The post ONDO Token’s Structural Pricing Gap: Why Strong Fundamentals Haven’t Triggered Market Repricing appeared on BitcoinEthereumNews.com.

TLDR: ONDO lags market rotation despite improved liquidity conditions and declining Bitcoin dominance over past 17 days Token lacks activated fee switches and governance mechanisms preventing direct value capture from growing tokenization activity Infrastructure exists between crypto speculation and equity valuation lacking traditional pricing frameworks of either asset class Analyst predicts violent repricing event when settlement flows activate similar to historical ETH and SOL infrastructure shifts   ONDO token presents an unusual market position that defies typical crypto asset behavior, according to crypto analyst Sarosh.  The token demonstrates strong institutional adoption and real-world utility through expanding tokenization services, yet price action remains subdued compared to peers.  This disconnect stems from unclear value capture mechanisms rather than fundamental weakness, creating what observers call the “Ondo Paradox.” Liquidity Rotation Bypasses Infrastructure-Focused Assets Market conditions currently favor ONDO’s growth trajectory. Federal Reserve and Treasury liquidity measures have expanded while Bitcoin dominance entered a downtrend approximately 17 days ago.  Mid-cap cryptocurrencies gained momentum during recent rotation phases, suggesting improved risk appetite across markets. However, ONDO lags behind comparable assets like SUI in volume and price appreciation. The disconnect exists because current liquidity flows target high-velocity assets with thin float structures and momentum-driven narratives. ONDO operates differently, functioning as duration-based infrastructure rather than speculative trading vehicle.  Sarosh noted on X that “liquidity doesn’t avoid it; it waits for the structure to allow that liquidity to stay rather than churn.” The token’s design prevents participation in rapid rotational trading patterns dominating current market conditions. The Ondo Paradox$ONDO sits in a strange place in this cycle — and that’s exactly why so many people are hate it because they haven’t a clue. Retail has left the building so to speak. Even whales have no clue what’s coming. Google what I wrote to you. Please do it. You…

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Filed under: News - @ January 10, 2026 8:46 am