MetaMask Adds 200+ Ondo Tokenized US Stocks, ETFs and Commodities

MetaMask has integrated Ondo Finance’s Ondo Global Markets into its mobile wallet, enabling eligible non-US users to hold and transfer more than 200 tokenized U.S. stocks, ETFs and commodity-linked products directly inside the self-custodial wallet. The rollout, live from Feb. 3, 2026, covers major names including Apple, Amazon, Microsoft, NVIDIA and Tesla, plus ETF exposure (eg. QQQ, IWM) and commodity tokens for gold, silver and other materials. Ondo Global Markets, launched Sept 2025 and now over $500m TVL, mints and redeems tokens on traditional market hours while allowing 24/7 transfers across Ethereum, Solana and BNB Chain. The integration removes the need for separate broker accounts for token access, adds DeFi composability for tokenized securities, and aims to reduce settlement bottlenecks seen with traditional brokerages. Ondo has announced plans to scale to thousands of tokenized securities and to build regulatory-ready infrastructure (Ondo Chain) for institutional adoption; key stakeholders quoted include Ondo President Ian De Bode and ConsenSys founder Joe Lubin. For traders: expect expanded on‑chain liquidity for tokenized securities, new arbitrage and access opportunities for non‑US retail and institutional traders, and potential increases in trading volume and cross‑chain flows that could affect tokenized-stock markets and related on‑chain activity.
Bullish
The integration is likely bullish for on‑chain trading activity and liquidity around tokenized securities. By embedding 200+ tokenized US stocks, ETFs and commodity tokens inside MetaMask — a widely used self‑custodial wallet — the announcement lowers barriers to access for non‑US retail and institutional users, increasing potential demand and on‑chain volume. 24/7 token transfers across Ethereum, Solana and BNB Chain enable continuous arbitrage and market‑making, while mint/redemption tied to market hours preserves linkage to underlying prices. Short term, expect spikes in trading volume, higher gas and cross‑chain activity as traders test access and arbitrage opportunities. Mid to long term, the move could expand TVL for tokenized securities, drive DeFi composability (eg. collateral use, lending, AMM exposure) and attract institutional flows if Ondo’s regulatory infrastructure (Ondo Chain) progresses. Risks remain: regulatory scrutiny, custody and compliance constraints, and liquidity fragmentation across chains could limit upside. Overall, net effect on tokenized‑securities markets and related chain tokens is positive, supporting higher activity and price discovery.