What can Ondo do to overcome the pressure of a heavy token opening?
ONDO is creating a surprising paradox. The token's price has fallen more than 80% from its all-time high (ATH), but Total Value Locked (TVL) has reached a new record.
This difference raises questions about the true potential of the project. At the same time, industry leaders are projecting a positive outlook for the tokenization sector in 2026.
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The price of Ondo will decrease significantly after opening
Ondo is a decentralized finance (DeFi) protocol focused on tokenizing real-world assets (RWAs). The protocol allows users to access traditional financial products. These include US Treasury bonds, credit funds and stocks registered on the blockchain.
BeinCrypto price data shows that ONDO has dropped to $0.35 from a peak above $2.1. This represents a reduction of more than 80%. In the year At the beginning of 2026, ONDO continued to set new lows and showed no clear signs of recovery.
Negative price action may come from token opening pressure. Ondo recently completed the launch of 1.94 billion tokens on January 18th. This amount constitutes 57.23% of the given supply.
A sudden increase in supply has increased selling pressure and investor concern. ONDO is down another 10% since opening.
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The Ondo January Paradox: Is the Project Undervalued?
But the Token Terminal data shows strong momentum in the tokenized equity sector. The total market capitalization of Tokend shares reached a new ATH of $441.2 million. Ondo Finance leads the sector with a market share of 54.4 percent.
Charts indicate that tokenized equity market capitalization has risen since September of last year. This expansion occurred at a time when the broader crypto market was in a slump during the same period.
The data indicates that while many retail investors have withdrawn capital, enterprises have continued to allocate funds to series stocks.
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Also, Ondo TVL increased significantly in January. An ATH of more than $2.5 billion has been reached, according to Defillama data.
TVL represents the total value of assets that users lock into a protocol. It reflects user engagement and confidence. The discrepancy between the decline in market value and the increase in capital inflows has led them to suspect that Ondo is undervalued. Sentiment and emotion often drive market prices, causing retail investors to lose sight of the fundamentals.
“The fear in the market right now is a boon, especially for projects like Ondo,” said investor Kiren.
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This paradox will become even clearer as it emerges as a central theme at Davos 2026. They describe it as a bridge between traditional finance and Diffie.
Exchange trading data shows that despite the decline in prices, many whale investors are taking the pullback as an opportunity.
CryptoQuant Spot's average order size data, shown in green on the chart, highlights the dominance of large whale orders in recent months.
This pattern suggests that once ONDO sells off pressure from the opening, it could experience a strong recovery as risks fade and market fears subside.
