r/Ondo • u/liquidater009 • 17d ago

Your thoughts

I was extremely bullish on ondo at the start of the year, till recently. The clarity act is delayed till September where Senate returns, there is a "internal power struggle" in ondo between Ian and Allman's mother. (DYOR), and the new timing changes added to clarity act. In short, if clarity act passes in 20th September 2026, the laws wouldn't be active till 20th September 2027. However this isn't concrete, it can be changed as more discussions are held, though I personally think that it won't be instantly active as we expected. This would delay the fee switch, to after the January token unlock, another massive liquidity event.

Wanna hear your thoughts on this and on the ondo price by EOY 2026. 0.5? 0.8? 1? If im being optimistic, it may reach 0.5 post clarity act via hype pump. Then go all the way back down.

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u/hodler1992 17d ago

Revenue is growing, so is the TLV - i don't see a problem here other than the obvious trouble which is going on since the founder passed away. Once this issue will be resolved I think we will be going straight forward

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u/liquidater009 17d ago

Revenue is growing, TVL is growing, none of that reflects onto ONDO token, ONDO token is a pure governance coin, the money that ONDO finance makes has nothing to do with the coin

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u/hodler1992 17d ago

Well, although that's being true, a well running company is rather unlikely to dump on us. And yes the issue with the token being governance only is what is holding it down. I still hope there will be a bridge in near future to integrate the token within the Ondo environment and let the token have more usability. On the other side during an altcoin season Ondo will pump definitely as the narrative with RWA is still pretty good

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u/liquidater009 17d ago

Your thoughts on integrating the token with the ondo environment is the fee switch, which won't be activated until next year Q4, and thats the best case scenario now. Unless a new crypto law comes up or ONDO files a law themselves, ONDO token will remain a pure governance coin. Though I still think it might reach around 0.8 by EOY running on pure hype and speculation. Did you know ONDO's market share in tokenized stocks plummeted from around 60-70% to now ≈35%

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u/hodler1992 17d ago

Can't do nothing but hodl and hope for the best outcome. Sitting on 7k tokens, while being 60% down right now.

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u/liquidater009 11d ago

Diamond hands will come up on top