Citrini reportedly discloses a crypto portfolio, including tokens such as DRV, LIT, ETHFI, and AAVE.
2026.10.08 22:27:03
Citrini Research, the firm behind the "AI Doom Report", has published a new article titled "Breaking The Wall", which explores the intersection of agentic AI with cryptocurrency and traditional finance, and claims blockchain may have finally found a viable use case. Circulating screenshots of the piece reportedly reveal Citrini Research’s investment portfolio, with target weights for its crypto token allocation as follows: 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%. For its crypto public markets (crypto-listed companies) portfolio, target weights are: 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%.
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