L'activité du portefeuille Ondo explose après les accords avec le DTCC et SBI, ONDO vise les 0,38 $

ambcryptoОпубліковано о 2026-07-17Востаннє оновлено о 2026-07-17

Анотація

L'activité autour d'Ondo Finance (ONDO) connaît une forte augmentation, comme en témoignent les données on-chain. Le nombre de nouvelles adresses a doublé pour atteindre 754 le 16 juillet, tandis que les adresses actives quotidiennes sont passées de 1 410 à 2 589 en trois jours. Cette poussée d'activité coïncide avec des développements majeurs récents. Ondo a lancé des représentations tokenisées d'actions en utilisant l'infrastructure de tokenisation du DTCC, rapprochant ainsi ses produits des marchés traditionnels américains et rejoignant des acteurs de premier plan comme BlackRock ou JPMorgan. Parallèlement, un partenariat avec le japonais SBI Group vise à intégrer des actions japonaises sur la blockchain, à distribuer les produits Ondo via son réseau et à explorer l'utilisation d'un stablecoin adossé au yen pour les règlements. Face à ces avancées, le prix de l'ONDO pourrait se diriger vers un test du niveau des 0,38 $.

L'activité autour d'Ondo Finance [ONDO] s'intensifie ! Cela se produit en parallèle de ses nouvelles infrastructures et partenariats, ce qui semble présager de bons jours à venir.

Voici les dernières nouvelles.

L'activité on-chain d'Ondo Finance monte en flèche

Selon Santiment Intelligence, le nombre de nouvelles adresses a augmenté pendant trois jours consécutifs. La métrique a atteint 754 le 16 juillet ; c'est environ deux fois le rythme observé plus tôt dans le mois. Les adresses actives quotidiennes ont également suivi la même tendance, passant de 1 410 à 2 589 sur la même période.

La conclusion clé ici est que les nouveaux développements ont attiré l'attention sur la plateforme.

Ondo a récemment lancé des représentations tokenisées d'actions en utilisant des droits générés via l'infrastructure de tokenisation du DTCC. Cela connecte ses produits plus étroitement aux systèmes utilisés sur les marchés traditionnels américains.

La société a déclaré qu'avec cela, elle rejoignait un club sélect de grandes entreprises de la finance traditionnelle et de la finance décentralisée. Parmi les autres noms bien connus figurent BlackRock, JPMorgan, Goldman Sachs, Nasdaq et le NYSE.

Elle s'est également associée au groupe japonais SBI pour mettre les actions japonaises sur la blockchain. L'objectif est de distribuer les produits d'Ondo via le réseau de SBI et d'explorer l'utilisation d'une stablecoin adossée au yen pour le règlement.

À ce sujet, Ian De Bode, PDG d'Ondo Finance, a déclaré :

Cette collaboration ouvre une voie pour mettre les actifs japonais sur la blockchain et pour connecter le Japon à l'économie tokenisée mondiale.

Un test à 0,38 $

Трендові криптовалюти

CitreaCTR

wrapped stUSDTWSTUSDT

Velodrome FinanceVELODROME

BrevisBREV

ZRX（0X）ZRX

PancakeSwapCAKE

Пов'язані питання

QQue montrent les données de Santiment Intelligence concernant l'activité des adresses sur Ondo Finance ?

ALes données de Santiment Intelligence montrent que les nouvelles adresses ont augmenté pendant trois jours consécutifs, atteignant 754 le 16 juillet, soit environ le double du rythme observé plus tôt dans le mois. Les adresses actives quotidiennes sont également passées de 1 410 à 2 589 sur la même période.

QQuels sont les deux développements récents d'Ondo Finance mentionnés dans l'article ?

AOndo Finance a récemment lancé des représentations tokenisées d'actions utilisant les droits générés via l'infrastructure de tokenisation du DTCC. De plus, la société s'est associée au groupe japonais SBI pour mettre des actions japonaises sur la blockchain (onchain).

QQuel est l'objectif du partenariat entre Ondo Finance et le groupe japonais SBI ?

