Core Scientific

MicroStrategy Incorporated

PayPal

Coinbase

Hut 8 Mining Corp

Block

Robinhood

Nu Holdings

CompoSecure

MercadoLibre

Amplify Transformational Data Sharing ETF

BLOK is an actively managed portfolio mainly consisting of global equities focusing on blockchain technology.

ProShares Bitcoin Strategy ETF

Bitwise Crypto Innovators ETF

VanEck Vectors Digital Transformation ETF

Valkyrie Bitcoin Miners ETF

Vaneck Bitcoin Strategy ETF

Bull vs. Bear is a weekly feature where the VettaFi writers' room takes opposite sides for a debate on controversial stocks, strategies, or market ideas — with plenty of discussion of ETF ideas to play either angle. For this edition of Bull vs.

Bull vs. Bear: Are Crypto ETFs Back?

Blockchain-themed ETF BLOK has not seen major inflows despite renewed interest in blockchain and cryptocurrency investments; its inflows were mainly concentrated in January 2021. BLOK is an actively managed ETF investing in companies involved in blockchain technologies, with top 10 holdings taking up more than 40% of the fund's total weight. Despite similar exposures to the blockchain industry, BLOK has lower historical volatility compared to its peers, and has outperformed traditional equities year-to-date, but lagged behind its peers.

BLOK: Better Than Peers For Blockchain Exposure

Global X Artificial Intelligence & Technology ETF

IMGP Berkshire Dividend Growth ETF

Global X Robotics & Artificial Intelligence ETF

Vanguard Extended Duration Treasury ETF

iShares MSCI Emerging Markets ex China ETF

Pacer Benchmark Industrial Real Estate SCTR ETF

Global X Lithium & Battery Tech ETF

Invesco WilderHill Clean Energy ETF

First Trust NASDAQ Clean Edge Green Energy Index Fund

VanEck Rare Earth/Strategic Metals ETF

iShares 10-20 Year Treasury Bond ETF

Simplify Short Term Treasury Futures Strategy ETF

PIMCO 25+ Year Zero Coupon US Treasury Index ETF

Hello! This is markets reporter Isabel Wang bringing you this week's ETF Wrap. In this week's edition, I spoke with CFRA's Aniket Ullal, head of ETF data and analytics, about thematic ETF ideas and investment categories for the second half of 2023.

Here are ETF themes and categories investors may want to consider in the second half of 2023

Amplify Lithium & Battery Technology ETF

Amplify CWP Dividend & Option Income ETF

Amplify Cybersecurity ETF

Amplify Online Retail ETF

Amplify Mobile Payments ETF

iShares Robotics & Artificial Intelligence Multisector ETF

Amplify Alternative Harvest ETF

ROBO Global Robotics and Automation ETF

Amplify Junior Silver Miners ETF

YieldShares High Income ETF

The thematic ETF world will soon have a larger player to watch. Today, Amplify ETFs announced plans to acquire the ETF Managers Group (ETFMG) ETF lineup.

Amplify's Thematic ETF Lineup Will Soon Be More Diverse

ARK Web x.0 ETF

Fidelity Blue Chip Growth ETF

ATAC US Rotation ETF

Active funds, which just make up for a tiny fraction i.e. less than 6% of the $7 trillion ETF industry, have attracted about 30% of the total flows to ETFs so far this year.

Actively Managed ETFs Are Roaring: Here's Why

Proshares Big Data Refiners ETF

Alphabet

Microsoft

Invesco PHLX Semiconductor ETF

ProShares S&P Technology Dividend Aristocrats ETF

Proshares Metaverse ETF

Wisdomtree Artificial Intelligence And Innovation Fund

Technology Select Sector SPDR Fund

Tech ETFs are likely to beat the broader market this year on the likelihood of a less-hawkish Fed ahead and banking crisis.

Fed Hike or Pause: Tech ETFs Will Likely Rule in 2023

BLOK, the Amplify Transformational Data Sharing ETF, is a broadly diversified crypto equities exchange-traded fund. My Sell call back in July 2022 was on the mark as BLOK has materially underperformed the S&P 500 since that time.

Upgrading BLOK To Neutral

BLOK is more proficiently managed than most believe and could rebound if the market pivots toward high-beta assets. The ETF has a better balanced portfolio since our latest coverage.

BLOK: Only For The Brave

The BLOK ETF sold off sharply in 2022 amid the reset of expectations in blockchain technologies and the crash of the crypto market. We highlight the fund's strategy to focus on long-term themes and discuss the breakdown of its portfolio composition.

