Personal opinion: ONDO's epic narrative begins. This is not a short-term market trend; it's a 2-3 year wealth mainline! Recently, ONDO's strong surge is not just ordinary coin short-term speculation but the official explosion of a once-in-a-decade epic financial narrative in the crypto world. Especially the milestone trade on May 6th, which completely rewrote ONDO's industry positioning and opened unprecedented upside potential. Today, setting aside emotional fluctuations, I will give a thorough analysis from core events, narrative cycles, valuation logic, and practical strategies to help everyone seize this top-tier opportunity. 1. May 6th: A historic moment rewriting the RWA track On May 6th, ONDO partnered with JPMorgan, Mastercard, and Ripple to complete the world's first cross-bank, cross-border tokenized US debt redemption transaction. This is not just a simple cooperation test but a landmark event symbolizing the complete integration of traditional Wall Street and the crypto world. Traditional cross-border US debt redemption takes 3-5 business days, involves complex procedures, high fees, and only operates on weekdays; however, this time, through ONDO's OUSG tokenized US debt, the entire process took only 5 seconds, enabling seamless settlement across time zones 24/7. Meanwhile, ONDO was successfully selected for the official working group of DTCC (the US securities depository and clearing organization), directly connecting to the core clearing system for US stocks and bonds, obtaining the most critical compliance entry ticket for Wall Street. The core significance of this event: 1. Track transformation: RWA has officially moved from a "conceptual narrative" in the crypto circle to a trillion-dollar institutional landing stage, fully opening the on-chain migration of the $25 trillion US debt market worldwide; 2. Identity transformation: ONDO has upgraded from an ordinary RWA project to the only on-chain US debt settlement infrastructure recognized by Wall Street, receiving comprehensive endorsement from top financial institutions; 3. Value transformation: from a simple governance token to a core asset with real institutional business and stable cash flow expectations. The upcoming protocol fee dividends in the second half of the year give the token tangible value capture capability. 2. How long will this narrative last? Many friends worry this is a short-term hotspot that will fade after a few days. The answer is clear: this is a super mainline running through 2026-2028, not a short-term hype. Compared to past crypto hotspots: DeFi Summer, AI tokens, Meme coins—most lasted 3-12 months, with rapid fade-out after the hype. But ONDO-led RWA compliance narrative is a revolutionary fusion of traditional finance and the crypto world, backed by the migration of trillions of existing assets on-chain, representing a structural transformation of the global financial system. - Short-term explosive phase (May 2026 - August 2026): strongest narrative, craziest capital inflows, fastest gains, with new institutional partnerships and policy benefits monthly, minimal pullbacks, the golden phase for holding and earning; - Mid-term main rally (September 2026 - end of 2027): market gradually differentiates, weak RWA tokens are eliminated, ONDO continues to hit new highs as the absolute leader, with ongoing cash flow and institutional business fulfillment; - Long-term maturity (after 2028): RWA becomes a standard in global finance, ONDO becomes a core value asset in crypto, with more stable trends, and long-term holding benefits from dividends and valuation appreciation. Simply put: this market is not about quick money in a few days but a 2-3 year opportunity to achieve wealth leaps by holding steady. 3. Reasonable valuation and previous high point judgment: previous high is just the starting point, with tenfold room for growth Currently, ONDO is priced around $0.40, with a market cap of only about 1.6 billion, severely undervalued. Considering its leading position on Wall Street, cash flow expectations, and track scarcity, a neutral fair value is $0.80-$1.00, corresponding to a market cap of 4-5 billion, double the current price; as institutional business continues to land and dividend mechanisms activate, a conservative valuation by the end of 2026 could reach $4, representing a 10x increase. Regarding the previous high of $2.12: At the end of 2024, ONDO’s previous high was purely driven by speculative hype, with no institutional landing or cash flow support at that time; now, with top-tier institutional partnerships, real business revenue, and compliant clearing channels, the fundamentals far surpass then. The $2.12 previous high is not a ceiling but the starting point of this round of market, and breaking through the previous high before the end of 2026 is highly probable. Looking long-term, if global asset tokenization continues to advance, ONDO’s growth is unlikely to stop at ten times; twenty times or even higher is within the realm of possibility—this is the unique wealth effect of top-tier narratives. 