Ondo 和 BlackRock 一起推出了新的产品线
简单理解就是:BlackRock 出策略,Ondo 做代币化。
这次上线的 Intelligent Portfolios,其实有点像把基金的玩法搬到链上。以前买基金,是通过基金份额获得一篮子资产的配置,现在 Ondo 是直接把一整套投资组合做成一个链上可转让的 Token。
首批有 3 个组合,都是基于 BlackRock 为 Ondo 开发的投资组合策略:
-BLKHIon:Ondo 高收益
-BLKDIGon:Ondo 多元化成长
-BLKGRWon:Ondo 高成长
我觉得这次比较值得关注的,是它不只是把资产 Token 化,而是开始把投资组合和策略本身 Token 化。
一枚 Token 里可以包含多种资产,持仓和权重都能在链上看到,而且可以程序化再平衡。对于符合条件的非美国投资者,在许可司法管辖区内,还可以通过钱包、交易所和 DeFi 应用获得这些组合的敞口。
另外一点我比较关注:这些 Portfolio Token 本身可以和 DeFi 组合起来。以后链上的 RWA 不一定只是拿来交易,也可能直接成为其他链上金融产品的基础资产。
从单个资产,到投资组合,再到投资策略,我觉得 Ondo 这次是在往 RWA 更上游的一层走。
@Ondo
Introducing Ondo Intelligent Portfolios, the first three portfolios powered by BlackRock.
Ondo Intelligent Portfolios introduces a new onchain product category: curated investment portfolios delivered as single onchain transferable tokens.
The first three portfolios are based on portfolio strategies developed by BlackRock for Ondo, marking the first time eligible onchain investors can access exposure to such strategies through a single token.
1. BLKHIon: Ondo High Income Powered by BlackRock
2. BLKDIGon: Ondo Diversified Growth Powered by BlackRock
3. BLKGRWon: Ondo High Growth Powered by BlackRock
Diversified, professionally constructed strategies have historically required brokerage accounts and traditional fund structures. Now, delivered as peer-to-peer transferable tokens from Ondo, these onchain portfolios become accessible to eligible non-US investors in permitted jurisdictions through the wallets, exchanges, and DeFi applications they already use.
“Tokenization creates new ways for portfolio strategies to be delivered through digital infrastructure. Diversified portfolio strategies can be incorporated into tokenized investment products, enabling eligible investors to access diversified allocations through a single instrument. It shows how established portfolio construction approaches can be delivered through new channels and technologies.” - Lisa O’Connor, Global Head of the Model Portfolio Solutions team and Co-CIO for Global Solutions within the Multi-Asset Strategies group at BlackRock
Ondo Intelligent Portfolios can unlock novel capabilities:
→ Programmatic rebalancing
→ Full composability with DeFi
→ Complete transparency onchain
→ Multiple asset classes in a single token
This is just the start for Ondo Intelligent Portfolios. The infrastructure is now in place for leading financial institutions to bring their asset allocation expertise onchain.