The ONDO price could have a much bigger opportunity ahead if Ondo Finance captures even a fraction of the global assets moving onto blockchains.
A new argument from crypto analyst Sarosh puts the potential scale into perspective: capturing just 0.5% of the more than $140 trillion global bond market would put roughly $700 billion of assets on-chain through Ondo’s infrastructure.
That figure is not a forecast that Ondo will actually process $700 billion, but it shows how large the addressable market is. The global stock market adds another opportunity, with more than $150 trillion in value.
If Ondo captures a small share of both markets and generates fees from the resulting activity, the analyst argues that the ONDO token could support a market cap above $150 billion.
The thesis centers on tokenized real-world assets, particularly bonds, Treasuries and equities. Ondo has positioned itself around bringing traditional financial assets onto blockchain networks, giving investors access to products such as tokenized U.S. Treasuries.
If $Ondo captures just 0.5% of the $140+ trillion global bond market on-chain, you’re talking about roughly $700 billion in assets settled and moving through its infrastructure.
— Sarosh (@SaroshQ2022) August 20, 2026
Factor in 0.5% of the $150+ trillion global stock market, and the resulting fee generation easily…
That puts the ONDO price in a sector where the underlying market is measured in tens or hundreds of trillions of dollars.
That $700 billion number is simple math. Take 0.5% of the $140 trillion bond market, and you get $700 billion. Do the same for the $150 trillion stock market, and that is another $750 billion. Add them together, and you get roughly $1.45 trillion in total addressable volume if Ondo takes 0.5% of both.
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But the real question for ONDO’s price is how much of that growth actually flows back to the token. Sarosh makes a good point, a token does not have to pay out revenue directly to be valuable.
He points to companies like Amazon and Apple, which poured their cash back into the business for years instead of paying shareholders.
That argument remains a key debate around ONDO. Token utility, governance and the connection between network growth and token demand matter because a larger asset base does not automatically translate into a higher ONDO price.
Ondo would need sustained adoption, growing transaction activity and an effective mechanism that connects ecosystem expansion with demand for the token.
Still, the numbers show why investors are watching the tokenization sector. Capturing only 0.5% of two markets worth more than $290 trillion combined would represent a huge amount of financial activity moving on-chain.
For the ONDO price, the $700 billion figure therefore represents a potential scale scenario rather than a guaranteed outcome.
If Ondo becomes a major infrastructure provider for tokenized bonds and equities, its addressable market could expand far beyond the crypto-native economy. The key question is whether Ondo can convert that enormous market opportunity into actual assets, transaction volume and sustainable token value.
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