Possible scenario
Measured App Adoption
45% Chance
The most likely path is incremental adoption: crypto apps use Near's 1Click API to add Ondo tokenized U.S. stock access, but volumes remain concentrated among existing on-chain users. The SEC-cleared pilot and Ondo's recent integrations reduce regulatory uncertainty, while KYC, jurisdictional limits, and liquidity constraints prevent an immediate mass-market shift.
Secondary impacts
- Technology +0.2%
- Finance +0.1%
Portfolio impact
S&P 500+0.1%
Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.
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