Onchain Economy • Digital Assets • Blockchain Infrastructure
VanEck NODE ETF
A Front-Row Seat to the Onchain Economy
Overview
The VanEck Onchain Economy ETF (NYSE: NODE) is not just another crypto-themed investment vehicle. It represents a bold thesis: that the onchain economy—a decentralized, blockchain-based infrastructure for value exchange, data coordination, and trustless computation—is not only real, but investable.
By bridging digital asset innovation with traditional equity exposure, NODE offers investors a unique gateway to this rapidly evolving digital economic frontier.
🧠 What is the Onchain Economy?
VanEck defines the onchain economy as an emerging digital system where economic activity occurs natively on blockchain networks. It replaces centralized intermediaries with transparent, autonomous code execution—enabling programmable finance, borderless asset transfers, tokenized infrastructure, and decentralized coordination.
Components
- • Crypto-native companies
- • Blockchain-enabled infrastructure
- • Traditional enablers of tokenized finance
- • Consumer-facing platforms
- • Decentralized computing, storage, and finance
Key Players
- • Coinbase, MicroStrategy, Riot
- • Energy firms, data centers
- • CME Group, Visa
- • Robinhood, MercadoLibre, Sea Ltd
- • Palantir, Synopsys
🧭 The NODE ETF: Strategy and Structure
NODE is an actively managed equity ETF designed to capture the rise of this new digital economy. Rather than investing in tokens directly, NODE focuses on publicly listed companies that are building, enabling, or leveraging blockchain rails in meaningful ways.
Key Features
- • Holdings: 30–60 high-conviction stocks
- • Universe: 100+ companies
- • Dynamic Allocation based on market conditions
Categories
- • Crypto ETFs & trusts
- • Miners
- • Exchanges
- • Digital asset managers
- • Corporate Bitcoin holders
- • Infrastructure
- • Energy & utilities
- • Traditional finance enablers
- • Semiconductors & tech
- • Gaming and consumer apps
📊 NODE's Holdings: A Curated Cross-Section
🚀 Crypto-Heavy Hitters
- • Robinhood (HOOD)
- • Coinbase (COIN)
- • Galaxy Digital (GLXY)
- • MicroStrategy (MSTR)
⚙️ Miners and Infrastructure
- • CleanSpark, Riot, Bitdeer
- • Cipher Mining, Terawulf
- • Core Scientific, Hut 8
🔌 Energy + Compute
- • Vistra, NRG, Xcel
- • Kinder Morgan
- • Digital Realty Trust
🏦 TradFi x DeFi Enablers
- • CME Group, Visa
- • Virtu Financial
- • Customers Bancorp
📊 Holdings Dashboard
🔝 Top Holdings
⚙️ Blockchain Infrastructure & Mining
🏗️ Energy & Infrastructure
🧠 Tech & Data
🌐 Financial Enablers
NODE's strategy is to blend crypto-native exposure with traditional infrastructure and fintech companies that are key to enabling the onchain economy. It offers diversified, actively managed exposure across digital assets, DePIN, energy, and tokenized finance sectors.
🧭 Why NODE Stands Out
Unlike single-theme crypto funds that follow Bitcoin or Ethereum alone, NODE provides multi-sector, equity-based exposure to the foundational layers of the onchain economy.
- • Beta to Bitcoin and Ethereum
- • Infrastructure optionality
- • Alpha via active selection
- • Exposure to "picks and shovels"
🔮 Final Take: The Future is Onchain
VanEck's NODE ETF embodies a forward-looking thesis: that the onchain economy will reshape how we coordinate trust, transact value, and build software.
For investors who believe blockchain is a foundational technology (not just a passing trend), NODE offers a thoughtfully constructed, actively managed equity portfolio tied to the long arc of decentralization.
It's not just a bet on crypto—it's a bet on the infrastructure of a new internet.