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As you may remember, the financial advisor at the Bitwise/Bettafi Survey in January said equity ETFs were their biggest choice to get a code exposure in 2025.
And recently, Dan Tapiero, founder of 10T Holdings, said on the stage of the digital asset summit that people always like to invest in cash flow, balance sheets, board of directors and more.
Vaneck’s Onchain Economy ETF (node) – to be released next month – appears to be different from, for example, the Amplify Transformational Data Sharining ETF (BLOK) or its own Digital Transformation ETF (DAPP).
Dapp holds 20 names. The strategy is top holdings, accounting for almost 11% of the portfolio. Adding Bitcoin Miners to your MSTR position will allocate a large portion of the fund’s assets.
While MSTR is profitable, most miners don’t offer “all-cycle returns,” says Vaneck Digital Assets Research Head Matthew Sigel. He is ready to manage the node.
With the target release date of May 14, Node will instead look for opportunities in a wider space with over 130 companies. Here’s how they are labeled in the prospectus:
In fact, nodes mean that they don’t focus much on volatile mining spaces (filled with bankruptcy, etc.).
He didn’t want to name a possible Top Holdings. However, Sigel mentioned the “downstream and midstream energy companies” opportunities related to BTC mining, which provide Bitcoin with a different volatility/beta version than pure play miners.
He added: “There are many more forward-looking Web2 companies about adopting stubcoins and digital assets more widely, and they focus not only on revenue opportunities, but also on how crypto rails improve the cost structure of many traditional companies. To make it public (Etro, Circles, etc.).
Sigel said: “We have counted more than $10 billion in the pipeline of IPOs that should be an interesting hunting ground for active stock investors over the next year.”
