Matthew Sigel is the Head of Digital Assets Research at VanEck, and also the Portfolio Manager of the NODE ETF. In this conversation Sigel talks (linked below) about public equities related to crypto, recent staking decision from the government, the Fed, bitcoin mining companies, what will happen with stablecoins, and expectations for the US government buying bitcoin.
Matthew Sigel, Head of Digital Assets Research at VanEck talks with Anthoiny Pompliano link.
August 20, 2025 – 48 minutes
I came away from this interview with the following thoughts.
VanEck Onchain Economy ETF (NODE)
NODE is perfect for the investor who wants exposure to the Digital Transformation that is happening in a passive way yet has an active portfolio manger managing this particular Theme through NODE. This fund also hold companies that are not directly related to the Crypto/ Blockchain world but will benefit from the development of Crypto / Blockchain. This woukd reduce the volatility factor that traditionally comes with Crypto & Blockchain.
VanEck Digital Onchain Economy ETF (NODE): NODE is an actively managed ETF that seeks long-term capital appreciation by investing in companies and instruments that are meaningfully tied to the on-chain economy, including blockchain infrastructure, digital asset services, and digital asset exposure.
Other ETFs that are invested in Crypto / Blockchain that also invest in companies that benefit indirectly from the Digital Transformation of Crypto / Blockchain include:
- Global X Blockchain ETF (BKCH): This ETF provides exposure to companies positioned to benefit from the adoption of blockchain technology, including cryptocurrency mining firms.
- Amplify Transformational Data Sharing ETF (BLOK): This ETF invests in a diversified portfolio of companies involved in blockchain technology and its applications, including Bitcoin miners, BLOK also invests in other cryptocurrency ETFs and Bitcoin ETFs.
- Bitwise Crypto Industry Innovators ETF (BITQ): This ETF invests in companies that are innovators in the cryptocurrency industry, including those involved in mining, infrastructure, and exchanges.
- VanEck Digital Transformation ETF (DAPP): This ETF invests in companies at the forefront of digital asset transformation, including those involved in exchanges, mining, and other infrastructure.
- ARK 21Shares Blockchain and Digital Economy Innovation ETF (ARKD): ARKD invests in digital asset futures (bitcoin and ether) and public equities of companies engaged in the blockchain industry and/or digital economy, providing holistic exposure to the growth of blockchain technology.
- ARK Next Generation Internet ETF (ARKW): ARKW is focused on and expects to benefit from shifting the bases of technology infrastructure to the cloud, enabling mobile, new and local services, such as companies that rely on or benefit from the increased use of shared technology, infrastructure and services, internet-based products and services, new payment methods, big data, the internet of things, and social distribution and media.
NODE ETF Holdings as of Aug 20, 2025
As you review the list above you’ll see a number of familiar names that LOTM has referenced or own. Companies we have pointed out at some time in LOTM writings, include EQT Corp in Nat Gas, Strategy, Sol Strategies, Galaxy Digital, Defi Technologies, Williams Co in gas pipeline sector, Brookfield Renewables in energy generation, Tesla, Energy Transfer in Nat Gas arena, MARA Holdings, Riot, Bitdeer, Shopify, Coinbase and Metaplanet.
This portfolio covers sources of energy, the transmission of energy, digital use cases of crypto & blockchain.
It is a broadbased approach to the new Digital Economy. A transitioon from the old fiat systen that will transition and grow for fifteen to twenty years. The fund owns some Bitcoin, Ethereum and Solana.
Look for the “active” managers rather than the “passive,” fund managers.
Active Managers are: NODE, ARKD, ARKW, BLOK.
Passive Managers are: BKCH, BITQ, DAPP.
Using the graphic below, performance has gone to the Active managers. ARKD and NODE have not completed their first five years so ther are treated as N/A readings. The market has sifted to being a stock pickers market. this requires being nimble and adjusting to companies with in an industry rather than gain good performance through just owning the industry.
Performance Comps for the seven ETFs identifed above
N/A in a slot means the ETF does not have a performance period in that grouping.
I hope this is of help. You can use the ETFs to deligate sector participation, but use active ETF managers for an “edge.”
Money supply is expanding – Crypto legislation has been passed, more will be passed before 2025 year-end. This backdrop “should” provide for strong stock price Q4 performance for Cypto, Blockchain, Gold, Silver, Copper and stocks in the energy and electrification sectors. Tech should also do well but “the bloom” seems to be coming off the Magnificant Seven companies. Robotsare coming but are still over the horizon. One to Two years forward. TSLA and MU are good choices in Robotics. Guess what Robots need electricty. To generate electricty you need sources of energy and transmissinon of electricty.
Trump and his administration wants growth – He is still president for three more years. “We” need Bitcoin gold and silver to offset the printing that is coming to get growth. There will be other winners as well.
LOTM Research & Consulting Service
* An account related to LOTM holds a position in this security.
Neither LOTM nor Tom Linzmeier is a Registered Investment Advisor.
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