VanEck NODE Monthly Commentary: September 2026 | VanEck

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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Wintermute launches U.S. broker-dealer to expand regulated institutional reach

• Wintermute has launched a U.S. broker-dealer, Wintermute USA LLC, registered with the SEC and FINRA, marking a significant expansion into regulated institutional markets.
• The new entity will focus on proprietary trading of traditional equities and equity options, acting as an Authorized Participant for ETPs, and self-clearing digital asset securities transactions.
• This move signifies Wintermute's strategic positioning for the integration of digital assets and traditional finance, reflecting broader market structure changes towards cross-asset class trading.

Topics: Institutional adoption, Jurisdictions, Infrastructure providers, Asset manager initiatives, Established hubs, Tokenization platforms

Tags: #wintermute #brokerdealer #sec #finra #regulatedmarkets #digitalassets #proprietarytrading #etps #tokenizedsecurities

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