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@matthew_sigel Avatar @matthew_sigel matthew sigel, recovering CFA

matthew sigel, recovering CFA posts on X about bitcoin, mining, bitcoin mining, market cap the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

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Mentions: XX #

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Followers: XXXXXX #

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CreatorRank: XXXXXXXXX #

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Social Influence #

Social category influence finance XXXXX% cryptocurrencies XXXXX% stocks XXXXX% countries XXXX% technology brands XXXX% currencies XXXX% exchanges XXXX% vc firms XXXX% travel destinations XXXX%

Social topic influence bitcoin 13.56%, mining 4.24%, bitcoin mining 4.24%, market cap 3.39%, infra 3.39%, exchanges #174, stocks 3.39%, data center 2.54%, $node #1, longterm XXXX%

Top accounts mentioned or mentioned by @repzdacanes @franchise9494 @justinbuzzard @tradesben @jnotsilentbob @matthewsigel @etfprofessor @saylor @intangiblecoins @adebiyichosen @withausd @microstrategy @fundstrat @cathiedwood @cferraro06 @austorms @novogratz @songofaflea @fanixbt @leo_hodl

Top assets mentioned Bitcoin (BTC) Solana (SOL) Bit Digital, Inc. (BTBT) Alliance Resource Partners LP (ARLP) Entergy Corporation (ETR) Hundred Million (100M) EXODUS MOVEMENT INC A (EXOD) Equinix Inc (EQIX) Coinbase Global, Inc. (COIN) Magic Eden (ME) Charles Schwab Corporation (SCHW) XBOT (XBOT) AllianceBernstein Holding, L.P. (AB) Robinhood Markets, Inc. (HOOD) Vertiv Holdings Co (VRT) Amazon.com, Inc. (AMZN) BTU Protocol (BTU) Cornerstone Building Brands, Inc. (CNR) Strategy (MSTR) Ethereum (ETH)

Top Social Posts #

Top posts by engagements in the last XX hours

"Fast-vesting equity. Uncapped bonuses. 9-figure payouts. Bitcoin miners are partying like its 2021 and shareholders arent amused. We revisit our 2022 analysis and urge boards to tie pay more closely to long-term performance. 🧵"
@matthew_sigel Avatar @matthew_sigel on X 2025-07-10 19:05:34 UTC 45.2K followers, 26.4K engagements

"$ETR Entergy one of the most Bitcoin-friendly utilities in the Southeast USA reported a $XXXX beat and reaffirmed 2026-2028 guidance. Entergy has a large commercial & industrial pipeline for new hookups particularly in Arkansas which has passed two new laws (SB307 & HB1444) which incentivize new generation & expand data center tax initiatives. In general Entergy Arkansas (MISO Zone 8) screens well for additional data center and Bitcoin mining installations given competitive prices and robust excess capacity"
@matthew_sigel Avatar @matthew_sigel on X 2025-04-29 13:42:00 UTC 45.2K followers, 3170 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 Avatar @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 Avatar @matthew_sigel on X 2025-02-18 17:52:23 UTC 45.2K followers, 111.2K engagements

"Boards often argue equity aligns incentives. But alignment requires conditions: performance metrics clawbacks long vesting. Too many plans skip those"
@matthew_sigel Avatar @matthew_sigel on X 2025-07-10 19:05:36 UTC 45.2K followers, 2154 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 Avatar @matthew_sigel on X 2025-07-09 22:13:14 UTC 45.2K followers, 3399 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 Avatar @matthew_sigel on X 2025-07-16 12:06:23 UTC 45.2K followers, 12.3K engagements

"🚨 ALL-TIME HIGH: Total Crypto Market Cap Tops $X Trillion for First Time"
@matthew_sigel Avatar @matthew_sigel on X 2025-07-18 12:26:17 UTC 45.2K followers, 8307 engagements

"French Lawmakers Propose Five-year Trial to Use Surplus Electricity for Bitcoin Mining. The proposal said France could see $XXX to $XXX million in annual revenue by allocating a single gigawatt to bitcoin mining"
@matthew_sigel Avatar @matthew_sigel on X 2025-07-17 12:53:42 UTC 45.2K followers, 6994 engagements

"BTBT subsidiary WhiteFiber files for IPO under ticker WYFI. BTBT would retain XX% post-IPO ownership Cites 4500 NVIDIA GPUs and a 4MW T3 Montreal data center; X new sites and 1300 MW under review with marquee customers like Cerebras and Boosteroid"
@matthew_sigel Avatar @matthew_sigel on X 2025-07-14 11:34:40 UTC 45.2K followers, 44.6K engagements

"Were long Bitcoin infrastructure. But boards must evolve if this sector wants to earn institutional trust. Boards that get comp right will earn more investor trust and capital. Full piece is here -- h/t @n_frankovitz"
@matthew_sigel Avatar @matthew_sigel on X 2025-07-10 19:05:36 UTC 45.2K followers, 2131 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 Avatar @matthew_sigel on X 2025-07-09 22:13:14 UTC 45.2K followers, 2938 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 Avatar @matthew_sigel on X 2025-07-18 13:33:45 UTC 45.2K followers, 4931 engagements

"25% of all ETH ETF AUM arrived in the first X days of this week"
@matthew_sigel Avatar @matthew_sigel on X 2025-07-18 14:00:39 UTC 45.2K followers, 10.1K engagements

"🚨 ALL-TIME HIGH: US-Listed Miner Share of Bitcoin Hashrate Access to US capital markets is a meaningful differentiator for miners"
@matthew_sigel Avatar @matthew_sigel on X 2025-07-16 13:02:43 UTC 45.2K followers, 8798 engagements

