AI ETF Trends - Investors are shifting from traditional tech sectors to more specific AI ETFs, such as BlackRock's BAI, an actively managed strategy [2] - The AI investment strategy considers the entire value chain, including semiconductor manufacturers, data owners, large language model developers, and AI product developers [3] - Thematic ETFs are becoming essential for capturing targeted themes like AI, requiring a more granular approach than sector-based tools [4] Blockchain and Crypto Developments - Blockchain technology is expected to disrupt capital markets by creating cost and time efficiencies for investors [6] - Blockchain use cases include stablecoins for payments and tokenization of assets like real estate or stocks [7] - The Block ETF, actively managed since 2018, focuses on blockchain and crypto equities and has averaged a 20% annual return [7] - Enthusiasm around blockchain technologies, stablecoins, and tokenization often benefits Ethereum [9] - Ethereum is viewed as a bet on blockchain technology, while Bitcoin is seen as a global monetary alternative similar to gold [10]