AL'objectif du partenariat est de distribuer les produits d'Ondo via le réseau de SBI et d'explorer l'utilisation d'une stablecoin adossée au yen pour les règlements, afin de connecter le Japon à l'économie tokenisée mondiale.

QQuelle comparaison est faite concernant les entreprises utilisant l'infrastructure du DTCC ?

AL'article mentionne qu'en utilisant l'infrastructure de tokenisation du DTCC, Ondo Finance rejoint un club sélect d'entreprises de premier plan de la finance traditionnelle (TradFi) et de la finance décentralisée (DeFi), dont BlackRock, JPMorgan, Goldman Sachs, Nasdaq et le NYSE.

QQue suggère l'article sur la raison de l'augmentation de l'activité autour d'Ondo Finance ?

AL'article suggère que l'augmentation de l'activité, notamment des nouvelles adresses et des adresses actives, est due aux nouveaux développements et partenariats d'Ondo Finance, qui ont attiré l'attention sur la plateforme.

Пов'язані матеріали

What Signals Can Be Read from the Trading Data of India's Largest Asset Manager SBI's IPO?

India's largest asset manager, SBI Funds Management, successfully listed on July 21 with a nearly $10 billion IPO, attracting approximately 42 times subscription. However, the first-day closing price rose only about 6.3%, falling short of the 16% premium anticipated in the grey market. This signals robust demand for core Indian financial assets but also disciplined pricing, indicating the IPO market is selectively open for strong brands with clear growth narratives. The low reported underwriting fees, which led some global banks to reduce participation, highlight a shift in pricing power towards powerful issuers like SBI. Its strong brand, banking parent, and stable cash flows reduced reliance on traditional investment banking sales channels, with local brokers playing a larger role. This fee dynamic may not be replicable for weaker issuers. SBI's performance is seen as a key test for India's IPO pipeline, including potential future large listings like Reliance Jio and NSE. Its success with tempered gains sets a new price anchor: high-quality assets can launch, but excessive valuation premiums are constrained. The true measure of a sustained market reopening will be whether subsequent major offerings can proceed smoothly at reasonable valuations.

marsbit11 хв тому

What Signals Can Be Read from the Trading Data of India's Largest Asset Manager SBI's IPO?

marsbit11 хв тому

Can Japan Buy Growth with AI? Will the Bond Market Believe It?

Japan's cabinet has introduced the 2026 Basic Policy on Economic and Fiscal Management and Reform, shifting its primary fiscal target. The new framework moves away from the traditional annual primary balance goal and instead prioritizes a stable reduction of the debt-to-GDP ratio. This change is tied to a strategy of increased "responsible proactive fiscal" spending, aiming to boost long-term growth through investments in strategic sectors like AI, semiconductors, energy, and robotics. The government estimates total public and private investment in 62 key technologies could exceed 370 trillion yen by 2040. The market reaction has been mixed and cautious. While equity markets may respond to policy signals, bond markets are focused on fiscal credibility. Concerns center on whether the weakening of the clear primary balance anchor could lead to looser fiscal discipline. If investors doubt that these strategic investments will generate sufficient productivity gains, tax revenue, and nominal growth to outpace rising interest costs, they may demand higher yields on Japanese Government Bonds (JGBs). Recent volatility in the yen and JGB yields, with the 10-year yield briefly reaching 2.9%, reflects this skepticism. The success of this new framework hinges on two factors: whether Japan can achieve a nominal growth rate consistently higher than its long-term interest rates, and whether future budgets demonstrate disciplined control over bond issuance. The government's narrative is that strategic investment is essential to break Japan's cycle of low growth, aging, and labor shortages. However, the bond market will continuously assess the credibility of this plan, pricing the risk that it may represent fiscal expansion rather than a viable growth strategy.

marsbit20 хв тому

Can Japan Buy Growth with AI? Will the Bond Market Believe It?

