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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2025 Independence Day Scene 🇺🇸. Boomers complain about tax cuts while searching for a lost paper check beside a tennis court their heirs will one day sell to a Bitcoiner. Saluting their freedom to be blissfully out of touch, while my taxes fund their muni ladder 🫡
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🚨 June Crypto Recap is live. • BTC grinding up, alts bleeding out.• Solana GDP driven by MEV, memecoins, and Telegram trading.• ETH ETF inflows strong. but so are Base withdrawals.• Can you stake in a SOL ETF without wrecking redemptions?. 👇 Full report
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Over the past decade, Bitcoin compounded at nearly 50% annually, outperforming major equity indices in 8 of the last 10 years. But as Bitcoin matures, its long-term growth is likely to slow. If BTC were to compound at a mid-teens annual rate going forward, while traditional.
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.
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Crypto Stonks Today:. 52-week Highs: BTQ CN, CMPO, IREN, STRL.52-week Lows: None.
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BOOM. $AGRO and majority owner Tether just announced Bitcoin mining in Brazil. Tether now owns 71% (and still buying, per June 4th filing). BTC treasury next?
$AGRO -15% today.This morning Adecoagro announced the result of Tether's tender offer, which concludes with Tether acquiring a 70% stake. Broker (BofA) downgrades stock as the lower liquidity forces their WACC higher, along with "uncertainty regarding the long-term strategy of.
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RT @BillAckman: In summary, in light of the inability to add a new name to the ballot and the low probability of success of a write-in camp….
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Oracle, OpenAI Expand Stargate Deal for More US Data Centers. Considering sites in Texas, Michigan, Wisconsin, Wyoming, New Mexico, Georgia, Ohio and Pennsylvania
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Cantor Leapfrogs Goldman Sachs, BTIG Jumps Morgan Stanley in IPO League Table Thanks to Crypto Equity Boom
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Such doom posting is wrong again
It's honestly impressive that Bloomberg has a full-time position dedicated to daily Bitcoin bear posting.
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RT @pulte: U.S. Federal Housing and the Fannie Mae and Freddie Mac Chairman Calls on Congress to Investigate Jerome Powell .
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RT @TreeNewsFeed: RIPPLE SEEKS A U.S. BANKING LICENSE, ADDING TO LIST OF CRYPTO COMPANIES - WSJ - RTRS.
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Helping Bitcoin Miners Today.
Google $GOOGL, Microsoft $MSFT electricity demand jumps over 25% for second year in a row.
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Everyone's digging the met coal rally: $BTU +10%, $METC +20%, $CNR +11%, thanks to steel subsidies in the One Big Beautiful Bill and China cuts. $ARLP, the only major coal miner with direct exposure to Bitcoin mining, is barely smudged +2% 👀.
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Crypto Stocks Today:. 52-week highs HOOD, CMPO.52-week lows: none.
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