Independent macro research institution Citrini Research released a groundbreaking thematic research report in October 2026, focusing on the intersection of Agentic AI and Real World Asset (RWA) tokenization, titled *Breaking The Wall*. Here’s the core logic of the report: 1. **The Breakdown of System Barriers**: The “walls” that once protected financial systems from human interference have also shielded them from AI agents. However, as financial assets become tokenized and move on-chain, and as traditional finance converges with cryptocurrency, these barriers are beginning to crack. 2. **A New User Base**: AI agents are emerging as a brand-new type of “user” in financial systems. They can bypass the poor user experience (UX) of blockchain explorers and directly, automatically search, compare, click, and trade on-chain. 3. **Abstraction of Technical Infrastructure**: Just as HTTPS and TCP/IP protocols were eventually abstracted and encapsulated by browsers, enabling the general public to use the internet without understanding the protocols, blockchain and crypto tokens will similarly be abstracted as underlying assets and payment gateways, fully managed and utilized by AI agents. 4. **Core Investment Evaluation Metrics**: 1) Does it grow with the adoption of RWA assets? 2) Can this growth be monetized? 3) Will the monetization benefits ultimately accrue to the stock or token itself? Based on this logic, they disclosed their holdings in cryptocurrencies and U.S. stocks. Feel free to check it out: