Ondo (ONDO) Drops Over 80% While TVL Hits a New All-Time High
Ondo (ONDO) is creating a placing paradox. The token value has fallen greater than 80% from its all-time high (ATH), but whole worth locked (TVL) has reached a new document.
This divergence raises questions in regards to the venture’s true potential. At the identical time, trade leaders are projecting a optimistic outlook for the tokenization sector in 2026.
Ondo Prices Drop Sharply After Unlocking
Ondo is a decentralized finance (DeFi) protocol centered on the tokenization of real-world assets (RWAs). The protocol permits customers to entry conventional monetary merchandise. These embrace US Treasury bonds, credit score funds, and tokenized equities on the blockchain.
BeInCrypto Price information exhibits that ONDO fell from a peak above $2.1 to round $0.35. This represents a decline of greater than 80%. In early 2026, ONDO continued to set decrease lows and confirmed no clear indicators of restoration.
The damaging value motion might stem from token unlock strain. Ondo lately completed an unlock of 1.94 billion tokens on January 18. This quantity accounted for 57.23% of the issued provide.
The sudden improve in circulating provide added promoting strain and heightened investor issues. Since the unlock, ONDO has dropped one other 10%.
Ondo’s January Paradox: Is The Project Undervalued?
However, Token Terminal information exhibits robust momentum within the tokenized fairness sector. The whole market worth of tokenized shares has reached a new ATH of $441.2 million. Ondo Finance leads the sector with a 54.4% market share.
Charts point out that tokenized fairness market capitalization has surged since September final yr. This enlargement occurred even because the broader crypto market entered a downturn over the identical interval.
The information means that whereas many retail traders have withdrawn capital, enterprises proceed to allocate funds to tokenized equities.
In addition, Ondo’s TVL elevated sharply in January. It reached an ATH above $2.5 billion, based on DefiLlama information.
TVL represents the whole worth of belongings that customers lock in a protocol. It displays consumer participation and confidence. The distinction between falling market costs and rising capital inflows has led analysts to suspect that Ondo is undervalued. Sentiment and emotion usually drive market costs, inflicting retail traders to miss fundamentals.
“The present worry within the markets is a blessing in disguise, particularly for initiatives like Ondo,” investor Kyren said.
This paradox turns into extra pronounced as tokenization emerged as a central theme at Davos 2026. Global leaders expressed optimism about asset tokenization. They described it as a bridge between conventional finance and DeFi.
Exchange buying and selling information additionally exhibits that regardless of declining costs, many whale traders are treating the pullback as a chance.
CryptoQuant’s spot common order measurement information highlights the dominance of huge whale orders in latest months, proven in inexperienced on the chart.
This sample means that ONDO might face a robust restoration as soon as promoting strain from unlock issues fades and market worry subsides.
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