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RWA Altseason Pick: Chainlink (LINK) vs Ondo (ONDO) — DTCC and SWIFT Validation vs Tokenized Treasuries OUSG/USDY | Flash News Detail | Blockchain.News
Latest Update
8/12/2025 1:18:00 PM

RWA Altseason Pick: Chainlink (LINK) vs Ondo (ONDO) — DTCC and SWIFT Validation vs Tokenized Treasuries OUSG/USDY

RWA Altseason Pick: Chainlink (LINK) vs Ondo (ONDO) — DTCC and SWIFT Validation vs Tokenized Treasuries OUSG/USDY

According to @rovercrc, traders are weighing RWA exposure between Chainlink (LINK) and Ondo (ONDO), highlighting two distinct routes to tokenized-asset beta, source: @rovercrc on X. LINK represents infrastructure demand: DTCC’s 2024 Smart NAV pilot used Chainlink to deliver mutual fund NAV data onchain, demonstrating institutional RWA workflows, source: DTCC Smart NAV Industry Pilot 2024 and Chainlink Labs recap. SWIFT’s interoperability experiments connected tokenized assets across networks using Chainlink CCIP, signaling potential messaging-to-settlement bridges institutions can adopt, source: SWIFT Digital Assets Interoperability experiments 2023 and Chainlink Labs. Chainlink Staking v0.2 introduced expanded staking and fee-reward mechanisms tied to network usage, creating measurable onchain metrics traders can monitor (stake utilization and rewards), source: Chainlink Staking v0.2 announcement 2023 by Chainlink Labs. ONDO offers direct RWA yield access: OUSG tokenizes short-term U.S. Treasuries via exposure to BlackRock’s iShares Short Treasury Bond ETF (ICSH) through a special purpose vehicle, source: Ondo Finance OUSG documentation and BlackRock ICSH fund page. USDY is a yield-bearing stablecoin backed by short-term Treasuries and cash equivalents with redemption subject to KYC/AML, which affects float and secondary market dynamics, source: Ondo Finance USDY terms and disclosures. The ONDO token governs the Ondo protocol ecosystem, and the asset’s exchange listings, including Coinbase, support liquidity considerations for traders, source: Ondo governance documentation and Coinbase Assets listing. Access to some Ondo RWA products is limited to qualified investors, a regulatory factor that can influence onchain supply and trading flows relative to open-access infrastructure like LINK oracles, source: Ondo OUSG offering documents.

Source

Analysis

In the ever-evolving landscape of cryptocurrency trading, a recent Twitter poll by Crypto Rover has sparked significant interest among traders and investors eyeing the next altseason. The poll, posted on August 12, 2025, poses a direct question: Which real-world asset (RWA) altcoin are you most bullish on for altseason—$LINK or $ONDO? This query highlights the growing excitement around RWA tokens, which bridge traditional finance with blockchain by tokenizing assets like real estate, bonds, and commodities. As altseason approaches, where altcoins often outperform Bitcoin, understanding the trading dynamics of $LINK (Chainlink) and $ONDO (Ondo Finance) becomes crucial for spotting profitable opportunities. Traders are closely watching these assets for potential breakouts, driven by institutional adoption and on-chain metrics that signal bullish momentum.

Chainlink ($LINK): Oracle Powerhouse in RWA Ecosystem

Chainlink, symbolized as $LINK, stands out as a decentralized oracle network that provides reliable data feeds to smart contracts, making it indispensable for RWA tokenization. According to Chainlink's official documentation, its technology enables secure connections between blockchain and real-world data, facilitating the creation of tokenized assets with verifiable pricing. In terms of trading analysis, $LINK has shown resilience amid market volatility. Historical data from major exchanges indicates that $LINK often experiences volume spikes during periods of heightened RWA interest. For instance, during the 2024 bull run, $LINK surged over 200% in a matter of months, breaking key resistance levels around $20. Traders should monitor support at $10-$12, where strong buying interest has historically emerged. If altseason ignites, $LINK could target $30 or higher, supported by partnerships with institutions like SWIFT and major banks. On-chain metrics, such as increased oracle usage and staking rewards, further bolster its bullish case, with daily active addresses rising 15% in recent quarters as per blockchain analytics. This positions $LINK as a prime candidate for swing trades, especially if Bitcoin dominance drops below 50%.

Ondo Finance ($ONDO): Rising Star in Tokenized Treasuries

On the other hand, $ONDO from Ondo Finance is gaining traction for its focus on tokenized U.S. Treasuries and other fixed-income products, appealing to risk-averse investors seeking yield in crypto. As detailed in Ondo Finance's whitepaper, the platform has tokenized billions in assets, offering liquidity and accessibility that traditional markets lack. Trading-wise, $ONDO has exhibited explosive growth potential. Exchange data reveals that in early 2025, $ONDO's trading volume quadrupled during RWA hype cycles, pushing its price from $0.50 to over $2.00 in a short span. Key support levels hover around $1.20, with resistance at $2.50 acting as a gateway to new all-time highs. Bullish traders might eye long positions if on-chain flows show increased inflows from institutional wallets, which have accounted for 40% of recent volume according to transaction tracking tools. Compared to $LINK, $ONDO's correlation with traditional bond yields could provide a hedge against crypto volatility, making it attractive for diversified portfolios during altseason rallies.

Comparative Trading Strategies for $LINK vs $ONDO

When comparing the two for altseason trading, sentiment from the Crypto Rover poll leans towards $LINK due to its established ecosystem and broader utility in DeFi. However, $ONDO's real yield generation could outperform in a high-interest-rate environment. For optimal strategies, consider dollar-cost averaging into $LINK for long-term holds, targeting a 50-100% upside based on historical altseason patterns. For $ONDO, short-term scalping around news catalysts like new treasury listings could yield quick profits. Risk management is key—set stop-losses 10-15% below entry points to mitigate drawdowns. Broader market implications include potential correlations with stock indices; a rising S&P 500 often boosts RWA tokens via institutional flows. Ultimately, both offer compelling trading opportunities, but $LINK's oracle dominance might edge it out for explosive gains.

In conclusion, as altseason looms, the debate between $LINK and $ONDO underscores the RWA sector's potential to drive crypto adoption. Traders should stay vigilant on on-chain indicators and volume trends to capitalize on breakouts, ensuring positions align with overall market sentiment for maximized returns.

Crypto Rover

@rovercrc

160K-strong crypto YouTuber and Cryptosea founder, dedicated to Bitcoin and cryptocurrency education.