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]

RT Sei (@SeiNetwork)The Sei ecosystem is gaining significant attention.It's the product of focused execution toward one goal: making markets move faster.Ecosystem growth has been the clearest indicator of this focus:• #1 EVM chain by MAW, over Base and BNB• 1M+ DAW and ATH in daily transactions• 100K+ daily gaming transactions• $1.53B DEX volume in July (ATH)Major launches from Circle, Backpack, Etherscan, deBridge, Chainlink data feeds have made the Sei UX frictionless.Stablecoins have created a foundation ...

Network Growth & User Engagement - Sei's Daily Active Users (DAU) experienced parabolic growth, increasing from 1,300 to over 685,000, representing a significant surge in user activity [1] - Transaction volume on Sei saw a 28x increase, rising from an average of 57,000 per day to 165 million per day, indicating heightened network utilization [1] TVL & Ecosystem Development - Sei's Total Value Locked (TVL) increased substantially from $100 million to $687 million, demonstrating growing confidence and investment in the network [1] - Key contributors to Sei's TVL include YeiFinance ($378 million), TakaraLend ($109 million), and SailorFi ($84 million), highlighting the diverse ecosystem participants [1] - DEX volume on Sei tripled, growing from approximately $5 million per day to $15-20 million per day, with spikes exceeding $30 million and an all-time high of $48 million in June 2025, showcasing increased trading activity [1] - Stablecoin TVL on Sei reached all-time highs of $284 million and continues to rise, driven by native USDC, USDY from OndoFinance, and Chainlink CCIP integration, indicating a strong foundation for stablecoin adoption [1] Emerging Use Cases - Gaming has emerged as a breakout vertical on Sei, with daily transactions regularly exceeding 100,000 across multiple games, demonstrating the network's suitability for gaming applications [1] - Cross-chain momentum on Sei has exploded, with $52 million bridged in from chains like Arbitrum, Base, and Ethereum, indicating growing interoperability and connectivity with other blockchain networks [1] Strategic Positioning - Sei is emerging as a preferred base layer for stablecoins, RWAs (Real World Assets), and institutional use cases, positioning itself as a key player in the evolving crypto landscape [1][2]

Integration and Accessibility - Alchemy Pay integrates Ondo Finance's USDY on Solana, enabling purchases in 173 countries using local currencies [1] - Alchemy Pay supports 50+ fiat currencies and over 300 payment channels, expanding USDY's accessibility beyond the U.S [2] USDY Features - USDY combines stablecoin convenience with U.S Treasury backing, offering 24/7 availability, fast transactions, and low fees on Solana [2] Strategic Alliances - Ondo Finance formed the Global Markets Alliance with wallets, custodians, and exchanges to promote tokenized asset adoption [2] Regulatory Developments - 21Shares filed with the U.S SEC to launch an ETF directly backed by ONDO, providing traditional investors access to ONDO's price performance [3] Company Focus - Ondo Finance, founded by former Goldman Sachs veterans, focuses on tokenizing real-world assets like U.S Treasuries [3] Ecosystem Growth - Ondo Finance's ecosystem has nearly $1.4 billion locked in tokenized treasury products [4]

COMMENT: Alchemy Pay supports 300+ payment channels and 50+ fiat currencies, making USDY accessible worldwide, not just in the U.S.BSCN (@BSCNews):ONDO FINANCE SECURES GLOBAL FIAT ON-RAMP VIA ALCHEMY PAY FOR USDY ON SOLANA- @AlchemyPay, a top crypto payment provider, integrated @OndoFinance’s US Dollar Yield token (USDY) on Solana into its global fiat on-ramp network.- The move lets users in 173 countries buy USDY with https://t.co/uKmWA5pZzD ...

Partnerships & Integrations - Alchemy Pay integrates Ondo Finance's USDY on Solana, enabling purchases in 173 countries using local currencies [1] - Alchemy Pay supports 50+ fiat currencies and 300+ payment channels for USDY purchases [1] - Ondo forms Global Markets Alliance to boost tokenized asset adoption [2] Product & Market Focus - USDY combines stablecoin features with U S Treasuries backing, offering 24/7 availability and low fees on Solana [2] - Ondo Finance focuses on tokenizing real-world assets like U S Treasuries [3] Regulatory & Investment Landscape - 21Shares files with the U S SEC to launch an ETF directly backed by ONDO [2] - The ETF aims to provide traditional investors access to ONDO's price performance without direct crypto custody [3] Company Overview - Ondo Finance was founded by former Goldman Sachs veterans [3] - Ondo's ecosystem has nearly $1.4 billion locked in tokenized treasury products [3]

RT BSCN (@BSCNews)@OndoFinance Ecosystem 2025: $ONDO, OUSG, USDY, J.P. Morgan & $250M Catalyst Fund! https://t.co/yrXL5D7OLH ...

Ecosystem Overview - Ondo Finance ecosystem includes ONDO, OUSG, USDY [1] Strategic Partnerships & Funding - J P Morgan is a key partner within the ecosystem [1] - $250 million Catalyst Fund is available [1]

RT Sei (@SeiNetwork)Among top tokenized treasury products, Ondo's USDY accounts for 85% of actual users.USDY is the premier composable tokenized treasury product.Now it's coming to Sei's high-performance financial rails.RWAs Move Faster on Sei. ($/acc) https://t.co/3kAUMZVtr2 ...

Among top tokenized treasury products, Ondo's USDY accounts for 85% of actual users.USDY is the premier composable tokenized treasury product.Now it's coming to Sei's high-performance financial rails.RWAs Move Faster on Sei. ($/acc) https://t.co/3kAUMZVtr2 ...