CoinShares Altcoins ETF

DIME

市值 US$170萬

Crypto ETFs have remained resilient in 2026 despite higher rates and legislative roadblocks. With bitcoin prices back near $85,000, bitcoin ETFs (and the broader crypto ETF universe) have been back on investors' radars.

Tokenized real-world assets are emerging as a preferred form of collateral in decentralized finance, or DeFi, platforms that let investors lend, borrow, and trade without a bank or broker as a middleman. That's happening even as broader DeFi lending shrinks, according to a recent report from CoinShares and Token Terminal.

Solana is becoming part of the infrastructure behind a boom in prediction market trading, where users wager on real-world outcomes. Combined monthly volume on Kalshi and Polymarket rose from $4.5 billion in September 2025 to $43.7 billion in June.

Key Takeaways: Bitcoin remains dominant, but that ETF demand has become more selective toward the lowest-cost products. Hyperliquid ETFs show that investors still reward differentiated use cases, flexibility, and credible growth narratives.

Hyperliquid is moving beyond crypto pairs. A framework called HIP-3, short for Hyperliquid Improvement Proposal 3, launched in October 2025.

Hyperliquid has a feature that separates it from most crypto tokens. The protocol routes 99% of its trading fees into daily open-market purchases of its native token, HYPE.

A CoinShares report on Hyperliquid applies equity-style scenario analysis to HYPE, the platform's native token. Three scenarios produce implied five-year price targets ranging from roughly $8 to more than $455 by 2031.

A four percent allocation to bitcoin lifted annualized returns in balanced portfolios to 17% from 11.1% since 2017 while adding only one percentage point to maximum drawdown, according to a recent CoinShares report. Key Takeaways: Four percent bitcoin allocation boosts portfolio returns to 17% annually while adding only 1% to max drawdown Bitcoin fell 4.

Digital asset investment products recorded $1.07 billion in outflows during the week ending May 18, marking the first negative week in seven and the third-largest weekly outflow of 2026, according to CoinShares reporting. Key Takeaways: Digital asset funds saw $1.07 billion in outflows, ending a six-week positive streak on Iran-related tensions.

Real-world assets are moving on-chain — and the numbers are no longer speculative. $33.9 billion in assets are already tokenized (2025, excluding stablecoins), with market potential projected at $4T–$30T by 2030.