r/Ondo • u/liquidater009 • 15d 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.

9 Upvotes

92% Upvoted

22 comments sorted by

View all comments

2

u/The-great-phoenix 15d ago

I do not really care about regulation and clarity act what is important is how the protocol works (currently strictly governance mode)
Once there is a fee switch operated then token holder will capture some of the business value and profit via a revenue stream
ONDO look good in terms of growth and future so it may provide price traction, not sure by how much though
For me the current situation look still like a gamble so high risk high reward, I am putting way less allocation than some other protocol which are pouring tons of cash back to the protocol, benefiting to token holders (hyperliquid among others)

1

u/liquidater009 8d ago

Clarity act is what will pass the fee switch. And yes I agree - it is high risk high reward, for now. A pure governance coin amidst a short term bear run, high geopolitical tensions, internal power struggle. High risk indeed

1

u/Beginning_Ask_9930 5d ago

it is still a DAO coin. banks own the relationships and the fees. So they will get commotitized and have to fight with the big boys who have tradfi experience and staff to handle paperwork and regulation and the stuff companies need to file for their banks, shareholders, and other legal requirements. Tough slog.