Citrini Research published a report stating that blockchain has reached an application inflection point as AI agents enter the mainstream and financial asset tokenization accelerates. The firm argues that barriers between traditional finance and crypto are breaking down, with tokenized stocks already flowing across applications and the SEC introducing an innovation exemption for their trading. The research highlights that investors should focus on value capture players within the current tokenization wave. Citrini Research has released a related portfolio targeting these opportunities, though specific holdings remain exclusive to paying subscribers.