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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 news about various companies and trends in the crypto and energy sectors. Recently, he highlighted that some Bitcoin miners are pivoting towards Artificial Intelligence (AI) and High-Performance Computing (HPC), citing a trend among crypto-linked issuers. He also noted that Hive acquires a data center to build a new facility designed for AI workloads.

Engagements: XXXXXXX #

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Social Influence #

Social category influence finance #3457 stocks #2177 cryptocurrencies #899 technology brands XXXX% exchanges #5718 social networks XXXX% countries XXXX% automotive brands XXXX% travel destinations XXXX% vc firms XXXX%

Social topic influence $node #2, bitcoin #421, ipo #284, stocks #673, balance sheet #522, adoption #1241, onchain #439, lack of 0.46%, morgan stanley #6, $ibkr #42

Top accounts mentioned or mentioned by @vaneck_us @vaneckus @frostbyte123456 @matthewsigel @xuan05 @floodcapital @rhouseresearch @grok @marketvector @dpgspurs @nfrankovitz @tftc21 @aceddeca1 @vaneckeu @ck_cryptoklepto @skepticalcrypto @qud101 @e055michel1842 @alphatrader00 @jnotsilentbob

Top assets mentioned Bitcoin (BTC) Morgan Stanley (MS) Interactive Brokers Group, Inc. (IBKR) Hundred Million (100M) Oracle Corporation (ORCL) Entergy Corporation (ETR) Strategy (MSTR) Bitdeer Technologies Group (BTDR) Core Scientific, Inc. Common Stock (CORZ) Hive Digital Technologies Ltd (HIVE) Oklo Inc. (OKLO) Apple, Inc. (AAPL) FIRST NB GROTON NY (FIGR) Alliance Resource Partners LP (ARLP) Solana (SOL) Fermi Inc. Common Stock (FRMI) MARA Holdings, Inc. (MARA) Kaspa (KAS) Microsoft Corp. (MSFT) SBC Medical Group Holdings Incorporated (SBC) Hut X Mining Corp. (HUT) Strive, Inc. (ASST) Semler Scientific, Inc. (SMLR) BITMINE IMMERSION TECH (BMNR) Goldman Sachs (GS) Sei (SEI)

Top Social Posts #

Top posts by engagements in the last XX hours

"@Zerocodename1 I own $ETR in $NODE but not financial advice and see disclosures for the fund mention"
X Link @matthew_sigel 2025-10-06T18:53Z 49.9K followers, XXX engagements

"$MSTR $MARA etc: TD comments on new IRS Guidance that corporations may disregard unrealized gains and losses on digital asset holdings for purposes of calculating the CAMT (corporate alternative minimum tax): "Recall that Strategy ($MSTR) has previously disclosed a potential multi-billion cash tax liability that would have resulted under the CAMT beginning in 2026 and likely continuing to the extent bitcoin continues to appreciate in dollar terms. Thanks to yesterday's action on behalf ot the IRS that potential scenario is no longer on the table." "When we initiated in July 2023 we argued"
X Link @matthew_sigel 2025-10-02T11:32Z 50.1K followers, 6395 engagements

"@CK_Cryptoklepto @Micro2Macr0 How should i model the upside potential for Kaspa"
X Link @matthew_sigel 2025-10-13T19:18Z 50K followers, XXX engagements

"🚨Microsoft Forecasts Show Data Center Crunch Persists into 2026 MSFT struggling w/ lack of supply for Azure Some customers turning away from Azure on cloud constraints APLD HUT VRT new 52-week highs following these heads"
X Link @matthew_sigel 2025-10-09T19:28Z 50.1K followers, 39.6K engagements

"@OrkunEC 6-yr vesting & performance RSUs look better than most miners but the sheer scale ($70 M+ for co-CEOs) maxed-out bonuses and no clawbacks show why investors in the sector are pushing back"
X Link @matthew_sigel 2025-10-13T18:16Z 50.1K followers, XXX engagements

"Thank you for 50k followers and $50M+ $NODE AUM. In my opinion the best is yet to come 🙏👊"
X Link @matthew_sigel 2025-10-14T16:14Z 50.1K followers, 6459 engagements

