Ondo's head of product just compared tokenization to early ETFs
Not a bad comp tbh. ETFs were clowned on for years before they ate the entire market
Now look — $5T+ in assets, retail's favorite vehicle, basically killed active management
Tokenization's at that awkward phase rn. Everyone knows it's coming but most tradfi guys still think it's a meme
Meanwhile $ONDO's already moving real treasury yields onchain. Not some random jpeg promise — actual institutional grade products
The pattern's obvious if you've seen this movie before:
1. New tech gets dismissed
2. First movers build infrastructure
3. Suddenly it's everywhere and the skeptics are scrambling
We're somewhere between step 2 and 3. The rails are being built right now while everyone's still debating if this is real
By the time it's obvious, you're already late
Not a bad comp tbh. ETFs were clowned on for years before they ate the entire market
Now look — $5T+ in assets, retail's favorite vehicle, basically killed active management
Tokenization's at that awkward phase rn. Everyone knows it's coming but most tradfi guys still think it's a meme
Meanwhile $ONDO's already moving real treasury yields onchain. Not some random jpeg promise — actual institutional grade products
The pattern's obvious if you've seen this movie before:
1. New tech gets dismissed
2. First movers build infrastructure
3. Suddenly it's everywhere and the skeptics are scrambling
We're somewhere between step 2 and 3. The rails are being built right now while everyone's still debating if this is real
By the time it's obvious, you're already late