Global X Blockchain ETF

BKCH

Market cap $367M

Crypto-related stocks are outperforming both Bitcoin and broader equity markets YTD, a divergence driven by AI infrastructure pivots, stablecoin adoption and the ongoing equity bull market. Recent 13F filings show major asset managers are also reducing direct crypto exposure (BTC, ETH, XRP, SOL) while rotating into selected crypto infrastructure names.

Spot Bitcoin has spent 2026 grinding lower while the companies that mine it have ripped higher.

QQQ surged 5.4% as easing Middle East tensions, AI momentum and upbeat earnings fueled a sixth straight winning week for the S&P 500.

AI euphoria, easing Iran tensions and resilient jobs data powered crypto, memory chip and South Korea ETFs higher last week.

The Global X Blockchain ETF (BKCH) offers exposure to blockchain equities, pivoting from crypto proxy to infrastructure and AI-driven growth. BKCH benefits from regulatory clarity via the GENIUS Act and institutional adoption, with top holdings like Coinbase Global, Inc. (COIN) and IREN Limited (IREN) driving performance. The fund's high beta (4.42) and concentrated portfolio amplify volatility, but analyst targets suggest a 43% upside amid strong revenue growth expectations.

ETFs rallied last week on easing Iran war fears, strong earnings and crypto buzz, even as Strait of Hormuz risks linger.

Cloud computing ETFs have had a rough start to 2026, and Themes Cloud Computing ETF ( NYSEARCA:CLOD ) is no exception.

Most ETFs give you sector exposure. The Amplify Transformational Data Sharing ETF ( NYSEARCA:BLOK ) goes further, concentrating in companies structurally tied to blockchain adoption — crypto exchanges, miners, Bitcoin treasury holders, and fintech platforms building on-chain infrastructure.

Most ETFs promise diversification. Global X Blockchain ETF (NYSEARCA:BKCH) takes the opposite approach: concentrated, high-conviction exposure to companies building digital finance infrastructure.

WGMI, DRNZ and MEME are among the top ETF winners of 2026 so far as defense stocks surge, crypto rebounds, and global political shifts lift markets.