"Citi raises stablecoin AUM forecasts by 20%. Now sees $XXX trillion issuance by 2030 vs. prior $XXX trillion "due to the strong growth of the market in the past six months and the wide range of project announcements in the U.S. and internationally""
X Link @matthew_sigel 2025-10-14T13:57Z 50.1K followers, 3664 engagements

"SBC Medical Group $350M franchisor of botox & plastic surgery clinics which announced a Bitcoin balance sheet strategy and a $6M initial purchase in February announced that they are abandoning their Bitcoin plans to buy back stock instead. The stock:"
X Link @matthew_sigel 2025-05-20T18:42Z 50K followers, 7176 engagements

"Added to Bitcoin in $NODE at $121k. Formerly resistance likely now support"
X Link @matthew_sigel 2025-10-07T16:43Z 49.9K followers, 6032 engagements

"BREAKING: Meteorologists awarded Nobel Prize for proving that weather can change. This challenges long-held assumptions that it might stay nice forever said one stunned observer"
X Link @matthew_sigel 2025-10-13T17:05Z 50.1K followers, 4102 engagements

"🚨JPM Says Bitcoin Undervalued vs. Gold Highlights "Significant Upside" to $165k. "The steep rise in the gold price over the past month has made bitcoin more attractive to investors relative to gold especially as the bitcoin to gold volatility ratio keeps drifting lower to below XXX. By taking into account this volatility ratio which implies that bitcoin currently consumes XXXX times more risk capital than gold then mechanically the market cap of bitcoin at $2.3tr currently would have to rise by close to XX% (implying a theoretical bitcoin price of $165k) to match on a vol-adjusted basis the"
X Link @matthew_sigel 2025-10-02T11:24Z 50.1K followers, 211.3K engagements

""By the way did you see Luxemborg becomes the first country in Europe to buy Bitcoin through an ETF Matt Sigel from VanEck writes." @mattmiller1973"
X Link @matthew_sigel 2025-10-09T15:40Z 50K followers, 2714 engagements

""Morgan Stanley plans to launch an asset-allocation strategy around crypto in the coming weeks with allocations ranging from zero to a few percentage points of client portfolios depending on their goals""
X Link @matthew_sigel 2025-09-25T16:35Z 50.1K followers, 12.6K engagements

"ORCL hit -X% in minutes on story in The Information: Internal docs show ORCL AI cloud gross margins just XX% including depreciation"
X Link @matthew_sigel 2025-10-07T15:10Z 50K followers, 46.8K engagements

"Bitcoiners talk about converts like theyre moral tests. Its not misalignment. Its market structure. You want long-term believers not convert-arb funds Prepare to pay venture rates"
X Link @matthew_sigel 2025-10-07T14:09Z 50.1K followers, 23.3K engagements

"$NODE breaks $40M AUM on $2M volumes. Thank you for the trust 🙏"
X Link @matthew_sigel 2025-10-03T20:30Z 50.1K followers, 3283 engagements

"🚨Interactive Brokers ($IBKR mkt cap $111B) mulls launching its own stablecoin to enable 24/7 funding and crypto transfers for its 3.9M clients per CEO riding the tailwinds of newly loosened U.S. stablecoin regulations"
X Link @matthew_sigel 2025-07-28T12:18Z 50K followers, 65.3K engagements

"Notable crypto equity short positions ranked by Days to Cover: Bitdeer (8 days) Core Scientific (5 days) Hive Digital Technologies (4 days) Cleanspark (4 days) Hut X (3 days)"
X Link @matthew_sigel 2025-09-03T14:18Z 49.9K followers, 3026 engagements

"All the AI skeptics asking wheres the revenue forget Zucks classic takedown when a clueless senator asked how Facebook makes money: We sell ads sir. AI will be no different. Ad-supported models are inevitable. Even slower data centers can stay relevant by powering them"
X Link @matthew_sigel 2025-10-02T11:59Z 50.1K followers, 13.8K engagements

"🚨Vivek Ramaswamy's $ASST to acquire Bitcoin Treasury Company $SMLR in All-Stock Transaction Implies $90.52/share XXX% Premium to Last Close"
X Link @matthew_sigel 2025-09-22T12:22Z 50.1K followers, 394.3K engagements

"disclosure for fund mention"
X Link @matthew_sigel 2025-10-14T16:10Z 50.1K followers, 1642 engagements

