DeFi· ★★★· neutral·

Citrini Research: Tokenization Winners May Lie Beyond Bitcoin and Ethereum

  • —Citrini says more blockchain activity does not guarantee higher BTC or ETH prices
  • —Listed beneficiaries include Coinbase, Robinhood, Circle and Securitize
  • —Crypto picks include Aave, Uniswap, Maple, Aerodrome, Ondo and Chainlink
  • —Risks cited: fragmented liquidity, smart-contract bugs and immature regulation
Why it matters: The report shifts investor attention from major coins to protocols and companies that directly earn fees from tokenization.
Source: Crypto Insiders