Roundhill Memory ETF hits $6.5B in 36 days, shattering every ETF launch record

The Roundhill Memory ETF ($DRAM) has achieved unprecedented growth, accumulating $6.5 billion in assets under management in only 36 days, effectively shattering previous ETF launch records. The fund provides concentrated exposure to memory chip manufacturers, a sector increasingly vital for AI model processing and hyperscaler data center expansion. This rapid inflow reflects aggressive market repricing of the memory sector's role in scaling AI infrastructure.

While the fund has outpaced historic benchmarks like BlackRock’s iShares Bitcoin Trust, experts warn of potential momentum reversal. The massive capital inflows suggest that some investors may be chasing recent performance rather than long-term value. Additionally, risks remain regarding supply constraints in the memory chip market and the possibility of downward revisions in AI spending, which could trigger a rapid exit of capital from the fund.

(Source：Crypto Briefing)