Citrini Research Excludes Bitcoin From Crypto Strategy to Prioritize DeFi Infrastructure

Citrini Research has excluded Bitcoin from its crypto investment strategy, favoring decentralized finance rails and real-world asset tokenization. The firm argues that fee-generating infrastructure will capture superior upside over passive layer-1 holdings as autonomous artificial intelligence agents drive continuous, programmable financial activity. Detailed in a 79-page report titled 'Breaking The Wall,' Citrini established a 15-token model portfolio that allocates 29% across ether.fi, Aave, Uniswap, Pendle, and Ondo. A companion equity portfolio allocates 20% to Securitize, alongside 18% each to Circle and Coinbase.