Skip to content
Back to Guavy Wire
Crypto

NODE ETF Slumps 13.5% in July Amid AI-Infrastructure Selloff

Instruments
BTC ETH
Share

The VanEck Onchain Economy ETF (NODE) suffered a significant drop in July 2026, falling 13.5% amid a broader selloff in AI-infrastructure equities.

This decline came as the tech sector struggled with rising interest rates and investor concerns over stretched valuations, while the underlying crypto market saw gains in bitcoin and ethereum.

The fund's portfolio was particularly exposed to high-beta stocks such as TeraWulf and Riot Platforms, which contributed to its 68.9% annualized volatility in July.

Despite the losses, NODE has retained a cumulative performance lead of over 80 percentage points against bitcoin since its May 2025 inception.

More on Crypto

Disclaimer: Guavy is a data and market intelligence provider, not an investment advisor. The information, signals, and market analysis provided by the Guavy API and related services are for informational purposes only and are not intended as financial advice, investment recommendations, or an endorsement of any particular trading strategy. Trading in volatile markets, including cryptocurrency, carries significant risk and may not be suitable for all investors. Past performance is not indicative of future results. Users should consult with a qualified financial professional before making any investment decisions. Guavy makes no guarantee of trading profits or financial returns.

Market sentiment intelligence for apps, funds & agents

Location

729 55 Ave SW
Calgary AB T2V 0G4
Canada

© 2026 Guavy Inc