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@matthew_sigel Avatar @matthew_sigel matthew sigel, recovering CFA

Matthew Sigel, a recovering CFA, has been active on social media, sharing insights and information about various companies, including those in the Bitcoin and crypto ecosystem. Recently, he has been discussing deals and developments in the data center and energy sectors, such as $CORZ, $IREN, and $CIFR, and their implications for the industry. He also shared his experience and expertise in finance, offering to connect with others who have a similar background.

Engagements: XXXXXX #

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Social Influence

Social category influence finance #5313 stocks XXXXX% cryptocurrencies #2801 technology brands XXXX% countries XXXX% currencies XXX% fashion brands XXX% travel destinations XXX%

Social topic influence $node #2, bitcoin #2277, crypto #551, ai 5.19%, $mstr #195, mstr #148, exchanges #171, stocks #761, open ai #788, $16b #4

Top accounts mentioned or mentioned by @comic @books_the_dog @ckcryptoklepto @rizinyu @booksthedog @chainyoda @ck_cryptoklepto @asianfifamaster @angusshillingto @gsl24236982 @vaneck @brockm @wsfoxley @franchise9494 @hellafire916 @tokxil @randomoctopus22 @dnyelfy @asilayhodling @dnw_stock

Top assets mentioned Bitcoin (BTC) Strategy (MSTR) Bitfarms Ltd. (BITF) Alphabet Inc Class A (GOOGL) Vistra, Corp. (VST) Circle Internet Group, Inc. (CRCL) DisChain (DIS) Kinder Morgan Inc (KMI) Fermi Inc. Common Stock (FRMI) TALEN ENERGY CORP (DE) (TLN) Constellation Energy Corp (CEG) Stronghold Digital Mining, Inc. Class A Common Stock (SDIG) Bullish (BLSH) TeraWulf Inc. (WULF) MARA Holdings, Inc. (MARA) Ethereum (ETH) Solana (SOL) VSolidus (VSOL) CoreWeave, Inc. (CRWV)

Top Social Posts

Top posts by engagements in the last XX hours

"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"
X Link 2025-05-14T00:11Z 54.4K followers, 197.2K 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"
X Link 2025-04-16T19:16Z 54.4K followers, 315.7K engagements

"SK Hynix (000660.KS mkt cap $200B) +10% overnight as OpenAI locks in memory deals with Samsung & Hynix for its Stargate AI build. In $NODE we recently initiated a position. At X forward P/E structural tailwinds from AI memory demand & the on-chain economy look far from priced in especially in such a concentrated market with room for meaningful buybacks & dividends. h/t @angusshillingto for conviction & new model"
X Link 2025-10-02T13:11Z 54.4K followers, 15.2K engagements

"The Abandoned Baby candlestick pattern is one of the rarest reliable reversal patterns in TA. Generally one occurrence every 5-20 years for a single stock"
X Link 2025-12-03T22:00Z 54.4K followers, 236K engagements

"Bernstein: "In view of recent market correction we believe the Bitcoin cycle has broken the 4-year pattern (cycle peaking every X years) and is now in an elongated bull-cycle with more sticky institutional buying offsetting any retail panic selling. Despite a XX% Bitcoin correction we have seen less than X% outflows via ETFs. We are moving our 2026E Bitcoin price target to $150000 with the cycle potentially peaking in 2027E at $200000. Our long term 2033E Bitcoin price target remains $1000000.""
X Link 2025-12-08T14:17Z 54.4K followers, 323.8K engagements

"Competition among crypto exchanges is rising as barriers to entry fall and newly public companies like GEMI and BLSH expand aggressively to win share. Take-rates are holding for now but this chart keeps me cautious on sizing any big positions in these names"
X Link 2025-12-08T18:45Z 54.4K followers, 5289 engagements

"CRWV down X% today following its $2B convertible offering and many bears in my chatrooms are gloating. Whether or not you like the stock the fact is this deal meaningfully expands CoreWeaves buildout capacity. At typical advance rates (90% for IG hyperscale contracts XX% for OpenAI) $2B of equity can support $13B of incremental capex for new GPU data centers"
X Link 2025-12-08T19:42Z 54.4K followers, 18.3K engagements

"StanChart: "With the advent of ETF buying we think the BTC halving cycle is no longer a relevant price driver. The logic in previous cycles (when US ETFs did not exist) i.e. prices would peak about XX months after each halving and decline thereafter is no longer valid in our view. However it will take a break of the current all-time high (USD 126000 on X October 2025) to prove that; we expect this to happen in H1-2026." Lowers BTC forecasts: 2025: $200k -- $100k 2026: $300k -- $200k 2027: $400k -- $225k 2028: $500k -- $300k"
X Link 2025-12-09T13:03Z 54.4K followers, 14.7K engagements