BLOK: Exposure Beyond Crypto Balances Risk

The capital markets are expecting the tech industry to bounce back after a forgettable year. This offers growth prospects for investors' portfolio, but one area they may not have considered as of yet is getting blockchain exposure.

Need More Growth in Your Portfolio? Consider Blockchain Exposure

Bitcoin's price has dropped by over 60% this year, but despite the fallout in the broad cryptocurrency market, blockchain projects are seeing inflows when it comes to venture capital funding. While the pace of venture capital investment has slowed in 2022 for cryptocurrencies compared to 2021, interest in blockchain hasn't waned.

Venture Capital Activity in Blockchain Surpasses 2021 Despite Rough Year

Blockchain is already making transformative changes in the finance sector, and it only makes sense that this spills over into real estate finance. The blockchain network could essentially reshape the way real estate purchases are transacted.

Blockchain Could Reshape the Real Estate Purchase Process

While the cryptocurrency fallout from the collapse of digital currency exchange FTX might be roiling the markets, financial firms are moving on undeterred, continuing to explore ways to use blockchain technology.

Financial Firms Continue to Explore Blockchain Despite Crypto Fallout

With Western sanctions against the country of Russia, its leadership is looking to blockchain technology as a way to shore up the global financial system.

Russia Calls for Payment System Based on Blockchain Technology

The latest cryptocurrency fallout from the FTX collapse may be lumping blockchain into the toxic mix. However, blockchain technology can operate exclusively, thereby still having future upside moving forward.

Despite Latest Crypto Fallout, Blockchain Still Has Future Upside

As the world evolves, logistical challenges remain. However, with evolution also comes the advancement of technology, and the blockchain could help solve those challenges in the long run.

Blockchain Technology Could Have Profound Effect on Improving Logistics

Blockchain technology will continue to experience exponential growth in the coming years, with certain estimates coming in at over $67 billion within the next four years. While the private banking and finance sectors have started to leverage the technology early, there's also room for growth in the public finance sector.

Blockchain Expenditures Will Reach $67 Billion by 2026, Research Says

Blockchain technology is already proving itself in areas like the financial sector, but its benefits can also flow over into sports. With the business of sports being run more and more by data-driven analytics, blockchain could be of use.

Blockchain Could Even Benefit the Sports Industry

Cyberattacks have become an unwanted, but now common occurrence as the world increasingly becomes more digital and operations are moved online. The high-growth potential of blockchain technology could play a pivotal role in helping to counter cyberattacks.

Blockchain Will Play a Pivotal Role in Countering Cyberattacks

BLOK contains some solid payments and financial services companies, but also a lot of volatile elements that don't do well in a risk-off environment. There is about a 30% long exposure to the price of cryptocurrencies, and there are venture exposures too that have reflexivity issues.

BLOK Is Generally Aggressive For A Risk-Off Environment

Great Ajax

Great Ajax Corp. 7.25 % Convertible Notes 2017-30.04.24 Global

Argo Blockchain PLC

Clarus

ProShares UltraShort FTSE Europe

Great Elm Capital

My current view of securities discussed in my Seeking Alpha articles from earlier in 2022 are presented. Such securities include BLOK, CLAR, BITQ, AJX, AJXA, GECC and EPV.

Examining 2022 To Date; And Looking Ahead

JP Morgan CEO Jamie Dimon has been a vocal detractor when it comes to cryptocurrencies. Still, he praised blockchain technology, calling it “real” during an International Finance (IIF) event, as reported by Coindesk.

Jamie Dimon Praises Blockchain, Calling the Technology “Real”

As blockchain continues to disrupt the existing payment systems, two financial giants are looking to leverage the technology in order to improve cross-country transactions. Cryptocurrencies are a workaround for consumers looking to make financial transactions across various country borders more efficient in terms of speed and cost.

2 Financial Giants Team Up to Improve Cross-Country Blockchain Payments

The financial sector isn't the only beneficiary of blockchain technology. The healthcare sector is continuing to find ways to utilize blockchain technology to improve the delivery of care and improve its overall operations.

Blockchain's Role in Healthcare Sets Up Potential Growth Opportunity

The use cases for blockchain technology are as pertinent in the public sector as they are in the private sector. Specifically, the use of blockchain analytics could be of benefit in making the federal sector more efficient in its own operations.

News for Amplify Transformational Data Sharing ETF ETF (BLOK)