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This one has been in the works for over a year. Tokenization is not about bringing existing assets onchain anymore - that problem has already been solved by Ondo Stocks.
What's next is bringing asset management and wealth management onchain, starting with intelligent portfolios. People globally can invest in sophisticated portfolios, developed by Blackrock for Ondo, with a single click, and access products that were previously only available to the wealthy select few.
Over the next few months, expect Ondo to launch more intelligent portfolios that combine stocks, commodities, ETFs, and even prediction markets, to enable seamless and diversified investing. We are just getting started.
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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Ian De Bode retweeted
The next evolution of tokenization.
Tomorrow. Turn notifications on.
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Number 1 in treasuries AND in stocks and ETFs. There is no second best.
NEW MILESTONE: Ondo is now the #1 provider of tokenized Treasuries by total value.
Ondo now ranks #1 in both tokenized Treasuries and tokenized stocks & ETFs, per @RWA_xyz:
→ #1 in tokenized Treasuries
→ #1 in tokenized stocks & ETFs
→ $3.66B+ in distributed asset value
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Stocks + Privacy onchain is now live, powered by Ondo and Near. Big week already, and the best is yet to come
Every near.com launch removes one more thing you used to do somewhere else.
Today, we're partnering with @Ondo to bring tokenized US stocks and ETFs into near.com, confidentially, with one account 🧵
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Ian De Bode retweeted
There’s no sense in sugarcoating it: today’s vote was a major disappointment—and, I believe, a failure of American leadership. The full cost of today’s result may not be known for years to come, but this much is clear: it increases the risk that the standards that global financial markets adhere to in the future will be those of Brussels or Beijing, rather than Washington and New York.
I want to thank @POTUS for the opportunity to work on this important legislation and for the remarkable concessions he was willing to make to give this bill a chance; @DavidSacks for his wise leadership on not only crypto but all frontier tech policy; and all the Senators and their staffs who devoted countless hours to working on this bill, chief among them @SenLummis who deserved much better than this.
Lastly, I also want to thank my colleagues across the administration at Treasury, SEC, and the CFTC. Their partnership helped us find creative solutions to challenging issues throughout this process, and their patience made it possible for us to see it all the way through to a vote.
On that last point: @SECPaulSAtkins and @ChairmanSelig, you’re up!
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Hayden gets it
They’re not worse if you want programmability, or to trade at night/weekend/holidays, live outside the US, don’t have a bank account, want to use them in DeFi apps/hold them in a crypto wallets, etc
People always make the same mistake assessing early crypto PMF, focusing only on potential risks and downsides while ignoring the upsides leading to the PMF in the first place
Early AMMs had downsides, but they still got adopted because the existing market structures poorly served so many users and use cases in the first place
End of the day, tokenized stocks are pretty similar to early stablecoins - are they exactly the same as dollars? No.
But they are meeting a user demand in a way that nothing else is.
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Its been a big year for onchain stocks. From $100M to $3B as category - fastest growth of any RWA asset class. We kicked off this explosive growth a year ago with a few innovations:
- TradFi liquidity for every buy (no DEX pools needed)
- TradFi pricing via intents (no depegging)
- Ability to support hundreds of assets across chains
Since launch, nearly all providers have copied our model, because it was the right way to bring stocks onchain in the first place.
The next phase gets even more interesting: stocks as collateral (incl. on perps), margin lending, and new portfolio structures to enable seamless exposure to many different assets at once.
Its been an incredible year already. Still very early.
One year of pioneering tokenized stocks.
Today marks one year of Ondo Stocks. Since launch, the tokenized stock market has grown nearly 23x, from roughly $100M to almost $3B.
Ondo Stocks did more than participate in that growth. It defined the category:
→ First to bring TradFi liquidity onchain
→ First to reach $1B in tokenized stock TVL
→ First to bring deep liquidity to 24/7 trading
Year one proved tokenized stocks can scale. The next chapter is about the new products and markets tokenization makes possible.
Billions today. Trillions tomorrow.
