matthew sigel, recovering CFA
@matthew_sigel
Head of digital assets research @VanEck_us. PM, VanEck Onchain Economy ETF ($NODE). Disclosures https://bit.ly/3kn4hQW http://bit.ly/3
I've spoken to many investors who want exposure to crypto via equities but are spooked, understandably, by portfolios full of pure-play miners and exchanges that have seen repeated blowups and bankruptcies. If that sounds like you, we designed the VanEck Onchain Economy ETF…
🚨Now Effective: VanEck Onchain Economy ETF ($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…
Burn so clean you could heat a Bitcoin mine with it. Guy spent 2022 playing hall monitor for Elizabeth Warren, nuking crypto to “protect the public.” Turns out he was the mark.
Heard you lost 8-figures on your $RILY short (from an 8-figure net worth). Bottom line-you’re a repeat spectacular failure: Fund management, marriage, fatherhood, friendship, PA investing, and even at being my enemy. That’s why you spend all your time pulverizing your noodle to…
Burn so clean you could heat a Bitcoin mine with it. Guy spent 2022 playing hall monitor for Elizabeth Warren, nuking crypto to “protect the public.” Turns out he was the mark.
Heard you lost 8-figures on your $RILY short (from an 8-figure net worth). Bottom line-you’re a repeat spectacular failure: Fund management, marriage, fatherhood, friendship, PA investing, and even at being my enemy. That’s why you spend all your time pulverizing your noodle to…
We took a lot of heat on CT a few weeks ago when I said MetaPlanet was overvalued and the fact that it became the most liquid stock in Japan is a red flag. Those shares are now down 43% from the peak. This pod was recorded a couple weeks ago, so some things have changed. Enjoy!
"Some of the Treasury companies are making pure play miners look really, really cheap." @matthew_sigel joins @theminingpod: ⚡️ CoreWeave / Core Scientific post-deal breakdown ⚡️ Are BTC mining prices suppressed? ⚡️ BTC Treasury playbook (and dangers) ⚡️ Bit Digital's ETH pivot
Appreciate the $100M buyback, @Bitfarms_io, to offset $RIOT's planned sale of your shares (~10% of float). But isn't there still $300M+ remaining on your ATM? How should we think about that?
Czech National Bank makes first investment into crypto sector via purchase of $COIN shares. As for the study on whether to include Bitcoin directly, CNB spokesperson said: "The work on the analysis is still underway."
🚨 Czech Central Bank Head Wants it to Buy Billions of Euros of Bitcoin Michl said he will present the plan to the board on Thursday, and if approved, the bank could eventually hold as much as 5% of its 140 billion euro ($146.13 billion) reserves in Bitcoin.
Hi, @Stripe. Are we still doing this de-banking thing? Was it something I said? If we say that men can’t be women, if we donate to pro-life charities, if we oppose two men buying eggs, renting wombs, and commoditizing babies… Does that come at the cost of de-banking?
*ELLIOTT IS SAID TO BOOST STAKE IN DATA CENTER REIT EQUINIX "The firm has been building its position since the analyst day" on June 26 +4% to $805 pre-market
EQIX -17% in 2 days, worst stretch on record on raised capex guide, pressuring near-term profits. We've seen this before: CyrusOne, QTS & Switch “expansion drag” led to selloffs, then takeouts at +40-80% premia. EQIX leaning into AI infra w/ top-tier returns. Good setup imo.
JPMorgan Is Charging for Access to User Data. This Is a Pivotal Moment for Financial Infrastructure JPMorgan is moving to charge fintech companies for access to customer data. This data includes transaction histories, balances, and behavioral signals generated by end users…
Closing lunch at the VanEck Finance Bootcamp, @EricFine123's pre-internship program for aspiring investors. Today's capstone: presenting investment theses using radar charts, Z-scores, and sovereign fundamentals. Proud of this year’s cohort. The future looks sharp 👍
