Why Citrini favors stocks and crypto tokens over bitcoin (BTC) or ether (ETH) to bet on tokenization
Summary
Citrini Research’s 79-page report argues that putting stocks, bonds and other assets on blockchains could expand trading, lending and payments, creating fee opportunities for platforms, stablecoin issuers and infrastructure providers. It favors a basket of crypto tokens—including Aerodrome, Maple, Pendle, Ondo, Aave, Uniswap and Chainlink—over relying mainly on bitcoin and ether, alongside selected public companies. The report warns that increased activity may not raise token prices unless value accrues to holders, and cites fragmented liquidity, security risks and legal uncertainty as obstacles to adoption.
