Ondo Finance has attracted a lot of attention after completing the acquisition of Oasis Pro, which holds several SEC registered licenses.
The move marks Ondo’s strategic milestone in the rapidly growing real-world assets (RWA) sector, but important issues remain. Does Ondo have momentum?
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From defi to tradfi: A strategic leap with Oasis Pro
ONDO Finance (ONDO) has formally completed the acquisition of OASIS Pro, which includes a broker-dealer, an alternative trading system (ATS), and a transfer agent (TA) license approved by the U.S. Securities and Exchange Commission (SEC).
“The acquisition will rapidly accelerate the tokenized securities market and allow ONDO to expand access as it is projected to exceed $18 trillion by 2033,” the announcement said.
This acquisition represents a pivotal step that allows Ondo to deepen its presence in the regulated digital asset space, effectively filling the gap between traditional finance (TRADFI) and blockchain. What once was the Defi protocol that issued RWA tokens has now evolved into an infrastructure player that can be legally operated within the US financial framework. This is a prerequisite for attracting institutional investors to on-chain assets.
Within the Defi Ecosystem, Ondo’s total value locked (TVL) recently hit an all-time high of $1.74 billion, bringing its third quarter revenue and fees totaling around $13.7 million.
At the same time, Beincrypto reported that Ondo Global Markets outweighed its $300 million tokenized assets, reflecting a strong inflow into tokenized Treasury, stocks and stubcoin.
This trend shows a surge in demand for real-world on-chain products as investors are paying the yields amidst sustained high real interest rates and seeking relatively safe alternatives.
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A technical signal worth watching
During the writing, Beincrypto data shows that Ondo is trading at $0.94, an increase of 2.84% over the past 24 hours. From a technical standpoint, Crypto analyst Ali highlights a solid support zone of around $0.86, with the next upside target of $1.12 if bullish momentum continues.
On-chain metrics add more context. The Ondo Short-Term Bubble Risk (STBR) indicator, which is the ratio of price to the 20-week Simple Moving Average (20W SMA), helps in identifying over-expansion levels.
STBR values below 1 indicate bearish phase, whereas measurements between 1.25 and 1.5 indicate an increase in momentum, with a higher bubble risk above 1.75. A ratio above 2.0 means that assets are trading at twice the 20W SMA. This is a historically constant revision.
Data shows that Ondo has already completed a full market cycle from the bubble top to the surrender stage and is stable. As of late September 2025, the market appears to be balanced, but analysts warn of potential overheating if volumes rise further.
From a fundamental perspective, SEC licensing is a true catalyst and is to justify Ondo’s tokenization model within the US regulatory framework. This reduces the risk of compliance and opens the door to institutional capital.
However, three important criteria must be met for Ondo to achieve a sustainable breakout. OasisPro’s infrastructure has been successfully integrated, and the ongoing capital inflow is large owner (whale) stability to prevent continuous inflows into tokenized products, and sales pressure.
If these factors collapse, the assembly could remain short-lived before returning to integration.
