← All baskets
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.

4 stocks · S&P 500 universeEqual-weighted · monthly rebalance2026-09-04 · close
1 day-2.5%basket return
20 days+12.5%basket return
20 days vs S&P 500+12.9%relative return
Year to date+6.5%basket return

Performance

Follow the theme against the wider market.

-3.7%+7.4%+18.6%+29.8%+40.9%2026-06-102026-09-04
Crypto FinancializationS&P 500

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-2.5%+5.9%+12.5%+33.8%+5.1%+6.5%-4.9%
vs S&P 500-2.1%+5.7%+12.9%+25.9%+4.6%-5.9%-20.4%

Inside the basket · 4 stocks

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

Why it’s includedAdded
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
COINThe regulated exchange: spot, derivatives, USDC economics and custody for the ETF complex-4.2%+3.3%+20.2%-18.4%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
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

Partial price histories: COIN from 2021-04-14, 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 S&P 500” compares the basket’s compounded growth with the benchmark’s. Green means positive; red means negative.

Cross-checked against BITQ. Daily return correlation: 0.78 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
The daily brief, by emailUnusual moves, leadership, breadth, and the factor table — one email at every US market close, plus a Saturday week-in-review. Read a sample brief →
Free. Unsubscribe anytime. Your email is never shared.