DeFi· ★★★· bullish·

Citrini Research backs AAVE, UNI, ETHFI, PENDLE and ONDO in tokenization bet

  • —Citrini's "Breaking The Wall" report runs 79 pages and was published October 8, 2026
  • —AAVE, UNI, ETHFI, PENDLE and ONDO account for 29% of a 15-token model portfolio
  • —Equity portfolio top holdings: Securitize 20%, Circle 18%, Coinbase 18%
  • —Citrini warns that rising blockchain activity does not guarantee higher token prices
Why it matters: The report pushes an "infrastructure over BTC and ETH" narrative that could redirect demand toward DeFi platform tokens.
#AAVE#UNI#PENDLE#ONDO
Source: Crypto Briefing
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