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Financials Thematic basket

Crypto Financialization

Crypto as listed equity beta: exchanges and brokers monetizing volume, stablecoin float income under the GENIUS Act framework, corporate token treasuries, and miners whose power portfolios double as AI-datacenter optionality. The sector's cash flows are increasingly regulated and real, but the basket still trades as high-beta bitcoin in equity wrappers — which is the point: it is the cleanest read on speculative appetite in the tape.

16 stocks · FW 3000 universeEqual-weighted · monthly rebalance2026-09-04 · close
1 day-0.6%basket return
20 days+16.3%basket return
20 days vs FW 3000+16.7%relative return
Year to date+28.9%basket return

Performance

Follow the theme against the wider market.

-12.0%-5.0%+2.1%+9.1%+16.1%2026-06-102026-09-04
Crypto FinancializationFW 3000

Series before each basket's creation date are a backtest of the membership as of creation; live tracking starts at creation.

Return1 day5 days20 days60 daysMTDYTD1 year
Basket-0.6%+10.6%+16.3%+10.2%+7.8%+28.9%+22.4%
vs FW 3000-0.3%+10.3%+16.7%+3.6%+7.2%+13.7%+2.8%

Inside the basket · 16 stocks

Current members and the reasoning behind each inclusion. Returns are for individual stocks.

Why it’s includedAdded
CRCLStablecoin pure play: USDC float income at scale (Circle)-1.1%+17.1%+53.1%+28.7%2026-07-21
MSTRThe archetype bitcoin treasury — leveraged BTC per share (Strategy)-1.4%+12.2%+42.8%-6.0%2026-07-21
BMNRThe ether treasury analogue (Bitmine)-5.6%+4.9%+32.7%-8.0%2026-07-21
HOODRetail flow aggregator — crypto is the margin driver, plus tokenization and prediction-market optionality-2.1%+17.1%+30.9%+8.0%2026-07-21
GLXYInstitutional crypto merchant bank plus the Helios AI-datacenter conversion (Galaxy)-0.6%+13.4%+30.5%+17.8%2026-07-21
COINThe regulated exchange: spot, derivatives, USDC economics and custody for the ETF complex-4.2%+3.3%+20.2%-18.4%2026-07-21
GEMIExchange and custody challenger (Gemini)-3.3%+8.8%+14.4%-52.8%2026-07-21
MARALargest listed miner: HODL balance sheet plus a grid-services power book-2.5%+6.0%+12.1%+25.9%2026-07-21
RIOTMining scale with AI/HPC conversion optionality at Corsicana+3.1%+14.8%+6.2%+72.1%2026-07-21
HUTPower-first miner with the American Bitcoin stake (Hut 8)+6.2%+17.8%+5.6%+103.6%2026-07-21
XYZCorporate bitcoin holder plus Cash App bitcoin rails and Proto mining hardware (Block)-0.7%-1.0%+4.8%+27.1%2026-07-21
CIFRMining plus HPC hosting contracts (Cipher)+2.1%+16.9%+3.3%+20.2%2026-07-21
CLSKEfficiency-focused pure miner (CleanSpark)+0.9%+8.8%+3.2%+25.4%2026-07-21
WULFZero-carbon mining and HPC hosting (TeraWulf)+1.7%+7.6%-3.3%+43.7%2026-07-21
PYPLPYUSD stablecoin and crypto on/off-ramps across a two-sided network — the diluted leg-3.0%+2.7%-6.7%-5.0%2026-07-21
CORZMiner turned AI-datacenter landlord — shareholders chose independence over the CoreWeave takeout (Core Scientific)-0.1%+8.4%-14.9%+22.9%2026-07-21

Partial price histories: BMNR from 2018-12-06, CIFR from 2020-10-20, COIN from 2021-04-14, CORZ from 2024-01-24, CRCL from 2025-06-04, GEMI from 2025-09-12, HOOD from 2021-07-29.

How this basket is built

Equal-weighted, monthly-rebalanced, buy-and-hold between rebalances; dated membership changes take effect same-day.

Tracked since 2026-07-21. Membership decisions are documented below.

Read the methodology →

Reading the returns

Basket returns include dividends. “vs FW 3000” compares the basket’s compounded growth with the benchmark’s. Green means positive; red means negative.

Cross-checked against BITQ. Daily return correlation: 0.94 across 1335 sessions. the pure-play crypto-equity index; holds many of the same names plus foreign-listed miners (IREN, BTDR) outside our US-only universes

Membership history & changes
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