Tom Lee: AI Funds Rotating to Ethereum, ETH Outperforms DRAM ETF by 72%

Fundstrat co-founder Tom Lee stated that AI funds are rotating from the semiconductor sector to Ethereum. Data shows that since June 25, Ethereum's performance relative to the Roundhill Memory ETF (DRAM) has expanded by 72 percentage points, with Ethereum rising 24% during this period while the DRAM ETF has fallen by 38%. The DRAM ETF was launched in April this year, focusing on memory chip manufacturers, with SK Hynix and Samsung accounting for approximately 41% of its weight. The fund raised $6.5 billion in 27 trading days, setting a record for the fastest ETF issuance. Lee pointed out that BlackRock's tokenized BUIDL fund and applications like Robinhood Chain are built on Ethereum, forming a bullish institutional logic for Ethereum.

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