We examine the top 5 builders powering Solana’s accelerating dominance by driving trading activity, liquidity, real-world infrastructure adoption, and billions in onchain economic value.

Join CEO Jan van Eck and Head of Digital Assets Research Matthew Sigel for a data-driven look at Bitcoin’s relationship with global liquidity, leverage and the equity market, and what these indicators say about market risk and opportunity heading into 2026.

September brought familiar weakness across crypto markets with token declines, lower blockchain revenues from fading volatility, and renewed focus on Solana’s Alpenglow upgrade, Ethereum’s Fusaka milestone, and enterprise blockchain revival.

Institutions continue to buy Bitcoin, AI-driven pivots lead to miner re-ratings, and wide valuation gaps underscore a stock-picker’s market in crypto equities.

August saw a sharp return of crypto volatility, with Ethereum inflows surging, Bitcoin dominance slipping, and CEX tokens like OKB and CRO leading market gains.

Bitcoin hits new ATHs amid macro tailwinds. Miners rerate on AI pivot validation, but not equally. ETH ETPs drive rotation, pulling record $2.2B during ‘Crypto Week’ and denting BTC dominance.

In the 2025 proxy season, shareholders of bitcoin mining companies are pushing back on executive compensation, citing concerns about pay practices and investor alignment.

Bitcoin climbed 3% on strong ETP inflows while altcoins slumped, deepening a divergence that underscores both growing institutional BTC demand and fragility across the broader crypto landscape.

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

<p>Digital asset adoption continues to grow at a rapid pace. The onchain economy, referring to the expanding network of businesses, technologies, and infrastructure tied to blockchains, is more than a trend&mdash;it&rsquo;s a transformation. We will discuss investment themes emerging from the companies building and integrating this technology and highlight key insights from Bitcoin 2025.</p>

Ethereum rebounded in May on key upgrades, Solana gained momentum from institutional treasury moves and protocol changes, while Hyperliquid cemented its dominance in DeFi trading.

We analyze Strategy (MSTR) as a structurally leveraged Bitcoin vehicle, examining its NAV premium, regulatory positioning, and capital structure optionality driving both opportunity and risk.

We answer the frequently asked questions about the NODE ETF.