Citrini is a thematic, cross-asset investment research publication that operates the Citrini Research newsletter, ranked the No. 1 finance newsletter on Substack with close to 200,000 subscribers. Citrini's Twitter Score is 484 out of 1000 (an Excellent rating) as of October 2026, ranking #360 (top 0.1%) among 493,607 tracked accounts.
Citrini was founded by James van Geelen, who is not a registered analyst and does not work for a broker-dealer. The publication focuses on thematic equity investing and global macro trading research, covering hard assets, software, and emerging structural trends across asset classes.
Citrini drew significant attention in February 2026 when its scenario analysis "The 2028 Global Intelligence Crisis" went viral and moved software stocks. A separate February 2026 report addressed hard assets including bitcoin, describing the cryptocurrency as structurally sound in an environment where human-labor intelligence premiums unwind. The publication has also applied the term "tokenomics" to the economics of AI usage, measured in tokens, reflecting its cross-disciplinary analytical approach.
Citrini has 291,236 followers as of October 2026 on the platform and has published 44,002 posts. The account has been mentioned by 248 accounts a total of 460 times.
Who follows Citrini on X?
The accounts that follow Citrini include 1,734 founders, 538 angel investors, 1,033 influencers and 27 VCs. Among them are Ansem, Cobie, Marc Andreessen, ZachXBT, Toly and Chris Dixon.