Johnlee retweetledi
Johnlee
370 posts


@OndoFinance But,
There is currently no sustainable revenue structure, so a chain-link style reserve policy is needed.
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This week, Ondo Finance transferred a total of 38.2M $ONDO to 3 personal wallets, worth about $10.3M:
• Wallet 0xf56: 6.486M
• Wallet 0xBbf: 21.711M
• Wallet 0x711: 10M
• All 3 wallets are still holding, perhaps waiting for a liquidity breakout.
And yes, Ondo is running a very profitable business:
- Total service revenue: $30M (30d) and $1M (7d)
- #1 in number of tokenized assets: 204
- #3 in total tokenized asset value: $2.533B
But what about the holders? They were pumped with dopamine from the Wall Street 2.0 summit, and since then:
- The news is explosive, but the price is calm… almost too calm.
- The price is down 90% from its ATH.
- Portfolios can’t recover.
- Nothing.
Yesterday, Vitalik Buterin posted:
“If you've eaten so much that it's not healthy to eat more and you don't want to eat more, and you still eat more anyway ‘to finish the food’, then you are just using your mouth as a garbage can.”
I kept thinking about it but couldn’t figure out who he was referring to.
Maybe starting from here, the team won’t keep eating so much anymore. Do you love Ondo?
Wallet: 0x711e497b39669DC2427FF06C5506D6AC270AE451
0xBbfe881d8ccb4A153E5a883fcBDAD1742c8D93Aa
0xf569FC400445ED7ACb095e711A361f4CeF95eD55
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@noBScrypto $ONDO doesn't seem to be rising in price as TVL and large institutional adoption increase. If it were, the price wouldn't be the same. It has an advantage in the RWA market, but it doesn't correlate with price increases.
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$ONDO asks some of the biggest financial institutions how big the market for tokenization is
SP Global: "All traditional assets & derivative markets"
Fidelity: "I think it's the size of the entire market"
DTCC: "$100 Tril in assets we're trying to bring on-chain"
Franklin Templeton: "There's over $100 Tril in assets, there's no reason why in 20 years it wouldn't be multiples of that in tokenized wrappers."
The consensus is clear.
RWA Tokenization's proven time and time again to go far beyond just another crypto trend.
And when we look at the RWA landscape?
Few are as positioned for the true long term game as Ondo has become.
This isn't talking on short term price or anything.
We're purely looking at the global TAM for what RWA Tokenization is doing and how Ondo has clearly aligned perfectly to that institutional vision.
Ondo Finance@OndoFinance
Billions. Trillions. Quadrillions. We asked leaders from S&P Global, Fidelity, Franklin Templeton, WisdomTree, DTCC, Alpaca, & Solana Foundation one question: How big is the tokenization opportunity? ↓
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@HarisEbrat @SeiNetwork Is SEI dead? I was looking at it as an accumulation phase, but the shorting is so severe that it's difficult to maintain an upward trend. I think AI is currently leading the upward trend, followed by RWA, and SEI doesn't seem to have a grand vision.
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Hard to beat Seiyans when it comes to positivity and community sentiment.
@SeiNetwork is ranked #1 across all chains with the highest positive community sentiment atm.
🔶 Stats:
🔸 Ranked #1 across all L1-L2s
🔸 99.1% positive sentiment
🔸 top 10 in terms of daily active users
gSei to all the Seiyans 🫡


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Johnlee retweetledi

Top 10 L1 Blockchains: Daily Active Users - February 20, 2026
These are the chains that people are actually using rn:
1️⃣ $BNB 4.2M
2️⃣ $TRX 3.4M
3️⃣ $NEAR 2.4M
4️⃣ $SOL 2.1M
5️⃣ $SEI 1.7M
6️⃣ $APT 1.7M
7️⃣ $ETH 649K (mainnet only)
8️⃣ $AVAX 567K
9️⃣ $POL 525K
🔟 $SUI 324K
Are there any that surprised you or any that you’re surprised not to see?
For me, it was $HYPE

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Johnlee retweetledi

NEW: @OndoFinance adopts Chainlink as its official data oracle to accelerate adoption of tokenized stocks & ETFs.
For the first time, tokenized U.S. equities like QQQon and TSLAon can now be used across Ethereum DeFi, secured by institutional-grade data.

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