EPISODE · Jun 4, 2026 · 7 MIN
How Blockchain ETFs Capture Infrastructure Not BItcoin Price
from ETF Investing with Fexingo: Exchange-Traded Funds, Sector Picks, and Diversified Portfolios · host Fexingo
Lucas and Luna unpack the unexpected outperformance of blockchain infrastructure ETFs versus pure-play bitcoin funds in 2026. They explore why the Amplify Transformational Data Sharing ETF (BLOK) has diverged from crypto spot prices, examine a specific case of enterprise blockchain adoption in supply chain finance, and discuss how to evaluate blockchain ETF holdings beyond hype. With the S&P 500 near 7,554 and the Russell 2000 down 1.5% over five days, they debate whether this thematic shift signals genuine utility or just another rotation. A must-listen for ETF investors looking beyond volatility headlines. #BlockchainETF #ETFs2026 #CryptoInfrastructure #BLOKETF #ThematicInvesting #DigitalAssets #PortfolioDiversification #Finance #Investing #LucasAndLuna #FexingoBusiness #BusinessPodcast #ETFInvesting #InstitutionalAdoption #SupplyChainFinance #JPMorgan #EnterpriseBlockchain #MarketRotation Keep every episode free: buymeacoffee.com/fexingo
What this episode covers
Lucas and Luna unpack the unexpected outperformance of blockchain infrastructure ETFs versus pure-play bitcoin funds in 2026. They explore why the Amplify Transformational Data Sharing ETF (BLOK) has diverged from crypto spot prices, examine a specific case of enterprise blockchain adoption in supply chain finance, and discuss how to evaluate blockchain ETF holdings beyond hype. With the S&P 500 near 7,554 and the Russell 2000 down 1.5% over five days, they debate whether this thematic shift signals genuine utility or just another rotation. A must-listen for ETF investors looking beyond volatility headlines. #BlockchainETF #ETFs2026 #CryptoInfrastructure #BLOKETF #ThematicInvesting #DigitalAssets #PortfolioDiversification #Finance #Investing #LucasAndLuna #FexingoBusiness #BusinessPodcast #ETFInvesting #InstitutionalAdoption #SupplyChainFinance #JPMorgan #EnterpriseBlockchain #MarketRotation Keep every episode free: buymeacoffee.com/fexingo
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How Blockchain ETFs Capture Infrastructure Not BItcoin Price
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