Wall Street Altcoins: Do ETH, SOL, ONDO, LINK and AAVE Get Paid?

The banks you've been told were coming for years are finally here, and right now they're showing up in five altcoins at once. Take JP Morgan, for example. It just put [music] its own digital dollar live on Ethereum, and the team behind it says putting bank money on blockchains is no longer theoretical. And it's not just Ethereum, a bank [clears throat] in North Dakota just put its own digital dollar on Solana for more than 90 local banks and credit unions. Citi just picked out a single altcoin for what it says could be one of the most important jobs in putting Wall Street on the blockchain.

And most [music] holders have never even heard of that job. BlackRock, Visa, and MasterCard are already helping run a network where one [music] of these coins lives. So, you'd think Ethereum and Solana would be flying from this, but at the time I'm recording this video, Ethereum is down about 20% this year, and Solana is down, too. So, here's what caught my eye. One of the five coins in this video brings in tens [music] of millions a month.

There's just one thing it needs to turn back on before that money starts reaching holders again, and we'll see what it is. So, which of these five coins actually gets paid when Wall [music] Street's money shows up? We're going through them one by one to find out. So, let's run it. All right, bull runners, welcome back to the channel.

So, coin number one is Ethereum, because that's where JP Morgan put its dollar. JPM Coin is JP Morgan's own dollars turned into tokens. Every token is $1 sitting in a JP Morgan account, and the bank stands behind it. JP Morgan says it chose Ethereum because that's where the most money already moves. Banks have mostly kept projects like this off public networks, so this is a big step.

And Wall Street was already there. On the roughly $39 billion in assets turned into tokens, from bonds to stocks, nearly 17 billion sits on Ethereum. That's close to 43% of the whole market on one network. But for the ETH you hold, all that money only helps once it pays fees. Part of every fee gets burned, so those coins are gone for good.

And right now, that's barely making a dent. This year, the burn has covered only about 2% of the new Ethereum being created. So, Ethereum is where Wall Street's money is landing first, and your ETH only gets paid if that money starts moving around enough to show up in the fees. Coin number two is Solana, and the banks showing up here are the small local kind, the ones a lot of you actually keep your money in. And at the start of October, the Bank of North Dakota put its own digital dollar, the Rough Rider coin, live on Solana.

It's for more than 90 local banks and credit unions in the state, and it runs through the company behind the software a lot of American small banks already use. And Solana was already busy before any of this. In one recent week, it brought in about 38% of all the revenue blockchains made, more than twice what Ethereum made. Just like on Ethereum, every fee on Solana is paid in its own coin. So, the more banks and apps use the network, the more Solana they need to use it.

And it just got faster. An upgrade called Alpaca Glow went live on October 21st. A payment used to take about 12 .8 seconds to become final now takes about 150 milliseconds. The catch is that nobody can see how much Rough Rider coin is actually moving. It's closed to the public, and no volumes have been published.

Solana is busy, and the banks on it have already started, but so far, none of that has helped the price. At the time I'm recording this video, Solana is around $104, down about 16% this year. Now, coin number three is Ondo, and it's the only one of the five that's clearly up this year. Ondo's business is taking things Wall Street already sells, like US government bonds and stocks, and turning them into tokens on a blockchain. And that business is growing fast.

Ondo now holds about $4 billion of these tokens, and more than 1.3 billion of that is stocks. Even the IMF now names Ondo among the biggest in the world at turning assets into tokens. But the competition is catching up. In January, 56% of all tokenized stocks came from Ondo, and by early October, it was 26% as Binance and Robinhood moved in. And here's what stings if you hold Ondo.

Over the last 30 days, Ondo's products brought in about $5.7 million in fees and none of it reached the people holding the coin. In the middle of January of 2027, about 1.71 billion more Ondo unlock. So, a lot of coins that were locked up become free to sell. Now, put that next to Solana. Ondo is up about 20% this year and pays its holders nothing.

Solana gets used for every single fee on its network and is down about 16%. So, if you've ever felt like this market rewards the story and ignores the money, that's what it looks like. But, there's more that you need to pay attention to. And the people building this part of Wall Street will tell you the same. Securitize is the company that turned BlackRock's fund into a token and its CEO, Carlos Domingo, was asked what Bitcoin's price means for his business.

Listen to this.

Look, what what we do has nothing to do with the price of Bitcoin. I think it's great that Bitcoin is going up. Uh I'd say it's good for the industry that overall the the prices are up because it provides more, you know, excitement and more capital for companies in the ecosystem. But, really tokenization it's a is completely orthogonal to to the price of the underlying digital assets. It's more about using the fundamental infrastructure to to modernize capital markets.

That's honest and it's why you can't assume a coin rides along with the business. The last two coins here are built for what BlackRock and Citi are focused on, which is collateral. Coin number four is Chainlink and to see why banks care about it, you need to know about one problem they've had for years. When a big bank makes a trade, it has to put up something valuable as a guarantee, usually cash or government bonds. That's collateral.

