The way the demand comes through the market right now is it's sort of bifurcated in a lot of ways, right. Like you've got one driver of demand that's coming from the most enormous companies in the world, the largest labs in the world. You know, and, you know, your opening ISE, your mistrials or all of them together.And they're they're they are very kind of tech forward kind of thinking about how they're going to do to address this. And then in addition to that, you've got a host of startups, you've got a ho ...

The platform engineering startup Shuttle announced $6 million in seed funding to handle the infrastructure problems that start where products like Lovable and Cursor leave off. https://t.co/r1cdcwaLZX ...

magicblock achieved 50ms onchain gaming latency with ephemeral rollups. processed 120k transactions in 20 minutes during stress tests. solana's 400ms down to 50ms changes everything for real-time gaming. infrastructure that killed axie in 2021 is solved. no token yet, no games shipped. you're betting game developers can execute on infrastructure that finally works. the tech is ready, the games aren't ...

Rare Earth & Supply Chain - The US needs more rare earth minerals for consumer electronics and overall technological evolution [1] - Developing the rare earths supply chain is crucial, similar to the energy supply chain [2][3] - The US aims to maintain its air dominance through low-cost electricity production, supported by a well-developed energy supply chain [2][5] AI & Electricity - AI's foundation relies on data and electricity, creating investment opportunities in critical enablers and infrastructure [4][5] - The next decade is predicted to be the "age of electricity," with electricity becoming the "new oil" [5] - Utility sector is up more than 40%, ranking as the third best performing group in the S&P 500 [3] Data Centers & Investment - Companies are transforming from Bitcoin miners to data center operators due to electricity availability, leading to valuation increases [7] - Investment portfolios are underrepresenting the enablers and infrastructure companies that support AI development [10][11] - The industry is focusing on data storage devices, network switches, electricity generation, cabling, and servers as key infrastructure components [10]

Core Insights - Thematic ETFs are designed to capture long-term investment themes that are not fully represented by traditional market or sector approaches, utilizing quantifiable measures like revenue and market share to identify key players [1] - Thematic investing remains popular as investors seek exposure to emerging trends, with global flows into thematic ETFs exceeding $21 billion year-to-date, marking the strongest inflows since 2021 [2] Thematic Categories Defense - The Select STOXX Europe Aerospace & Defense ETF (EUAD) leads the U.S. defense category with a year-to-date return of 84.8%, followed closely by the Global X Defense Tech ETF (SHLD) at 82.5% [4] - Notable ETFs in the defense sector include: - EUAD: Total Assets $1.24 billion, YTD Return 84.82%, Expense Ratio 0.50% [5] - SHLD: Total Assets $5.33 billion, YTD Return 82.46%, Expense Ratio 0.50% [5] - NATO: Total Assets $62.78 million, YTD Return 51.59%, Expense Ratio 0.35% [5] Artificial Intelligence - The Roundhill Generative AI & Technology ETF (CHAT) is the top performer in the AI-themed ETFs with a YTD return of 53.6%, nearing $1 billion in assets [6] - Other significant AI ETFs include: - CHAT: Total Assets $959.31 million, YTD Return 53.61%, Expense Ratio 0.75% [7] - AIS: Total Assets $74.82 million, YTD Return 52.29%, Expense Ratio 0.75% [7] Infrastructure - The iShares Emerging Markets Infrastructure ETF (EMIF) leads the infrastructure category with a YTD return of 23.6% [8] - Key infrastructure ETFs include: - EMIF: Total Assets $7.61 million, YTD Return 23.63%, Expense Ratio 0.60% [8] - INFR: Total Assets $10.75 million, YTD Return 21.36%, Expense Ratio 0.59% [8] Fund Flows and Investment Sentiment - Positive fund flows indicate favorable sentiment towards specific investment categories, with defense, AI, and infrastructure ETFs benefiting from significant inflows this year [9] - A study suggests that real-time flow data can enhance investment returns, emphasizing the importance of due diligence in ETF selection [10]

Infrastructure & Security - L1 blockchains like Solana are theoretically more resilient than single servers used by most L2s [1] - Base announced a major outage affecting its infrastructure due to AWS [1] Technology - The underlying infrastructure (L1 vs L2) is a crucial consideration for non-technical individuals in crypto [1]

Investment Focus - UK's largest pension providers and insurers form a group to invest more money into UK infrastructure and fast-growing businesses [1] - Target sectors include artificial intelligence and fintech [1]

人事变动 - Rivera 将在 Capital Solutions Group 内的基础设施和实物资产融资部门承担新职责 [1] 公司战略 - 银行在 Capital Solutions Group 内调整基础设施和实物资产融资团队 [1]

Fundraising - Patria Investments secured $2.9 billion to invest in Latin American infrastructure [1] - This represents Patria Investments' largest fundraising effort for the infrastructure asset class [1] Investment Focus - The raised capital will be allocated to infrastructure projects within Latin America [1]

According to our reporting, the European Union is laying out a five year plan when we consider investment across the continent to help rearm and restrain Russia. To what extent is the EIB involved in that broad investment that will clearly take years to realise. Indeed, the European Investment Bank, as the financing arm of the of the era of the European Union, has a has an important role to play in stepping up Europe's capabilities in the area of security and defence.There are many different needs and we ar ...