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Citron Research
Crypto Newbie
01-16 22:14
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$CEPT's short-term price movement has been flat, but entirely positive, further confirming our previous view: it still has significant upside potential. In his 2025 annual letter, Larry Fink wrote, "Every stock, every bond, every fund—every asset—can be tokenized. If they really are tokenized, the way we invest will be revolutionary." Citron is a staunch skeptic. We've witnessed countless hype cycles rise and fall. But tokenization? This time it's real. Securitize isn't just a leader, it's far ahead of the competition. BlackRock, KKR, Apollo, and others are following suit. Hamilton Lane, managing $1 trillion in assets, expects his investment in Securitize to more than double. Once the Clarity Act passes, it's like a spring ready to burst. You can't stop this inevitable trend.
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