The renamed GCPU tracks an index of high-performance computing firms, half of them GPU cloud operators and half converts from mining, on Grayscale's view that grid-connected capacity stays scarce for years.
Reality
- Evidence38
- Adoption45
- Hype gap+35
- Incentives78
- Confidence42
Mirae Asset lists the TIGER physical AI ETF on the Korea Exchange on the 22nd with 25% fixed to Hyundai Motor and 25% to LG Electronics, plus a standing rule to buy humanoid robot issuers at the close of the day after they list.
Reality
- Evidence45
- Adoption15
- Hype gap+35
- Incentives80
- Confidence52
Hana Asset Management's medical AI fund led every ETF listed in South Korea last week, helped by a Morgan Stanley estimate that Medicare coverage could add $330m to $400m of annual revenue at its largest holding.
Reality
- Evidence45
- Adoption
- Insufficient
- Hype gap+40
- Incentives75
- Confidence45
A 60 per cent chance of a quarter-point hike prices about 15 basis points of tightening and knocked IonQ down 4 per cent, but no discount rate explains why the Defiance Quantum ETF is up 36 per cent while D-Wave is down 34.
Reality
- Evidence34
- Adoption
- Insufficient
- Hype gap+42
- Incentives76
- Confidence36
Hypatia's WCEO beat the S&P 500 by more than seven points this year and now has a three-year record. It still trails its own small-cap benchmark, and it still cannot get on the platforms.
Reality
- Evidence42
- Adoption14
- Hype gap+38
- Incentives76
- Confidence48