CoinShares Altcoins ETF

DIME

Market cap $1.2M

For many cryptocurrency market participants, it's difficult, if not impossible to put a positive spin on this year's price action. For those that feel as though bitcoin and friends do nothing but decline, rest assure, you're not alone.

Settlement layers, DeFi protocols, US dollars on chain, and the rails of tomorrow's finance.  The term “altcoin”, used to define digital assets different from Bitcoin, covers everything from mission-critical financial infrastructure to memecoins inspired by internet jokes.

The performance of digital assets in recent months, especially bitcoin, has been testing investor conviction in both the category's near-term growth potential as well as bitcoin's standing as a gold-like store of value and a key character in the debasement trade story.

These are tough times in the cryptocurrency space. Bitcoin's mired in a lengthy slide that's dragging altcoins to the downside, too.

Bitcoin fell as the Federal Reserve pulled back its balance sheet through 2025, while gold rallied on geopolitical tensions, exposing the different forces driving two assets often grouped together as stores of value.

On Tuesday, Bitcoin extended its slide, hitting the lowest levels since soon after the 2024 presidential election. This sparked a rally for the largest cryptocurrency.

TMX VettaFi writers Nick Wodeshick and Nick Peters-Golden kicked off 2026 with the first Bull vs Bear discussion on foreign equities. In this version, writers Ben Hernandez and DJ Shaw delve into the world of digital assets — specifically, crypto ETFs.

The addition of Binance Coin (BNB) during the CoinShares Altcoins ETF's (DIME) quarterly rebalance raised questions about how an exchange token fits an infrastructure investment strategy. The answer lies in mechanisms that make BNB scarcer over time and growing institutional adoption.

On Capitol Hill, it's often said that “it's always Infrastructure Week” – a phrase implying politicians know that infrastructure spending is often to the liking of their constituents. In the world of cryptocurrency it sure feels as though as it's always altcoin season.

The CoinShares Altcoins ETF (DIME) added Binance Coin (BNB) to its portfolio during its quarterly rebalance, reflecting a broader market rotation toward crypto infrastructure assets, according to CoinShares. The addition positions DIME to capture what Silicon Valley Bank describes as crypto's transition from speculation to infrastructure.