Physical Address
304 North Cardinal St.
Dorchester Center, MA 02124
Ondo (Ondo) creates a surprising paradox. The price of the token has fallen more than 80% from its all-time high (ATH), but the Total Locked Value (TVL) has reached a new record.
This difference raises questions about the true potential of the project. Meanwhile, industry leaders expect positive prospects for the tokenization sector in 2026.
Sponsored
Sponsored
Ondo prices drop sharply after opening
where It is a decentralized financial protocol (DeFi) that focuses Coding real world assets (RWAs). The protocol allows users to access traditional financial products. These include US Treasuries, credit funds, and stocks tokenized on the blockchain.
BeInCrypto price data shows that ONDO has fallen from a peak above $2.1 to around $0.35. This represents a decrease of more than 80%. At the beginning of 2026, ONDO continued to make lower lows and showed no clear signs of recovery.
The negative impact of the price may be from the pressure of the token vault. I recently finished Ondo 1.94 billion tokens open The 18th of January. This amount represents 57.23% of its exported supply.
The sudden increase in circulating supply has increased selling pressure and heightened investor fears. Since opening, ONDO is down another 10%.
Sponsored
Sponsored
The Jannaggio d’Ondo Paradox: Is the Project Really Underrated?
However, Token Terminal data shows a strong momentum in the tokenized stock sector. The total market value of the new tokenized ATH shares reached $441.2 million. Ondo Finance leads the sector with a market share of 54.4%.
The charts indicate that the market capitalization of tokenized shares has risen since September of last year. This expansion occurred even as the broader cryptocurrency market entered a downturn during the same period.
The data shows that, while many individual investors have withdrawn their capital, companies continue to allocate funds to tokenized stocks.
Sponsored
Sponsored
Also, Ando’s TVL rating increased dramatically in January. It reached an ATH of more than $2.5 billion, according to DefiLlama data.
TVL represents the total value of assets locked by users in the protocol. It reflects user engagement and trust. The contrast between falling market prices and rising capital inflows has led analysts to suspect that Ondo is undervalued. Feelings and emotions often drive market prices, leading individual investors to ignore the fundamentals.
He said Kirin Investors: “The current fear in the markets is a blessing in disguise, especially for projects like Ondo.”
Sponsored
Sponsored
This paradox becomes more apparent with Coding emerged as a central theme at Davos 2026. Global leaders have expressed optimism about asset tokenization. They describe it as a bridge between traditional finance and decentralized finance.
Stock market trading data also shows that despite the drop in prices, many whale investors are treating the drop as an opportunity.
CryptoQuant’s average spot order volume data highlights the dominance of large whale orders in recent months, as shown in green in the chart.
This pattern suggests that ONDO may face a strong recovery once selling pressure from opening fears fades and market concerns subside.
