Woofun AI reports that AI funds are rotating from the storage chip sector to Ethereum, with ETH outperforming the Roundhill Memory ETF (DRAM) by 72 percentage points since June 25. Ethereum has risen 24% while the DRAM ETF fell 38%. The DRAM ETF, which raised $6.5 billion in 27 days, holds SK Hynix and Samsung at 41% weight. Tom Lee cites BlackRock's tokenized BUIDL fund and Robinhood Chain on Ethereum as key institutional drivers.