Adoption of tokenized real-world assets has accelerated since March, when Hyperliquid became a venue for pricing crude oil over a weekend. To gain exposure to these trends, Citrini recommends stocks including BlackRock, Coinbase, and Circle. The firm also notes that Robinhood Chain generates roughly $30 million in yearly fees based on a seven-day run rate, though this revenue does not yet move the needle for the company.
Tuesday, October 20, 2026
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Citrini Research Excludes Bitcoin From New 15 Token Onchain Basket
Crypto11 days ago
Institutional interest in blockchain has reached a mainstream turning point, Citrini concludes in a 79 page report titled "Breaking the Wall." The TradFi analysis firm, which typically avoids deep coverage of digital assets, identifies a 15 token crypto basket and a selection of public stocks as the primary winners of Wall Street's move onchain. The model portfolio excludes Bitcoin, focusing instead on assets such as Solana, Chainlink, Aave, and Hyperliquid.
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