It doesn't move easily from one firm to another, so banks keep piles of it parked everywhere they might need it just in case. And Citi measures how much of that is just sitting there. About a quarter of it is idle and Citi puts the cost at about $356 million a year for each of the biggest banks. So, Chainlink built something called Fulcrum to fix exactly that. It moves collateral between blockchains, so it can go wherever it's needed, and Chainlink showed it off with the DTCC, the company that settles nearly every US stock trade.

But, Fulcrum doesn't mention the LINK coin at all. So, where does LINK come in? Well, it comes in through something called the Chainlink Reserve. Chainlink uses money it earns to buy LINK and hold on to it. Over the last 30 days, the Reserve added about 432,000 coins, taking it to about 6.3 million.

So, if you hold Chainlink, there's a date worth putting on your calendar. Chainlink has an event in New York on October 29th called The LINK with DTCC, the CFTC, and Swift expected there. If any of them commit to running money through Fulcrum, that's the first sign for Chainlink's business, and its Reserve could really grow from this. Now, coin number five is Aave, the one Citi singled out. It's the biggest lending app in crypto, and Citi thinks it could solve that same problem with idle collateral.

Citi's research team put out a note on it saying, "Collateral mobility may ultimately prove to be one of tokenization's most important use cases." Collateral mobility just means that idle pile is put to work. A fund holding bonds as tokens can drop them into Aave and borrow dollars against them at any hour without selling anything. The bonds keep earning while they sit there, and if the loan goes bad, Aave sells them to pay the lender back. So, BlackRock wants the same thing for its own funds. BlackRock's Dan Malloy said the bigger prize is being able to use those funds across the regular financial system.

But, no clearing house, which are the firms that sit in the middle of the big trades, has agreed to take them as collateral yet. So, for now, it's still just a plan. And America's derivatives regulator, the CFTC, has started making room for it. And Aave is already where these firms are. Its newest version runs on Arc, the blockchain built by Circle, the company behind the stablecoin USDC.

BlackRock, Visa, and Mastercard are now among the firms that help run that network. So, here's the coin I mentioned at the start and the one thing it needs to turn back on. Aave used to take part of what it earns and use it to buy Aave on the market. That's how holders got their cut, but those buybacks have been paused since April 19th after a hack on another project in April left Aave with bad debt to cover. And over the last 30 days, Aave brought in about $38 million in fees, almost seven times what Ondo made, the amount that reached Aave holders was zero.

And honestly, that's the strangest thing we found. Citi names Aave for one of the biggest jobs in tokenization and right now, the coin gets nothing from it. That's why the thing to watch is the buybacks coming back. When they restart, part of what Aave earns goes back into buying Aave. And at the time I'm recording this video, Aave is around $140 to $150, roughly where it started the year.

So, which of these coins actually get paid from Wall Street's next move? Well, it's not as simple as the headlines make it look. You see, Ethereum and Solana get used for every fee, but so far, that hasn't lifted their price. Chainlink at least uses what it earns to buy LINK. Ondo has never given holders a cut and Aave stopped giving them one in April, even with Wall Street's biggest names in the story.

So, what does all this mean if you're holding any of these coins? Well, it means a big bank headline on its own doesn't tell you whether your coin gets paid or goes up in price. Take Aave for example. There was no headline saying holders had stopped getting their cut six months ago. You'd only know if you were looking for it.

The banks will pick whatever coins they pick. What you can control is knowing what each of your coins actually gets out of it. But most people never check that. They see a big bank headline, they feel good about the coin they hold, and they only notice something's wrong once the price is already dropped. And as you just saw, every coin gets paid in a different way or not at all.

So, that's where my research team comes in. My team watches these markets 24/7 because you might have a family, you have kids, you have a full-time job. You don't have time to scour the internet for all this information. So, we created a private intelligence network through the link in the description below. When you click that right now and you watch the video, if it makes sense, there's a short form that you can fill out.

It takes less than a minute, and that allows you to schedule a call with an expert on my team. On that call, they go through what you hold. You don't reveal your private keys. We don't manage your funds. You have full privacy of your crypto, but they'll show you which coins actually get paid when the money shows up, and which coins are the one riding off of a narrative or a story that may or may not come true.

And more importantly, the next time a big bank headline drops, you already know which of your coins it really touches, and you have a strategy to be able to benefit whether the market goes up, down, or sideways for the next few months. So, make sure to check out that first link in the description that says, "Get your free crypto portfolio review." If you're on mobile watching this on your phone, tap more. It's right at the top. Watch the short video, fill out the quick form, and pick a time to speak with an expert on my team. I'll see you at the top.

As always, you know what to do. Stay bullish.

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