"Open AI Softbank CEOs Outline Their $500B Stargate Plan: Business Week Interesting: "Each project will be financed individually with a mix of equity and debt" according to Masa. Personally I think that increases the probability that a Bitcoin Miner is selected"
@matthew_sigel Avatar @matthew_sigel on X 2025-05-20 19:27:15 UTC 45.2K followers, 31.7K engagements

"Appreciate the compliment VanEck remains family-owned managing $120B+ across 80+ ETFs and mutual funds. Founded XX years ago by Jans father who studied Austrian econ at night and in a legendary late '60s call bet the firm the gold peg would break. That hard-money DNA still drives us today to design strategies that aim to beat inflation. And we eat our own cooking: PMs are encouraged to invest heavily in their funds and Jan leads by example. As for $DEFT We like what they're building Just come back in XX years. 😉"
@matthew_sigel Avatar @matthew_sigel on X 2025-07-15 22:53:20 UTC 45.2K followers, 4464 engagements

"Another Green Bond Default Almost XX% of roughly $10B "green" industrial development bonds are in default. For XX years the average 10-year annual default rate for municipal bonds was 0.15%. AllianceBernstein a woke asset manager owns XXX% of these Mississippi bonds"
@matthew_sigel Avatar @matthew_sigel on X 2025-06-14 12:19:07 UTC 45.2K followers, 4905 engagements

"🚨NEW RESEARCH: Investors Push Back on Bitcoin Miner ExecPay"
@matthew_sigel Avatar @matthew_sigel on X 2025-07-10 19:09:00 UTC 45.2K followers, 16.2K 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 Avatar @matthew_sigel on X 2025-07-17 17:15:08 UTC 45.2K followers, 2919 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 Avatar @matthew_sigel on X 2025-07-17 18:19:05 UTC 45.2K followers, 9374 engagements

"Biggest Ordinals Trading Day of the Year 👀"
@matthew_sigel Avatar @matthew_sigel on X 2025-07-14 15:14:50 UTC 45.2K followers, 3913 engagements

"@withAUSD @paradigm @dragonfly_xyz congrats 💪"
@matthew_sigel Avatar @matthew_sigel on X 2025-07-10 13:28:07 UTC 45.2K followers, XXX engagements

"Over the past decade Bitcoin compounded at nearly XX% annually outperforming major equity indices in X of the last XX 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 equity benchmarks continue in the high single digits it would still outperform over time. But not every year. At that spread Bitcoin would likely outperform broad equity indices in roughly 6065% of years rather than the XX% we've gotten used to. Thats just the math of it. Meanwhile equity indices constantly reconstitute"
@matthew_sigel Avatar @matthew_sigel on X 2025-07-03 19:17:36 UTC 45.2K followers, 6032 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 Avatar @matthew_sigel on X 2025-06-30 13:11:38 UTC 45.2K followers, 17.1K 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 Avatar @matthew_sigel on X 2025-07-02 15:15:46 UTC 45.2K followers, 2753 engagements

""In short bitcoin mining is an innovative use capable of converting a problem (unused surplus) into an economic opportunity" the proposal said"
@matthew_sigel Avatar @matthew_sigel on X 2025-07-17 12:57:47 UTC 45.2K followers, 3193 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 Avatar @matthew_sigel on X 2025-05-14 00:11:25 UTC 45.2K followers, 58.7K engagements

"Cantor initiates on Solana treasury companies (HODL CN DFDV UPXI) w/ OUTPERFORM ratings. Says Solana-oriented balance sheets deserve bigger premiums than BTC co's due to native revenue opportunities & higher volatility"
@matthew_sigel Avatar @matthew_sigel on X 2025-06-16 11:39:46 UTC 45.2K followers, 36.7K 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 Avatar @matthew_sigel on X 2025-07-14 15:35:38 UTC 45.2K followers, 123.8K 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 Avatar @matthew_sigel on X 2025-07-03 15:33:38 UTC 45.2K followers, 11.5K 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 Avatar @matthew_sigel on X 2025-04-16 19:16:49 UTC 45.2K followers, 174K engagements

"$BTBT has a $1B market cap and holds $257M in ETH. They also operate a cloud and HPC business WhiteFiber which we believe could generate $150M in ARR in 2026. Applying a XX% discount to NBISs 9x forward revenue multiple to reflect BTBTs smaller scale and lower liquidity still implies a $1.01B valuation for WhiteFiber meaning zero value for the ETH. Or flip it: If the ETH is valued at 2x NAV (around $514M) then WhiteFiber is trading at just 3.3x ARR compared to 9x for NBIS. BTBT has filed to IPO WhiteFiber which could help unlock that multiple. Still looks mispriced"
@matthew_sigel Avatar @matthew_sigel on X 2025-07-07 18:08:32 UTC 45.2K followers, 78.1K 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 Avatar @matthew_sigel on X 2025-07-17 12:49:13 UTC 45.2K followers, 3319 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 Avatar @matthew_sigel on X 2025-04-28 13:11:06 UTC 45.2K followers, 10.6K engagements

"Crypto stocks: 52-week highs: $XXX HK (only public HK crypto license) $BTQ CN (quantum momentum continues) $CMPO (metal cards growing quickly) $SOFI (crypto expansion) $VIRT (may settle enforcement SEC soon CITI talking about stablecoin opportunity) 52-week lows: none"
@matthew_sigel Avatar @matthew_sigel on X 2025-07-07 19:51:16 UTC 45.2K followers, 3382 engagements