If the internet transformed communication, blockchain is redefining trust. Corporations are integrating digital ledgers across various sectors, from payment systems and supply chains to data centers and energy grids. As this foundational shift accelerates, the investment case becomes evident: firms driving the onchain economy are no longer niche tech ventures; they represent the infrastructure of tomorrow. In this context, VanEck launched the Onchain Economy ETF, NODE, a fund designed to offer exposure to this evolving ecosystem without subjecting investors to the full volatility of the crypto market. On May 14, VanEck introduced NODE, an actively managed fund tailored for pragmatic blockchain optimists. The fund aims to cover a broad spectrum, holding companies across multiple verticals: crypto-native enterprises like exchanges and miners; data center and computing providers; fintech and blockchain-integrated commerce platforms; and established players making significant advances into digital assets. NODE distinguishes itself through its Bitcoin sensitivity framework. Rather than chasing volatility, it adjusts holdings based on how closely a company's valuation correlates with Bitcoin price movements.

This strategy enables the portfolio to reduce risk during speculative surges and increase exposure when market dislocations present opportunities. In essence, NODE is not a "set it and forget it" crypto collection—it functions as a thermostat for digital asset exposure. Matthew Sigel, VanEck's Head of Digital Assets Research and NODE’s Portfolio Manager, emphasized that the portfolio will remain dynamic. Beta and volatility will be managed to sustain responsible exposure and prevent overconcentration in high-beta names during exuberant market phases. NODE’s flexibility extends beyond equities; core holdings can be supplemented with investments in Bitcoin and crypto-related ETPs, providing additional levers to manage exposure while maintaining a clear thematic focus. In a world where financial infrastructure is quietly being reinvented, VanEck's NODE advocates for a balanced approach: neither ignoring the transformation nor chasing hype, but engaging with the future where it is being constructed. Read Next: 60/40 Portfolio Fades As Advisors Embrace Hedge-Fund-Style ETFs For A New Era Image: Shutterstock