"BITF +17% Converts Macquarie Debt Facility to $300M Project Financing and Draws Additional $50M to Accelerate HPC/AI at Panther Creek"
X Link @matthew_sigel 2025-10-10T13:38Z 50.1K followers, 4554 engagements

"@Shrimp_a_Whales They literally just diluted and cited Helios as reason 🤷♂"
X Link @matthew_sigel 2025-10-11T16:35Z 50.1K followers, 4707 engagements

"A few of the reasons we have been underweight DATs in $NODE from our just-published monthly: "One issue that many new DATs are encountering is the lack of deep and liquid markets for the secondary trading of their securities (particularly options). As a result DATs without a developed options market must offer investors large discounts on volatility. Recently Bitmine Immersion the largest ETH DAT with $11B in ETH holdings sold common shares priced at $XX (when the stock was trading at $61.39). Alongside these common shares were two attached warrants to purchase additional shares at a higher"
X Link @matthew_sigel 2025-10-04T02:14Z 50.1K followers, 28.1K engagements

"Hyperliquid earned XX% of all blockchain revenue in July 🤯"
X Link @matthew_sigel 2025-08-05T22:45Z 50.1K followers, 161.4K engagements

"disclosure and risks"
X Link @matthew_sigel 2025-10-09T23:43Z 49.9K followers, 1962 engagements

"Crypto-exposed equities: XX week highs: APLD BITF LEU OKLO SEI VRT WYFI 52-week lows: AMBR GEMI SMLR"
X Link @matthew_sigel 2025-10-13T16:14Z 50.1K followers, 4255 engagements

"@Goodluck646 The lease is the revenue (and backed by GOOGL for CIFR and WULF). As for underlying AI revenues I look at it a bit different"
X Link @matthew_sigel 2025-10-13T17:46Z 50.1K followers, 2646 engagements

"Goldman Sachs: "We raise our capacity estimates needed to support the increased load growth from data centers. We now assume 82GW of overall capacity needed to meet data center demand from 72GW. This assumes XX% of data center demand requires new capacity vs existing supply.""
X Link @matthew_sigel 2025-10-13T12:25Z 50.1K followers, 48.1K engagements

"SOL Outperformance in September: $2B more stables ($14.3B total) XX% share in tokenized stocks Alpenglow upgrade slashing finality to 150ms with Firedancer + P-token to boost throughput further. SOL/ETH ratio still below trend-line leaving further scope for outperformance"
X Link @matthew_sigel 2025-10-03T20:41Z 50.1K followers, 189.2K engagements

"🚨VanEck Crypto Monthly Recap For September 2025 @n_frankovitz @Patrick_Bush_VE"
X Link @matthew_sigel 2025-10-03T20:28Z 50K followers, 3132 engagements

"@CoukosStephen @FloodCapital @RHouseResearch "Attacks" It's literally a top X position. If it were good news you'd see this at monday 8am instead of Friday 5pm. Just calling it objectively"
X Link @matthew_sigel 2025-10-11T21:05Z 50K followers, 1072 engagements

"$RZLV acquires Subsquid a data lake and query engine for AI systems which trades as SQD token ($150M cap). RZLV will connect Smartpay's digital asset checkout rails with Subsquid ostensibly uniting the data intelligence and payments pillars of AI-commerce. SQD token will be rebranded. Rezolve intends to acquire SQD tokens equivalent to at least X% of annual revenues and hold them in treasury. (For context at $150M ARR (RZLV guidance) each X% buyback is X% of SQD market cap. At 2026 guidance of $500M ARR a X% buyback is X% of the token's market cap.)"
X Link @matthew_sigel 2025-10-09T12:26Z 50.1K followers, 21.2K engagements

"Explains the $SEI capital raise"
X Link @matthew_sigel 2025-10-08T00:55Z 50K followers, 7999 engagements

"disclosure and risks"
X Link @matthew_sigel 2025-10-09T20:11Z 49.9K followers, 2364 engagements

"@FloodCapital @RHouseResearch Sure the old Friday afternoon private raise. Go see how those stocks trade Mondays"
X Link @matthew_sigel 2025-10-11T20:24Z 50.1K followers, 25.6K engagements

