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NODE Monthly Commentary: July 2026
Digital Assets Blog

NODE Monthly Commentary: July 2026
NODE fell -13.5% in July as miners and AI-infrastructure equities sold off even while spot crypto rallied; we added to highest-conviction names rather than de-risk.

Gold's Pullback and The Opportunity Ahead
Gold Investing Webinar

Gold's Pullback and The Opportunity Ahead
After reaching a record high in January, gold has pulled back sharply as rising Fed rate hike expectations and a...

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SMH
VanEck Semiconductor ETF
Exposure to the largest companies in the semiconductor sector
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REMX
VanEck Rare Earth and Strategic Metals ETF
Metals critical to the energy transition and other advanced technologies
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NLR
VanEck Uranium and Nuclear ETF
Exposure to companies associated with nuclear energy, a clean technology at an inflection point
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GPZ
VanEck Alternative Asset Manager ETF
Unmatched Exposure to Private Market Managers
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