Ondo Finance

Ondo Finance has emerged as the dominant player in tokenized silver, with approximately 326,000 oz currently tokenized on-chain according to DefiLlama data. **Key Points:** - Ondo operates the largest tokenized silver product in the market - Silver is one of 250+ assets available on Ondo Global Markets - The platform maintains its position as the world's largest tokenized stocks platform Ondo's expansion into precious metals builds on its existing leadership in tokenized treasuries and stocks, where it manages over $2.5B in total value locked. The company's tokenized stocks platform alone exceeds $500M in TVL, surpassing all competing platforms combined. The growth in tokenized silver represents another step in bringing traditional assets on-chain, offering users direct exposure to precious metals through blockchain infrastructure.

Morgan Stanley, managing $9.7 trillion in client assets, has confirmed plans to support tokenized equities as part of their natural progression in asset offerings. **Key Points:** - Amy Oldenburg, Head of Digital Asset Strategy at Morgan Stanley, stated the firm views tokenized equities as an evolutionary step alongside traditional equities, ADRs, and ETFs - The announcement signals major institutional acceptance of blockchain-based securities - This follows similar sentiment from Nasdaq in December 2025, when they described tokenization as "the next evolution" after the shift from paper to electronic trading **What This Means:** Morgan Stanley's commitment represents a significant milestone for tokenized securities, as one of the world's largest wealth management firms publicly embraces blockchain-based equity instruments. The firm's matter-of-fact approach—treating tokenized equities as a logical next step rather than a radical departure—suggests growing mainstream acceptance of digital asset infrastructure in traditional finance. Source: [The Crypto Tape](https://twitter.com/GSR_io) via GSR and Frank Chaparro

Ondo has filed with the SEC seeking approval to integrate a blockchain layer into its Ondo Global Markets platform while maintaining existing regulatory frameworks. **Key improvements proposed:** - Enhanced collateral monitoring for OGM products - Streamlined creation and redemption processes - Simplified reconciliation across product offerings The filing represents a practical approach to combining public blockchain infrastructure with securities regulation, without altering current legal protections for customers.

The tokenized stocks market has reached $1 billion in value in less than 12 months, marking significant growth in blockchain-based traditional securities. **Key Points:** - Market grew approximately 2,900% year-over-year - Represents growing institutional adoption of tokenized financial products - Demonstrates increasing bridge between traditional finance and blockchain technology This milestone reflects broader trends in asset tokenization, where traditional securities are represented on blockchain networks for improved accessibility and efficiency.

The International Monetary Fund, which influences trillions in global trade across 191 member countries, has officially recognized tokenization as a **structural shift in financial architecture**. This marks a significant milestone as the world's most important financial institutions embrace tokenization as core infrastructure. **Key implications:** - Tokenization enables instant data transfer between brokers - Investors can easily compare and switch providers for better pricing - The IMF views this as essential infrastructure for modern financial markets The IMF previously highlighted tokenization's potential for creating more efficient, competitive markets in its Finance & Development publication. Read the full IMF analysis: [Finance & Development - Tokens](https://www.imf.org/en/Publications/fandd/issues/2025/09/back-to-basics-tokens-finance-newest-oldest-innovation-itai-agur)

Ondo Finance has developed the technology infrastructure for a new perpetual futures platform focused on U.S. equities. **Key Features:** - Enables up to 20x leverage on perpetual futures contracts - Targets leading U.S. equity markets - Represents Ondo's expansion beyond its existing tokenized Treasury products The platform marks a technical milestone as the first of its kind to combine equity perpetuals with this level of leverage in the tokenized finance space. Ondo Finance built the underlying technology stack that makes this trading capability possible. This development shows Ondo Finance moving into derivatives infrastructure, complementing their established position in tokenized fixed-income products.

**Defense sector dominates tokenized trading activity** Ondo Global Markets is seeing concentrated trading in tokenized defense stocks this week, with five major companies leading volume: - Boeing (BAon) - Palantir (PLTRon) - RTX Corp (RTXon) - General Electric (GEon) - Lockheed Martin (LMTon) The platform offers tokenized versions of over 100 major stocks and ETFs, providing blockchain-based access to traditional equity markets. This marks a continuation of defense sector interest on the platform.

Ondo Finance has announced the launch of tokenized stocks on Binance, expanding beyond their existing US Treasury products. **Key Points:** - Tokenized stocks are now live on the Binance platform - This follows earlier DeFi adoption announcements from mid-February - Represents Ondo's expansion into equity tokenization alongside their OUSG treasury product For full details, visit: [Ondo Finance Blog](https://ondo.finance/blog/tokenized-stocks-live-on-binance)

**Not all tokenized stocks deliver the same returns.** While the sector grows rapidly, most platforms suffer from 50-100 basis points of slippage that quietly erodes investor returns. Ondo's approach differs fundamentally: - **Real-time pricing** pulled directly from NYSE and Nasdaq - **Traditional exchange sourcing** for underlying assets - **Instant onchain delivery** with negligible slippage - **No T+2 settlement delays** December data: 441,746 observations across major stocks showed execution differentials under 5 basis points versus market prices. The platform has scaled to **200+ assets** without relying on pre-funded inventory pools—a level unmatched by competitors. By connecting directly to traditional market liquidity rather than recreating it onchain, Ondo enables tokenized stocks to function as **composable DeFi primitives** while maintaining institutional-grade execution.

**Ethereum co-founder and ConsenSys CEO Joseph Lubin** will speak at the Ondo Summit. - Event streams live on X (formerly Twitter) - **Date:** February 3rd, 2026 - **Time:** 10am EST The full speaker lineup is available at [summit.ondo.finance/2026](https://summit.ondo.finance/2026)