Pt. 2 Grading Citrini's Viral Crypto Portfolio
Who really captures the value when real-world assets move onchain?
This week, we finish grading Citrini's tokenized-asset basket and argue where the weights are wrong.
We explore Uniswap's case for a bigger weight, Aerodrome's catalyst trade, Backpack's IPO-linked token, LayerZero's unlock overhang, and whether Ondo is priced too richly. Enjoy!
TIMESTAMPS:
00:00 Intro
00:32 Sentiment Check
03:37 Is Aerodrome Really A Bargain?
11:42 Should Uniswap Be A Top Holding?
21:02 LayerZero’s Adoption Vs Token Unlocks
27:47 Can Chainlink Justify Its Valuation?
31:56 Can Backpack Compete With Coinbase?…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.