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Trending UpSnapshot Window: 2026-07-19 05:30 UTC · ← Back to Crypto Overview
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@VETTA_FI DIRECTOR OF RESEARCH CYNTHIA MURPHY ON THE 3 THEMES DOMINATING THE MARKET RIGHT NOW: "I think of themes as almost like sectors for the way we live our lives. A theme tends to be cross-sector. If you think of AI, it's not just a tech play. It's an industrial play. [Spoken audio]: I'm actually curious, you know, with this new sector, there's an explosion of interest. There's new names that enter the ecosystem, right? Like SpaceX enters every new investor, every new trader. That's suddenly on their radar. It doesn't even matter if it's doing well or not. They don't care. The name is there. And I think that's where like the ETF sector really can hit because, you know, they're able to wrap multiple assets in one. I think that's a really attractive offer. I'm really curious on, you know, from your perspective, what themes, what sectors that you see being the strongest that you think people should be paying attention to. that are actively in play already, like the AI one people have been talking about for a while. Are there any other sectors, maybe that are still kind of on the rumble up kind of thing that you're paying attention to or that people should be paying attention to? Yeah, it's interesting because I love the, I think of sectors nowadays more asthmatic plays because it really resonates with folks. You know, I like to think of themes as almost like sectors for the way we live our lives. So a theme tends to be cross-sectors. So if you think of AI, for example, which is the hottest theme in the market right now, it's not just a tech play, it's an industrial play, it's a materials play, it's a big energy play. So themes tend to be cross sector and they really resonate when you're telling the story. So right now in the market, I mean, it's all about AI as you know, both from an individual stock level as well as from ETF portfolios, whether you're picking up the enablers, the adopters, the developers, you know, all of that infrastructure build out story. But you also, that intersects a little bit with the defense theme, which has been really hot, where then you can intersect with the SpaceX, part of the space story, as well as just, you know, geopolitical heat that we've had plenty this year, all the build out and the investment in that space as well. So AI has been huge, defense has been huge, energy has been huge, not only because of the geopolitical issues we've had, but also because of the demand. I mean, we're talking about electricity demanding the US growing like 30X in the next 10 years, like crazy numbers. So it's all of these things are feeding this appetite for exposure both at the single stock level as traders, which I know the folks at Wolf are, but also at the ETF portfolio construction level, How do you capture these long-term growth themes that are hot right now, but they tend to be hot for a while because these are multi-year projects, as you know.
