Nobody's talking about ONDO because it's still sub-2B market cap but the tokenized real-world assets thesis is the actual moonshot—Blackrock's iShares partnership just proved institutional money wants on-chain yield, and ONDO's sitting at the infrastructure layer where that happens. I'm 40% portfolio on this one because the setup is asymmetric: either RWA explodes and ONDO is the plumbing, or it doesn't and I lose 40%. That's the bet.
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