Ondo Launches Intelligent Portfolios Powered by BlackRock, Bringing Institutional Portfolio Strategies Onchain

New York, September 24, 2026. Ondo Finance has launched Intelligent Portfolios, an onchain portfolio management suite powered by BlackRock's institutional investment algorithms, marking the first production deployment of a traditional asset manager's portfolio construction methodology within decentralized finance infrastructure. The product enables automated rebalancing, risk-adjusted allocation, and institutional-grade exposure across equities, bonds, commodities, and stablecoins, targeting the $2.1–$2.4 trillion institutional portfolio management market, where onchain penetration currently stands below 1%.

Intelligent Portfolios launches with $50–$200 million in initial TVL during its phased rollout, built atop Ondo's existing infrastructure, which has accumulated $800 million to $1.2 billion in total value locked following 3–4x growth since Q1 2026. BlackRock's portfolio construction algorithms, drawn from the firm's $10.7 trillion AUM operation, power the product's risk management and rebalancing logic. The partnership follows BlackRock's August 3, 2026 launch of BSTBL and BRSRV tokenized money market funds on Ethereum and Layer 2 networks, establishing the firm's institutional DeFi presence prior to this deeper infrastructure integration.

"Intelligent Portfolios addresses a structural gap in onchain capital markets," said Nathan Allman, CEO of Ondo Finance. "Institutional investors have the assets and the appetite, but onchain portfolio management tools have remained fragmented and retail-oriented. BlackRock's algorithms combined with Ondo's tokenization infrastructure changes that equation."

The product builds directly on Ondo's USDY stablecoin, which has reached $2.5–$3.8 billion in circulation since its Q2 2024 launch, offering yield-bearing onchain USD exposure at 4.5–5.2% APY. Intelligent Portfolios extends this foundation to multi-asset allocation, enabling institutions to construct diversified onchain portfolios with the same rigor applied in traditional managed accounts.

The launch arrives amid a period of accelerating institutional infrastructure buildout. Morpho's stock-backed lending on Base, deployed in September 2026 with $4.2–$4.8 billion in TVL, demonstrated institutional appetite for specialized onchain financial products. Shinhan Asset Management's Korean Won tokenized fund pilot and Grayscale's Zcash spot ETF approval, both in August 2026, further reflect the regulatory and institutional trajectory. Institutional capital inflow to DeFi has reached $15–$25 billion year-to-date 2026, a 5–6x acceleration from 2024 levels, driven by CFTC guidance on blockchain-based financial products and SEC spot ETF approvals.

Ondo has structured Intelligent Portfolios with regulatory compliance as a foundational requirement. The product operates within existing CFTC guidance frameworks and is designed to meet institutional custody standards, with integrations targeting Coinbase Custody and Fidelity Digital Assets in Q1–Q2 2027. Ondo is engaging with US, EU, and Singapore regulatory bodies toward formal approval as an institutional investment product, a milestone the company projects for mid-to-late 2027.

Forward expansion plans include additional asset classes beyond the current bond and stablecoin focus, with equities and commodities exposure targeted for Q4 2026 to Q1 2027. Ondo has identified emerging markets in Asia and Latin America, where institutional portfolio management infrastructure remains underdeveloped, as a subsequent growth phase.

About Ondo Finance

Ondo Finance is a real-world asset tokenization and onchain financial infrastructure company founded in 2021 and headquartered in New York. The company operates USDY (Ondo US Dollar Yield), a yield-bearing stablecoin backed by short-term US Treasury bonds and money market instruments, with $2.5–$3.8 billion in circulation as of September 2026. Ondo's protocol has accumulated $800 million to $1.2 billion in total value locked across Ethereum, Base, and Layer 2 networks. More information is available at ondo.finance.

About BlackRock

BlackRock is the world's largest asset manager, with $10.7 trillion in assets under management as of Q2 2026. The firm manages investment strategies across equities, fixed income, multi-asset, and alternatives for institutional and retail clients globally. BlackRock launched BSTBL and BRSRV tokenized money market funds on Ethereum and Layer 2 networks in August 2026. BlackRock's partnership with Ondo Finance represents its first integration of institutional portfolio construction algorithms within a decentralized protocol. More information is available at blackrock.com.

Media Contact Ondo Finance Communications: [email protected] BlackRock Media Relations: [email protected]