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WisdomTree Insights
While there are many prognostications about the future price trajectory of bitcoin, we wanted to take a view that bitcoin represents a network and the critical element of consideration for any network involves the growth and adoption of users. Any dynamic that leads to increased adoption and more users could have bullish implications over the long run on bitcoin’s price.
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Escalating Russian incursions and Germany’s new shoot-down authority for hostile drones are turning Europe’s grey-zone pressure into funded programmes. WisdomTree Europe Defence UCITS Index’s rebalance adds eight companies across space communications, counter Unmanned Aerial Systems (UAS), seabed security and protection. Backlog conversion underpins double-digit earnings per share (EPS) growth, pointing to gradual multiple compression.
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As crypto adoption grows, so do concerns about security. Many investors are turning to physically backed crypto exchange-traded products (ETPs) for a safer and simpler way to gain exposure. These products combine regulated access, professional custody and cold storage protection, offering a secure vault for your crypto investments.
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The US dollar’s dominance is fading in 2025 as rate cuts, ballooning deficits and reserve diversification erode its appeal. Investors can mitigate risks and capture opportunities by tilting towards the euro. WisdomTree’s currency exchange-traded products (ETPs) provide a straightforward way to position for this shift.
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WisdomTree’s Artificial Intelligence UCITS ETF (WTAI) one-year performance since the September 2024 index enhancement has been led by its deliberate tilt to artificial intelligence (AI) infrastructure. The semiconductor sleeve, WTAI’s largest compared to European AI peers, detracted during January’s drawdown but drove the rebound as demand remained firm and supply risk eased. Hyperscaler capex remains resilient, while marquee deals translate headlines into orders for GPUs, HBM, packaging and high-speed networking. Diversified semi-exposure helped capture gains beyond graphics processing units (GPUs). The September rebalance adds AI infrastructure and semiconductor players, deepening alignment with the build-out of AI.
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Nuclear energy is back in the spotlight, and for good reason. The blog outlines five powerful reasons to be excited about it. From its clean credentials and unmatched efficiency to cutting-edge technology, cost advantages, and rising demand from governments and big tech, the nuclear renaissance is only just beginning.
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A surprise U.S. policy shock triggered over $19 billion in crypto liquidations, exposing the fragility of leverage and liquidity. Markets sold off sharply but rebounded quickly, signalling not collapse but a major reset in crypto’s risk structure as leverage, liquidity, and sentiment recalibrate.
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