BlockBeats report: On May 30, as SpaceX approaches its IPO, U.S. retail investors are flooding into space-themed ETFs, with Tema ETFs’ NASA Fund (Space Innovators ETF) emerging as the biggest winner. Launched on March 30, the fund surpassed $1 billion in assets within just 37 trading days and has now surged to over $2.6 billion by the end of this week. The fund directly holds private shares of SpaceX, currently accounting for approximately 7.5% of its total holdings, providing retail investors with convenient exposure to SpaceX prior to its IPO. Tema ETFs founder Maurits Pot stated that investing in space necessarily includes SpaceX, and the fund will not sell its shares after the IPO, instead revaluing its position at market price.
Market experts believe the space investment boom could mirror the early AI investment wave, but with significantly higher volatility. This week’s Blue Origin rocket explosion once again highlighted the uncertainties of the industry’s early stage, and investors should expect some companies to surge while remaining cautious of those that may fail.