Global X Blockchain ETF (BKCH) shifts focus to blockchain infrastructure and AI, with strong growth potential.

The Global X Blockchain ETF (BKCH) has repositioned itself from a crypto proxy to focus on blockchain infrastructure and AI-driven growth. It benefits from clearer regulations under the GENIUS Act and increasing institutional adoption, with key holdings like Coinbase Global and IREN Limited driving performance. Despite its high volatility due to a concentrated portfolio and high beta, analysts see a potential 43% upside supported by strong revenue growth forecasts. BKCH is rated a long-term buy for investors willing to accept higher risk and volatility, but it is not recommended for low-risk or short-term investors.