AI agents for tokenized stocks & ETFs. Onchain. 0x45e685B324ef6726099A738D3A5a98F2cCbe29Bb
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Convik is now live on @virtuals_io.
Describe an investment thesis. Convik builds a weighted portfolio of tokenized stocks & ETFs.
app.virtuals.io/virtuals/100…
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Beta is over. Convik goes live next week.
The beta answered one question: can an agent take a sentence about the market and turn it into a portfolio worth holding?
Thousands of words of reasoning later, the answer is yes. Full launch is everything that question implied.
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And it keeps the receipts. Every decision the agent has ever made, in order, with the reason it gave and what happened next.
Filter to misses and you get the ones that aged badly, each with a postmortem written after the outcome.
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The biggest asset manager in the world just put allocation onchain.
They brought their model. Convik lets you bring your thesis, and makes the agent defend every weight in writing.
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.
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Every portfolio tool treats holding as the absence of a decision. It is the most common decision anyone makes and the only one nobody has to justify.
Convik inverts that. A hold has to name the triggers it checked and why each one did not fire.
If the agent cannot defend doing nothing, doing nothing is not the answer.
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Most tools show you a price. This one shows you its reasoning.
Before you buy a token you don't understand, ask the agent. It tells you whether the contract is real, whether the pool can let you out, and whether it would size the position at all.
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Agreed, and for agents touching capital the stack is three layers, not two.
Intelligence from the model. Execution from the chain. Accountability from the agent: a written reason for every move, holds included, recorded where anyone can check it.
Convik is that third layer, on Robinhood Chain. 🟩
The infrastructure behind AI matters as much as the models themselves and RVI investors now have a stake in Crusoe as it builds that foundation.
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Tokenization is moving financial markets onchain.
AI will become the interface for navigating them.
Convik turns an investment thesis into a weighted portfolio of tokenized stocks then continuously researches, executes and adapts it.
The market is changing underneath the interface.
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Convik retweeted
Every agent product will eventually trade. Very few will explain themselves, and even fewer will do it before the trade.
That's the whole edge. Convik's agent writes the reason first, and this week that standard ships in two free tools: underwrite anything, and the 24/7 Price Desk.
Same discipline that runs the indexes, now open to anyone with a view. More coming.
Convik's whole thesis is that judgment should be visible. Two new tools will be shipped this week that make it visible on demand.
Paste anything, get a verdict. Watch any tokenized stock, around the clock, with the agent's read attached.
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Convik's whole thesis is that judgment should be visible. Two new tools will be shipped this week that make it visible on demand.
Paste anything, get a verdict. Watch any tokenized stock, around the clock, with the agent's read attached.
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Underwrite anything.
Paste a ticker, a token address, or a thesis in plain English. The agent returns a verdict, three points for, three against, the one fact that would prove it wrong, and whether it would size it, and at what weight.
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Tokenized stocks trade around the clock.
The Nasdaq doesn't. So every tokenized stocks gets lenses no equity terminal has: how tightly it tracks the print, when its liquidity is actually there, what it does on weekends, whether you can exit on a Sunday, what's on its calendar, and what the agent thinks.
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Virtuals just built Occupy: Stock Treasuries Governed by AI Senate
The job: Decide what to do with real stock, in public, every day, and answer for it.
That has been Convik's whole product since day one.
An agent that re-underwrites daily and publishes every reason was built for exactly this.
Convik is preparing to run. $CONVIK
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