Tokenized U.S. Equities and the Redefinition of Global Market Access: How Ondo Global Markets is Pioneering 24/7 On-Chain Exposure for Non-U.S. Investors

The financial landscape is undergoing a seismic shift as tokenization bridges the gap between traditional markets and decentralized finance (DeFi). At the forefront of this transformation is Ondo Global Markets, a platform launched by Ondo Finance to democratize access to U.S. equities and ETFs for non-U.S. investors. By leveraging blockchain technology, Ondo is redefining liquidity, accessibility, and efficiency in global capital markets.

A New Paradigm for Global Investors

For decades, non-U.S. investors have faced significant barriers to accessing U.S. equities, including high fees, geographic restrictions, and limited trading hours. Ondo Global Markets addresses these challenges by tokenizing over 100 U.S. stocks and ETFs—ranging from Apple (AAPL) to the QQQ ETF—on blockchain networks like Ethereum, with plans to expand to Solana and BNB Chain by year-end [1]. This enables 24/7 trading, instant settlement, and fractional ownership, starkly contrasting with traditional markets where trades settle in days and liquidity is constrained by market hours [2].

The platform’s tokenized assets are fully backed by U.S.-registered broker-dealers and cash in transit, ensuring exposure to the total economic return of the underlying securities [3]. This model, supported by infrastructure providers like BitGo, Ledger, and Chainlink, ensures institutional-grade security while enabling seamless integration with DeFi protocols and crypto wallets [4]. By the end of 2025, Ondo aims to scale its offerings to over 1,000 assets, further broadening access to the $64 trillion U.S. securities market [5].

Regulatory Compliance and Institutional Credibility

A critical differentiator for Ondo is its compliance-first approach. The platform leverages partnerships with U.S.-registered broker-dealers and recently acquired Oasis Pro, an SEC-registered broker-dealer, to serve U.S. investors and align with regulatory frameworks [6]. This strategy not only mitigates legal risks but also attracts institutional capital, as evidenced by Ondo’s tokenized U.S. Treasuries on the XRP Ledger, which are backed by $1.1 billion in assets [7].

Ondo’s wrapped token model—where tokenized assets are redeemable on-demand and backed by securities held in custody—sets it apart from loosely backed alternatives. Daily third-party verification and an enforceable security interest held by an independent Collateral Agent further reinforce trust [8]. This approach has drawn collaborations with JPMorgan, BitGo, and Fireblocks, underscoring its institutional credibility [9].

Liquidity and Efficiency: A Comparative Edge

Traditional markets suffer from inefficiencies such as slow settlement times and limited cross-border liquidity. Ondo’s tokenized equities inherit liquidity from their underlying assets, reducing volatility and slippage. For instance, tokenized Apple shares (AAPLon) now trade with spreads of less than 0.5%, a marked improvement over earlier tokenization models [10]. This efficiency is driven by arbitrage mechanisms that align token prices with their real-world counterparts.

Moreover, Ondo’s platform supports interoperability via LayerZero, enabling tokenized assets to be transferred across blockchains and integrated into DeFi ecosystems [11]. This mirrors the scalability of stablecoins, which have already demonstrated the potential of blockchain-based liquidity. As McKinsey projects the tokenized market cap to reach $2 trillion by 2030 [12], Ondo’s infrastructure positions it to capture a significant share of this growth.

The ONDO Token and Market Confidence

The ONDO token, with a circulating supply of 3.15 billion and a market cap of $2.93 billion, serves as both governance and utility token. Analysts project its price could reach $2.05 by 2025 and $34.32 by 2030, driven by institutional adoption and the expansion of tokenized real-world assets (RWAs) [13]. This optimism reflects broader market confidence in RWA infrastructure, a sector projected to grow to $30 trillion by 2034 [14].

Conclusion: A Catalyst for Global Financial Inclusion

Ondo Global Markets is not merely a technological innovation but a catalyst for redefining global financial inclusion. By dismantling barriers to U.S. equities, it empowers non-U.S. investors to participate in markets that were previously inaccessible or prohibitively expensive. As tokenization matures, platforms like Ondo will likely play a pivotal role in bridging traditional and decentralized finance, fostering a more interconnected and efficient global capital market.

For investors, the implications are clear: tokenized U.S. equities offer a compelling opportunity to diversify portfolios, access liquidity, and leverage blockchain’s transformative potential. As the market evolves, staying attuned to platforms like Ondo will be essential for navigating the next frontier of finance.

Source:
[1] Ondo Finance Rolls Out Tokenized U.S. Stocks, ETFs as Equity-Tokenization Ramps Up [https://www.coindesk.com/business/2025/09/03/ondo-finance-rolls-out-tokenized-u-s-stocks-etfs-as-equity-tokenization-ramps-up]
[2] Ondo debuts over 100 tokenized US stocks and ETFs on ... [https://www.theblock.co/post/369284/ondo-tokenized-stocks-etfs-ethereum-bnb-chain-solana]
[3] Ondo Brings Over 100 Tokenized U.S. Stocks and ETFs Onchain Starting on Ethereum [https://www.prnewswire.com/news-releases/ondo-brings-over-100-tokenized-us-stocks-and-etfs-onchain-starting-on-ethereum-302545276.html]
[4] Ondo Finance and Alpaca Collaborate to Tokenize US ... [https://www.businesswire.com/news/home/20250903244835/en/Ondo-Finance-and-Alpaca-Collaborate-to-Tokenize-US-Stocks-and-ETFs]
[5] Ondo Global Markets opens US stock and ETF trading to ... [https://www.mitrade.com/insights/news/live-news/article-3-1093045-20250904]
[6] The Emergence of Tokenized U.S. Equities: A New ... [https://www.ainvest.com/news/emergence-tokenized-equities-paradigm-global-access-liquidity-2509/]
[7] Ondo Finance's Tokenized Stocks: A New Era for Equity ... [https://www.ainvest.com/news/ondo-finance-tokenized-stocks-era-equity-markets-institutional-capital-2508/]
[8] Not All Tokenization is Created Equal: What Makes Ondo's ... [https://blog.ondo.finance/why-ondos-tokenization-approach-is-better/]
[9] Ondo Brings Over 100 Tokenized U.S. Stocks and ETFs ... [https://www.prnewswire.com/apac/news-releases/ondo-brings-over-100-tokenized-us-stocks-and-etfs-onchain-starting-on-ethereum-302545306.html]
[10] Ondo debuts over 100 tokenized US stocks and ETFs on ... [https://www.theblock.co/post/369284/ondo-tokenized-stocks-etfs-ethereum-bnb-chain-solana]
[11] Ondo Global Markets opens US stock and ETF trading to ... [https://www.mitrade.com/insights/news/live-news/article-3-1093045-20250904]
[12] Ondo Finance and Alpaca Collaborate to Tokenize US ... [https://www.businesswire.com/news/home/20250903244835/en/Ondo-Finance-and-Alpaca-Collaborate-to-Tokenize-US-Stocks-and-ETFs]
[13] Ondo Finance's Tokenized Stocks: A New Era for Equity ... [https://www.ainvest.com/news/ondo-finance-tokenized-stocks-era-equity-markets-institutional-capital-2508/]
[14] The Emergence of Tokenized U.S. Equities: A New ... [https://www.ainvest.com/news/emergence-tokenized-equities-paradigm-global-access-liquidity-2509/]