⚠️ $ONDO FACES A MAJOR 2027 SUPPLY EVENT — 1.94B TOKENS SCHEDULED TO UNLOCK
The bullish RWA thesis has a risk that shouldn't be ignored.
According to the current vesting schedule, 1.94B ONDO is scheduled to unlock on:
📅 January 18, 2027
Current total supply: 10B ONDO
Currently unlocked: roughly 4.87B
That makes the upcoming unlock a significant supply event relative to today's unlocked supply.
And this is why I don't reduce the ONDO thesis to:
“RWA is growing → ONDO goes up.”
Two things can be true:
✅ Ondo becomes important RWA infrastructure
⚠️ Future token supply creates selling pressure
The key question for 2027:
Can ecosystem growth create enough demand to absorb the new supply?
That's the metric I'd watch.
$WLD
$ARB
#ONDO #RWA #Tokenomics
The bullish RWA thesis has a risk that shouldn't be ignored.
According to the current vesting schedule, 1.94B ONDO is scheduled to unlock on:
📅 January 18, 2027
Current total supply: 10B ONDO
Currently unlocked: roughly 4.87B
That makes the upcoming unlock a significant supply event relative to today's unlocked supply.
And this is why I don't reduce the ONDO thesis to:
“RWA is growing → ONDO goes up.”
Two things can be true:
✅ Ondo becomes important RWA infrastructure
⚠️ Future token supply creates selling pressure
The key question for 2027:
Can ecosystem growth create enough demand to absorb the new supply?
That's the metric I'd watch.
$WLD
$ARB
#ONDO #RWA #Tokenomics