🧵 $AVNT: The #RWA underdog about to lap the field in 2026
ONDO built the rails.
AVNT is the rocket fuel. 🚀
2025 was a liquidity bloodbath—tariffs, QT, Treasury flood.
We survived.
Now the pipes open.
$20B lifetime volume. $14M annualized rev. $111M TVL peak.
All in a bear market.
On *Base*. Zero fees. 500x leverage.
Tokenized gold, oil, FX, indices—*perps*, not just parking.
Polymarket + Bankr = election bets settled on-chain.
FDV? ~$138M.
ONDO? $2B+.
Same RWA thesis.
Different velocity.
2026 = deployment year.
Institutions don’t want yield.
They want *exposure*.
AVNT is DeFi’s Bloomberg terminal.
No KYC. Wallet-native. Backed by Pantera, Coinbase, Thiel.
Staking = governance + fee cuts.
Unlocks? Watch.
But volume > unlocks.
If RWA 10x’s to $300B…
ONDO is the index.
AVNT is the vol play.
Been stacking.
Not selling.
EOY ‘26 PT: $5–10 (30–70x FDV).
2025 built the future.
2026 turns it on.
#AVNT #RWA #Crypto #DeFi #Base #Ondo
@CryptoHayes @cobie @CryptoKaleo @TheCryptoDog @Pentosh1 @CredibleCrypto @RaoulGMI @CryptoCapo_ @CryptoBanter @AltcoinDailyio
LFG.
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