ONDO is sitting in a strange place this cycle, and that’s exactly why so many people are frustrated with it. While other tokens react quickly when liquidity improves, the ONDO price has stayed relatively quiet. To some, that looks like underperformance. According to Sarosh, that quiet behavior is actually the point.
Liquidity conditions across crypto have improved in a meaningful way. Fed and Treasury liquidity have expanded, dominance has broken down, and capital has started rotating back into risk. Mid-cap assets have benefited from that rotation.
On paper, ONDO should be moving the same way names like SUI have. Instead, volume remains light and price action feels disconnected. That disconnect is what Sarosh calls the paradox.
What you'll learn 👉
Why ONDO Doesn’t Trade Like a Typical Token
ONDO doesn’t behave like a fast-moving crypto built for momentum trading. At the same time, it doesn’t trade like a stock either. It lives somewhere in between. And that’s what makes it hard for the market to price.
Under the hood, ONDO is actually doing very well. Tokenized assets are growing quickly. Institutional partnerships are expanding. Real financial rails are being built, the kind that serious players rely on. The infrastructure is there.
The issue is that markets don’t pay just for usefulness. They pay for visibility. Specifically, they want to see where fees flow, how revenue is captured, and how incentives are aligned.
Right now, the ONDO token isn’t yet the final settlement layer for all that activity. There’s no clear fee switch, no obvious revenue stream flowing through the token, and no standard mechanism that forces usage to show up directly in the ONDO price.
Liquidity Isn’t Gone, It’s Waiting
This also explains why ONDO hasn’t reacted the same way as low-float or hype-driven assets. The liquidity entering the market right now is rotational and velocity-focused. It chases things that move fast and tell a simple story. ONDO isn’t designed for that kind of trading.
The Ondo Paradox$ONDO sits in a strange place in this cycle — and that’s exactly why so many people are hate it because they haven't a clue. Retail has left the building so to speak. Even whales have no clue what's coming. Google what I wrote to you. Please do it. You will not…
— Sarosh (@SaroshQ2022) January 9, 2026
Liquidity isn’t avoiding ONDO. It’s waiting for a structure that allows capital to stay rather than flip in and out. Comparing ONDO to equities makes this clearer. Stocks trade inside a mature system with valuation models, analyst coverage, index inclusion, and well-defined buyers. Even weak businesses benefit from that structure.
ONDO doesn’t live in that system yet. Institutions may use the rails, build on the ecosystem, or partner with the project, but they aren’t yet required or incentivized to express that belief through the token itself.
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ONDO Price Prediction: It’s About Structure, Not Speed
That leaves ONDO in a temporary no-man’s land. It’s too real to trade like a meme and too early to be priced like a business. That’s the paradox.
When thinking about an ONDO price prediction, the key point is timing, not direction. This isn’t a slow grind higher type of asset. When governance is live, when fees clearly route through the token, and when settlement flows touch ONDO directly, price discovery won’t be gradual.
Infrastructure assets don’t chase liquidity waves. They move when structure, incentives, and liquidity finally line up. ONDO isn’t lagging the market. It’s lagging how the market expresses value. And when that expression shifts, the ONDO price may move fast, without much warning.
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