Chlo retweetledi
Chlo
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Chlo retweetledi
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Chlo retweetledi
Chlo retweetledi

$ONDO to $40? What?? No Way! Way
PART 5: THE MATH – Why $30–$40 is Just a Mid-Cycle Target
Let’s run it. No hopium. Just structure, liquidity, and positioning.
Right now, ONDO’s sitting around a $2.8B fully diluted valuation, with a circulating supply that’s still tight. As of this writing, the actual tradable float is hovering near 10–15% of that — which means real buying pressure has an outsized impact on price.
So let’s sketch this out in broad strokes:
🧮 Scenario 1 – The Conservative Rotation
FDV: $10B
Circulating Supply: 500–600M tokens unlocked
Implied Price: ~$16–20
That’s without ONDO becoming the default bridge for RWA activity. That’s just with consistent USDY growth, L2 adoption, and moderate institutional exposure. Conservative, steady-state growth. Base case.
🚀 Scenario 2 – The RWA Supercycle Unfolds
FDV: $25–30B
Circulating Supply: 700–800M
Implied Price: $30–40+
This happens when:
✅ USDY is integrated into multiple on-chain money markets
✅ ONDO token utility is embedded in validator/incentive systems
✅ RWA volume flows through ONDO rails (vs competitors)
✅ Global capital (funds, DAOs, Asian markets) allocates toward tokenized yield
✅ Liquidity is strong across both DeFi and TradFi channels
It’s not crazy. It’s what happens when infrastructure becomes default.
Think Lido in 2021. Think Aave in 2020.
Now plug in U.S. Treasuries.
🤔 But what about supply unlocks? Oooo skaavy!
Yes, there are unlocks coming — and they matter.
But most are gradual, and the project’s been smart about creating actual usage and revenue before massive unlocks hit.
This isn’t a ghost token waiting to dump. This is early velocity on top of a maturing float.
If volume precedes supply?
Price goes vertical first — float expands later. That’s the game.
💰 So why $30+ is the mid-cycle target
Because if ONDO does what it’s built to do, the market will price it like critical infrastructure.
You don’t value a utility company on its current pipes — you value it on future throughput.
Tokenized fixed-income will 10x
ONDO’s role in that stack will grow
And when the Fed is cutting and Treasury is backstopping liquidity, guess what moves?
Protocols with yield, access, compliance, and rails.
That’s ONDO.
And $30–$40 is just the pricing in of that reality — not the mania top.
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Chlo retweetledi
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In the previous cycles, #Altcoins do a 'fake' run, and then they retest the previous low, where everybody shouts that there's no actual run and then the real run happens.
An example: $NEAR
Retesting its previous low and slowly crawling upwards.

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Chlo retweetledi

stock market crashed $6 TRILLION
we haven’t seen something like this since 2008
this is your chance to build generational wealth
but 90% of you are gonna let it pass
everything is here
ai is here
the crash is here
you literally have the greatest opportunity of your life to build wealth for your family
and you still won’t move
but i will
and every single person following me will too
because i will show you exactly what i do
step by step
Just like i’ve already been doing
this isn’t a game
this is the shift
you either play it right
or get left behind
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