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Ondo

11 pieces · Nov 2023 to Jan 2026 · 3 flagship

Sectors

RWA9 Tokenized stocks6 DeFi5 L1/L24 Stablecoins3 Privacy1

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Coverage per year

12023

52024

32025

22026

Start here · the strongest pieces on Ondo

Article28 Oct 2025Edel Finance: cracking open Wall Street's $10 billion honey potArgues Edel can redirect securities lending revenue to asset owners by running an Aave V3 fork for tokenized equities on Ethereum. Covers supply and borrow sides, risk architecture and why capturing a small share of the market would be large by DeFi standards.Article24 Jul 2024The State of RWAs: A Multi-Trillion OpportunityLong-form tour of onchain RWAs by category: stablecoins, treasuries ($1.9B), private credit ($8.4B active loans), bonds, commodities ($890M) and stocks ($6M). Ends with an endgame thesis of chain-abstracted, agent-driven access to tokenized assets.Thesis21 Jan 2026A1 Research 2026 outlook: tokenization, prediction markets, privacy, agentsTL;DR of A1's 2026 outlook: tokenized stocks and private equity scale, stablecoin yield wars, parlays drive prediction markets, onchain credit scoring, production privacy tech, ZK prover competition and DePIN for robotics.

Timeline · every piece, newest first

2026 2

21 Jan 2026A1 Research 2026 outlook: tokenization, prediction markets, privacy, agentsTL;DR of A1's 2026 outlook: tokenized stocks and private equity scale, stablecoin yield wars, parlays drive prediction markets, onchain credit scoring, production privacy tech, ZK prover competition and DePIN for robotics.ThesisRWAPrivacyPrediction markets

09 Jan 2026Why hold EDEL: tokenized stocks money market thesisGives reasons for holding EDEL: simple business model with a large TAM, early shipping, strong partners such as Ondo and WLFI, a doxxed Swiss team, and RWA tokenization as a lasting sector.ThesisRWATokenized stocks

2025 3

31 Oct 2025Edel thesis: onchain securities lending for tokenized equitiesEdel forks Aave V3 to build a money market for tokenized stocks, targeting the $3.5T annual securities lending market that earns brokers $10B+. Suppliers get auto-compounding aTokens, borrowers post 120-150% collateral.ThesisTokenized stocksDeFiRWA

28 Oct 2025Edel Finance: cracking open Wall Street's $10 billion honey potArgues Edel can redirect securities lending revenue to asset owners by running an Aave V3 fork for tokenized equities on Ethereum. Covers supply and borrow sides, risk architecture and why capturing a small share of the market would be large by DeFi standards.ArticleTokenized stocksDeFiRWA

09 Oct 2025A1 RWA report TL;DR: why CLOBs are the missing piece for tokenizationTL;DR of A1's RWA article: tokenized assets are $30B (0.75% of crypto market cap), five asset classes total $1.28 quadrillion, and onchain CLOBs are the missing infra for institutional adoption, alongside regulatory and custody gaps.BreakdownRWATokenized stocksDeFi

2024 5

04 Oct 2024Aptos and Franklin Templeton's onchain money market fund FOBXXFranklin Templeton expanded its OnChain U.S. Govt Money Fund (FOBXX, $440M across chains) to Aptos as the chain's TVL passed $1B. Argues Move's security and performance suit tokenized assets, citing $16.1T projected tokenization by 2030.BreakdownRWAL1/L2DeFi

20 Aug 2024Native USDT on Aptos: stablecoin launches as ecosystem catalystsArgues native USDT on Aptos could repeat past patterns: Fantom stablecoin supply rose 5x after USDT launched and Avalanche more than doubled. Aptos stablecoin supply and TVL are already up over 3x YTD, with USDC at about 60% share.ThesisStablecoinsL1/L2

24 Jul 2024RWA market thread: stablecoins, treasuries, credit, bonds, gold, stocksData thread on onchain RWAs: $160B stablecoins (70% USDT), about $2B tokenized treasuries with BUIDL near $500M, $8.4B private credit led by Figure, $22M bonds, $886M gold and $6M tokenized stocks versus $109T in TradFi.DataRWAStablecoinsTokenized stocks

24 Jul 2024The State of RWAs: A Multi-Trillion OpportunityLong-form tour of onchain RWAs by category: stablecoins, treasuries ($1.9B), private credit ($8.4B active loans), bonds, commodities ($890M) and stocks ($6M). Ends with an endgame thesis of chain-abstracted, agent-driven access to tokenized assets.ArticleRWAStablecoinsTokenized stocks

30 May 2024Aptos on-chain metrics: $60M daily DEX volume, $600M TVL and RWA momentumSnapshot of Aptos DeFi growth: $60M daily DEX volume, TVL near $600M and stablecoin mcap up 16% in a week, with Ondo's USDY adding over $10M. Calls it the start of RWA season on Aptos.DataL1/L2RWA

2023 1

17 Nov 2023zkAlpha watchlist update: 23 projects across AA wallets, RaaS, intents, perpsWeekly watchlist additions (over 140 tracked, most with no token) with one-line descriptions, spanning OP Stack alt-DA chains, intent infrastructure, Starknet and ERC-4337 smart wallets, tokenized treasuries, KYC L2s and intent-based RFQ perp DEXes built on Symmio.MapL1/L2DeFi

Often covered with

BlackRock12 Edel7 Franklin Templeton6 Aptos39 Phala13 Aave14 Chainlink17 Figure6

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