RT DeFi Andree (@DeFi_Andree)Ondo’s tokenized stocks are exploding.• Tokenized stocks +3,071% YoY• Tokenized funds +226%• Stablecoins +36%Tokenized funds still dominate today. $USDY + $OUSG are the base layer and drove most of the absolute growth.But stocks are the breakout category, still the smallest segment, yet growing ~14x faster.Tokenized stocks are onchain access to global equities, a $100T+ market.@OndoFinance now has 3 growth rails on one platform• Funds• Stocks• StablecoinIf stocks keep compoundin ...

Over 80% of Ondo's tokenized treasuries and stocks are on Ethereum (source: @RWA_xyz).Ethereum is for tokenization.Ondo Finance (@OndoFinance):Ondo is now the #1 largest issuer for both tokenized treasuries & stocks (2.5B+ TVL).→ Ondo leads in tokenized Treasuries with USDY & OUSG, the highest of any issuer.→ Ondo tokenized stocks exceeds $500M in TVL, more than all other platforms combined.Ondo was innovating https://t.co/TwuDFrS5WS ...

Core Insights - The market capitalization of yield-bearing, on-chain Treasury products has more than doubled in 2025, exceeding nine billion dollars by December [1][6] - Different tokenized Treasury platforms exhibit varying performance, with some yielding higher returns than others [2][6] Tokenized Treasury Platforms - Tokenized Treasury products can be categorized into two classes: fixed net asset value (NAV) products and floating price tokens [3][4] - Fixed-NAV products, such as traditional money market funds, distribute dividends by issuing new tokens, while floating price tokens automatically accrue yield as underlying assets appreciate [3][4] Treasury Token Returns in 2025 - Among floating-price Treasury tokens, Superstate's USTB achieved the highest yield, with a $1,000 investment growing to $1,038.1, resulting in an annualized return of 4.11% [5] - Yields for various floating-price tokens range from 2.3% to 4.2% [6] Fixed-Price Treasury Tokens - Fixed-price tokenized MMFs and yield-bearing stablecoins have more complex comparisons, with limited data available for year-to-date returns from only a few providers [7] - Adjusted annualized returns for fixed-price Treasury tokens show varying performance, with YLDS at 2.56% and BENJI at 4.0% [9]

RT Ondo Finance (@OndoFinance)Solstice Finance, a leading stablecoin protocol on @solana, has selected Ondo's OUSG as collateral for its USX stablecoin.OUSG holds a diversified basket of institutional tokenized U.S. Treasury funds from the world’s most trusted asset managers, including BlackRock, Fidelity, Franklin Templeton, State Street, WisdomTree, and Wellington Management.By aggregating the 24/7 stablecoin liquidity available across many of these funds, it makes this liquidity accessible for both OUSG ...

Core Insights - Ondo Finance has partnered with State Street Investment Management and Galaxy Asset Management to launch a tokenized private liquidity fund named SWEEP, aimed at integrating traditional cash management on-chain using Galaxy's tokenization infrastructure [1][2] - The SWEEP fund is set to debut on the Solana blockchain in early 2026, with Ondo's flagship product OUSG planning to allocate approximately $200 million as the anchor investor [1][4] - The partnership is expected to enhance OUSG's 24/7 liquidity network, with Galaxy providing the digital infrastructure for the issuance and management of SWEEP tokens [2] Product Details - The State Street Galaxy Onchain Liquidity Sweep Fund will enable investors to transfer cash balances into a digital vehicle, offering continuous access via PayPal's stablecoin, PYUSD [3] - State Street will manage treasury assets for the new fund through its banking division, State Street Bank and Trust Company [3] - OUSG, valued at $770 million, provides investors with tokenized exposure to US treasuries and will benefit from the addition of SWEEP as a high-quality reserve option [4] Regulatory Context - The announcement of the partnership follows the SEC's closure of a two-year investigation into Ondo Finance, which examined whether Ondo's tokenization practices complied with federal policies and if the ONDO token was classified as a security [5] - Despite the investigation, Ondo Finance's OUSG maintains a multichain presence across Ethereum, Solana, Ripple, and Polygon [5] Market Reaction - Market observers suggest that the ongoing partnerships may enhance the visibility and presence of Ondo's native token, ONDO, which experienced a relief rally above the $0.50 mark earlier in the week, although it faced a 5% daily loss on December 11 [6]

RT Ondo Finance (@OndoFinance)Ondo Finance has joined with State Street Investment Management and Galaxy Asset Management to announce plans for SWEEP, a new private tokenized liquidity fund bringing traditional cash management onchain.OUSG, Ondo’s flagship tokenized fund, plans to serve as the lead anchor investor in SWEEP, utilizing the fund to further diversify its reserves and enhance access to 24/7 liquidity for OUSG investors.OUSG holds a diversified basket of institutional tokenized U.S. Treasury fund ...

