MetaMask Integrates 200+ Tokenized Stocks via ONDO Amid Extreme Fear

VADODARA, February 3, 2026 — MetaMask has integrated over 200 tokenized U.S. stocks and ETFs through a partnership with ONDO Finance (ONDO), according to official announcements. This daily crypto analysis reveals a strategic move to expand decentralized finance (DeFi) access amid extreme market fear, with eligible users outside the United States now able to purchase, hold, and trade these assets directly via the MetaMask mobile app. The offerings include shares of Tesla, Nvidia, Apple, Microsoft, and Amazon, plus ETFs tracking silver (SLV), gold (IAU), and the Nasdaq-100 (QQQ).

Investigation: The ONDO-MetaMask Tokenization Partnership

ONDO Finance, a leader in real-world asset (RWA) tokenization, provides the underlying infrastructure for this integration. According to the source data, the partnership enables direct on-chain settlement of tokenized equities, bypassing traditional intermediaries. This reduces counterparty risk and enhances liquidity efficiency. Users interact with these assets through MetaMask's interface, leveraging Ethereum-based smart contracts for compliance and custody. The exclusion of U.S. users aligns with current SEC regulatory frameworks, as detailed on SEC.gov regarding securities laws.

Market Context & Historical Precedent

Historically, tokenization initiatives have surged during bear markets to attract institutional capital. In contrast, this launch occurs amid extreme fear, suggesting a counter-cyclical strategy. Underlying this trend is the growing demand for yield-generating RWAs, which saw a 300% increase in TVL since 2023. Consequently, MetaMask's move mirrors past integrations like Uniswap's stock tokens in 2021, but with enhanced regulatory compliance. Related developments include Fireblocks' recent Canton Network integration for institutional settlement, highlighting a broader shift toward on-chain finance.

Technical Architecture & Price Action

Market structure suggests this integration could pressure Bitcoin's dominance by diverting liquidity to tokenized equities. Technically, Bitcoin faces a critical Fibonacci support at $75,000 (0.618 retracement from the 2025 high), with RSI at 42 indicating neutral momentum. The ONDO token's price action shows a 15% surge post-announcement, reflecting positive sentiment. However, on-chain data indicates low exchange inflows, suggesting cautious accumulation. This aligns with the extreme fear sentiment, where investors seek hedges like tokenized gold ETFs. The integration uses EIP-4844 blobs for scalable transaction processing, reducing gas costs by 40% compared to traditional methods.

By The Numbers

Why It Matters

This integration matters because it accelerates the convergence of TradFi and DeFi, potentially unlocking $10 trillion in institutional liquidity. Real-world evidence includes increased on-chain activity for RWAs, with daily volumes rising 25% month-over-month. Institutional liquidity cycles suggest that tokenized equities could absorb capital during crypto downturns, stabilizing market structure. Retail investors gain exposure to traditional assets without KYC hurdles, enhancing portfolio diversification. , this reduces reliance on centralized exchanges, aligning with DeFi's permissionless ethos.

Expert Commentary

"The MetaMask-ONDO partnership represents a structural shift in asset accessibility. By tokenizing blue-chip stocks, they create a new liquidity layer that could mitigate crypto volatility. However, regulatory clarity remains the key bottleneck for U.S. adoption," said the CoinMarketBuzz Intelligence Desk.

Market Outlook & Price Scenarios

Market analysts project two data-backed scenarios based on current structure. First, successful adoption could drive ONDO's price toward $2.50, with Bitcoin benefiting from correlated inflows. Second, regulatory pushback might cap gains, forcing consolidation. The 12-month outlook hinges on broader macro conditions, such as Fed policy shifts, which could influence tokenized asset demand.

• Bullish Invalidation Level: Bitcoin breaking above $82,000 would confirm a trend reversal, signaling renewed risk appetite and supporting tokenized asset growth.
• Bearish Invalidation Level: Bitcoin falling below $75,000 would invalidate the current structure, indicating sustained fear and potential liquidity outflows from DeFi.

Historical cycles suggest that such integrations often precede multi-year adoption waves, making this relevant for the 5-year horizon.