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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Claude has discovered a previously unknown enzyme system hidden in the DNA of bacteriophages. Beside the enzyme’s gene sits a long array of repeating DNA—a structure that looks somewhat similar to CRISPR.
We don’t yet understand what this system does, but only a handful of known systems share its features, and all of them are able to cut, copy, and paste DNA. Historically, the discovery of such programmable systems has helped revolutionize medicine. CRISPR, for instance, is now the foundation of genetic medicines. But it will take much more work to learn what this system does, and whether it can be put to similar use.
Read more:
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AI Is The Most Powerful Joule In History
Economic activity transforms energy -> GDP.
Historically, technology has improved this conversion. AI represents humanity’s most profound conversion mechanism yet (~10x humans & growing).
Energy-rich, low-income countries don't exist!
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Many schools today hold smart kids back.
They’ve eliminated gifted classes to address “historical inequity.”
“This is so misguided,” says
@MichaelPetrilli, of
@educationgadfly.
We show how that hurts ALL kids:
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Bybit RWA Earn introduces nOPAL bringing
@blackopal_fi's Brazilian credit card receivables on-chain via
@plumenetwork
- Up to 12% historical yield
- BRL exposure hedged to USD
- 0% historical default rate
Explore nOPAL on Bybit RWA Earn.
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Google is doing some great AI work in India that is actually helping farmers on the ground and honestly, almost nobody is talking about it.
It’s surprising how much we focus on every new model drop, while some of the most meaningful AI work is happening quietly in the real world.
Google DeepMind’s AnthroKrishi team built two AI models using satellite imagery:
- Agricultural Landscape Understanding (ALU) maps farm boundaries, trees and water bodies, with historical data going back 15 years.
- Agricultural Monitoring & Event Detection (AMED) uses multispectral data to monitor crops, sowing and harvesting, identifying 11 major crops.
And this is already being used at scale:
- 5M+ farmers in Telangana through its agricultural DPI
- 140M+ hectares covered by Terrastack
- 2.6M hectares of irrigated land in Karnataka
- CarbonFarm is using it across 12 countries
- FAO is integrating the models into its global agricultural data platform with $2.5M from Google
These models are now providing agricultural insights across 6 African countries, and the Agricultural Landscape Understanding layer is one of the most popular layers on Google Earth globally.
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Proof of Alpha Network: A Reputation Layer for Market Opinions
Most social platforms measure attention through followers, impressions, likes, and reposts. These signals show who commands an audience, but they do not answer the question that matters most:
Who has demonstrated repeatable market insight?
Proof of Alpha Network introduces a reputation layer for public market opinions. It converts unstructured commentary into timestamped, testable records containing the relevant asset, direction, time horizon, and clarity of the original call.
Each opinion is then evaluated against what subsequently happened in the market. This creates an inspectable history of the call, its outcome, and the evidence used to assess it.
Reputation is not reduced to a single universal score. A source may demonstrate strong insight into Bitcoin while performing poorly in equities. Someone may excel at long-term macro analysis but struggle with short-term market timing.
Proof of Alpha therefore builds contextual reputation across assets, time horizons, market regimes, and consistency. These relationships form an opinion graph connecting people, opinions, assets, events, and outcomes.
At its core is the Alpha Oracle, an ensemble system in which multiple independent AI models evaluate the same source material. Their weighted agreement determines whether an opinion record can be committed automatically, requires further refinement, or should be excluded when the evidence remains too ambiguous.
The resulting network continuously updates through the evolving loop:
Opinion → Outcome → Reputation → Trust → Conviction
The same structured records can also serve AI agents. By converting fragmented market discourse into a shared format, Proof of Alpha allows information to move across an agent network without every agent repeatedly interpreting the original content.
Proof of Alpha doesn’t replace judgment or predict future returns. Instead, it makes the historical evidence behind market credibility visible.
Markets have always priced assets. Proof of Alpha begins pricing credibility.
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Jiayuguan, the westernmost point of China's Ming Dynasty Great Wall, and the ancient city of Petra in Jordan are both landmarks boasting rich cultural heritage.
In 2017, they established a twinhood relationship, built on the fact that both are UNESCO-listed World Heritage sites, distinguished by their unique and creative architecture in harmony with the natural environment.
In 2025, the Chinese city of Jiayuguan and the Jordanian city of Petra signed an agreement on cooperation in culture and tourism at the archaeological site of Petra, seeking to strengthen the friendly ties between the two historical sites.
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Binance algo trading
Historical algo trades, compared against market orders
Read more 👇
Sholto, thank you for setting the record straight. Larger issue is that multiple very serious people in Silicon Valley have heard some variation of this and believe it to be true. And the reason it is believable to so many is that it is consistent with Dario’s public messaging and what he outlined in the essay you shared: this technology *might* be dangerous for humans in multiple ways, could lead to extreme concentration of economic power (as outlined in the essay) and therefore needs to be regulated thoughtfully. I agree with the potential risks and I believe Dario makes all of these arguments in good faith.
As discussed on the pod, if one agrees that AI *might* be dangerous, there are two ways to address this potential risk. Either concentrate it in the hands of a chosen few companies and politicians via regulation or distribute it widely. Essentially boils down to whether one believes AI is too dangerous to concentrate or too dangerous to distribute. There are reasonable arguments on both sides, but I profoundly agree with Zuckerberg’s statement that: “The notion that AI is so dangerous that the only safe path is an extreme concentration of power seems inherently problematic. Historically, hoping that an absolute power will benevolently provide for humanity if sufficiently enlightened has not led to safe or positive outcomes.” And as Dario says in the aforementioned essay, “some may object that we can simply keep AIs in check with a balance of power between many AI systems, as we do with humans.” I believe this is the best path forward: I want as many AIs as possible to maximize the odds that one shares my own particular values. And as Dario notes, no human has ever been able to take over the world.
At this point, I think safe to say that Dario has lost the argument. His messaging has failed to result in his preferred regulatory path. The fact that the only solution to the recent incident where an unreleased advanced OpenAI model hacked Hugging Face was an open-source model likely ended any chance of strict near-term regulation. Essentially every major company other than Anthropic has signed Jensen’s letter.
However, Dario’s messaging has been massively helpful to efforts to ban datacenters here in America. I suspect we will see anti-datacenter advocacy groups runnings ads using clips of Dario warning about how dangerous AI could be for humans. His good faith efforts in favor of regulation are now increasing the odds that AI will not be beneficial for Americans and humans everywhere. I believe that there is a reasonable chance AI might help us cure most forms of disease such that we have extended lifespans and can enjoy these long lives in an abundant Star Trek like future. That is the future that I want and I think Dario is decreasing the odds of that future at this point.
He is about to be the CEO of one of the most important public companies in the world and given that the pro-regulatory effort has failed (at least for now), I respectfully think he should make an effort to be a more positive advocate for his own industry. And if I am wrong and we do need to regulate this technology, he will be a more effective advocate for this in the future having been open-minded to the alternative.
And for the sake of clarity and as I outlined on the pod, I think Anthropic has deep competitive advantages and is an amazing company. Ironically, the main risk I saw to Anthropic a few months ago was nationalization as a result of Dario’s own rhetoric and behavior.
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