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.