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Portfolio Alpha 3 new
12 entities @eli
TradFi Focus 0 new
8 entities @eli
RWA Monitor 5 new
15 entities Shared with team
Q2 Due Diligence 1 new
6 entities @eli
CCIP Deployments 7 new
22 entities @eli

Portfolio Alpha

High-conviction institutional entities with active Chainlink integration signals. Tier-1 financial infrastructure focus.
12 entities
Updated 2h ago
@eli
Entities 12
Alerts 3
Timeline
Settings
Entity Stage Sig. Conf. Signal Chains Last event
SW
SWIFT
Financial messaging
Pilot
Operational
ETH +5
2h
JP
JPMorgan / Kinexys
Digital asset settlement
Scaled
Operational
ETH BASE
5h
FT
Franklin Templeton
Tokenized money market fund
Live
Operational
POL ETH
1d
AA
Aave
DeFi lending protocol
Scaled
Operational
ETH ARB POL
3h
ON
Ondo Finance
Tokenized US Treasuries
Live
PR / Comms
ETH SOL
2d
CI
Circle
USDC cross-chain transfer
Strategic
Operational
ETH ARB BASE +4
4h
SX
Synthetix
Synthetic asset protocol
Scaled
Operational
ETH ARB
5d
AZ
ANZ Bank
A$DC settlement trials
Exploring
PR / Comms
ETH
7d
Active Alerts
3 alerts for Portfolio Alpha
SWIFT — Pilot scope expansion confirmed
2h ago
SWIFT has confirmed expansion of its Chainlink CCIP pilot to 12 additional corridor banks. Settlement volume threshold exceeded $2.1B in weekly throughput — triggering this high-significance alert.
Circle — New CCIP integration on Avalanche
4h ago
Circle's cross-chain transfer protocol has deployed CCIP-compatible USDC bridging on Avalanche C-Chain, adding to existing ETH, ARB, BASE, and OP deployments. Operational signal; no PR component.
Franklin Templeton — BENJI fund AUM milestone
1d ago
Franklin Templeton's BENJI tokenized money market fund crossed $500M AUM with Chainlink PoR providing real-time NAV attestation. Signal strength: medium — analyst verification recommended before escalation.
Event Timeline
Last 30 days · Portfolio Alpha
Today · 2h ago · SWIFT
CCIP pilot expansion: 12 additional corridor banks onboarded
Weekly cross-border settlement volume via CCIP exceeded $2.1B. Scope confirmed via on-chain transaction data and SWIFT press release cross-reference. Significance: Critical.
Today · 4h ago · Circle
USDC CCIP bridging live on Avalanche C-Chain
New operational deployment extending Circle's cross-chain USDC infrastructure. Source: on-chain contract verification + Circle developer blog. No promotional component detected.
Yesterday · 1d ago · Franklin Templeton
BENJI fund AUM crosses $500M — PoR attestation active
Chainlink Proof of Reserve providing real-time on-chain NAV verification for institutional redemptions. Fund registered in 6 US states. Signal upgraded from Pilot to Live.
3 days ago · Aave
Aave v3 expanded Chainlink price feed coverage on Arbitrum
14 additional asset price feeds integrated, bringing total to 48 active feeds on Arbitrum. Risk parameters updated by governance. Standard operational expansion.
5 days ago · JPMorgan / Kinexys
Kinexys Digital Payments pilot extended through Q3 2025
JPMorgan confirmed extension of Kinexys intraday repo settlement pilot using CCIP for cross-chain DVP. Counterparties include Goldman Sachs and BNY Mellon. Analyst note: watch for production announcement Q3.
7 days ago · ANZ Bank
ANZ A$DC: public statement on Chainlink oracle integration intent
ANZ's digital asset team referenced Chainlink as preferred oracle infrastructure for A$DC FX settlement trials in APAC. PR/comms signal — no confirmed contract or on-chain activity. Confidence: Medium.
12 days ago · Ondo Finance
OUSG expanded to Solana via Wormhole + Chainlink price feeds
Ondo's US Treasury product now accessible on Solana. Chainlink price feeds used for NAV calculation; Wormhole handles cross-chain messaging. AUM: $312M across ETH + SOL.

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