"some background reading --"
X Link @matthew_sigel 2025-10-14T20:46Z 50.1K followers, 1954 engagements

"CORZ #4 shareholder files proxy & urges rejection of CRWV deal: "The CORZ Board should never have agreed to this deal. Mgmt are guaranteed today all the benefits they would receive over time if standalone CORZ executed well on its strategic plan while the shareholders are not.""
X Link @matthew_sigel 2025-09-29T12:48Z 50K followers, 20.9K engagements

"Oh great another government handout inflating the housing bubble while your fiat melts away"
X Link @matthew_sigel 2025-10-01T01:07Z 50K followers, 8525 engagements

"@haumicharts nice one. here's our version from a couple weeks ago too. 🤝"
X Link @matthew_sigel 2025-10-10T01:03Z 49.9K followers, XXX engagements

"Strategic Bitcoin Reserve is Growing"
X Link @matthew_sigel 2025-10-14T15:56Z 50.1K followers, 13.4K engagements

"$FIGR +13% to $XX all-time high 2x from upsized IPO price 🎯"
X Link @matthew_sigel 2025-10-07T14:45Z 50.1K followers, 8382 engagements

"@PointAndLaugh2 Takes two to tango buster"
X Link @matthew_sigel 2025-10-07T23:27Z 49.9K followers, XXX engagements

"no number on the screen can match this 🙏"
X Link @matthew_sigel 2025-10-09T14:23Z 50.1K followers, 8889 engagements

"$ETR 52-week high after CEO says the Louisiana utility has a "robust pipeline" of hyperscalers interested in 100-Plus MW up to Gigawatt-scale projects. Held in $NODE 🫡"
X Link @matthew_sigel 2025-10-06T18:37Z 50.1K followers, 7752 engagements

"@proofofprice @TFTC21"
X Link @matthew_sigel 2025-10-14T13:46Z 50.1K followers, XX 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"
X Link @matthew_sigel 2025-04-28T13:11Z 50.1K followers, 12.1K engagements

"Bought a little $RLZV back at $XXXX. Management did a good job with the immediate rebuttal and EPS beat/raise on today's call. Another short-seller report at 1:50pm failed to prompt new lows"
X Link @matthew_sigel 2025-10-01T20:05Z 50.1K followers, 24.7K engagements

"TLRY the #2 weed purveyor just lit up its balance sheet with $1M in BTC and says its eyeing ETH & SOL next. Diversifying from one kind of hash to others"
X Link @matthew_sigel 2025-10-13T19:00Z 50.1K followers, 6064 engagements

"🚨 Bitdeer drops its partner LOI pivoting to a direct-build AI data-center model. Pipeline: X GW (Aug XXXX +0.30 GW); guides $X B ARR by end-26 on XXX MW AI conversion; adds XXX MW Niles OH and new Southeast Asia sites now under negotiation. Says actively recruiting U.S. in-house experts ahead of Jihan Wus rare U.S. visit for Cantor Miami (Nov 1012). Self-mining hashrate: +20% m/m XX EH/s; still targeting XX EH/s this month while most AI-pivoting miners are flat or shrinking. SEAL04 chips: taped out and testing at sub-10 J/TH) + A3 miners (12.514 J/TH) + NVDA GPU buys give Bitdeer a credible"
X Link @matthew_sigel 2025-10-14T23:44Z 50.1K followers, 17.9K engagements

"PayPal to Roll Out 'Pay With Crypto' Feature for Merchants Will Allow Businesses to Accept More Than One Hundred Cryptocurrencies at Checkout Will include BTC ETH USDC USDT from wallets including Coinbase OKX Phantom MetaMask and $EXOD"
X Link @matthew_sigel 2025-07-28T15:08Z 50.1K followers, 4433 engagements

"$IREN gets first $XXX price target "On a contracted MW basis we see IREN still trading at a XX% discount to its neocloud peer group. While we argue it should trade at a discount today given revenue backlog disparity we see that gap closing over time resulting in a material re-rating in IREN shares. We continue to believe all the hyperscalers and major AI labs are materially short compute which puts IREN in a unique position given it has the land the power access to capital and data center expertise that could allow it to become one of the biggest providers of compute in the world." - Cantor"
X Link @matthew_sigel 2025-10-14T11:50Z 50.1K followers, 46.3K engagements