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Just the beginning of our Partnership with Tempo. Stay tuned for more.
USDY is now live on @tempo.
Ondo’s permissionless yieldcoin is now native to the payments-first Layer 1 incubated by Stripe and Paradigm.
USDY brings yield secured by short-term U.S. Treasuries to infrastructure built for global payments.
What USDY on Tempo unlocks:
→ Daily, Treasury-backed yield
→ 24/7 transferability
→ Bridging through Stargate
→ Utility across payments and DeFi
From wallets and treasury products to payment flows and lending markets, builders can put USDY to work across the Tempo ecosystem.
Bringing USDY to Tempo connects yield secured by U.S. Treasuries with infrastructure designed for global payments, expanding how capital can move, earn, and be used onchain.
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24/7 trading, but with actual liquidity
BIG TRADE ALERT 🚒🚑🚨
🟣 6,970.12 $CRCLon sold for a total of $610,977.83 📉
bscscan.com/tx/0xee889f27bec…
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“This unlocks the basis trade for these assets.”
Pretty soon this will be a yield primitive and strategy in and of itself.
New Ondo Stocks collateral just went live:
▸ $CRCLon (Tokenized Circle)
▸ $SPCXon (Tokenized SpaceX)
▸ $SNDKon (Tokenized SanDisk)
This unlocks the basis trade for these assets: holding spot & shorting the perp to capture funding when rates are positive.
Ondo Perps has accelerated past $100M in open interest & $9B in cumulative volume as traders seek:
✅ Up to 25x leverage
✅ 24/7/365 operations
✅ CEX-equivalent speeds
✅ Tokenized stocks as collateral
✅ Tight spreads & minimal slippage
✅ Deep market liquidity for equity perps
✅ Seamless hedging on a single platform
With tokenized stocks as collateral backing perps positions, traders no longer need to park capital in stablecoins or sell assets to gain exposure elsewhere.
This is all part of Ondo’s productive capital thesis that brings capital efficiency and ultimately liquidity for equity perps on par with traditional derivatives markets.
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Big day for @OndoPerps
Minara has integrated with @Ondo to offer spot trading.
You can now trade:
- 500+ stocks
- 90+ ETFs
- 7 precious metals
- 11 commodities
... on Minara, both on Web or App. 😎
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Ian De Bode retweeted
Ondo Perps just doubled again passing $8B in volume only ~1 month since launch (fastest-ever equity perps launch btw). Very exciting
Eight.
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Had a great time with Frank, always hard not to! Good to articulate why Ondo Perps bring capital efficiency to an emerging primitive, and how I expect prime brokerage to evolve onchain. Give it a listen!
This week on @GSR_io's The Crypto Tape:
@iandebode, CEO and President of Ondo, is helping bring traditional financial assets onchain, with around $4 billion across tokenized treasuries, stocks and ETFs.
So I sat down with Ian to talk about what tokenization actually unlocks and what still needs to improve before more of traditional finance moves onchain.
We got into:
• Why tokenized stocks are really about global access to US capital markets
• Whether perps can actually penetrate Wall Street
• The collateral and capital-efficiency problem
• What onchain prime brokerage could look like
• Why tokenized stocks could ultimately be better for investors than stocks held in a traditional brokerage account
Full episode drops tomorrow.
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Very excited to welcome Adam to the team! He brings decades of credible experience, and will help take Ondo to the next stages of growth. Im slightly biased here, but Ondo's team is unparalleled in the industry.
Ondo has appointed Adam Schlisman as Chief Financial Officer.
Schlisman, a CFA charterholder, brings two decades of experience across digital assets and global capital markets. He joins from Monashee Investment Management, a global macro hedge fund, where he served as CFO.
Prior to that, he was CFO of Blockchain․com, leading global finance, treasury, and risk through significant growth. Earlier, he spent nearly a decade at Graham Capital Management in portfolio management and risk roles.
His background bridging traditional finance and digital assets fits squarely into Ondo's next chapter, scaling the financial infrastructure behind tokenized capital markets.
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