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@matthew_sigel "Please note: The fee waiver for the VanEck Ethereum ETF ($ETHV) will expire as scheduled today after the market close. Beginning tomorrow 7/22/05 ETHV will begin accruing its sponsor fee of XXXX% as outlined in the fund's prospectus"
@matthew_sigel on X 2025-07-22 15:33:59 UTC 45.2K followers, 2120 engagements

"Guotai Junan Intl (1788 HK) has tripled and turned over its entire $4B market cap after its HK arm landed a rare license to offer crypto trading. Its one of just a few SFC-approved platforms with mainland roots sparking hopes of deeper China-linked flows"
@matthew_sigel on X 2025-06-26 12:40:17 UTC 45.2K followers, 15.8K engagements

"Following its launch on Solana VanEck-backed USD stablecoin $AUSD reaches $100M+ AUM. @withAUSD"
@matthew_sigel on X 2025-02-18 17:52:23 UTC 45.2K followers, 111.2K engagements

"$EQIX is underperforming in 2025 down XX% YTD as investors digest the reality that its legacy urban data centers arent built for the AI era. With most sites optimized for colocation not GPUs EQIX now plans to spend up to $5B/year just to catch up. What it lacks is high-performance compute at the metro edge where inference demand is growing fastest. Thats exactly where $BTBT via WhiteFiber is focused building metro edge data centers purpose-built for AI. Theyve deployed thousands of GPUs and are scaling fast. But this is a capital-intensive strategy. From BTBTs SEC filing: We will continue to"
@matthew_sigel on X 2025-07-16 12:06:23 UTC 45.2K followers, 12.5K engagements

"$EXOD the crypto cold wallet and the 1st pubco to tokenize its shares sharing new monthly updates. June highlights: $250M in crypto $60M cash (from last filing) $X debt At $930M mkt cap the core biz trades at 8x EBITDA & 4x sales very cheap for quality crypto infra"
@matthew_sigel on X 2025-07-09 22:13:14 UTC 45.2K followers, 3768 engagements

"$HIVE (+10%) showing some meaningful outperformance this week following investor day Thursday. The market may be starting to reward HIVE's approach to AI/HPC which targets $100M ARR by 2026 5x current level. Team just 2.5x'd their HPC capacity w/ data center deal in Toronto"
@matthew_sigel on X 2025-07-22 18:43:35 UTC 45.2K followers, 3041 engagements

"🚨 ALL-TIME HIGH: Total Crypto Market Cap Tops $X Trillion for First Time"
@matthew_sigel on X 2025-07-18 12:26:17 UTC 45.2K followers, 8488 engagements

"*ELLIOTT IS SAID TO BOOST STAKE IN DATA CENTER REIT EQUINIX "The firm has been building its position since the analyst day" on June XX +4% to $XXX pre-market"
@matthew_sigel on X 2025-07-21 12:12:39 UTC 45.2K followers, 4744 engagements

"Bitcoin Miner Digihost (DGHI mkt cap $60M) & NANO Nuclear (NNE mkt cap $800M) Team Up for 60MW Small Modular Nuclear Power Plant in New York"
@matthew_sigel on X 2024-12-16 13:25:00 UTC 45.2K followers, 4793 engagements

"Meanwhile "Not your keys is meeting market reality: many wallets are losing share to exchanges. But Exodus is growing and taking share: MAUs YoY +23% vs XX% MetaMask X% Coinbase Wallet -XX% Trust Wallet. EXOD's $XO Swaps already powers Magic Eden and Ledger. Infra in disguise 🕵♂"
@matthew_sigel on X 2025-07-09 22:13:14 UTC 45.2K followers, 2958 engagements

"$SCHW CEO on earnings call: Working on launching BTC ETH Bitcoin ETH will be meaningful growth drivers Will have a stablecoin at some point Exploring multiple ways to deliver stablecoin SCHW shares rise as much as X% to record high"
@matthew_sigel on X 2025-07-18 13:33:45 UTC 45.2K followers, 4986 engagements

"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"
@matthew_sigel on X 2025-07-22 14:16:07 UTC 45.2K followers, 3052 engagements

