PANews 7月22日消息，据BeInCrypto报道，Fundstrat联合创始人、Bitmine董事长Tom Lee表示，AI资金正从存储芯片板块轮动至以太坊，其援引数据称以太坊与Roundhill Memory ETF（DRAM）的相对表现自6月25日以来已扩大至72个百分点——以太坊上涨24%，而DRAM ETF下跌38%。DRAM ETF于今年4月推出，是首只仅投资存储芯片制造商的基金，SK海力士和三星合计占约41%权重，该基金曾在27个交易日内募资65亿美元，创ETF最快发行纪录。Lee指出，贝莱德的代币化BUIDL基金和Robinhood Chain等应用均基于以太坊构建，这构成以太坊的机构看涨逻辑。
Tom Lee：AI资金正从存储芯片轮动至以太坊，ETH相对DRAM ETF跑赢72%
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