Crypto ETFs are shifting from fringe alternatives to mainstream tools for expressing growth and innovation themes, placing them alongside technology and other high‑beta sectors, according to Roxanna Islam, Head of Sector and Industry Research at VettaFi.
“Many investors are treating crypto like a sector allocation to express growth and innovation as a theme, rather than as an alternative investment,” Islam said in an interview with Benzinga, adding that crypto’s distinct volatility profile still keeps it “in a category of its own” for many portfolios.
Within the thematic landscape, spot crypto ETFs currently align most closely with high-beta growth strategies, while crypto equity ETF, holding miners and blockchain-related stocks, overlap more meaningfully with AI and fintech themes. “Crypto equity ETFs which hold crypto miners and blockchain themes have a stronger overlap with AI and fintech themes,” …