"25% of all ETH ETF AUM arrived in the first X days of this week"
@matthew_sigel on X 2025-07-18 14:00:39 UTC 45.2K followers, 10.2K engagements

"$BKH has paid a dividend for XX straight years & raised it XX in a row. Mgmt recently said "data center & blockchain customers" to grow from X% of EPS to XX% next X years. Combining Bitcoin & miners w/ forward-thinking utilities yields an interesting risk/return & vol"
@matthew_sigel on X 2025-04-30 12:24:53 UTC 45.2K followers, 6656 engagements

"🚨 ALL-TIME HIGH: US-Listed Miner Share of Bitcoin Hashrate Access to US capital markets is a meaningful differentiator for miners"
@matthew_sigel on X 2025-07-16 13:02:43 UTC 45.2K followers, 8883 engagements

"🚨NEW RESEARCH: Investors Push Back on Bitcoin Miner ExecPay"
@matthew_sigel on X 2025-07-10 19:09:00 UTC 45.2K followers, 16.4K engagements

"The Investment Case for $FUTU the Robinhood of HK and Singapore Winning market share in core markets of HK and Singapore including high wealth individuals - 2.7M funded accounts total 700K of 2M HK's total which is the highest share amongst HK's XXX brokers. High level of trading of clients - XXX% of total volume in in HK significant share of retail trading in HK. Crypto is a huge potential business for them. Possible XX% 2027 revenue uplift from crypto additional X% from stablecoins and derivatives per Morgan Stanley estimates. Strong product with well-regarded user experience. Tokenization"
@matthew_sigel on X 2025-07-17 17:15:08 UTC 45.2K followers, 3163 engagements

"Last Thursday $VRT a leader in data center cooling and power infra and a $NODE holding dropped XX% on headlines that $AMZN would build its own data center cooling tech. We held. Why AMZN would likely still need to buy parts from VRT. Today $VRT is acquiring a private server rack company for 11x EBITDA. Stock's back to 6-month highs. This is why management matters in building conviction: VRT Chairman David Cote (ex-$HON) is an M&A machine. He transformed Honeywell with dozens of accretive deals. He also happens to be the largest holder of $CMPO another NODE top-10 name. VRT remains nimble"
@matthew_sigel on X 2025-07-17 18:19:05 UTC 45.2K followers, 14.7K engagements

"@GetWITTit97 @powermining_BTC @Bitfarms_io @hashoveride @StephenZeiner @sebastian_ski @vaneck_us nice work. are you saying BITF mining ops should be valued at 43x EBIDTA though"
@matthew_sigel on X 2025-07-22 19:14:41 UTC 45.2K followers, XX engagements

"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.""
@matthew_sigel on X 2025-07-22 11:30:21 UTC 45.2K followers, 16.1K engagements

"@Franchise9494 @TradesBen @fundstrat @CathieDWood @intangiblecoins @cferraro06 @austorms @novogratz thank you how about"
@matthew_sigel on X 2025-07-16 19:26:12 UTC 45.2K followers, XXX engagements

"Biggest Ordinals Trading Day of the Year 👀"
@matthew_sigel on X 2025-07-14 15:14:50 UTC 45.2K followers, 3922 engagements

"BMNR - fundstrat's Tom Lee becomes chairman of this $25M market cap shell announces $250M placement with participation from founders fund falconx kraken galaxy etc for ETH treasury strategy. Stock 3x in pre-market"
@matthew_sigel on X 2025-06-30 13:11:38 UTC 45.2K followers, 17.2K engagements

"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% 👀"
@matthew_sigel on X 2025-07-02 15:15:46 UTC 45.2K followers, 2755 engagements

"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 (ticker: NODE) with you in mind. NODE is an actively managed ETF that can hold global crypto ETPs up to a XX percent weight alongside companies with credible strategies to make or save money through bitcoin digital assets and the onchain economy. The issue were trying to solve is managing downside volatility without losing"
@matthew_sigel on X 2025-05-14 00:11:25 UTC 45.2K followers, 59.6K engagements

