Top Performing ETFs: BLOK, SOXX; Worst Performing ETF: iShares Semiconductor ETF.

The Amplify Transformational Data Sharing ETF is outperforming other ETFs, up about 2% on Wednesday. Exodus Movement and Circle Internet Group are leading the gains, up 13.6% and 12.5% respectively. Conversely, the iShares Semiconductor ETF is down 2.3% with ASML Holding and Marvell Technology experiencing significant declines of 10.5% and 4.8% respectively.

The Amplify Transformational Data Sharing ETF (BLOK) has seen significant gains, outperforming other ETFs by approximately 2% on Wednesday, July 2, 2025. The fund, which focuses on companies involved in blockchain technology and digital assets, is led by Exodus Movement and Circle Internet Group, which have seen respective gains of 13.6% and 12.5%. Conversely, the iShares Semiconductor ETF has declined by 2.3%, with ASML Holding and Marvell Technology experiencing notable losses of 10.5% and 4.8%, respectively.

BLOK, an actively managed ETF, seeks to provide total return by investing at least 80% of its net assets in the equity securities of companies actively involved in the development and utilization of transformational data sharing technologies. The fund's high exposure to cryptocurrency-related assets, with 43% of its portfolio tied to such assets, has contributed to its volatility and risk profile [1]. Despite this, BLOK has shown impressive performance, with a total return of 70.56% in the past year, including dividends [2].

Circle Internet Group (CRCL), which went public in June, has seen its stock price surge following a legislative reversal in Washington. The stock, which represents a new way to invest in crypto with its own stablecoin, USDC, has gained 12.5% on Wednesday. The company's business model centers around earning interest income on deposits tied to its stablecoin, making it a relatively low-risk growth play in the crypto sector [3]. However, the stock's valuation has soared, with a market cap of over $50 billion, compared to its revenue of $1.7 billion last year. This has led some analysts to question whether the stock has already peaked [3].

Investors should carefully consider the risk profile and growth prospects of both BLOK and CRCL before adding them to their portfolios. While BLOK offers exposure to the blockchain industry and cryptocurrencies, its high volatility and concentration on the bitcoin ecosystem make it a high-risk investment. CRCL, on the other hand, presents a more stable investment opportunity in the crypto sector, but its valuation and growth prospects may be overstated.

References:
[1] https://finance.yahoo.com/quote/BLOK/performance/
[2] https://www.ainvest.com/news/amplify-transformational-data-sharing-etf-blok-risky-investment-strategy-volatility-2507/
[3] https://www.aol.com/circle-internet-groups-stock-already-090900268.html