ONDO's founder has passed away. I was quite shocked when I saw this news this morning.

In the short term, the market will definitely experience emotional panic selling, but in my opinion, this could actually be a good opportunity to pick up some chips.

ONDO can be said to be the absolute leading project in the current RWA (Real-World Asset) track. I've been paying attention to and holding it since mid-2024. Many friends may only know that it has risen, but they don't understand its true product logic and compliance system.

Its core purpose is actually very simple: to allow on-chain funds to, like Wall Street institutions, earn returns from U.S. Treasuries and money market funds. It’s about bringing the most core and stable income assets of traditional finance onto the blockchain.

Many people now see the concept of “tokenization of U.S. stocks” starting to explode, but actually, ONDO was already laying out these things back in 2024. Including RWA, tokenization of government bonds, and institutional-grade assets on the chain—these are not new stories, but directions they have been working on for a long time.

So I always say, projects with real product logic, institutional resources, and compliance capabilities are on a completely different level from those coins that rely solely on emotional hype.

Of course, short-term news will definitely influence market sentiment, but from a long-term perspective, I care more about:

Does this project’s core business have any issues?
Are institutional partnerships still ongoing?
Has the product logic been compromised?

From what I see now, these things are still intact.

Sometimes, the biggest opportunities in the market appear precisely when emotions are most panicked.