RT Token Terminal 📊 (@tokenterminal)The largest tokenized funds, ranked by market cap:1. BUIDL @Securitize2. USYC @circle3. JAAA @centrifuge4. USTB @SuperstateInc5. OUSG @OndoFinance6. WTGXX @WisdomTreePrime7. USDY Ondo8. USD0++ @usualmoney9. USCC Superstate10. EUTBL @Spiko_finance https://t.co/wBypbmbA4Z ...

Core Insights - Figure Technology Solutions has announced a $25 million strategic investment from Ondo Finance in its $YLDS stablecoin, enhancing the yield source for Ondo's flagship tokenized fund, OUSG [1][2] - The partnership aims to strengthen the position of $YLDS in the tokenized real-world assets market and accelerate institutional adoption of on-chain finance [3][5] Company Overview - Figure Technology Solutions operates a blockchain-based capital marketplace, having originated over $19 billion in home equity financing, making it the largest non-bank provider in this sector [4][5] - The company’s ecosystem includes various components such as Figure Connect, a consumer credit marketplace, and Democratized Prime, an on-chain lending platform [4] Product Details - $YLDS is a registered security that pays interest to holders and is backed by the same assets as GENIUS Act stablecoins, providing a unique investment opportunity [2][4] - The integration of $YLDS into OUSG's yield strategy is expected to diversify and institutionalize the ecosystem supporting Ondo's products [3] Strategic Importance - The investment from Ondo Finance is seen as a natural connection due to both companies' strong presence in tokenized Real-World Assets (RWAs) [2][3] - This collaboration is positioned to enhance Figure's expansion efforts, particularly around its DeFi platform, Democratized Prime [2][3]

Core Insights - Figure Technology Solutions has announced a $25 million strategic investment from Ondo Finance in its $YLDS stablecoin, enhancing the yield source for Ondo's flagship tokenized fund, OUSG [1][2][3] - The partnership aims to strengthen the position of $YLDS in the tokenized real-world assets market and accelerate institutional adoption of on-chain finance [3][5] Company Overview - Figure Technology Solutions operates a blockchain-based capital marketplace, having originated over $19 billion in home equity financing, making it the largest non-bank provider in this sector [4][5] - The company’s ecosystem includes various components such as Figure Connect, a consumer credit marketplace, and Democratized Prime, an on-chain lending platform [4] Product Details - $YLDS is a registered security that pays interest to holders and is backed by the same assets as GENIUS Act stablecoins, providing a unique utility in the market [2][4] - The integration of $YLDS into OUSG's yield strategy is expected to diversify and institutionalize the ecosystem supporting Ondo's products [3][4] Strategic Importance - The investment from Ondo Finance is seen as a natural connection due to both companies' strong presence in tokenized Real-World Assets (RWAs) [2][3] - This collaboration is positioned to enhance Figure's expansion efforts, particularly around its DeFi platform, Democratized Prime [2][3]

Core Insights - Tokenization of large physical assets like cars and houses is expected to increase user interest, while tokenizing stocks could significantly enhance adoption rates [1][2] - Tokenization allows real-world assets to be converted into digital tokens on the blockchain, facilitating faster transactions and programmability through smart contracts [3] - Successful examples of tokenized assets include BlackRock's iShares BUIDL fund with $2.3 billion, Franklin Templeton's BENJI fund managing $846 million, and Ondo's products with a combined total of $1.4 billion [4] Company Insights - Superstate, co-founded by Robert Leshner, focuses on creating infrastructure for tokenizing traditional financial assets, recently tokenizing shares of Nasdaq-traded companies [5][6] - The company aims to provide innovative financing options beyond traditional stock purchases, enhancing user experience in asset management [6] - Portability of shares remains a challenge, with current systems being inadequate for easy transfer between investors [6][7]