The cryptocurrency market started off cold in 2025, but this type of tech fund surged by 29% against the trend

HashBard · 2026-01-04T14:20:13+00:00

In 2025, the crypto market performed poorly, with Bitcoin falling by 7%. Despite the overall market being quiet, some funds like Cathie Wood's ETF rose against the trend by 29%. Successful funds expanded their fintech investment scope to the AI sector, holding positions in payment giants and emerging companies. Some specialized crypto funds also achieved double-digit growth, demonstrating the strategic advantages of combining AI with elements like payments.

HashBard

2026-01-04 14:20:13

Abstract generation in progress

【Crypto World】Entering 2025, the crypto market’s start has not been very promising. Bitcoin has fallen about 7%, and most related companies’ stock prices have also declined, making the entire ecosystem seem a bit sluggish. However, interestingly, some funds have instead bucked the trend and experienced upward movement.

Take Cathie Wood’s blockchain and fintech innovation ETF as an example; it has already increased by 29% since the beginning of the year, directly reversing the industry’s downturn sentiment. The investment strategy of this fund is quite noteworthy—it broadens the scope of “fintech” investments and focuses heavily on AI-related tech companies. Its current holdings include payment giants like PayPal, Adyen, Toast, and it has also added positions in Circle and Robinhood.

However, the performance of funds varies significantly. Global X FinTech ETF and Siren NexGen Economy ETF haven’t been as fortunate, both experiencing slight declines in January. In contrast, specialized crypto funds like Fidelity’s Crypto Industry and Digital Payments ETF, VanEck’s Digital Transformation ETF, and iShares’ Blockchain and Technology ETF have all achieved double-digit growth.

It seems that in this cycle, the key is not just chasing the hot trends but how to combine elements like AI, payments, and blockchain. Those funds that act quickly are reaping these dividends.

BTC-0,32%

View Original

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.

12 Likes

Reward
12
4
Repost
Share

Comment

0/400

TokenVelocity

· 01-05 11:46

Cathie Wood is at it again, this time truly impressive... The combination of AI + payment tracks, no wonder it can take off against the wind by 29%. When the crypto world is crashing, others are placing bets—this must be the gap. Wait, does she really believe in fintech or is she just hyping concepts... need to keep an eye on it.

View OriginalReply0

FloorSweeper

· 01-04 14:50

Cathie Wood's move is indeed brilliant; shifting heavily into AI truly is a bottom-fishing strategy, no wonder she managed a 29% turnaround against the wind.

View OriginalReply0

SandwichTrader

· 01-04 14:31

Don't just stare at BTC falling every day, check out what these funds are doing. AI + Fintech is the real way out. --- Cathie Wood still knows how to play. A 29% increase directly refutes the market pessimists. --- Honestly, investing in ETFs now feels much more solid than directly trading cryptocurrencies. At least someone is helping you choose the right direction. --- The key is, when adding positions in Circle and Robinhood, why didn't I think of that... --- Fintech + AI combo feels like we've really caught the pulse of the next bull market. --- It's normal for the performance to vary; it all depends on the fund managers' vision. --- While the fund has increased by 29%, I'm still holding my position. Why is the gap so big?

View OriginalReply0

OnchainDetective

· 01-04 14:26

Wait, I need to take a close look at this 29% increase... According to on-chain data, the timing of Wood's recent position adjustments is very important. What are the specific dates for increasing holdings in Circle and Robinhood? Does this timeline match the pace of BTC's decline?

View OriginalReply0