matthew sigel, recovering CFA
@matthew_sigel
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Head of digital assets research @VanEck_us. PM, VanEck Onchain Economy ETF ($NODE). Disclosures https://t.co/oN8RR1GzoJ https://t.co/kuyqdO3qgW
NYC
Joined July 2017
I've spoken to many investors who want exposure to crypto via equities but are spooked, understandably, by portfolios full of pure-play miners and exchanges that have seen repeated blowups and bankruptcies. If that sounds like you, we designed the VanEck Onchain Economy ETF
🚨Now Effective: VanEck Onchain Economy ETF ($NODE) Actively managed, $NODE will aim to hold 30–60 names from a 130+ stock universe tied to the digital asset economy: >Exchanges, miners, data centers >Energy infra, semis/hardware, TradFi rails >Consumer/gaming & asset managers
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🇺🇸 LATEST: VanEck skipped its traditional “10 crypto predictions” for 2026, offering only a brief “Good luck”.
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Get Up to $110 Off F25 GT This Christmas. Smart Cleaning Just Got More Affordable.
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Florida Man… but in a good way 🇺🇸 https://t.co/0WrYlShxSW
The dancing Mayor @ScottSingerUSA of @CityBocaRaton is in the house tonight!! 🕺🏻🕺🏻🕺🏻 #WinningInParadise
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My College roommate and good friend Scott Singer is running for Congress after seven years crushing it as Boca Raton mayor. >balanced budgets >major infrastructure upgrades >smart growth without losing Boca’s character >all-around honorable, smart & funny guy Please support!
It's official: I'm running for Congress in FL’s 23rd district, where I grew up and have served as Boca Raton’s mayor for seven years. As an America First conservative, I know this seat is critical to win a GOP House majority in November 2026. I will work to build on President
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$INTU $185B tax and accounting software giant partners with $CRCL to power stablecoin infrastructure Will enable $USDC for TurboTax, QuickBooks and CreditKarma.
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Quickly and easily evaluate borrowers' income with our award-winning Income Calculator. Let our technology work harder for you, so you can do great work for your borrowers. Learn more.
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New York perfected this governing instinct in energy policy: accept scarcity, call it virtue. Same instinct now applied to life itself.
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One of my favorite crypto convos to-date yesterday with @matthew_sigel talking $NODE, btc cycle timing, the quantum threat/opportunity for crypto and arbitrage trades in DATs: https://t.co/kUaW9fgDiO
@Cboe
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On analyst call, $HUT CEO says current balance sheet more than big enough to fund $300–400M equity needs for this deal (already getting inbound mezz financing interest if needed). “No equity needed to finance this data center.” For context: Hut 8 (parent) holds ~10.3k BTC
At first glance, this $HUT deal looks like one of the strongest AI/HPC colocation deals disclosed so far: 🟠 ~$28–29M contract value per MW (high end of the peer set) 🟠 ~$1.85M guided NOI per MW-yr (peers typically disclosed ARR, not NOI) 🟠 15-yr base term + guidance to ~85%
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The picks and shovels of the AI economy. AIS provides exposure to companies at the forefront of artificial intelligence—spanning semiconductors, data centers, and AI-enabled applications. Consider how AIS may align with your investment strategy.
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At first glance, this $HUT deal looks like one of the strongest AI/HPC colocation deals disclosed so far: 🟠 ~$28–29M contract value per MW (high end of the peer set) 🟠 ~$1.85M guided NOI per MW-yr (peers typically disclosed ARR, not NOI) 🟠 15-yr base term + guidance to ~85%
🚨Hut 8 Announces AI Infrastructure Partnership with Anthropic and Fluidstack Hut signs 15 year 245 mw, $7B AI data center lease at Riverbend Campus Google providing backstop covering obligations for 15-year base lease Lease valued at $17.7B if all options exercised HUT +24%
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$GOOGL is now backing three public bitcoin miners; also just announced YouTube creators can be paid in stablecoins.
🚨Hut 8 Announces AI Infrastructure Partnership with Anthropic and Fluidstack Hut signs 15 year 245 mw, $7B AI data center lease at Riverbend Campus Google providing backstop covering obligations for 15-year base lease Lease valued at $17.7B if all options exercised HUT +24%
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🚨Hut 8 Announces AI Infrastructure Partnership with Anthropic and Fluidstack Hut signs 15 year 245 mw, $7B AI data center lease at Riverbend Campus Google providing backstop covering obligations for 15-year base lease Lease valued at $17.7B if all options exercised HUT +24%
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Should have gone with "storyteller" 😬 $CRWV
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Getting questions from clients about recent Bitcoin “death cross”, so worth showing the data: Since 2011: >Many occurred near major bottoms (2011, 2015, 2020, 2023) >6-month median subsequent return: +30% >12-month median: +89% >Positive hit rate: 64% Lagging indicator.
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$CRCL +10% leading all large-cap crypto stocks today: >default option in Visa new stablecoin effort >banking license secured >acqi-hiring the competition >IPO lockup in rear-view mirror >YTD USDC outstanding +78% vs. USDT +35% We've been buying in $NODE.
🚨$CRCL Receives Conditional Approval from OCC for National Trust Charter Joins Paxos, BitGo, Fidelity, and Ripple in receiving prelim approval to perform certain banking functions, namely custody. Regulators also exploring "skinny" master Fed accounts per Fed Governor Waller.
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Polarization: not just for politics anymore
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For the uninitiated: this is called floating a “jihad balloon.” It doesn’t mean it’s happening, just that someone wants you talking about it.
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Ford discovering what BTC miners learned early: electrons find the highest bidder -->
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Idiotic
$ASML may be short necessary power to build new 20,000 employee campus. "The Netherlands is already using as much electricity as was originally projected for the year 2030"
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49-1 odds that BOJ chickens out. Seems like good risk/reward given that it would be the first time in 36 years that BOJ hikes in the same month the Fed cuts.
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Secure the domain, own the category. The world's most valuable domains, including Clock․com, are available now.
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