🧠 Started accumulating $ONDO. Here's the thesis: 1. Position. Sitting around $0.47, still ~78% off the $2.14 ATH. Not trying to nail the bottom, just stacking a fixed amount every week. Dips give me more units, rallies slowly lift the cost basis. Simple. 2. Real product traction. Just crossed $3B in tokenized U.S. Treasuries and ranked #1 on https://t.co/wJTMZqAoEs. USDY alone is over $2.3B and already bigger than BlackRock’s BUIDL. Ondo Stocks is leading the tokenized equity market. This isn’t pure narrative anymore - actual assets are moving. 3. Institutional bid is real. IMF just named @Ondo as one of the largest tokenization platforms in their latest GFSR. Live integrations and partnerships with BlackRock, Franklin Templeton, JPMorgan, Mastercard, etc. These names don’t usually touch dead projects. 4. Unlikely to go to zero. One of the more established names in RWA with real AUM, multi-chain presence, and actual products. Worst case is slower growth or losing some market share. Doesn’t vanish overnight. Assets with a visible floor are better for time-based accumulation. 5. Catalysts are stacking. Ondo Private Markets just launched (starting with pre-IPO AI exposure), Intelligent Portfolios rolling out, and the broader RWA narrative is still early. Not trading the news, but building while things are happening feels better than sitting idle. Risks are there though. Still mainly a governance token so it doesn’t automatically capture fees from USDY or Ondo Stocks. Unlocks still ahead, competition is rising, and price remains volatile. Only using spare capital, fixed amounts, no leverage, planning to hold 1-2 years. #ondo #rwa #rwas