Investment Thesis - Onondo is creating key infrastructure for Web3 and traditional finance, positioning it as a blue-chip project in the institutional and Real World Asset (RWA) space [3][5][12] - The speaker believes Onondo could reach $10, citing its work with major traditional finance players like BlackRock [4][5] - Onondo's OnoChain is a key institutional-grade omni chain hub for real-world assets, bridging permissioned and permissionless chains [7][9] Onondo's Technology and Partnerships - OnoChain powered the first cross-chain atomic delivery versus payment settlement of a tokenized asset, bridging JP Morgan's Kexus with a layer 1 public network [10] - Onondo is helping to bring Solana's vision of internet capital markets to life, with $391 million in RWA value on Solana, up 24% quarter over quarter [19][20] - Onondo's USDY and OSG are the largest tokenized assets on Solana, representing nearly $250 million [20] - Onondo is enabling tokenized US Treasuries on the XRP Ledger, unlocking institutional access with seamless mint and redemptions via Ripple's ROSD stablecoin [27][30] - Onondo is bringing yield-bearing assets to the Stellar network, potentially unlocking $10 million in annual yield for small businesses and local economies [32][34] Market Opportunity and Tokenization - Tokenization is making US Treasury yield globally accessible, with Onosdy giving users in emerging markets access to US dollar savings [26] - Stablecoins are now 1% of the global M2 supply and are enabling much of the activity in the crypto space [18] - The current $14+ billion in tokenized RWA value on public networks is small compared to its potential [35] Onondo's Market Position - Onondo has $1.36 billion on-chain [20] - Onondo is the only tradable coin among the top five platforms in the space [21][22] - Value is growing on Ethereum (over $1 billion), Solana (almost $250 million), XRP ($30 million), and Mantle (282 million or 282 thousand) [23]