marsbit20 хв тому

Misjudged A-Shares: Resilience, Expectations, and Confidence

China's A-share market recently faced selling pressure, especially in tech sectors, initially triggered by a global tech sell-off that began in South Korea. However, the article argues this is a case of "mistaken injury" and highlights the market's underlying resilience. This resilience stems from three main pillars: **1) Tech Sector Fundamentals:** Unlike Korea's market dominated by a few memory chip stocks, China's tech sector is diversified across computing, communications, electronics, and semiconductors, supported by dual narratives of global AI supply chains and domestic substitution. Core areas like optical modules and fiber optics continue to show strong earnings growth. **2) "National Team" Support:** State-backed institutions and large corporations have made significant market purchases and announced buybacks, providing liquidity and signaling confidence. This is seen as a stabilizing policy signal, often associated with market bottoms. **3) Broader Market Pillars:** Other major sectors are showing endogenous recovery momentum. Consumer stocks benefit from stabilizing CPI and signs of sector recovery (e.g., liquor price hikes). Cyclical sectors like aluminum have high earnings, potential price increases due to tight supply, and low valuations. The financial sector offers stable dividends and low valuations. The conclusion is that the sell-off was driven by external contagion, not a collapse in fundamentals. With strong policy support and recovering momentum across key sectors, the A-share market possesses the toughness to regain stability.

marsbit51 хв тому

Misjudged A-Shares: Resilience, Expectations, and Confidence

marsbit51 хв тому

Quantum Computers Haven't Arrived Yet, but Satoshi's 1.1 Million Bitcoin Pose the First Problem

A zero-knowledge proof tool can help modern Bitcoin wallets migrate assets before quantum attacks in milliseconds. However, approximately 1.1 million bitcoins mined by Satoshi Nakamoto before 2012 are fundamentally unprotected by such solutions, as they reside in older P2PK addresses lacking the hierarchical structure required for this cryptographic rescue. This exposes a critical divide: post-2012 HD wallets can potentially "upgrade" signatures using tools like Project Eleven's, while early coins are cryptographically isolated. The community faces a political, not technical, dilemma with four contentious options: 1) Let quantum attackers seize the coins, risking market instability; 2) Hard fork to freeze vulnerable addresses, seen as violating property rights; 3) Implement extreme spending limits to slow any attack; 4) Redistribute "orphaned" coins, breaking immutability. Each solution threatens a core Bitcoin tenet. The market is already pricing in this governance risk, as evidenced by institutional divestment citing uncertainty. The true crisis isn't the arrival of quantum computing, but the community's inability to reconcile its foundational principles with an existential technological shift.

marsbit59 хв тому

Quantum Computers Haven't Arrived Yet, but Satoshi's 1.1 Million Bitcoin Pose the First Problem

marsbit59 хв тому

Where Will the Next Bull Market's Main Battlefield Be? The Answer Lies in These Two Types of Assets

Matt Hougan, Bitwise's CIO, identifies the fusion of traditional finance and on-chain finance as the core driver for the next crypto bull market. He expects this cycle, propelled by real-world utility and global finance adoption, to be the largest yet, centered on stablecoins, asset tokenization, 24/7 trading, instant settlement, and institutional DeFi growth. The article outlines two primary investment approaches tied to this trend. The first focuses on native crypto applications with strong revenues and sustainable tokenomics, exemplified by Hyperliquid (HYPE). Its Layer-1 chain is gaining significant trading volume from traditional assets like oil and equities. Its model of using 99% of revenues for token buybacks is a key strength. The second approach targets established traditional firms building at scale on crypto rails, like Robinhood. The launch of its Robinhood Chain, enabling global trading of tokenized stocks and DeFi activities, represents a major move towards this fusion. The author also notes other serious contenders like Coinbase, Figure, BlackRock, and JPMorgan. Ultimately, the thesis is that the most profound success will come when blockchain technology seamlessly integrates into finance, becoming invisible to end-users. Investors are advised to position ahead of this convergence.

Foresight News1 год тому

Where Will the Next Bull Market's Main Battlefield Be? The Answer Lies in These Two Types of Assets