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Why crypto equities? Bitwise Head of Research, Ryan Rasmussen, breaks down the case for $BITQ , the Bitwise Crypto Industry Innovators ETF. BITQ tracks the Bitwise Crypto Innovators 30 Index. [Spoken audio]: have transformed, right, like the coin bases, Robinhoods, galaxies. Tell me more about that. The bitwise crypto innovators index, which is 30 publicly traded crypto companies that have either all of their exposure to crypto industry or at least a material exposure to the crypto industry, it's up 30% this year, right? Bitcoin's down 30% year to date. Crypto equities are up 30% year to date. So I think it speaks to having diversification across your crypto allocation. and in fact, many of the asset managers we speak with that we help build crypto sleeves or crypto portfolios within their broader portfolio. We talk about just this, maybe some just want to have exposure to Bitcoin, but most want to have diversified exposure across the industry. The reason why I find crypto equity is so interesting beyond that is that you have exposure to different megatrends and themes. You can own circle and have exposure to stable coins. You can own figure and have exposure to tokenization, both of which are mega trends that are growing into the trillions and trillions of dollars over the next decade. You can also own miners who have exposure to Bitcoin and to the AI boom, right? You can own Galaxy, which similarly has exposure to all of these things, or Coinbase, which has exposure to all of these things, right? I actually think the Coinbase AI angle is misunderstood and underplayed, I think we'll coinbase will get caught up in that trade eventually. But nonetheless, like it's, it's a little bit more clear of a story and why you would want to own these businesses right now than crypto assets, particularly those beyond Bitcoin where you're like, yeah, I think value of stable coins will accrue to Solana or Ethereum, same with tokenization. It makes sense. You can draw that line, but it's not 100% clear, which will benefit the most. But if you think stablecoins are going to $5 trillion, Circle certainly is going to do well. Coinbase certainly is going to do well and benefit from that. And I think that's why crypto equities are particularly interesting. And a lot of investors we speak with find crypto equities interesting for that reason. That makes a lot of sense. So it's kind of like.