"CRWV X% 2031s have rallied from XX to XX in X week and up nicely again this morning. Huge perception gap between equity & FI investors here"
X Link 2025-12-09T14:27Z 54.4K followers, 9373 engagements

"Western Union (9000 employees) vs. Circle (900) efficiency check: EBITDA/employee: WU: $110k Circle: $556k (5 higher) Market cap/employee: WU: $330k Circle: $23.3M (71 higher) Different planets"
X Link 2025-12-09T21:02Z 54.4K followers, 7218 engagements

"BREAKING: Every other adoption curve"
X Link 2025-12-08T21:08Z 54.4K followers, 8755 engagements

"Tether has some nerve to endorse a $300M $AGRO secondary with a market cap of $830M and zero track record of positive stock performance since they bought the asset. No position just my X sats"
X Link 2025-12-10T13:18Z 54.4K followers, 4138 engagements

"GLXY is having a sell-side only analyst today - not recorded - to explain the basics behind their business and how the accounting works. There are already XX buys and only X hold on the stock. They did file an 8-k with the deck"
X Link 2025-12-11T14:04Z 54.4K followers, 16K engagements

"$DIS to make $1B equity investment in OpenAI"
X Link 2025-12-11T14:07Z 54.4K followers, 3811 engagements

"LandBridge (LB) & NRG Energy (NRG) announce Strategic Agreement to Power Potential Data Center in the Delaware Basin Texas. 1100 MW grid-connected natural gas facility potentially in-service by 2029. Both stocks held in $NODE"
X Link 2025-09-23T11:57Z 54.3K followers, 9440 engagements

"It is my understanding (from a conversation with $BITF) that the Scrubgrass campus sits only X miles from one of Kinder Morgans ($KMI - owned in $NODE) main natural-gas transmission pipelines the second-largest system in the U.S. A gas interconnect at Scrubgrass would dramatically cut the need for a costly XXX kV grid tie-in allowing BITF to generate additional power on-site using Kinder Morgan feedstock: faster cheaper and fully dispatchable. That said last nights DOE FERC directive could make those XXX kV hookups arrive sooner than expected. If the rulemaking sticks Scrubgrass might get"
X Link 2025-10-24T16:52Z 54.3K followers, 19.6K engagements

"Dear XRP maxis I may never understand what your blockchain actually does but Ill always respect the passion required to pretend it does something. So keep hustling 👍"
X Link 2025-11-14T01:14Z 54.3K followers, 416.4K engagements

"@GSL24236982 @vaneck Genuine question: has any developer ever woken up and said Time to build on XRP Would love citations"
X Link 2025-11-14T01:32Z 54.3K followers, 87.6K engagements

"Zero replies so far 🤷♂"
X Link 2025-11-14T02:37Z 54.3K followers, 44.1K engagements

"Google to Invest $40B in New Data Centers in Texas One in Armstrong County Two in Haskell County. $FRMI $SFTBY mentioned in story but Crusoe is the only operator I am aware of with GW in Armstrong. Who is in Haskell"
X Link 2025-11-14T21:08Z 54.3K followers, 39.8K engagements

"Talen ($TLN) just received FERC and DOJ clearance to close the Freedom and Guernsey acquisitions adding almost XXX GW of modern baseload capacity in PJM. A solid addition but small next to PJMs latest planning data which shows an upward revision of roughly XX GW of additional load by 2030 growing to nearly XX GW by 2035 as AI and data-center demand accelerates. The value of these plants is clear but this is not where PJMs bottleneck sits. PJM does not lack willing buyers or sellers of generation assets. It lacks regulatory clarity on how generators can serve the massive new AI and data-center"
X Link 2025-11-18T17:50Z 54.3K followers, 15.1K engagements

"$CEG Constellation +5% after-hours gets $1B DOE loan to re-open Three Mile Island Loan would cover most of the estimated cost of $1.6B per Greg Beard senior advisor to DOE Loan Programs Office former President of Bitcoin miner Stronghold $SDIG sold to $BITF"
X Link 2025-11-18T21:19Z 54.3K followers, 15.3K engagements

"$BLSH beat and opened pre-market +2% but the call changed the picture stock now down X% at the bottom of my screen: Q4 non-trading revenue guide basically flat No conference revenue in Q4 (Q3 had the DC Policy Summit + Edge event) October perpetual futures spreads turned negative (perps product lost money in a volatile month) Many new deals start too late in Q4 to show up in results Options activity strong but management gave no near-term revenue lift Q4 isnt an acceleration quarter; stock re-pricing to reflect it"
X Link 2025-11-19T14:56Z 54.3K followers, 3586 engagements

"NARRATIVE VIOLATION $VST - Moody's revises outlook on key Texas IPP to positive from neutral. $17B of debt securities affected"
X Link 2025-11-25T14:05Z 54.3K followers, 10.7K engagements

