Grayscale recently launched three index ETF products focused on Layer 2, RWA, and AI+Crypto, with the first round of institutional subscriptions breaking through the $200 million mark. Capital inflows are concentrated in core holdings such as ARB and FET, and this precise allocation approach is guiding more traditional capital into specialized sectors. For investors, this presents both a structural opportunity—with specialized tracks poised for valuation recovery—and new risks. If you want to ride this wave of institutional capital and participate in swing trading, it's crucial to closely monitor the constituent stocks of these ETFs. However, be mindful of one thing: once the fund adjusts its positions, these holdings may face selling pressure from fund rebalancing, causing volatility to significantly amplify. It's still necessary to prepare risk contingency plans in advance.
Grayscale recently launched three index ETF products focused on Layer 2, RWA, and AI+Crypto, with the first round of institutional subscriptions breaking through the $200 million mark. Capital inflows are concentrated in core holdings such as ARB and FET, and this precise allocation approach is guiding more traditional capital into specialized sectors. For investors, this presents both a structural opportunity—with specialized tracks poised for valuation recovery—and new risks. If you want to ride this wave of institutional capital and participate in swing trading, it's crucial to closely monitor the constituent stocks of these ETFs. However, be mindful of one thing: once the fund adjusts its positions, these holdings may face selling pressure from fund rebalancing, causing volatility to significantly amplify. It's still necessary to prepare risk contingency plans in advance.