"@MaxFisherCRE I don't think you can realize that value without considerable tax implications. Better to just own the good asset directly imo"
X Link @matthew_sigel 2025-10-07T14:12Z 50.1K followers, XXX engagements

"@smatthewschultz @CleanSpark_Inc what does "___________" mean Room for a growth/capital partner"
X Link @matthew_sigel 2025-10-14T15:42Z 50.1K followers, XXX 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"
X Link @matthew_sigel 2025-05-14T00:11Z 50.1K followers, 128.9K engagements

""Small-caps and new pivoters could drive the next leg of miner growth. .Through this lens $HIVE looks particularly undervalued." HIVE shares +71% since this comment"
X Link @matthew_sigel 2025-10-07T17:10Z 50.1K followers, 11K engagements

"$WYFI has doubled since the August IPO. And Clear Street just doubled their price target to $XX (from $26) citing sector multiple expansion accelerating demand and WYFI's faster/cheaper model which is "resonating" with clients. Still trades at X 2028E EV/EBITDA vs. peers at 1415x leaving room for 6070% upside as story derisks"
X Link @matthew_sigel 2025-10-07T11:18Z 50.1K followers, 45.9K engagements

"disclosure & learn more"
X Link @matthew_sigel 2025-10-13T20:02Z 50.1K followers, 2406 engagements

"@gamefiventures @grok We are looking at trading volume measured by transfers. Last week Solana hosted $98M of the $146M in transfer volume. So that is actually 68%"
X Link @matthew_sigel 2025-10-05T10:55Z 50K followers, XXX engagements

"Congrats to Tim Fitzsimmons @CompoSecure's longest-tenured C-suite on a well-earned retirement. Hell stay on as advisor while Mary Holt steps in as CFO. Holt spent 17+ years in senior finance roles at Honeywell during Exec Chairman David Cotes tenure and brings serious operating muscle. Why I think $CMPO deserves its rerate (when I first found it X now 19): Much bigger top line: $268M (21) $455M (25 guide) +70%. Broader logos: Robinhood Gold Coinbase One (AmEx network) Gemini Crypto dot com MGM Rewards plus AmEx Capital One and Chase/JPM lowering customer concentration. Crypto wallet Arculus"
X Link @matthew_sigel 2025-10-09T23:42Z 50.1K followers, 6256 engagements

"What's stalling data center projects Schneider Electric survey finds XX% of customers cite utility capacity or transmission constraints as top obstacle. Permitting (86%) fiber availability (85%) access to computing gear (81%) also rank. But power is the choke point"
X Link @matthew_sigel 2025-10-13T17:38Z 50.1K followers, 3838 engagements

"disclosure and risks"
X Link @matthew_sigel 2025-10-10T00:07Z 49.9K followers, 2469 engagements

"@FloodCapital @RHouseResearch Not worth a reply. Reminds me why I muted Rittenhouse long time ago"
X Link @matthew_sigel 2025-10-11T20:15Z 50.1K followers, 7676 engagements

"Gas-to-Bitcoin 👀-- Canaan ($CAN) Launches Innovative Gas-to-Computing Pilot in Canada Under the agreement Canaan is guaranteed XX% uptime subject to limited exemptions including extreme weather conditions and scheduled gas well or generator maintenance. XXX MW of computing capacity directly at the wellhead The deployment includes over $X million of Avalon A15 Pro miners and containerized data modules from Canaan that will be installed directly at wellheads. Through Aurora's on-site energy operations stranded or flared gas will be converted into usable electricity at power costs well below"
X Link @matthew_sigel 2025-10-13T13:30Z 50.1K followers, 4237 engagements

"disclosure for fund mention"
X Link @matthew_sigel 2025-10-07T16:43Z 50K followers, 2254 engagements

"@manfromgore @FloodCapital @RHouseResearch Bitcoin is the largest actually"
X Link @matthew_sigel 2025-10-11T21:30Z 49.9K followers, XXX engagements

