The CoinShares Altcoins ETF (DIME) added Binance Coin (BNB) to its portfolio throughout its quarterly rebalance, reflecting a broader market rotation towards crypto infrastructure belongings, based on CoinShares.
The addition positions DIME to seize what Silicon Valley Financial institution describes as crypto’s transition from hypothesis to infrastructure. In a December report, SVB analysts wrote that buyers ought to “deal with crypto as infrastructure” in 2026, citing institutional capital flowing towards networks that energy stablecoin settlement and digital commerce moderately than purely speculative tokens.
The rebalance brings DIME’s holdings to 11 Layer 1 crypto infrastructure belongings, together with Solana, Aptos, Sui and BNB. The fund provides equal-weighted publicity to main Layer 1 networks whereas excluding bitcoin and ethereum, focusing totally on platforms that help decentralized purposes and transaction processing.
BNB ended 2025 as one of many strongest performers amongst main crypto belongings. The token gained somewhat over 20% final 12 months, and is at present buying and selling close to $928, based on CoinMarketCap information. BNB ranks because the fourth-largest cryptocurrency by market capitalization at $126.67 billion.
Binance Analysis recognized BNB because the “best-performing main crypto asset” of 2025 in its January report “Full-Yr 2025 & Themes for 2026.” The analysis agency attributed BNB’s outperformance to its utility in stablecoin settlement and real-world asset deployments on BNB Chain.
What BNB Does
BNB features because the native token of the BNB Chain ecosystem, powering transactions throughout BNB Sensible Chain, opBNB Layer 2 networks, and BNB Greenfield storage, based on CoinMarketCap. Token holders use BNB to pay transaction charges and take part within the community’s on-chain governance. The community additionally implements a quarterly “burn” mechanism that completely removes BNB from circulation, creating deflationary strain on token provide.
The broader stablecoin community, which BNB Chain helps, processed $33 trillion in transaction quantity throughout 2025 — surpassing Visa’s annual quantity, based on Binance Analysis. BNB Chain features as a part of the settlement layer for these digital greenback transactions.
Past transaction charges, BNB serves as collateral in decentralized finance protocols and performs a task within the BNB Govt Whole Worth Locked marketing campaign, which incentivizes ecosystem progress. Initially launched as Binance’s alternate token in 2017, BNB transitioned to its personal blockchain in April 2019.
The infrastructure narrative extends past particular person tokens to embody your entire crypto market construction. SVB’s December outlook recognized three forces driving adoption: institutional capital consolidation, regulatory readability round stablecoins, and real-world asset tokenization transferring from pilots to manufacturing scale.
DIME launched in Oct. 2025, and holds $2.1 million in belongings underneath administration. The fund fees a 0.00% expense ratio and has returned 11.1% to this point this 12 months, based on ETF Database information.
By excluding bitcoin and ethereum, whereas specializing in application-layer networks, DIME differentiates itself from broader crypto index merchandise. The equal-weighting methodology ensures no single asset dominates the portfolio, spreading publicity throughout platforms competing to turn out to be foundational infrastructure for decentralized finance and digital commerce.
For extra information, info, and technique, go to the CoinShares Crypto ETF Hub.
