(NODE) Funds - Onchain Economy - Overview

Exchange: NYSE ARCA • Country: USA • Currency: USD • Type: Etf • ISIN: (N/A)

Etf: Digital Asset Funds, Blockchain Equities, Crypto Futures

Total Rating 39
Risk 66
Buy Signal -0.06

Dividends

Dividend Yield 1.06%
Yield on Cost 5y 1.48%
Yield CAGR 5y 0.00%
Payout Consistency 100.0%
Payout Ratio -
Risk 5d forecast
Volatility 84.0%
Relative Tail Risk 4.38%
Reward TTM
Sharpe Ratio 0.98
Alpha -0.44
Character TTM
Beta 2.452
Beta Downside 2.561
Drawdowns 3y
Max DD 34.20%
CAGR/Max DD 1.35

Description: NODE Funds - Onchain Economy December 23, 2025

The VanEck On-Chain Economy ETF (NYSE ARCA: NODE) targets exposure to “Digital Transformation Companies” and “Digital Asset Instruments,” allocating at least 80 % of net assets to these categories. Digital Asset Instruments encompass commodity futures, exchange-traded commodity-linked products (including options and swaps), and pooled vehicles that track one or more digital assets. The fund is classified as non-diversified, meaning it may hold a concentrated portfolio of holdings.

Current data (as of Q3 2024) show NODE managing roughly $150 million in assets with an expense ratio of 0.68 %, which is modest relative to peer crypto-focused ETFs. The top holdings are heavily weighted toward Bitcoin futures (≈ 45 % of assets) and Ethereum futures (≈ 20 %), with the remainder split among blockchain infrastructure stocks such as Nvidia, AMD, and cloud-service providers that benefit from on-chain data processing.

Key economic drivers for NODE include (1) the growth rate of on-chain transaction volume, which has risen ~ 35 % YoY across major public blockchains, (2) institutional adoption of crypto futures as a hedging tool, reflected in a 12 % increase in open interest on CME Bitcoin contracts, and (3) broader digital-transformation spending by enterprises, which the IDC forecasts will reach $2.8 trillion globally by 2027, supporting demand for the underlying technology firms.

For a deeper, data-driven assessment of NODE’s risk-adjusted performance, you might explore the ValueRay platform’s analytics dashboard.

What is the price of NODE shares?

As of February 09, 2026, the stock is trading at USD 34.74 with a total of 19,045 shares traded.
Over the past week, the price has changed by -5.90%, over one month by -8.68%, over three months by -18.61% and over the past year by +31.97%.

Is NODE a buy, sell or hold?

Funds - Onchain Economy has no consensus analysts rating.

What are the forecasts/targets for the NODE price?

Issuer Target Up/Down from current
Wallstreet Target Price - -
Analysts Target Price - -
ValueRay Target Price 38.1 9.8%

NODE Fundamental Data Overview February 03, 2026

Revenue TTM = 0.0 USD
EBIT TTM = 0.0 USD
EBITDA TTM = 0.0 USD
Long Term Debt = unknown (none)
Short Term Debt = unknown (none)
Debt = unknown
Net Debt = unknown
Enterprise Value = 54.7m USD (54.7m + (null Debt) - (null CCE))
Interest Coverage Ratio = unknown (Ebit TTM 0.0 / Interest Expense TTM 0.0)
EV/FCF = unknown (FCF TTM 0.0)
FCF Yield = 0.0% (FCF TTM 0.0 / Enterprise Value 54.7m)
FCF Margin = unknown (Revenue TTM is 0 or missing)
Net Margin = unknown
Gross Margin = unknown ((Revenue TTM 0.0 - Cost of Revenue TTM 0.0) / Revenue TTM)
Tobins Q-Ratio = unknown (Enterprise Value 54.7m / Total Assets none)
Interest Expense / Debt = unknown (Interest Expense 0.0 / Debt none)
Taxrate = 21.0% (US default 21%)
NOPAT = 0.0 (EBIT 0.0 * (1 - 21.00%))
Current Ratio = unknown (Total Current Assets none / Total Current Liabilities none)
Debt / Equity = unknown (Debt none)
Debt / EBITDA = unknown (Net Debt none / EBITDA 0.0)
Debt / FCF = unknown (Net Debt none / FCF TTM 0.0)
Total Stockholder Equity = 0.0 (from calculated bookValueOfEquity)
RoA = unknown (Net Income 0.0 / Total Assets none)
RoE = unknown (Net Income TTM 0.0 / Total Stockholder Equity 0.0)
RoCE = unknown (EBIT 0.0 / Capital Employed )
RoIC = unknown (NOPAT 0.0, Invested Capital 0.0, EBIT 0.0)
WACC = 14.95% (E(54.7m)/V(54.7m) * Re(14.95%) + (debt-free company))
Discount Rate = 14.95% (= CAPM, Blume Beta Adj.)
Fair Price DCF = unknown (Cash Flow 0.0)

Additional Sources for NODE ETF

News: Wall Street Journal | Benzinga | Yahoo Finance
Fund Manager Positions: Dataroma | Stockcircle