Powered shell providers fell ~35% in October on funding fears, yet no signed leases were cancelled. Why we see the AI data center sell-off as a dislocation.

Beyond the 2026 midterm elections, our investment teams are focused on dollar trajectory, fiscal pressure and the Fed’s next move.

Miners hold the scarce asset as US power demand outruns supply, while Metaplanet’s 14.7% option pool shows how DAT insiders capture shareholder dilution.

Bitcoin held near $63.5k as realized volatility fell to 27.2%, 8 of 12 capitulation signals fired, and long-term holders shed 356k BTC over 30 days.

In this guide, we explain in simple terms what bitcoin is and answer some of the most frequently asked questions about bitcoin ETPs.

Bitcoin consolidated near $63,742 in July as derivatives signal caution, miner economics hit multi-year lows, and AI deal flow accelerates despite equity de-rating.

NODE fell by -8.1% in June as spot crypto sold off, with miners and crypto-linked names driving the drawdown.

NODE returned +16.5% in May as bitcoin mining, AI compute, and crypto-financial equities rallied while spot crypto fell.

Digital asset allocations have historically centered on Bitcoin and Ethereum, but the landscape is broadening. BNB Chain consistently ranks among the most-used public blockchains by daily transactions and active users. Join us to discuss a rules-based, physically backed way to access this ecosystem and what it may add to a diversified digital assets portfolio.

Bitcoin recovered +11.8% m/m on a spot-led rally even as hashrate set its longest sustained drawdown. US public miners are pivoting to AI; sovereign miners are the natural successors.

VanEck Onchain Economy ETF (NODE) returned +24.8% in April 2026, the strongest month since launch, as AI compute and energy transition names drove broad-based outperformance.

Two historically bullish signals are flashing on bitcoin: negative funding rates and a clustered hash rate drawdown, as volatility cools.

Explore the key differences of bitcoin and Ethereum in our comprehensive guide. Understand the underlying technology, and how each fits within the market space.

This piece explores Avalanche’s second act as the network shifts toward becoming institutional-grade blockchain infrastructure for tokenization, payments, and real-world financial systems.

Digital assets are moving into the real economy, but pure crypto exposure is often hard for advisors to justify. NODE provides a measured way to participate, targeting companies driving adoption.