# AI infrastructure stocks — X 热门讨论 (2026-09-26 03:08 UTC)

## @Eli5defi (Eli5DeFi) · 09-25 13:01 · ♥33 ↻3 💬18 This is quite big, @Ondo is partnering with @BlackRock to create Intelligent Portfolios.

Yes, the name seems boring but its very interesting, here's the TL; DR

Ondo Intelligent Portfolios packages that ongoing work into one token, using portfolio strategies developed by BlackRock.

Here’s how it works:

❶  Choose a strategy. The first three BlackRock-based portfolios target High Income, Diversified Growth, and High Growth.

❷ Hold one token. It provides exposure to a basket of Ondo Stocks, Ondo’s tokenized stock and ETF products backed by real securities.

❸ Let the rules rebalance. Initial assets and target weights are predefined. Smart contracts automate allocation, fees, and scheduled rebalancing; Ondo handles implementation and execution.

❹ Mint or redeem to enter or exit exposure, subject to product terms and eligibility.

Think of a hypothetical 60/40 portfolio: if market moves push it to 65/35, scheduled rebalancing brings it back toward its target automatically.

Also, BlackRock’s involvement is meaningful, but precisely defined.

BlackRock supplies nondiscretionary portfolio models based on Ondo’s specifications. Ondo operates the products.

In short, with Intelligent Portfolio, Ondo has three potential moats:

❶ Institutional relationships. BlackRock’s portfolio expertise and brand can help earn attention and trust. That advantage still needs to translate into sustained adoption.

❷ An integrated asset supply. Ondo combines tokenized assets, trading infrastructure, and portfolio implementation. Recreating that operating stack is harder than copying a basket’s weights.

❸ Distribution and utility. Transferable portfolio tokens can fit into wallets and DeFi applications. If integrations attract lasting liquidity and usage, the distribution advantage strengthens

On the other hand, BlackRock also publishes their report on AI x Blockchain which could be the natural progression of automated portfolio in the future. > 引用 @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. https://x.com/Eli5defi/status/2103469830917767213