1. @ondofinance: EU Greenlight for Tokenized Stocks (Bullish)
“Ondo’s EU regulatory approval opens access to 30 markets and 500M+ investors for tokenized stocks/ETFs, backed by Liechtenstein FMA oversight.” – @ondofinance (152K followers · 2.1M impressions · 2025-11-18 15:33 UTC) View original post What this means: This is bullish for USDon because regulatory clarity in Europe could drive institutional adoption of Ondo’s platform, increasing demand for its stablecoin as a settlement layer.
“Ondo Global Markets hits $1B+ total volume and $315M TVL, with tokenized stock trades doubling recently to 200k+.” – @ondofinance (152K followers · 1.8M impressions · 2025-11-10 17:03 UTC) View original post What this means: This is bullish for USDon because rising volumes signal growing utility of Ondo’s ecosystem, where the stablecoin likely facilitates transactions for tokenized RWAs.
“Tokenized silver outperformed Google stock in 2025, with Ondo enabling onchain exposure to gold/silver ETFs as JPM forecasts continued metal rallies.” – @ondofinance (152K followers · 890K impressions · 2025-12-02 21:45 UTC) View original post What this means: This is neutral for USDon – while metals tokenization diversifies Ondo’s offerings, it doesn’t directly correlate with stablecoin demand unless paired with leveraged trading activity.
Conclusion
The consensus on USDon is cautiously bullish, hinging on Ondo’s ability to convert platform growth into stablecoin utility. While EU expansion and surging RWA volumes suggest rising adoption, watch whether USDon’s circulating supply (currently $40.9M) expands in tandem with Ondo’s TVL to confirm organic demand.