"HIVE acquires a 7.2MW data center in greater Toronto to build a new Tier III+ facility designed for AI workloads. We still think HIVE is very undervalued with stale estimates: Assuming XX% EBITDA margin on HIVE's estimated $550M ARR in Bitcoin mining (IREN earns 60%) that's $220M in EBITDA. Assuming XX% EBITDA margin on their $100M ARR HPC target that's $70M EBITDA. $369M BTC-adjusted EV / $290M 2026E EBITDA implies 1.3x EV/EBITDA almost half the XXX EV/EBITDA implied by the bberg estimates we used for this graph. @n_frankovitz"
X Link @matthew_sigel 2025-09-18T12:48Z 50K followers, 51.3K engagements

""We believe the CORZ/CRWV deal will not close on 10/31 without a revised CRWV bid considerably higher" - Lucid Capital initiates on AI/HPC digital infrastructure. BUY-rated CORZ APLD WULD RIOT; CIFR is a HOLD"
X Link @matthew_sigel 2025-10-14T11:26Z 50.1K followers, 29.2K engagements

"Fresh alpha from our resident DAT whisperer @Patrick_Bush_VE Disclosure for fund mention"
X Link @matthew_sigel 2025-10-04T02:16Z 49.9K followers, 6366 engagements

"BTBT calls this a premium-to-mNAV raise because the conversion price is above spot. But factoring in the X% coupon & subsequent dilution this raise is destructive. If the stocks really undervalued the shareholder-friendly move would be a buyback not leverage and dilution"
X Link @matthew_sigel 2025-10-08T14:11Z 50.1K followers, 10.9K engagements

"All-Time High $9M $NODE traded today Much in X Large Blocks $2B advisor calls VanEck to request final due diligence before possibly making X% allocation Reply guy reports that Fidelity now lending out client $NODE shares for income 52-week high Volumes = Momentum 👍"
X Link @matthew_sigel 2025-10-09T20:11Z 50.1K followers, 3908 engagements

"@grok @GAxclusive @Ceazor7 @AyaMiyagotchi @VitalikButerin Loving Grok's novel use of "decentralisedly" here"
X Link @matthew_sigel 2025-10-13T23:24Z 50.1K followers, XXX engagements

"@blame_connor @FloodCapital @RHouseResearch Ticker in bio = good clue to lack of objectivity"
X Link @matthew_sigel 2025-10-11T20:58Z 49.9K followers, XXX engagements

"Morgan Stanley: "We continue to believe that Bitcoin sites offer AI players the fastest time to power with the lowest execution risk and believe this will increasingly be valued/recognized." MS analysts raise their "per watt" value creation estimates after meeting mgmt teams"
X Link @matthew_sigel 2025-10-13T17:35Z 50.1K followers, 141K engagements

"APLD closed the after hours session +17% near all-time highs after setting new standards for scale disclosure and consistency among AI-pivoting Bitcoin miners. "The fact that we began as a small Bitcoin hosting center business and are now executing transactions with the world's leading hyperscalers banks and infrastructure partners underscores our essentiality to the intelligence era. That said we want investors to understand that these investments are just the beginning to generate returns and have yet to be reflected in our income statement." "Big acceleration in our business some from"
X Link @matthew_sigel 2025-10-10T00:07Z 49.9K followers, 4730 engagements

"disclosures and learn more"
X Link @matthew_sigel 2025-10-03T20:31Z 49.9K followers, 2186 engagements

"$FIGR: X () initiations (6 Buys X Holds) right as the 25-day quiet period ends. Why banks are piling in Because Figures platform (origination tokenization marketplace) turns home-equity loans into securitization-ready flow & trims XXX bps of cost along the way. Bernsteins @gautamchhugani leads w/ $XX PT based on XX 27E EBITDA XX 27E EPS. His model assumes most loan flow moves to Figure Connect where higher margin marketplace fees replace loan spreads. As estimates roll to XX & network effects compound we see the potential for even more upside"
X Link @matthew_sigel 2025-10-06T11:49Z 50.1K followers, 13.7K engagements

"Fermi (FRMI) priced at $XX raising $XXXXX million and will begin trading tomorrow on Nasdaq and LSE. This may be the most strategic hard-asset IPO in years because it tackles the real bottleneck for AI and Bitcoin: power. Fermi is building an 11GW private-power and hyperscale data center campus on 5800 acres in Amarillo Texas under a 99-year lease with the Texas Tech University System. The site has redundant gas pipeline access a deep aquifer and sits next to the DOEs Pantex nuclear facility. FRMI has LOIs with Siemens Energy for turbines and plans for XXX MW online by the end of Q1. Tenant"
X Link @matthew_sigel 2025-10-01T00:18Z 50.1K followers, 201.6K 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 @matthew_sigel 2025-10-02T13:11Z 50.1K followers, 12.7K engagements

