Citrini Highlights AI Financial Stocks and Coins: 8 Listed Companies, 1 ETF, 15 Coins

[Block Media Reporter Lee Jeong-hwa] Citrini Research published a report on the 8th (local time) stating that AI agent finance will change the paradigm of digital asset investment, attracting significant market attention.

The report spans 79 pages and includes a portfolio of companies and coin projects that could benefit from the rise of AI agent finance.

Citrini predicts that companies and projects that receive actual fees from the tokenization of real-world assets (RWA) and on-chain financial transactions will be the true beneficiaries, rather than just the price increases of Bitcoin (BTC) or Ethereum (ETH). Cover of the Citrini report on AI agent finance. Source: Citrini

List of AI Agent Finance Related Companies (Stock Basket)

The report selected 8 listed companies and 1 ETF as a stock basket responsible for various areas of tokenization and on-chain infrastructure.

Securitize (SECZ): A company specializing in the tokenization of real-world assets (RWA) that maintains and manages the legal link between blockchain tokens and actual securities.

Coinbase (COIN): A cryptocurrency trading platform that provides blockchain infrastructure and is seeking CFTC approval for perpetual futures products on U.S. stocks.

Robinhood (HOOD): A digital brokerage platform that pioneered the launch of 'Stock Tokens', facilitating the circulation of tokenized stocks across various chains and apps.

Circle (CRCL): The issuer of the major fiat-pegged stablecoin USDC, expected to benefit from the growing demand for USDC in on-chain asset trading and payment settlement processes.

Figure Technology Solutions (FIGR): A fintech company specializing in blockchain-based tokenized lending services.

SoFi (SOFI): A fintech financial platform expanding into stablecoin payment solutions.

Bullish (BLSH): An operator of a digital asset exchange focused on institutional investors (parent company of CoinDesk), currently acquiring the stock registration service company Equiniti.

BlackRock (BLK): A leading asset management firm on Wall Street that excels in onboarding financial assets.

Bitwise Hyperliquid ETF (BHYP): Citrini included this ETF in the stock basket to secure exposure to the hyperliquid ecosystem instead of direct tokens. AI-Fi related stock basket selected by Citrini Research

List of Coins and Digital Asset Projects (Token Basket)

Citrini assessed that as traditional assets move on-chain, derivative financial products will also follow on-chain, making the benefits of the cryptocurrency token basket broader and more promising than listed stocks.

(1) Core Token Basket Items (11 Core Protocols)

Aerodrome (AERO): A major decentralized exchange (DEX) on the Base network, equipped to directly receive fees generated from on-chain tokenized stock trading.

Maple (SYRUP): A decentralized lending protocol that manages blockchain-based on-chain loans and credit products aimed at institutional investors.

Pendle (PENDLE): A protocol for interest-bearing assets that allows the tokenization and trading of future income and principal through interest rate swaps and yield trading.

Ondo Finance (ONDO): A leading project offering RWA tokenization products such as U.S. short-term treasury and stocks, recently expanding into on-chain perpetual futures products.

Aave (AAVE): A core decentralized lending and borrowing infrastructure protocol that can utilize cryptocurrencies and on-chain assets as collateral.

Uniswap (UNI): A representative decentralized marketplace that supports the free exchange of various on-chain digital assets and tokenized assets.

Ethena (ENA): The issuer of synthetic dollars (USDe), recently expanding into a comprehensive digital finance area covering high-yield savings, cards, and payments.

Solana (SOL): A representative mainnet capable of onboarding assets as AI-Fi grows.

ether.fi (ETHFI): A protocol providing cryptocurrency-based liquidity and financial services, benefiting from asset on-chain expansion.

Chainlink (LINK): A core oracle network that securely transmits off-chain real asset prices and market data to on-chain smart contracts.

LayerZero (ZRO): An omnichain interoperability protocol that connects messaging and tokenized asset movement across different blockchains.

(2) On-chain Derivative Products and Perpetual Futures (Perps) Projects

Derive (DRV): A decentralized options and derivatives trading protocol that directly benefits from the increase in on-chain derivative trading volume due to the influx of tokenized stocks and other real assets.

Hyperliquid (HYPE): A leading on-chain derivatives exchange supporting 24/7 trading of crude oil, commodities, and index and stock perpetual futures, noted for enabling crude oil price discovery during the Iran conflict over the weekend.

Lighter (LIT) and Variational (VAR): Emerging challenger protocols that can expand their market share alongside Hyperliquid as the perpetual futures market grows. AI-Fi related coin basket selected by Citrini Research

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