"Vanguard: Bitcoin is immature and has no value. Also Vanguard: Buys 20M shares of MSTR becomes top backer of Bitcoins loudest bull. Indexing into $9B of what you openly mock isn't strategy. Its institutional dementia"
@matthew_sigel on X 2025-07-14 15:35:38 UTC 45.2K followers, 123.9K engagements

"BOOM. $AGRO and majority owner Tether just announced Bitcoin mining in Brazil. Tether now owns XX% (and still buying per June 4th filing). BTC treasury next"
@matthew_sigel on X 2025-07-03 15:33:38 UTC 45.2K followers, 11.5K engagements

"@TonyGuoga congrats how much stock did you buy I didn't see a filing. HODL CN has underperformed all the other SOL treasury stocks over the last quarter and is now cheaper than DFDV on mNAV but DFDV trades 10x the volume"
@matthew_sigel on X 2025-07-21 20:50:25 UTC 45.2K followers, 1404 engagements

"🚨Now Effective: VanEck Onchain Economy ETF ($NODE) Actively managed $NODE will aim to hold 3060 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 Balance sheet HOLDers Up to XX% in crypto ETPs Managed by yours truly for 69bps+ Target launch: May 14th The global economy is shifting to a digital foundation. NODE offers active equity exposure to the real businesses building that future"
@matthew_sigel on X 2025-04-16 19:16:49 UTC 45.2K followers, 174.8K engagements

"$ADM -X% pre-market after Trump said Cola-Cola has agreed to use "real cane sugar". Even a partial shift = 12M tons of new sugar cane demand a XXXX% shock to a finely balanced global market. Raw sugar is highly price-elastic at the margin so could lift prices 1025%. AGRO crushes 13M tons/year XXX% of global cane. A X rebound = +$60M EBITDA or +18% vs $329M sellside estimate. Less ethanol = less BTC mining but mining only when power is cheap = higher ROI. $AGRO"
@matthew_sigel on X 2025-07-17 12:49:13 UTC 45.2K followers, 3367 engagements

"Today $TLN a $NODE holding is +20% on news of a $3.8B deal to acquire 3GW of efficient gas plants in the Mid-Atlantic PJM grid. The deal boosts generation by XX% and is immediately 40%+ FCF accretive. Weve held $TLN expecting AI & Bitcoin demand would drive new gas buildout in PJM. This confirms it. With nuclear gas land and balance sheet TLN is becoming the utility partner of choice for hyperscalers and Bitcoin miners alike. Still long 🔌"
@matthew_sigel on X 2025-07-18 14:17:19 UTC 45.2K followers, 4365 engagements

"VanEck-backed Agora raises $XX million Series A led by crypto VC giant Paradigm to Scale @withAUSD @Nick_van_Eck 👏"
@matthew_sigel on X 2025-07-10 12:52:24 UTC 45.2K followers, 3399 engagements

"$ARLP the $3B Kentucky coal miner reported an additional XX BTC on the balance sheet bringing total Bitcoin holdings to XXX or $42M as of March XX. Despite lower coal volumes in the quarter ARLP kept its dividend UNCH at $XXXX implying a 10%+ cash yield w/ stock at $27"
@matthew_sigel on X 2025-04-28 13:11:06 UTC 45.2K followers, 10.6K engagements

"The VanEck Bitcoin ChainCheck may be for you then"
@matthew_sigel on X 2025-06-06 13:58:06 UTC 45.2K followers, 4515 engagements

"The USDA Releases a Monthly "Cold Storage Report" w/ end-of-month inventory of meats dairy poultry fruits nuts & veggies in refrigerated storage. 1B Pounds of Frozen Fruit 244M Pounds of Frozen Butter 1B Pounds of Cheese 989M Pounds of Frozen Chicken In Public Warehouses"
@matthew_sigel on X 2025-03-13 18:33:37 UTC 45.2K followers, 4843 engagements

"Industry Leaders Push Back on Anchorage's Self-Serving "Research" & Phase-Out of $USDC & $AUSD"
@matthew_sigel on X 2025-06-30 12:42:45 UTC 45.2K followers, 7187 engagements