4. Practical operational strategies for subscribers Spot holders: - Hold your core position firmly, do not be shaken out by short-term minor dips; as long as the trend remains unchanged, do not sell easily; - When the price dips to the strong support zone of $0.38-$0.40, steadily add positions, cherish every buying opportunity; - Stage profit-taking: when reaching $0.80-$1.00, reduce by 30%, lock in some profits, and keep the remaining position for the long-term 10x rally. Waiting on the sidelines: - Avoid chasing high prices; patiently wait for dips to support levels, build positions gradually, and lower your average cost; - Strictly control your position size, focus on long-term layout, avoid frequent short-term trading, and hold core chips. Core taboos: - Do not short against the trend; the bullish trend driven by top-tier narratives is very strong, and shorting carries huge risks; - Do not blindly switch to garbage coins; only the leading projects can sustain bullish momentum in this cycle, and follow-up coins will eventually be eliminated; - Do not leverage fully into positions lightly; avoid the risk of liquidation from short-term volatility—steady holdings are key to long-term profits. Final words: The crypto world is never short of hot topics, but a top-tier narrative combining Wall Street compliance, trillion-dollar tracks, and monopolistic leaders is rare in ten years. ONDO’s May 6th event will surely be recorded in the history of crypto financial development, and we are now at the starting point of this epic market. Don’t get caught up in short-term fluctuations; don’t be tempted by small profits. Recognize the core logic of this market, hold onto leading positions with conviction, and seize this 2-3 year wealth mainline to truly reap substantial gains in this cycle. I will continue to monitor ONDO’s institutional developments, capital flows, and key support and resistance levels, providing timely updates to help everyone firmly grasp this top-tier opportunity.

#Gate广场五月交易分享 Bitcoin, as the "bellwether" of the cryptocurrency market, breaking below the key level of $80,000 has triggered a chain reaction across the entire crypto market. The core impacts are mainly reflected in two aspects: firstly, mainstream cryptocurrencies are moving weaker in sync. Except for Ethereum, coins like XRP, BNB, and others have experienced varying degrees of decline. The overall market shows a broad decline, but the drops have not exceeded 3%, and there has been no large-scale liquidation wave like in October 2025, indicating that market sentiment, while cautious, has not turned to extreme panic, and short-term selling pressure remains relatively manageable. Secondly, institutional attitudes are becoming more conservative. Previously, Wall Street asset management giants that drove Bitcoin's rise are now mostly in a wait-and-see mode. Although firms like Morgan Stanley and Goldman Sachs have long-term bullish views on Bitcoin, they have not increased their positions in the short term; some institutions have even reduced their holdings to lock in profits, further intensifying short-term volatility. Based on the latest news, capital flows, and market sentiment, an objective forecast of Bitcoin's future trend is provided, considering both short-term fluctuations and long-term trends, without overhyping positive signals or avoiding risks, aligning with the current market reality: (1) Short-term (1-3 days): Volatility consolidation, testing the support at $80,000 In the short term, Bitcoin is likely to maintain a consolidation trend, primarily testing the critical support at $80,000. If this level holds, a slight rebound to the $81,000–81,500 range is possible; if it fails to hold, further correction to the $79,000–79,500 range may occur, possibly even dropping below $79,000, but the probability of a sharp decline is low—after all, current market sentiment is neutral, and ETF capital continues to flow in, providing some support for prices. (2) Medium-term (1-2 weeks): Trend depends on capital and policy, unlikely to see a one-sided move In the medium term, Bitcoin's trend will mainly depend on two core variables: first, ETF capital inflows. If subsequent inflows continue to recover and offset previous outflows, it could push prices back above $82,000; second, macro policies and regulatory developments. If expectations for rate cuts reignite and regulatory frameworks are implemented with market expectations clarified, it could boost market sentiment. Conversely, the trend may remain volatile and downward. Overall, a one-sided upward or downward trend is unlikely in the medium term, with consolidation remaining the main theme. (3) Long-term (1-6 months): Institutional positioning remains unchanged, long-term trend still in focus In the long term, institutional investors' strategies toward cryptocurrencies have not changed. The cumulative net inflow into US spot Bitcoin ETFs has reached $58.72 billion. Major firms like Morgan Stanley and Goldman Sachs are still advancing crypto-related product innovations; Goldman Sachs has even launched a Bitcoin covered call ETF targeting conservative capital allocations such as pensions and insurance funds. Additionally, the improvement of regulatory frameworks may provide compliant support for Bitcoin's long-term development, with some institutions even projecting Bitcoin could rise to $225k in the long run. However, potential risks such as macro policy changes, stricter regulation, and capital outflows should be carefully monitored.

