Grading Citrini's Viral Crypto Portfolio
Is Citrini's crypto basket betting on the right themes but the wrong weights?
This week, the team grades the top half of Citrini's viral crypto basket, coin by coin.
We also explore DAS Singapore's consensus coin, Derive's valuation, the EtherFi vs Ethena fight, onchain lending competition, and whether Hyperliquid deserves the top spot in every crypto portfolio. Enjoy!
TIMESTAMPS:
00:00 Intro
00:27 Is This Just Bullish Consolidation?
05:17 Is Citrini Overweight Derive?
12:23 Lighter Or Hyperliquid?
17:24 Is Ether.fi Still Undervalued?
23:42 Is Aave The Best Lending Bet?
28:15 Why Aren’t…
The skinny
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