BlackRock and Ondo Tokenize Model Portfolios as CFTC Updates Onchain Guidance
Focus of the Day
Tokenized RWA market cap reached $46 billion with Ethereum at 48.4% and tokenized funds at $34.7 billion, or 75.5%. BlackRock tokenized three model portfolios through Ondo for the first time, lifting ONDO roughly 18% in 24 hours; the CFTC updated onchain asset compliance guidance, and the SEC’s five-year Innovation Exemption opened the door to trading tokenized NMS stocks.
Industry Flash
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BlackRock tokenizes strategy portfolios via Ondo for the first time — Three model portfolios (high-yield / diversified growth / aggressive growth) went onchain as BLKHIon, BLKDIGon and BLKGRWon, lifting ONDO roughly 18% in 24 hours.
CFTC updates onchain asset compliance guidance — Clarifies the compliance perimeter for tokenized eligible investments in customer funds and onchain records, staying technology-neutral and anchored on equivalent legal and economic rights.
ARK tokenizes a venture fund via Securitize — ARKVX went onchain on Ethereum with exposure to OpenAI and Anthropic, and the SEC amended order opens both ATS and exchange share classes.
RWA onchain deposits triple to $7.4 billion in a year — CoinShares: DeFi deposits fell roughly 15% over the same period while RWA spot volume rose about 220% year over year, expanding against the trend.
Hamco brings a Pan-Asia private equity fund natively onchain — With Chainlink and Synthesys, it issues an evergreen PE via a CCIP, DTA and NAVLink stack, pushing private-markets tokenization forward.
SEC’s five-year Innovation Exemption paves the way for tokenized stock trading — Since Sept 17, tokenized securities venues can trade tokenized NMS stocks via AMM liquidity pools with an exchange-definition exemption, effective 2026-2031.
ECB launches Pontes to settle DLT trades in central bank money — Connected to TARGET services with Deutsche Bank, Santander and others onboarded, targeting full operation by 2028 as wholesale settlement moves to central bank money.
Ondo opens two-way in-kind conversion — Via the Alpaca network, approved institutions can deliver shares for tokenized stocks or ETFs and redeem them back, with Ondo holding about $3.9 billion in onchain assets.
Tokenized RWA market cap hits $46 billion — Ethereum leads at $22.2 billion or 48.4%, with Sky at $4.5 billion, Securitize at $4.2 billion and Ondo at $3.5 billion among 129 issuers.
Tokenized Treasuries top $5 billion — BlackRock launches 12 tokenized share classes across 15 European markets via JPMorgan’s Kinexys, with the Institutional Cash Series holding $311 billion in underlying assets.
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