But in this case, it's beating the market.

[00:09:57]That's a sign of bullishness. That means that buyers are stepping in or at bare minimum, the coin is just not being sold off as much as potentially other projects. Now, I showed you before the chart with TVL and price from that great infographic by Dami, but I wanted to show you this on DeFi Lama because it's the raw values. This is a classic sign of a strong project building in a bare market. Most projects don't have their TVL in blue increasing in a bare market.

[00:10:24]we see usually see massive drop offs no matter what the project is and the reason why continues to go up and defy all bare market TVL logic is because they're focused on areas that aren't related to crypto specifically right so we're talking about tokenization of equities we're talking about tokenization of treasuries and even stable coins what we're looking at here is essentially the growth of a coin that isn't directly tied with the crypto market even though it is obviously considering tokenization is inherently blockchain crypto technology. This is a really good sign because I see this continuing and eventually price catching up. We actually go ahead and add the fees here. You can see fees haven't even dropped off at all either. And yes, for those asking, well, Kiron, obviously fundamentals can keep going up, but if price is down or stays down, what's it matter? Well, I'm going to bring up the utility point that I brought up that many haters or critics are saying from the start of the video in just one second. So, bear with me. But I wanted to quickly mention these guys have massive catalyst still on the way. They have the Onondo chain that is coming out. You can actually have a lot of these institutions like Black Rockck for example lock up these real world assets like their Nvidia stock on their balance sheet to secure the Onondo chain which is unheard of. There's a lot of great use cases here we haven't seen before and I've mapped this out on this interactive Onondo map. Took me a long time to build this. It's got the investors, the Tradfire Rails exchanges, Oracle and crosschain solutions, blockchain integrations, everything possibly you need here to understand on those massive amount of connections. I'm going to leave this for the guys in the community to check out in the free tier.

[00:11:55]So, if you want to join the free tier, I will leave, of course, links down below to come and check that out. Now, Ono also has a massive issue inherently with the fact that it's got a lot of unlocks to still come out. This again is actually a really important thing to look at because unlocks are generally stereotyped to be bad. If you see a massive unlock coming out, especially one that takes the circulating supply from 5.3 billion tokens up to 7.2 too in one massive chunk. It's always seen as very negative. But what most people don't do is have a look at who's actually getting the tokens. It's very important to know this because if all the tokens being unlocked are being given to me, for example, and I have no intention of selling those tokens, then it's not going to have any negative market pressure. Now, imagine me, right?

[00:12:38]Replace me with the Onondo team or the foundation itself. Of course, the foundation has a responsibility and an obligation to grow the project. they're not going to be selling or spending ono tokens they receive from these unlocks you know stupidly or unwillingly. Now if we actually have a look at who's getting these tokens over the next few unlocks you can see here that the private sales get a little bit but it's mostly going to the ecosystem and protocol development. You can see the same thing happening over here as well. So basically the people we are concerned with like the VCs the big money that will likely want to take some profit they aren't getting anything. The lion share of the unlocks are these two colors right here, which are mostly protocol based net benefit to the project entities. Now, in regards to utility, people talk about utility all the time. Projects in crypto have to have utility. And I agree, who doesn't love utility, but more utility isn't always better. Sometimes this flywheel here I think does a great job of showing that what's more important is the team needs to build real adoption which is what is doing here which creates real value real need for the project then they can turn the utility features on right now allo's utility is really governance but really what matters here is this first major part of the flywheel we've seen many projects in the past unisop's a great example of this no fee switch limited utility you get mass market adoption and then eventually turn that switch on and then the project obviously can gain a lot more uh you know price appreciation. If that decides to happen which reportedly it's expected to be discussed later on this year then price will instantly react to that because everyone agrees the fundamentals of this project is fantastic. What it's missing is token capture or fee capture.

[00:14:20]If you have a look at most stocks the same thing applies. You don't buy a stock for utility. You usually buy it for price appreciation, for a hedge into the business and the growth. That is why I think Onondo is a fantastic hedge.

[00:14:33]While the price is down right now, it is honestly a major leading project in crypto. I think it's highly undervalued, but inherently it is an altcoin. What that means is it's still going to be under mounting pressure until we come out of the bare market. So, I'm not expecting any crazy price moves. But the minute I think we begin to move higher here, putting in higher highs and higher lows in Bitcoin's price, I think Ono will begin to react very, very well.

[00:15:00]That's of course my opinion. That's not financial advice. So, I really do thank you all for watching right through to the end of this video. So, if you've learned something new here today, I would really appreciate a like down below. And I think most importantly, I appreciate your time nonetheless. Thank you guys. Talk to you tomorrow. Bye-bye.