Miners rebounded and coin ETPs reached 22% of NODE's assets, plus our take on post-CLARITY deregulation, DATs vs. spot ETPs, and Q4.
- The VanEck NODE Monthly Commentary for September 2026 highlights the rebound of miners and the significant allocation (22%) to coin ETPs within NODE's assets.
- The commentary discusses the implications of post-CLARITY deregulation, compares Digital Asset Treasuries (DATs) with spot ETPs, and provides outlook for Q4.
- Performance data shows NODE's NAV and market price, with a comparison to the MVDAPP Index, indicating past performance and associated risks.
Topics: Institutional adoption, Blockchain usage, Scalability, Asset manager initiatives, Ethereum evm l 1 s, Growth metrics
Tags: #vanecknode #digitalassets #etps #miners #clarityact #dats #spotetps #q4 #mvdappindex #bitcoin
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