

Coinbase (NASDAQ:COIN | COIN Price Prediction) Head of Institutional Strategy John D'Agostino used a recent CNBC Squawk Box appearance to push back on the wave of skepticism that has followed a brutal stretch for crypto prices.

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.

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.

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.

Crypto tends to get framed as volatile prices and speculation. However, two growth drivers are quietly creating long-term support: stablecoins (crypto designed to stay relatively stable in value) and tokenization (putting traditional assets into more widely accessible tokens).