1 · Ondo tokenized assets
NewTokenized stocks grew from zero to over $1B in about 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 9 2026 | — | $1.32B |
| Oct 10 2026 | $2.64B | — |
No single dated event in the next 90 days.
No new ONDO until the big unlock in January.
ONDO is the governance token of Ondo Finance: 4.87B of its 10B coins circulate, so 48.7% is unlocked. Nothing is minted; the rest opens once a year.
Sell pressure. No new coins reached the market in 90 days. The next yearly unlock, about 1.71B, is due Jan 18 2027. The Foundation paid out 300M from its unlocked share, already circulating.
Buy pressure. Nothing takes ONDO off the market: no buyback, no burn, no staking.
Net. Net, supply stays flat at 0.00%, now and for the next 90 days.
ONDO has no block rewards, no staking pay and no emission. All 10B coins were minted once, and the supply read exactly 10B at both ends of the window. A minting role still exists in the token contract, but it was not used.
ONDO unlocks once a year, every Jan 18. The last one, on Jan 18 2026, added about 1.71B coins to circulation. The next is due Jan 18 2027 (trackers say about 1.71B to 1.94B), which falls after both 90-day windows.
The Foundation's main wallet holds 5.18B ONDO, of which it says 4.42B is locked, leaving about 757M unlocked. It sent 150M on Aug 21 and 150M on Sep 23 2026 to a payout wallet, which now holds 101M after paying many smaller wallets. These coins were already counted as circulating, so the moves add nothing. A second Foundation-funded wallet holds 100.2M and did not move.
No estate or court is paying out ONDO. The founder died in May 2026 and his family is fighting over control of the company in court; how much ONDO his estate holds is not public, and none is known to be for sale.
Nothing buys ONDO back. The money Ondo earns from its funds and tokenized stocks goes to the company, not to the token, and no vote has proposed a buyback.
There is no fee burn. The token has no burn function, the dead address held the same 7.59 ONDO at both ends, and total supply did not fall.
The Foundation only pays coins out; no wallet linked to it bought ONDO in this window.
ONDO has no staking and no new lock. The DAO that could add one is paused, and its last vote was in January 2024.
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:
On Oct 5 2026 Ondo launched Ondo Private Markets, letting eligible investors outside the US buy tokenized notes linked to private companies, starting with one AI company, and trade them 24/7. Holders get price exposure only, with no shares or voting rights, and US persons cannot buy. People ask if this new product will bring more fees and demand back to ONDO.
On Oct 8 2026 Citrini Research published a 79-page report on tokenization with a 15-token sample basket. ONDO was one of five named picks, with a 3% weight, next to AAVE, UNI, ETHFI and PENDLE. People ask if this kind of attention can help ONDO while the wider market is falling.
Checked Oct 10 2026
Based on the law of supply and demand, the long-run signal for Ondo Finance is positive. As of Oct 11 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 Finance is now stuck in a Delaware court fight, and no ruling date is set yet. The business still looks busy: tokenized stocks on Ondo grew from zero to over $1B in about 400 days. That court case is probably the big open question. Supply and demand still read positive for Ondo Finance in the long run.
Growth in tokenized stocks is the likely lift: Ondo passed $1B in about 400 days. Supply helps too, with 0.00% new ONDO due in the next 90 days (Oct 10 2026). Demand is only moderate, 3 out of 5, so the court fight over control can still weigh on it. Our supply-and-demand read for Ondo Finance stays positive.
It would take 195 times today's value: $100 × Ondo Finance's coins in the market = about $487B, against $2.5B now (Oct 11 2026). Ondo Finance's supply also grows +35.12% in the next year, so every extra coin needs buyers too. 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 11 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 $1B in about 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 11 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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