VanEck plans to launch a brand new cryptocurrency-related exchange-traded fund (ETF) on May 14, with the ticker symbol "NODE." This innovative financial product aims to provide investors with broad exposure to the digital asset economy, covering key areas such as cryptocurrency exchanges, Bitcoin mining companies, and data centers. As another significant effort by VanEck in the digital asset space, the NODE ETF employs an actively managed strategy, focusing on global digital transformation trends and offering investors the opportunity to participate in the construction of the future digital economy.

Core Investment Strategy of NODE ETF

According to VanEck's latest announcement, the NODE ETF will construct a diversified investment portfolio by investing in 30 to 60 stocks closely related to the digital asset economy, selecting high-quality assets from over 130 candidates. These targets cover several key areas, including:

• Cryptocurrency exchanges: Platforms like Coinbase that connect digital assets with traditional financial markets.
• Bitcoin mining companies: Firms like Riot Blockchain and Marathon Digital that focus on cryptocurrency mining and blockchain infrastructure.
• Data centers: Providers of computing power infrastructure that support blockchain networks and digital asset trading.
• Other related fields, such as payment gateways and blockchain software developers.

The actively managed strategy of the NODE ETF is a major highlight. VanEck will select companies with strategic positioning and growth potential in the digital asset ecosystem through in-depth market analysis, fundamental research, and valuation assessments. According to Matthew Sigel, head of digital asset research at VanEck, the goal of the NODE ETF is to allocate at least 80% of its net assets to relevant fields by investing in "digital transformation companies" and "digital asset tools." Digital asset tools include commodity futures contracts, exchange-traded commodity-linked instruments (such as options and futures options contracts), and swap contracts, providing investors with flexible asset allocation methods.

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Riding the Global Digital Transformation Wave

VanEck emphasizes that the launch of the NODE ETF is a direct response to the global economy's shift towards a digital foundation. Sigel stated in an interview, "The global economy is transitioning to a digital foundation, and the NODE ETF provides investors with the opportunity to participate in this trend by investing in companies that are genuinely building the future, gaining actively managed equity exposure." This positioning not only reflects VanEck's confidence in the potential of the digital asset market but also aligns with the growing demand from institutional and retail investors for cryptocurrency-related investment products.

Since the approval of the Bitcoin spot ETF in January 2024, investment enthusiasm in the crypto market has significantly increased. VanEck's Bitcoin spot ETF (ticker: HODL) has accumulated approximately $1.2 billion in assets under management, demonstrating strong market demand for crypto assets. The launch of the NODE ETF further broadens investors' choices, allowing them to gain comprehensive exposure to the digital economy without directly holding cryptocurrencies.

A recent report from VanEck noted that China and Russia have begun using Bitcoin and other digital assets to settle some energy transactions, Bolivia plans to use cryptocurrencies to import electricity, and French energy giant EDF is also exploring the use of surplus electricity for Bitcoin mining. These trends indicate that digital assets are evolving from speculative assets to functional currency tools. Additionally, the launch of the NODE ETF is closely related to changes in the regulatory environment. The market generally expects that under the Trump administration, the U.S. regulatory stance towards the crypto industry may become more favorable, such as the departure of SEC Chairman Gary Gensler potentially marking the end of "enforcement-style regulation." Sigel pointed out that reducing regulatory pressure will inject more vitality into the crypto market, further driving institutional capital inflow.

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VanEck's First-Mover Advantage and Future Outlook

As one of the earliest asset management companies to enter the digital asset space, VanEck has accumulated rich experience in cryptocurrency investment. In addition to the NODE ETF, VanEck also operates a digital asset mining ETF (DAM) and a Bitcoin strategy ETF (XBTF), and has submitted an application for a Solana ETF, demonstrating its continued optimism about diverse digital assets. In February 2025, VanEck's Bitcoin ETF (HODL) completed a four-for-one stock split, further lowering the investment threshold and attracting more retail investors.

Analysts believe that the launch of the NODE ETF is not only an important expansion of VanEck's product line but also provides investors with a low-threshold, high-transparency tool to share in the rapid growth of the digital economy. The diversified investment strategy of the NODE ETF is expected to help investors capture more opportunities in this bull market while effectively diversifying the risks of single assets.

This article represents the author's personal views and does not reflect the platform's stance or views. This article is for informational sharing only and does not constitute any investment advice to anyone.

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