TREE NEWS reports: Citrini Research published a 79-page report on October 8, 2026 titled “Breaking The Wall: Has Blockchain Finally Reached Its Moment?”, arguing that agentic finance will be built on blockchain rails. The firm recommends moving capital out of bitcoin, ether and XRP into fee-generating DeFi protocols and infrastructure equities, with Derive, Lighter and ether.fi weighted highest alongside a stock basket including Securitize, Circle and Coinbase. Its 15-token crypto basket excludes bitcoin and ether entirely.
Citrini Research Urges Shift From Bitcoin and Ether to DeFi and Infrastructure Stocks
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AI take
The call is less a price view than a rotation thesis: value accrues to fee-generating protocols and listed infrastructure rather than to bitcoin and ether as pure monetary or settlement assets. That framing matters because it treats agentic finance as the demand driver and token cash flows as the test of it. The open question is whether this basket construction gains traction among allocators, and whether the named protocols and equities keep validating the fee-based case.
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