Citrini Research published a 79-page report titled “Breaking The Wall” on October 8, 2026, favoring fee-earning crypto infrastructure tokens over Bitcoin or Ethereum. The report recommends AAVE, UNI, ETHFI, PENDLE, and ONDO as the best positioned to capture value from tokenization of traditional financial assets such as stocks, bonds, and loans. The sample portfolio allocates 29% to these five tokens, with ETHFI at 10%, AAVE at 9%, UNI at 4%, PENDLE at 3%, and ONDO at 3%. The report emphasizes the convergence of tokenization and agentic AI as two major forces shaping the future of finance. Citrini Research had over 260,000 subscribers on Substack as of early October 2026, before being acquired by SemiAnalysis in September 2026.
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