Citrini Research sees tokenization boom, but profit capture remains key question
Influential research firm Citrini Research, known for its work on broader technology and market trends, stated in its 79-page report "Breaking the Wall" that real-world asset (RWA) tokenization could finally give blockchains a clear role in finance. The report suggests tokenization can make financial assets behave more like software, enabling seamless movement across applications and use as collateral. However, the firm notes that for investors, the harder question is figuring out which companies, networks, and protocols will capture the revenue. Experts offer varied views: some see infrastructure providers and distribution platforms as key beneficiaries, others believe the real economics emerge from post-tokenization trading and lending activities, while some suggest investing in underlying networks like Ethereum, BNB Chain, and Solana. BitMEX co-founder Arthur Hayes also envisions a future where AI agents run financial services, leveraging programmable assets and always-on markets.
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Disclaimer: This content reflects the author's personal views only and does not constitute investment advice.
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