"$WULF ripping +12% on its Google-backed Fluidstack JV as META reportedly explores billions in TPU spend via Google Cloud. In $NODE we recently added Global Unichip (3443 TT) a TSMC-affiliated ASIC/SoC design house with a history in Bitcoin-mining ASICs and growing exposure to next-gen AI/TPU-class designs. A quiet second-order beneficiary of this shift 👍"
X Link 2025-11-25T20:22Z 54.3K followers, 23.7K engagements

"Don't get shaken out it's just the new share count"
X Link 2025-11-26T17:18Z 54.3K followers, 4962 engagements

"Stablecoins settle XX% of their transactions when banks are closed"
X Link 2025-12-01T13:12Z 54.3K followers, 6096 engagements

"@brockm This is how you do analysis. Yours is just vague ranting"
X Link 2025-12-01T23:56Z 54.3K followers, XXX engagements

"$VST upgraded to investment grade by S&P"
X Link 2025-12-02T22:22Z 54.3K followers, 7161 engagements

"Citadel discloses new position in $NODE"
X Link 2025-12-03T16:49Z 54.3K followers, 5022 engagements

"In $NODE we we-established a X% position on Monday. disclosures/learn more:"
X Link 2025-12-03T21:52Z 54.3K followers, 11.7K engagements

"Good question. The $3B of non-BTC assets is mostly rigs data-center equipment cash and deposits on future sites. In theory those should earn a return.but so far they havent: Through 9M25 MARA ran $578M operating cash flow and $623M investing cash flow funded by $1.6B of new converts/ATMs/LOC. "Earnings" are still dominated by BTC mark-to-market not high-ROIC infrastructure. So yes I net the $3.3B converts against the BTC first. The rest is a capital-intensive mining business that hasnt proven it earns close to its cost of capital"
X Link 2025-12-04T22:05Z 54.3K followers, 14.6K engagements

"$MSTR buys 10624 BTC for $962M ($90615 price) with proceeds from common equity ATM and STRD preferred sales"
X Link 2025-12-08T13:07Z 54.3K followers, 28.3K engagements

"@Hellafire916 @comic infinitely better than diluting at 0.99x"
X Link 2025-12-08T14:15Z 54.3K followers, XXX engagements

"Narrative Violation: For the next decade Japan has the best (least negative) working-age population trend of any major economy a total inversion of the last XX years"
X Link 2025-12-08T14:34Z 54.3K followers, 4082 engagements

"In $NODE we re-initiated TEPCO (9501 JP) last night as the China spat led to "sell-the-news" price action post new prime minister (stock -XX% last 1-month). Nuclear restarts are happening data center business will accelerate TEPCO's Bitcoin mining is growing and stock is cheap"
X Link 2025-12-08T14:34Z 54.3K followers, 2077 engagements

"🚨$MSTR allays dividend concerns with $1.44B USD reserve funded from ATM equity sales and now covering XX months of preferred dividends + interest"
X Link 2025-12-01T13:04Z 54.3K followers, 162K engagements

"Does this impact your view on Ethereum"
X Link 2025-12-11T18:34Z 54.4K followers, 5235 engagements

"🚨 VanEck Debuts Solana ETF $VSOL Launches with Zero Fees"
X Link 2025-11-17T14:50Z 54.4K followers, 26K engagements

"NVIDIA obsolescence risk is mostly a myth. Yesterday $CRWV said demand is strongest for older H100s ("sold out") because the software libraries are mature and engineers know them cold. Thats why customers are renewing multi-year H100 contracts at just X% below original price"
X Link 2025-12-03T12:43Z 54.4K followers, 166.7K engagements

"Trigger Warning: $MSTR chart triggers "Abandoned Baby Breakout" (Bullish)"
X Link 2025-12-03T21:52Z 54.4K followers, 203.8K engagements

"MSTR and MARA are worth comparing because both are down 50%+ in the last X weeks and MARA appears extremely cheap with unusually high short interest. But dig deeper and the picture changes quickly: MARA only screens inexpensive if you ignore its $3.3B face value of convertible debt. Against $4.9B of Bitcoin holdings subtracting those converts leaves roughly $1.6B of net BTC value before considering any other liabilities versus a $4.7B equity market cap. So MARA is not trading at a discount to its Bitcoin; its trading at a premium once debt is included. MARAs headline XX% short interest falls"
X Link 2025-12-04T21:34Z 54.4K followers, 46.9K engagements

"🚨 SEC Gives DTCC the $100T backbone of U.S. markets OK to Tokenize Stocks on Blockchain 🚨 You will soon be withdrawing Russell 1000 equity tokens 365/24/7 to your crypto wallet in USA DTCC told Bloomberg their ultimate aspiration is to add the entire depository"
X Link 2025-12-12T02:20Z 54.4K followers, 17.9K engagements