#Gate广场五月交易分享 Bitcoin, as the "bellwether" of the cryptocurrency market, breaking below the key level of $80,000 has triggered a chain reaction across the entire crypto market. The core impacts are mainly reflected in two aspects: firstly, mainstream cryptocurrencies are moving weaker in sync. Except for Ethereum, coins like XRP, BNB, and others have experienced varying degrees of decline. The overall market shows a broad decline, but the drops have not exceeded 3%, and there has been no large-scale liquidation wave like in October 2025, indicating that market sentiment, while cautious, has not turned to extreme panic, and short-term selling pressure remains relatively manageable. Secondly, institutional attitudes are becoming more conservative. Previously, Wall Street asset management giants that drove Bitcoin's rise are now mostly in a wait-and-see mode. Although firms like Morgan Stanley and Goldman Sachs have long-term bullish views on Bitcoin, they have not increased their positions in the short term; some institutions have even reduced their holdings to lock in profits, further intensifying short-term volatility. Based on the latest news, capital flows, and market sentiment, an objective forecast of Bitcoin's future trend is provided, considering both short-term fluctuations and long-term trends, without overhyping positive signals or avoiding risks, aligning with the current market reality: (1) Short-term (1-3 days): Volatility consolidation, testing the support at $80,000 In the short term, Bitcoin is likely to maintain a consolidation trend, primarily testing the critical support at $80,000. If this level holds, a slight rebound to the $81,000–81,500 range is possible; if it fails to hold, further correction to the $79,000–79,500 range may occur, possibly even dropping below $79,000, but the probability of a sharp decline is low—after all, current market sentiment is neutral, and ETF capital continues to flow in, providing some support for prices. (2) Medium-term (1-2 weeks): Trend depends on capital and policy, unlikely to see a one-sided move In the medium term, Bitcoin's trend will mainly depend on two core variables: first, ETF capital inflows. If subsequent inflows continue to recover and offset previous outflows, it could push prices back above $82,000; second, macro policies and regulatory developments. If expectations for rate cuts reignite and regulatory frameworks are implemented with market expectations clarified, it could boost market sentiment. Conversely, the trend may remain volatile and downward. Overall, a one-sided upward or downward trend is unlikely in the medium term, with consolidation remaining the main theme. (3) Long-term (1-6 months): Institutional positioning remains unchanged, long-term trend still in focus In the long term, institutional investors' strategies toward cryptocurrencies have not changed. The cumulative net inflow into US spot Bitcoin ETFs has reached $58.72 billion. Major firms like Morgan Stanley and Goldman Sachs are still advancing crypto-related product innovations; Goldman Sachs has even launched a Bitcoin covered call ETF targeting conservative capital allocations such as pensions and insurance funds. Additionally, the improvement of regulatory frameworks may provide compliant support for Bitcoin's long-term development, with some institutions even projecting Bitcoin could rise to $225k in the long run. However, potential risks such as macro policy changes, stricter regulation, and capital outflows should be carefully monitored.