Ondo Finance

**Massive Traditional Finance Opportunity** U.S. capital markets represent enormous value: - $28 trillion in U.S. Treasuries - $69 trillion in U.S. stocks - $13 trillion in U.S. ETFs **Ondo's Blockchain Bridge** Ondo Finance positions itself as the pathway to bring these traditional assets onchain. The company previously pioneered tokenized U.S. Treasuries and now aims to expand access to stocks. **Market Context** With over $110 trillion in combined traditional assets, only a small fraction currently exists in tokenized form on blockchain networks.

**Policy leaders from major institutions gathered at DC Fintech Week** to discuss the future of tokenized markets, with Ondo's regulatory chief joining panels alongside Chainlink, Coinbase, and European Commission representatives. **Key infrastructure needs identified:** - Data integrity and cross-chain interoperability - Privacy solutions and compliance frameworks - Identity verification systems as the "next unlock" **Regulatory landscape shifting rapidly:** - Trump administration working to bring crypto activity back to U.S. - Competition heating up between U.S. and EU approaches - While MiCA gave Europe early advantage, U.S. companies now refocusing domestically **The consensus emerged clear:** *permissionless blockchains will prevail* due to their inclusion capabilities, and the infrastructure for tokenized markets is being built now. Industry leaders agreed that **identity solutions represent the critical next step** for institutional adoption of tokenized assets.

**Former TD Ameritrade CEO Joe Moglia made bold predictions** about the future of traditional finance during a CNBC appearance. Moglia stated that within 5 years, every stock, option, mutual fund, and ETF will be tokenized on blockchain infrastructure. **Key points from his statement:** - Wall Street 2.0 is being built on Ethereum - Complete tokenization of traditional financial instruments expected - Timeline: 5 years for full transformation The **Ondo Summit 2026** will focus on these tokenization trends, bringing together industry leaders shaping this transition. Applications are now open for those interested in attending the summit.

Franklin Templeton released research identifying three key drivers for digital asset adoption: - **Broader market access** expanding investment opportunities - **Rising institutional participation** from traditional finance - **Increasingly favorable regulation** creating clearer frameworks The report draws parallels between today's digital asset landscape and the early internet era, highlighting similar growth patterns and adoption curves. **Demographic and technological tailwinds** are positioning the sector for significant expansion, according to the analysis. Franklin Templeton emphasizes that the coming financial transformation will be fundamentally **onchain**, not just digital. [Read the full report](https://www.franklintempleton.com/tools-and-resources/literature/info/DA-CFCB)

**Ondo Finance has completed its acquisition of Oasis Pro**, gaining the most comprehensive set of SEC registrations for digital asset services in the United States. **Key regulatory licenses acquired:** - SEC-registered broker-dealer status - Alternative Trading System (ATS) license - Transfer agent (TA) license - FINRA and SIPC membership **What this enables:** - Tokenization of real-world assets (RWAs) - Primary offering marketplace for tokenized securities - Secondary trading system for public and private tokenized securities - Coverage for REITs, structured products, and privately placed securities The acquisition positions Ondo to develop regulated markets for tokenized securities as the market is predicted to exceed $18 trillion by 2033. **Important regulatory note:** Only Oasis Pro Markets LLC operates as the registered broker-dealer. Other Ondo entities remain separate and are not covered by SIPC insurance. [Read full announcement](https://ondo.finance/blog/ondo-acquires-oasis-pro)

**Tokenization growth follows exponential patterns**, making ambitious targets more realistic than expected. - Ondo's Ian DeBode presented at Sibos on tokenization's rapid expansion trajectory - **Hockey stick growth curves** are typical for tokenized asset adoption - Previous McKinsey research projected **$2 trillion tokenized market cap by 2030** The discussion highlights how tokenized assets are **transitioning from pilot programs to large-scale deployment** across financial institutions. *Industry momentum suggests the $5 trillion milestone may be achievable sooner than anticipated.*

The **CFTC announced a major initiative** allowing stablecoins and tokenized U.S. Treasuries to serve as collateral in derivatives markets. Acting Chair Caroline D. Pham stated that *"tokenized markets are here, and they are the future"* as the public has embraced this shift. Key implications: - Opens derivatives markets worth **hundreds of trillions** in notional value - Bridges traditional and tokenized finance systems - Represents significant regulatory acceptance of digital assets This move signals the **disappearing lines between traditional and tokenized finance**, marking a pivotal moment for institutional crypto adoption.

**Regulatory clarity is driving institutional adoption** as traditional finance firms scramble to develop digital asset strategies. According to Ondo Finance's Ian Debode, crypto has reached a scale where it's **"very, very hard to ignore"** for institutional players. Key developments: - TradFi institutions are racing to establish crypto exposure - Regulatory improvements are removing barriers to adoption - Digital assets are gaining mainstream institutional recognition The shift represents a significant milestone in crypto's evolution from niche technology to institutional necessity. [Watch full interview](https://youtu.be/zqb20iK1jdw?si=elp7LEv-6hX6Ur4u)

**Ondo Global Markets** has achieved a significant milestone, reaching over **$100 million in total value locked (TVL)** within just one week. The platform has now become the **largest platform for tokenized stocks and ETFs**, marking a major achievement in the tokenized securities space. This rapid growth demonstrates increasing institutional and retail adoption of tokenized traditional financial instruments on blockchain infrastructure. The milestone represents substantial progress from Ondo's previous achievements in the tokenized asset management sector.

Federal Reserve Vice Chair for Supervision Michelle Bowman advocated for a more progressive regulatory stance on blockchain technology at the Wyoming Blockchain Symposium. Key points from her address: - Regulators should move past overly cautious approaches - **Blockchain benefits**: Enhanced speed, safety, and operational efficiency in financial systems - **Tokenization advantages**: More efficient asset transfers vs traditional methods - **Regulatory framework needs**: Transparent, balanced rules that support innovation while maintaining stability This marks a significant shift in regulatory tone from the Federal Reserve toward blockchain and cryptocurrency innovation.