ONDO Surges 40% in 30 Days, Outperforms HBAR in RWA Tokenization

ONDO and Hedera (HBAR) have both experienced recent growth, sparking interest in which of the two could deliver more significant gains by 2025. Analyst Matty, in a detailed video on the Altcoin Buzz YouTube channel, compared the use cases, market dynamics, and growth potential of both tokens. The analysis is not intended as investment advice but rather as a breakdown of two promising ecosystems.

Matty begins by highlighting ONDO, the native token of Ondo Finance. The ONDO price has surged over 40% in the last 30 days, positioning it as a leader in the Real World Asset (RWA) tokenization space. The expectation is that large volumes of tokenized treasury bills and bonds will enter the blockchain space in the coming years, and ONDO is well-positioned to capture this demand. One of the key factors driving this bullish sentiment is ONDO’s strong institutional ties. BlackRock has assisted Ondo Finance in issuing the OUSG token, a tokenized version of US treasury bills, and has included ONDO in its BUIDL fund, signaling strong endorsement from traditional finance.

ONDO is also benefiting from regulatory clarity. The recent Genius and Clarity Acts in the US provide clearer guidance for blockchain projects, particularly around token classification. Matty explains that once ONDO meets regulatory standards and becomes sufficiently decentralized, it could fall under CFTC oversight instead of the SEC. This shift could open the door to more institutional partnerships, especially in regulated markets like forex and bonds. At the time of the video, ONDO was trading at about $1.05, down more than 50% from its all-time high of $2.14 in December. Despite this, Matty argues that this creates a strong entry point, given the sector's rapid growth and ONDO’s recent rebound from April lows.

Next, Matty turns to Hedera and its native token HBAR. While ONDO dominates the RWA space, HBAR is making strides in stablecoins and artificial intelligence. Hedera introduced Stablecoin Studio, a toolkit that allows institutions to issue, manage, and audit stablecoins with built-in compliance features. This solution is already being used in the real world, with Shinhan Bank in South Korea utilizing Hedera for cross-border payments. Beyond stablecoins, Hedera is also making a play in AI infrastructure. The network supports verifiable compute, allowing developers to outsource AI processing and verify the output for accuracy. This could be extremely useful in a world where AI is absorbing more computing power every day, especially for auditing and testing large models.

From a price performance angle, HBAR is up nearly 87% in the past month and over 260% in the past year. This is significant considering the broader altcoin market has had a rough start to 2025. Hedera’s current market cap is around $11.5 billion, which Matty sees as mid-sized with plenty of room to grow, especially if its infrastructure continues to attract stablecoin and AI developers.

So, which one is the better investment? That depends on the narrative you believe in more. If you believe that trillions of dollars in real-world assets will soon be tokenized, ONDO is the more direct play. Its partnerships, compliance trajectory, and early leadership in RWA make it an attractive long-term hold. Despite the recent price correction, ONDO remains a top contender with the backing of BlackRock and momentum from regulatory support. On the other hand, if you believe stablecoin issuance and AI integration will be the main crypto growth stories over the next few years, Hedera might be the stronger pick. Its ability to attract enterprise users through Stablecoin Studio and support scalable compute for AI models gives it a broader utility beyond just finance. The strong performance of the HBAR price also suggests that the market is starting to recognize this potential.

Toward the end of the video, Matty admits the choice is not easy. He respects both projects and believes they should ideally be in a long-term portfolio together. Still, if forced to choose just one based on current price levels and upside potential, he leans slightly toward ONDO. The key reason is valuation. ONDO is trading at less than half its all-time high, despite major developments and sector growth. Matty believes that ONDO’s position in the RWA space and support from BlackRock give it the kind of backing that few other altcoins enjoy. Hedera may have outperformed over the past year, but ONDO could be offering better relative value right now. In his words, it’s a close call, but for investors looking to maximize upside in 2025, ONDO might just be the smarter play—at least for today.

If altcoins continue to recover and sectors like tokenized assets, stablecoins, and AI start driving new growth cycles, both ONDO and HBAR could be worth holding onto for the long haul. As Matty says, it’s not about betting everything on one coin, but about positioning for the biggest narratives in the next crypto wave.