Citrini Research

Breaking The Wall

Has Blockchain Finally Reached Its Moment?

Oct 8 • Citrini

305

13

36

September 2026

Agentic Reality

The Ramifications of Agentic Consumer Adoption

Sep 22 • Citrini

362

5

30

Robotics Tipping Point: A Citrini Field Trip

Seeing is Believing

Sep 16 • Citrini

356

9

18

August 2026

Macro Memo: Regime Change

Treasury-Fed Accord 2.0 and Banking Reform

Aug 27 • Citrini

428

8

29

Missile Restocking

The Bottleneck Moves to the Battlefield

Aug 12 • Citrini

446

4

38

Protection Matters

Cybersecurity’s Winners and Losers

Aug 7 • Citrini

312

9

18

July 2026

All Along the AI Watchtower

Qualcomm’s Card, the Builder’s Toolkit, Enterprise Spending, and… PEMDAS

Jul 20 • Citrini Semis

341

5

17

June 2026

Small Themes: June 2026

Five Big Trades in AI’s Blind Spot

Jun 24 • Citrini

417

10

18

Macro Memo: Spin Cycle

What Comes Out In The Warsh?

Jun 14 • Citrini

419

2

22

State of the Themes: June 2026

Updating Our Thematic Universe

Jun 8 • Citrini

487

7

39

May 2026

Semis Memo: Supply Chain Inheritance

Power & Analog Semis, CPUs in the Agentic Era, Neoclouds, Material Bottlenecks, Korea Unlocked

May 12 • Citrini

570

11

41

April 2026

Flash Note: Defense Production Act

The Continued Intersection of Fiscal and AI

Apr 27 • Citrini

385

7

7