"@p_ferragu some reading material on this topic --"
X Link @matthew_sigel 2025-10-14T15:45Z 50.1K followers, XXX engagements

"@Shrimp_a_Whales "Drive the buildout" What does that even mean. Equity capital is too rich for construction loans. Counterparty not even named. It's lame"
X Link @matthew_sigel 2025-10-11T16:19Z 50.1K followers, 3724 engagements

"Bad Take: AI only pays back if you charge people per prompt. Reality: MSFT AAPL GOOG AMZN META ORCL did $1.97T TTM revenue. Their cost base is roughly $1.2$1.5T. A 1015% AI productivity lift = $120$225B per year in savings. That alone can cover the $480B in XX years before a single dollar of new revenue. Everything else is upside"
X Link @matthew_sigel 2025-10-10T11:55Z 50.1K followers, 15.6K engagements

"@leduke188 I know fr. BTC has shrunk from XXXX% to XX% of fund and I've added several times 🙄"
X Link @matthew_sigel 2025-10-14T01:27Z 50K followers, XX engagements

"Crypto Equities -- 52-week highs: GUC 3443 TT BITF CIFR OKLO $NODE 52-week lows: ETOR GEMI NB2 GY (Much more balanced number of highs vs. lows in recent day.)"
X Link @matthew_sigel 2025-10-14T16:10Z 50.1K followers, 2714 engagements

"🚨 $MSTR President is in NYC meeting investors this week sounding confident. Takeaway: A major ratings agency is likely to initiate coverage of MSTR perpetual preferreds in coming quarters opening the door for insurers & pensions to buy. (We just added to $MSTR in $NODE amid widespread consensus bearishness and capitulation by some prominent retail cheerleaders 😉)"
X Link @matthew_sigel 2025-10-02T11:45Z 50.1K followers, 71.5K engagements

"The GENIUS Act is the legal workaround for narrow banking: the idea that some banks hold only safe liquid reserves and make no loans. Courts and the Fed fought that model for years (see "The Narrow Bank" case). But now its coming back in a big way through stablecoins and fintech charters. 2025 is already the year of the bank charter with over XX filings about one-third from crypto and digital-asset firms like Circle Ripple Paxos BitGo Fidelity Digital Assets Wise Stripe Coinbase and Checkout dot com. But these firms arent chasing loan books. Theyre chasing access: direct Fed rails custody"
X Link @matthew_sigel 2025-10-14T20:45Z 50.1K followers, 11.4K engagements

"Thoughts on the Figure (FIGR) IPO: We see Figure as a rare IPO where the base case is a relatively clear double to $XX within XX months with further upside to $6075 in 1824 months as adoption and margins expand all without relying on aggressive multiple expansion. As longtime investors in digital asset infrastructure here's why we're excited about this opportunity Structural cost advantage Figure is the first scaled institutional-grade onchain lending platform and the clear leader in tokenized credit. We see its blockchain-native securitization model providing a structural edge: Traditional"
X Link @matthew_sigel 2025-09-09T08:45Z 50.1K followers, 51.6K engagements

"Wheres the revenue You're looking at it"
X Link @matthew_sigel 2025-10-08T13:11Z 50.1K followers, 14.9K engagements

"disclosure and learn more"
X Link @matthew_sigel 2025-10-14T16:15Z 50.1K followers, 1794 engagements

"@TheKamaHsutra @GlobalCollapse VanEck Bitcoin ETF is 11%. IREN is 5%. Disclosures and details"
X Link @matthew_sigel 2025-10-01T01:51Z 50K followers, 3461 engagements

"VanEck signed this letter in response to Senate @TheDemocrats draft DeFi proposal which would give Treasury sweeping new powers over open-source software. We support risk-based rules that protect consumers without criminalizing developers or driving innovation offshore"
X Link @matthew_sigel 2025-10-14T22:55Z 50.1K followers, 5566 engagements

