1 · Ondo tokenized assets
NewTokenized stocks grew from zero to over $1.3B in 400 days.
Data
| Date | Treasury tokens (USDY+OUSG) | Tokenized stocks |
|---|---|---|
| Aug 31 2026 | $2.55B | $1.03B |
| Sep 30 2026 | $2.51B | $1.29B |
| Oct 12 2026 | — | $1.34B |
| Oct 13 2026 | $2.65B | — |
No single dated event in the next 90 days.
Nothing new this quarter. A big unlock follows in January.
ONDO is the token of Ondo Finance. 4.87B of 10B coins circulate (48.7%). None are minted; locked coins open once a year.
Sell pressure. No new coins came out in 90 days and none are due in the next 90. The Foundation paid out 300M, but from coins already unlocked. About 1.71B unlock on Jan 18 2027.
Buy pressure. Nothing removes ONDO: no buyback, no burn, no staking.
Net. Net, supply is flat: 0.00% both ways.
ONDO has no emission. All 10B coins were created once, and the supply read 10B at both ends of the window. The contract still has a mint function that only a role holder can use, so we keep checking it.
Locked ONDO opens once a year on Jan 18, until Jan 18 2029. No unlock fell in these 90 days, and none falls in the next 90. The next one, about 1.71B, lands on Jan 18 2027, a week after this window ends. The old investor lock inside the token contract has fully run out.
The Ondo Foundation's main wallet holds 5.18B ONDO, of which 4.42B it says is locked, so about 757M is unlocked and already counted as circulating. It sent 300M (150M on Aug 21 and 150M on Sep 23 2026) to a payout wallet, which paid 366M to 19 receivers and now holds 56.6M. A second Foundation-funded wallet holds 100.2M and did not move. Circulating supply did not rise, so these payouts added no new coins.
No bankruptcy estate or trustee holds ONDO. The founder died in May 2026; his estate holds an amount of ONDO that is not public and is being fought over in court, with no dated release.
Nothing buys ONDO back. Ondo's product income stays with the company, and the DAO that could vote a fee link has been paused since its last vote in Jan 2024.
There is no burn. Supply stayed at exactly 10B and the dead address did not change. Reports in July of a vote to burn 100M ONDO match no vote on the DAO's own portal.
Neither the Foundation nor the company bought ONDO in these 90 days; the Foundation was paying coins out, not buying.
ONDO has no staking or lock program, so nothing new was taken off the market.
Two sides: how much people want ONDO right now, and how much buying could come later.
This part is based on social media. It shows how hot ONDO is right now. A better rank means more people are talking about it.
Today, people are talking about ONDO for two reasons:
A report from the IMF, covered on Oct 12 2026, said Ondo and companies linked to it hold over 70% of the $2.3 billion market for tokenized stocks. The IMF also warned that this market is thin and can move fast. People ask if being the leader in tokenized stocks brings any value to the ONDO coin.
ONDO rose five days in a row to about $0.52 on Oct 12 2026, then fell about 10% on Oct 13 and was near $0.45 on Oct 14. That puts it about 8% lower than a week ago. People ask if the $0.50 level was a wall again, and what could push it back.
Checked Oct 14 2026
Based on the law of supply and demand, the long-run signal for Ondo Finance is positive. As of Oct 15 2026, score 7.5/10, Ondo Finance faces 0.00% new supply over 90 days, with demand moderate (3/5). Ondo Finance's price drivers: 1 ▲ price up, 1 ▼ price down.
Control of Ondo is unclear for now. After the founder's death, the question went to a Delaware court, and no ruling date is set yet. The business kept growing anyway: Ondo's tokenized stocks went from zero to over $1.3B in 400 days. That leaves Ondo Finance's long-run signal at positive, by supply and demand.
Today the signal is positive. Supply and demand would point the other way for Ondo Finance if new supply jumps (today 0.00% in 90 days), or demand falls from moderate, or Who runs Ondo keeps pointing down. Next date to watch for Ondo Finance: No date yet — Delaware court ruling.
On our framework Ondo Finance scores 7.5/10 (Oct 15 2026), with supply 4.5/5 (flat) and demand 3/5. In the next year Ondo Finance's supply changes +35.12%, so the long-run signal reads positive.
The law of supply and demand points to one window for Ondo Finance: low new supply, high demand, drivers pointing up. Where Ondo Finance stands today: 0.00% new supply in 90 days (flat), demand moderate (3/5), drivers 1 ▲ / 1 ▼.
Ondo Finance has 2 price drivers today (1 ▲ price up, 1 ▼ price down). ▲ Ondo tokenized assets: Tokenized stocks grew from zero to over $1.3B in 400 days. ▼ Who runs Ondo: Founder's death left control of Ondo in a Delaware court fight.
Ondo Finance reads positive at 7.5/10; Bitcoin reads positive at 8.5/10 (Oct 15 2026). On supply and demand, Ondo Finance looks weaker than Bitcoin today.
Every answer here applies basic economic theory — the law of supply and demand — to this coin's data. It is not financial advice. How we read every coin →
We look at two things, half each: supply and demand. Fewer new coins mean less selling pressure. A meme coin scores 1.5 at most on supply: its team got its coins for free, so no new supply does not make it safe. We also show each coin's age, with a warning when it is younger than 1 year. Demand looks at how much people want the coin now and how much buying could come later. Price Drivers (Beta) are the 2 or 3 things that can move one coin's price that supply and demand miss; they have no score. ONDO supply is not growing (0.00% in the next 90 days), so it shows in green. Zero or falling supply is always green, any growth is red.
One email before each big supply event, and the day our verdict changes. Nothing else. You can watch 2 coins for free.
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