Ondo Finance KursONDO

You’ve got to hold just 2 for the next 1 year Which ones are staying in your wallet? 👇 Team Fundamentals TeamNarratives $ETH           $RENDER $BNB          $APT $LINK         $NEAR $ADA         $XRP $HBAR         $ONDO $LTC          $DOGE

✅ Sentiment & Momentum Check : The Real Question: Infrastructure vs. Asset Layer Plume is NOT competing with $ONDO/$CFG directly. It's competing with: Ethereum (as the RWA settlement layer) Solana (for RWA throughput) Polygon (for RWA scalability) The issue: Ethereum already dominates RWA ($1.62B of Ondo's $2.63B TVL is on Ethereum). Plume's value proposition is modularity + composability , but: Securitize (Plume's key partner) already works on Ethereum BlackRock's BUIDL chose Uniswap on Ethereum, not Plume Institutional issuers have no reason to switch chains if Ethereum works Risk/Reward Assessment $PLUME Upside : 10x+ if RWA market explodes and Plume captures 5-10% of flows Downside : Remains niche infrastructure; Ethereum dominance persists Probability : 30% bull case, 70% sideways/underperformance $ONDO Upside : 3-5x as tokenized equities/treasuries scale ($50B+ market) Downside : Regulatory crackdown on tokenized securities Probability : 60% bull case, 40% regulatory risk $CFG Upside : 5-10x if private credit becomes mainstream RWA narrative Downside : Smaller token cap = lower liquidity, execution risk Probability : 50% bull case, 50% execution risk Recommendation: Portfolio Approach If you're bullish on RWA as a macro trend: Core Position (60%) : $ONDO — institutional tailwinds, proven product-market fit Leverage Play (25%) : $CFG — private credit upside, lower valuation Infrastructure Bet (15%) : $PLUME — long-term chain positioning, but execution-dependent Why not 100% $PLUME? It's a bet on Plume winning the RWA chain wars , not a bet on RWA adoption itself $ONDO/$CFG benefit from RWA growth regardless of which chain wins Plume's tokenomics are weaker (high unlock pressure, lower institutional demand) Bottom Line Plume Network is a solid infrastructure play, but it's not the "best" RWA play right now. It's more like betting on the picks and shovels (the chain) rather than the gold miners ($ONDO, $CFG). If you want direct exposure to RWA adoption , go with $ONDO (institutional momentum) or $CFG (private credit upside). If you want leverage on RWA infrastructure , Plume is interesting—but only as a smaller allocation given execution risks and tokenomics headwinds. The real winner in RWA isn't a single token—it's the entire stack. BlackRock on Uniswap proves the infrastructure works. Now it's about which asset issuers and liquidity venues capture the most value. #RWA #RWATokenization #PlumeNetwork $PLUME #InstitutionalDeFi #BlackRock #BUIDL #DeFiAlpha $ONDO #TradFiMeetsDeFi #Web3 #CryptoAlpha #Altcoins #Blockchain #Crypto $BTC $PLUME $ONDO

Which of these do you think will happen this cycle ? $ETH - 4x $SOL - 5x $XRP - 5x $FARTCOIN - 7x $ENA - 8x $ONDO - 6x $NEAR - 10x $BNB - 12x $DOGE- 14x $ASTER - 5x $PEPE - 20x

😱🤯🫣 What $100,000 invested a year ago would be worth today in various assets: 🔹️ Gold → $180,000 (+80%) 🔹️ Silver → $342,000 (+242.9%) 🔹️ BTC → $85,900 (-14%) 🔹️ ETH → $89,000 (-11%) 🔹️ $DOGE → $32,000 (-68%) 🔹️ LINK → $52,000 (-48%) 🔹️ AVAX → $32,000 (-68%) 🔹️ SHIB → $35,000 (-65%) 🔹️ $TON → $29,000 (-71%) 🔹️ UNI → $35,000 (-65%) 🔹️ PEPE → $28,000 (-72%) 🔹️ ONDO → $26,000 (-74%) 🔹️ APT → $17,000 (-83%) 🔹️ $TRUMP → $18,000 (-82%) 🔹️ SEI → $27,000 (-73%) 🔹️ INJ → $20,000 (-80%) 🔹️ MELANIA → $1,200 (-98.8%) ✅️ FOLLOW FOR MORE ✅️