ONDO and HYPE: Undervalued RWA and DeFi Tokens Poised for Altcoin Season 2025 Growth

Altcoin Season 2025 is heating up, and two tokens—ONDO and HYPE—are quietly building the infrastructure to outperform the broader market. While both operate in high-growth sectors (tokenized real-world assets and decentralized finance), their strategies diverge in ways that highlight their unique strengths. ONDO, the native token of Ondo Finance, is leveraging institutional-grade compliance and RWA tokenization to bridge traditional and digital finance. HYPE, the governance token of Hyperliquid, is capitalizing on deflationary mechanics and high-performance blockchain infrastructure to dominate decentralized trading. Both projects are under the radar but show signs of explosive potential.

ONDO: The Institutional-Grade RWA Play

Ondo Finance has positioned itself as a leader in tokenizing real-world assets (RWAs), a market projected to hit $16 trillion by 2030 [4]. Its recent moves—like launching Ondo Catalyst, a $250 million investment initiative backed by Pantera Capital, and acquiring Oasis Pro (a SEC-registered broker-dealer)—signal a deliberate pivot toward institutional adoption [1]. These acquisitions strengthen Ondo’s ability to tokenize assets like commercial real estate and corporate debt while complying with U.S. regulations, a critical differentiator in a space plagued by regulatory uncertainty.

The launch of Ondo Chain, a Layer 1 blockchain tailored for tokenized RWAs, further cements its infrastructure advantage. By combining public blockchain transparency with regulatory compliance features, Ondo Chain addresses a key pain point for institutional investors: balancing innovation with legal risk [1]. This aligns with broader trends, as firms like Circle and Stripe also build proprietary blockchains to reduce costs and enhance control [3].

ONDO token holders benefit from governance rights, staking incentives, and the ability to use ONDO as collateral. The token’s price has traded between $0.70 and $2 in Q3 2025, supported by macroeconomic tailwinds and partnerships with PayPal and Google Cloud [2]. Analysts project a potential $5+ price target by 2026 if adoption continues [2].

HYPE: The High-Performance DeFi Powerhouse

Hyperliquid’s HYPE token is another sleeper. The platform’s custom HyperEVM blockchain processes 200,000 orders per second, outpacing competitors like Solana and Ethereum [1]. This technical edge, combined with a deflationary model (97% of trading fees are burned), has driven HYPE’s price to $43 as of September 2025, with a market cap of $14.5 billion.

Institutional confidence is growing: 21Shares recently launched an ETP for HYPE on the SIX Swiss Exchange, offering traditional investors regulated exposure to the token [1]. Hyperliquid’s August 2025 trading volume hit $400 billion, a testament to its market dominance [1]. Technically, HYPE is forming an ascending triangle pattern, with resistance at $50–$52 and support at $42–$43. A breakout could push the token toward $100 or even $250 by year-end, though risks like validator centralization and a November 2025 token unlock loom [4].

Why These Tokens Matter

Both ONDO and HYPE are solving real-world problems with institutional-grade solutions. Ondo Finance is tokenizing assets that were previously illiquid and opaque, while Hyperliquid is redefining decentralized trading with speed and efficiency. Their PR strategies—Ondo’s focus on regulatory alignment and Hyperliquid’s emphasis on performance—resonate with both retail and institutional audiences.

Risks and Rewards

While both tokens are well-positioned, risks persist. Ondo’s tokenized RWA market depends on regulatory clarity, which could shift with the SEC’s evolving stance. HYPE’s deflationary model faces a test in November 2025 when a large token unlock could flood the market [4]. However, both projects have demonstrated resilience: Ondo’s partnerships with PayPal and Google Cloud suggest long-term viability, while Hyperliquid’s ETP listing signals growing institutional acceptance.

Conclusion

ONDO and HYPE represent two sides of the same coin: real-world utility and institutional-grade infrastructure. As Altcoin Season 2025 unfolds, these tokens are poised to outperform due to their focus on compliance, innovation, and scalability. For investors seeking exposure to the next wave of crypto growth, both projects warrant serious consideration—provided they’re willing to navigate the inherent risks of early-stage adoption.

**Source:[1] Ondo Finance Had a Blockbuster July. Analyst Sees Explosive Growth in August [https://www.coindesk.com/markets/2025/08/04/ondo-finance-had-a-blockbuster-july-analyst-sees-ondo-exploding-higher-in-august][2] Ondo Finance (ONDO) Price Prediction 2025–2030 [https://99bitcoins.com/price-predictions/ondo-finance/][3] Why Circle, Stripe Are Launching Their Own Blockchains [https://www.coindesk.com/news-analysis/2025/08/17/why-circle-and-stripe-and-many-others-are-launching-their-own-blockchains][4] Why Asset Tokenization Is Inevitable [https://www.coindesk.com/business/2024/04/24/why-asset-tokenization-is-inevitable]