"🚨 Morgan Stanley's E*Trade to List Digital Assets in 1H26 in Partnership with ZeroHash. $MS Will Also Invest in ZeroHash's $100M Raise Led by $IBKR at a Reported $1B Valuation. Additional participants include SoFi Jump and some Apollo funds"
X Link @matthew_sigel 2025-09-23T13:14Z 50.1K followers, 23K engagements

"CME to Offer 365/24/7 Crypto Futures and Options Trading in Early 2026"
X Link @matthew_sigel 2025-10-02T14:20Z 49.9K followers, 121.7K engagements

"$XEL spikes +4% to 52-week high after settling on Colorado wildfire liability for $640M. Half of their load growth is coming from data centers including Bitcoin mines. Own it ✅"
X Link @matthew_sigel 2025-09-24T18:31Z 50K followers, 3328 engagements

"@Shinobicryp We are looking at trading volume measured by transfers. Last week Solana hosted $98M of the $146M in transfer volume. So that is actually 68%"
X Link @matthew_sigel 2025-10-05T10:56Z 50K followers, XX engagements

"Hearing exchanges are out of Bitcoin. Monday 9:30am might be the first official shortage. Not financial advice just: it might make sense to get some"
X Link @matthew_sigel 2025-10-03T23:21Z 50.1K followers, 494.6K engagements

"FRMI secures Nat Gas supply from Energy Transfer (ET) for new Hypergrid Campus. ($NODE has a position in $ET given upside tied to emerging AI & Bitcoin data center opportunities in TX and the potential for EBIDTA CAGR to accelerate as capex increases into high-return projects.)"
X Link @matthew_sigel 2025-10-09T11:17Z 50K followers, 6447 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 @matthew_sigel 2025-09-23T11:57Z 50.1K followers, 9310 engagements

"Ethereum is already scaling but the upcoming Fusaka upgrade will reduce bandwidth and storage demands for validators even further. We dug into in it in latest VanEck Crypto Monthly (link in reply)"
X Link @matthew_sigel 2025-10-03T20:38Z 50K followers, 29.8K engagements

"$CRWV CEO shuts down talk of a sweeter offer for $CORZ: Under no circumstances will we readdress the bid we put out. Thats the number"
X Link @matthew_sigel 2025-10-07T16:54Z 50.1K followers, 27.7K engagements

"$ARLP the only U.S. coal miner that also mines Bitcoin produced XX BTC last quarter helping offset losses from a misfired battery investment. Both batteries and Bitcoin aim to monetize excess power. One stores it. The other sells it to a global liquid market instantly 24/7. But while Bitcoin tends to appreciate with adoption U.S. battery ventures remain constrained by supply chain hurdles and lack the scale advantages seen overseas"
X Link @matthew_sigel 2025-07-28T12:45Z 50.1K followers, 13.2K engagements

"INSTITUTION READY ✅ $NODE has traded $1M+ for XX of the last XX days attracting $17M in new flows and reaching an all-time-high $55M market cap -- and a new closing high after Fridays drawdown. Liquidity attracts liquidity. Thank you for the trust 👊"
X Link @matthew_sigel 2025-10-13T20:02Z 50.1K followers, 3847 engagements

"Crypto Equities: 52-week highs: AEP APLD BITF BTQ BWXT CLSK DAPP FIGR GLXY HIVE HUT IREN LEU $NODE OBTC XEL APLD 52-week lows: none"
X Link @matthew_sigel 2025-10-07T13:56Z 50.1K followers, 4825 engagements

"@noel_moore"
X Link @matthew_sigel 2025-10-13T17:47Z 50.1K followers, XXX 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 @matthew_sigel 2025-04-16T19:16Z 50.1K followers, 246.9K engagements

"🚨 CoreWeave to Acquire Core Scientific (CORZ)"
X Link @matthew_sigel 2025-07-07T12:28Z 50.1K followers, 101.1K engagements

"🚨 Luxembourg becomes first EU Sovereign Wealth Fund to buy Bitcoin with a X% position via ETF"
X Link @matthew_sigel 2025-10-09T11:39Z 50.1K followers, 251K engagements

"@StockStormX we own $AEP in $NODE 🤝"
X Link @matthew_sigel 2025-10-13T14:07Z 50.1K followers, XXX engagements