Singularity Research said in a post on X that Citrini has been acquired by SemiAnalysis, with the terms of the deal undisclosed. The research firm first estimated the transaction at about $30 million, then later revised its view and said the real figure could be closer to $100 million. It also stressed that it had no inside information and that the estimate was only speculation. Citrini was founded in 2023 and runs a Substack newsletter alongside institutional research products. The company has more than 260,000 subscribers, and its annual revenue is estimated at roughly $5.9 million. Citrini also completed a $5.05 million SAFE round in December 2025. Using an assumed dilution of about 20%, its post-money valuation would be around $25 million.
ChainCatcher reported that Singularity Research said in a post on X that Citrini has been acquired by SemiAnalysis. The terms of the transaction were not disclosed.
Singularity Research initially estimated the deal value at about $30 million. It later updated that view and said the actual amount could be closer to $100 million. The firm added that it had no inside information and that the figure was only a guess.
Citrini was founded in 2023. It operates a Substack newsletter and institutional research products, with more than 260,000 subscribers. Its annual revenue is estimated at about $5.9 million.
The company previously completed a $5.05 million SAFE financing round in December 2025. Assuming about 20% dilution, its post-money valuation would be around $25 million.
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