Citrini Research published a 79-page report this month. The thesis: rotate out of BTC, ETH, and XRP. Move into DeFi and infrastructure.
Why? Agent-based finance. AI agents will use blockchain 24/7, settling assets and managing funds programmatically. The infrastructure supporting them captures the value, not the legacy majors.
Names in the proposed portfolio: Derive, Lighter, ether.fi.
You don't have to agree. But the framework is worth understanding.
$BTC $ETH $XRP
#crypto #research #defi #BinanceSquare
Why? Agent-based finance. AI agents will use blockchain 24/7, settling assets and managing funds programmatically. The infrastructure supporting them captures the value, not the legacy majors.
Names in the proposed portfolio: Derive, Lighter, ether.fi.
You don't have to agree. But the framework is worth understanding.
$BTC $ETH $XRP
#crypto #research #defi #BinanceSquare