Tom Lee: Các quỹ AI chuyển từ DRAM sang ETH, hiệu suất vượt trội tương đối 72%

The Huoxing Finance report, citing BeInCrypto, states that Tom Lee, co-founder of Fundstrat and chairman of Bitmine, said AI capital is rotating from the memory chip sector into Ethereum. He cited data showing that Ethereum’s relative performance against the Roundhill Memory ETF (DRAM) has widened by 72 percentage points since June 25—Ethereum rose 24%, while the DRAM ETF fell 38%. The DRAM ETF, launched in April this year, is the first fund exclusively investing in memory chip manufacturers, with SK Hynix and Samsung accounting for approximately 41% of its weight. The fund raised $6.5 billion within 27 trading days, setting a record for the fastest ETF launch. Lee noted that institutions such as BlackRock’s tokenized BUIDL fund and Robinhood Chain are built on Ethereum, forming a bullish institutional case for Ethereum.