The Ondo Network launch strengthens the ONDO thesis by making Ondo an emerging financial infrastructure stack for tokenized assets rather than just an RWA project, a much larger opportunity. Issuance is only the first layer; value comes from liquidity, execution, settlement, privacy and DeFi use. Ondo is moving closer to controlling the full asset lifecycle, so products share liquidity, users and settlement, a stronger moat. Attracting liquidity and institutions is the execution risk. x.com

