Dominic Rizzo, the manager of T. Rowe Price's technology-focused ETF, expresses his belief in cryptocurrency, decentralized finance (DeFi), and stablecoins. He states that there are currently limited ways for public market equity investors to gain exposure to these trends, with Coinbase being an exception. The ETF currently holds 0.89% of its total holdings in COIN, which Rizzo considers a linchpin technology with improving fundamentals and a reasonable valuation. Rizzo views Coinbase as crucial for bridging the gap between traditional finance and crypto. While other crypto-related stocks do not meet his "linchpin" criteria, Rizzo expects more opportunities in the crypto equity space to emerge.



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