Citrini Research article on agentic AI and crypto appears to reveal portfolio allocations
Citrini Research, the firm known for publishing an "AI doomsday report," has released a new article titled Breaking The Wall, according to ChainCatcher. The piece examines the intersection of agentic AI, crypto, and traditional finance, and says blockchain may have finally found a real use case. At the same time, screenshots now circulating online appear to show what may be Citrini Research’s portfolio allocations.
The reported crypto token basket includes Derive (DRV), Lighter (LIT), Ether.fi (ETHFI), Aave (AAVE), Ethena (ENA), Solana (SOL), Hyperliquid (HYPE), Aerodrome (AERO), LayerZero (ZRO), Chainlink (LINK), Backpack (BP), Maple (SYRUP), Uniswap (UNI), Pendle (PENDLE), and Ondo (ONDO), with weights ranging from 3% to 10%.
A separate crypto market basket shown in the circulating screenshots includes Securitize (SECZ), Circle (CRCL), Coinbase (COIN), Bitwise Hyperliquid ETF (BHYP), Robinhood (HOOD), Bullish (BLSH), Figure Technology Solutions (FIGR), BlackRock (BLK), and WisdomTree (WT). ChainCatcher described the portfolio disclosure as unconfirmed and based on screenshots being shared online.
ChainCatcher reported that Citrini Research, the firm that previously published an "AI doomsday report," has released a new article titled Breaking The Wall. The article looks at where agentic AI meets crypto and traditional finance, and says blockchain may finally have found a use case.
Citrini Research focuses on the overlap between agentic AI, crypto, and TradFi
According to ChainCatcher, the new piece from Citrini Research explores the intersection of agentic AI, crypto, and traditional finance. The report says the firm argued that blockchain may at last have found an application scenario.
Circulating screenshots appear to show a crypto token portfolio
ChainCatcher also said screenshots are being circulated that appear to reveal Citrini Research’s portfolio. The reported crypto token allocations are:
- Derive (DRV): 10%
- Lighter (LIT): 10%
- Ether.fi (ETHFI): 10%
- Aave (AAVE): 9%
- Ethena (ENA): 9%
- Solana (SOL): 8%
- Hyperliquid (HYPE): 7%
- Aerodrome (AERO): 7%
- LayerZero (ZRO): 5%
- Chainlink (LINK): 5%
- Backpack (BP): 5%
- Maple (SYRUP): 5%
- Uniswap (UNI): 4%
- Pendle (PENDLE): 3%
- Ondo (ONDO): 3%
A separate crypto market basket includes SECZ, CRCL, and COIN
The circulating screenshots also list a separate crypto market portfolio with the following weights:
- Securitize (SECZ): 20%
- Circle (CRCL): 18%
- Coinbase (COIN): 18%
- Bitwise Hyperliquid ETF (BHYP): 14%
- Robinhood (HOOD): 14%
- Bullish (BLSH): 7%
- Figure Technology Solutions (FIGR): 5%
- BlackRock (BLK): 2%
- WisdomTree (WT): 2%
At this stage, ChainCatcher described the information as an apparent disclosure based on screenshots circulating online.
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