Grail Capital Research
Read the note
First edition · June 2026

The Canon 8An institutional index of digital art on Ethereum

Eight flagship collections, one per artist. One rules-based methodology. A four-year backtest read straight through the rolling crash of digital art, and an honest comparison with the asset these works are priced in.

As MoMA takes CryptoPunks and Chromie Squiggles into its permanent collection, we publish the index of the works the institutions are validating, and we lead with the number that hurts.

200 150 100 50 0 Base 100 2022 2023 2024 2025 2026 NFT bubble peak · 203 · Apr 2022 ATH 123.6 · Sep 2025 Canon 8 · 45.1 Ethereum · 49.4 NFT market · 22.4
Exhibit 1. The Canon 8 against Ethereum and the total NFT market. Indexed total return, 1 January 2022 = 100. Quarterly, USD. Red: the Canon 8. Grey: Ethereum, the settlement asset. Navy: the total NFT market. As of 15 June 2026.
Canon 845.1
Ethereum49.4
NFT market22.4
All-time high123.6
Max drawdown−64.6%

The record

Exhibit 1 · Performance

The Canon 8 never joined the 2022 bubble. At the April 2022 peak the broad NFT market traded at twice its January level; the index did not exceed its starting value until the first quarter of 2024. Having never inflated, it had far less to surrender, and it recovered above its base twice, reaching an all-time high of 123.6 in September 2025.

Against Ethereum, the settlement asset these works are priced in, the index underperformed by roughly four points. We report that plainly. Against its own universe, the total NFT market, it outperformed by 22.7 points. Disciplined selection mattered more than market beta.

SeriesClose, base 100Full-period returnAll-time high
The Canon 845.1−54.9%123.6 · Sep 2025
Ethereum49.4−50.6%112.7
Total NFT market22.4−77.6%n.a.

Index reconstructed quarterly from 1 January 2022 at base 100, nineteen points. Returns are price returns in USD floor terms. Back-tested figures are not a guarantee of future results.

The eight canons

Constituents · one work per artist
WorkArtistEditionPositionWeight
ICryptoPunksLarva LabsEd. 10,000Pioneer25.0%cap
IIChromie SquiggleSnowfroEd. 10,000Protocol16.8%
IIIAutoglyphsLarva LabsEd. 512On-chain14.2%
IVFidenzaTyler HobbsEd. 999Genart canon12.8%
VGriftersXCOPYEd. 666Crypto-native10.0%
VIEverydays 2020BeepleEd. 722Father / IRL8.6%
VIIRingersDmitri CherniakEd. 1,000Museum-track6.8%
VIIIWinds of YawanawaRefik AnadolEd. 1,000Computational frontier5.8%

Each work is a single collection with a published floor and a fixed edition, tracked independently. The 25% ceiling is binding on CryptoPunks (No. I): the cap is what keeps the Canon 8 an index of digital art rather than a CryptoPunks proxy. The genesis collection is included as a foundational work and capped, not excluded.

Method and governance

Rules-based · reproducible
Structure

Flagship-only

One canonical collection per artist, never an aggregate, so every component is a single trackable object with a fixed edition.

Weighting

Capped market-cap

Market-capitalisation weighting under a 25% ceiling and a 5% floor, so no single name can dominate the benchmark.

Selection

Five filters

Art qualification, top-tier standing, institutional validation, cycle resilience, and bucket coverage, applied in sequence.

Integrity

Honest backtest

Quarterly floors read at each period-end, late entrants chained in at their real value, illiquidity disclosed rather than smoothed.

Governance without a committee

The Canon 8 has no discretionary index committee. Selection and continued membership are anchored to five standing dimensions, applied consistently to every constituent.

Innovation
A technical or formal first that moved the medium forward.
Historical position
A fixed point in the timeline of digital art.
Artistic authorship
A named artist with a coherent, attributable body of work.
Cultural influence
Reach beyond the market, into the wider culture.
Institutional memory
Collected, exhibited, or preserved by lasting institutions.

The full rules, including the liquidity discount and the bounded canon premium, are set out in the methodology document. The index does not depend on the proprietary premium: ordering and shape are stable across rule sets, and CryptoPunks is capped at 25% in every case.

Three findings

What the backtest shows

It never joined the bubble.

At the 2022 peak the NFT market doubled while the Canon 8 stayed below its starting value. Lower beta to mania means a shallower fall.

It recovered above base twice.

Despite a near-60% initial drawdown, the index closed above 100 in March 2024 and again in September 2025, peaking at 123.6.

It outperformed its own universe by 22.7 points.

The total NFT market lost three-quarters of its value. A disciplined basket of the field's most durable works preserved half.

The note

Documents · maintained monthly

The index is maintained on a monthly cadence: constituent floors are re-read at each month-end. For licensing or research enquiries, contact research@grail.capital.