u/Anonymous-Inspector

Reserve recently introduced five new DTFs, each focused on a different part of the AI infrastructure stack:

BUILDOUT: AI hardware, including NVDA, AMD, AVGO, TSM, MU, ASML, AMAT and LRCX.

POWER: Companies providing the electricity and infrastructure needed to run AI, including GEV, ETN, VRT, CEG and ON.

PHOTON: The optical layer used to move data between chips, including GLW, COHR and LITE.

NEOCLOUD: Companies renting out computing capacity, including NBIS, CRWV, IREN, WULF, HUT and APLD.

ROBOTS: Companies applying AI to real-world robotics, including ISRG, ROK, SYM, MBLY and OUST.

The interesting part is that these aren’t traditional ETFs. Each basket is represented by a token on BNB Chain and backed by the underlying US equities through Ondo Global Markets.
The tokens are designed to be tradable 24/7, with no minimum or maximum trade size, and can be redeemed onchain for the underlying assets.
The bigger idea behind the products is that the AI story isn’t just about models and software. Before an AI model can actually run, someone has to manufacture the chips, build the data centers, provide the electricity, move the data and, increasingly, deploy the technology into the physical world.
Reserve protocol is essentially breaking that infrastructure into separate investable themes.
Fees are currently a 0.3% mint fee and a 0.6% TVL fee. Availability is around 145 countries, subject to Ondo’s eligibility rules. US users and sanctioned jurisdictions are excluded.
That said, these are concentrated, single-theme tokenized assets. They can be highly volatile, have limited liquidity and could potentially lose 100% of their value. They’re also not ETFs and aren’t FDIC or SIPC insured.

I’m curious what people here think:
Does splitting the AI infrastructure trade into categories like hardware, power, optical, cloud compute and robotics make more sense than simply holding an AI/tech ETF?
Not financial advice. Just sharing the new structure and interested in hearing people’s views😊

Not sure what I’m doing wrong here 🤷🏻‍♀️?
Joined Reddit due to all the hype, now it’s becoming really annoying.

You have group or community recommendations when you want to post, you pick one, you go through community rules or guidelines, post meets criteria, starts getting engagements and happy, karma points going up, and boom out of nowhere 😱 ; a bot removed your post, auto ban by community bot, karma points drops and you’re back to literally square one 🤦🏻‍♀️.

How do you guys go about this and also get friendship add here 😕????

Trying to prepare pie but want to try a recipe different from the same old same. Care to share some nice combinations I can try? Not one that would make the washroom the most visited part of the house for the day 😆.
Checking the comments for responses 🥸

Still pretty new to this and seems getting karma grants you access to a lot of opportunities here. Can you be kind enough to follow me, will follow back 💯 😊