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# ![@matthew_sigel Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::886396943982899201.png) @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: XXXXXX [#](/creator/twitter::886396943982899201/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::886396943982899201/c:line/m:interactions.svg)

- X Week XXXXXXX -XX%
- X Month XXXXXXXXX +190%
- X Months XXXXXXXXXX -XX%
- X Year XXXXXXXXXX +167%

### Mentions: XX [#](/creator/twitter::886396943982899201/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::886396943982899201/c:line/m:posts_active.svg)

- X Week XXX +24%
- X Month XXX +36%
- X Months XXX -XX%
- X Year XXXXX +81%

### Followers: XXXXXX [#](/creator/twitter::886396943982899201/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::886396943982899201/c:line/m:followers.svg)

- X Week XXXXXX +0.94%
- X Month XXXXXX +5.40%
- X Months XXXXXX +20%
- X Year XXXXXX +143%

### CreatorRank: XXXXXXX [#](/creator/twitter::886396943982899201/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::886396943982899201/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::886396943982899201/influence)
---

**Social category influence**
[finance](/list/finance)  XXXX% [stocks](/list/stocks)  XXX% [cryptocurrencies](/list/cryptocurrencies)  #2358 [technology brands](/list/technology-brands)  XXXX% [countries](/list/countries)  XXXX% [exchanges](/list/exchanges)  #5386 [currencies](/list/currencies)  XXXX% [automotive brands](/list/automotive-brands)  XXXX% [social networks](/list/social-networks)  XXXX%

**Social topic influence**
[$node](/topic/$node) #1, [bitcoin](/topic/bitcoin) #991, [ipo](/topic/ipo) #214, [upside](/topic/upside) #431, [$orcl](/topic/$orcl) #98, [meta](/topic/meta) #4540, [$2b](/topic/$2b) #13, [stocks](/topic/stocks) 0.59%, [lack of](/topic/lack-of) #627, [$aapl](/topic/$aapl) #129

**Top accounts mentioned or mentioned by**
[@vaneckus](/creator/undefined) [@vaneck_us](/creator/undefined) [@matthewsigel](/creator/undefined) [@frostbyte123456](/creator/undefined) [@xuan05](/creator/undefined) [@aceddeca1](/creator/undefined) [@floodcapital](/creator/undefined) [@rhouseresearch](/creator/undefined) [@grok](/creator/undefined) [@tsuff101](/creator/undefined) [@marketvector](/creator/undefined) [@jarronjackson4](/creator/undefined) [@nfrankovitz](/creator/undefined) [@tftc21](/creator/undefined) [@janvaneck3](/creator/undefined) [@vaneckeu](/creator/undefined) [@ck_cryptoklepto](/creator/undefined) [@dpgspurs](/creator/undefined) [@withausd](/creator/undefined) [@skepticalcrypto](/creator/undefined)

**Top assets mentioned**
[Bitcoin (BTC)](/topic/bitcoin) [Oracle Corporation (ORCL)](/topic/$orcl) [Apple, Inc. (AAPL)](/topic/$aapl) [Morgan Stanley (MS)](/topic/morgan-stanley) [Fermi Inc. Common Stock (FRMI)](/topic/$frmi) [Sei (SEI)](/topic/$sei) [Hundred Million (100M)](/topic/$100m) [Solana (SOL)](/topic/solana) [CoreWeave, Inc. (CRWV)](/topic/$crwv) [Core Scientific, Inc. Common Stock (CORZ)](/topic/$corz) [Entergy Corporation (ETR)](/topic/$etr) [Oklo Inc. (OKLO)](/topic/$oklo) [Gemini Space Station, Inc. Class A Common Stock (GEMI)](/topic/$gemi) [Microsoft Corp. (MSFT)](/topic/microsoft) [Spotify Technology (SPOT)](/topic/$spot) [Interactive Brokers Group, Inc. (IBKR)](/topic/$ibkr) [BITMINE IMMERSION TECH (BMNR)](/topic/bitmine) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Bitdeer Technologies Group (BTDR)](/topic/$btdr) [Goldman Sachs (GS)](/topic/goldman-sachs)
### Top Social Posts [#](/creator/twitter::886396943982899201/posts)
---
Top posts by engagements in the last XX hours

"@Web3Julkar different $SEI"  
[X Link](https://x.com/matthew_sigel/status/1978459574295249227) [@matthew_sigel](/creator/x/matthew_sigel) 2025-10-15T13:54Z 50.3K followers, XX engagements


"Barrons flagged $FUTU (held in $NODE): FUTU's US broker Moomoo subscribed for $400M of $GEMI IPO shares in the US alone. Avg. client got $15k each. Unlike $HOODs lottery or Fidelitys AUM rules FUTU steers allocations to active mid-range users building loyalty. Heres the contrast that matters: FUTU growth is accelerating: +34% 24E revenue +42% 25E. HOOD growth is slowing: +58% 24E +41% 25E. HOOD trades on 54x forward PE while FUTU sits at 19x. With 27M users XX% funded accts now outside HK and expansion into crypto + wealth mgmt FUTU looks to me like a cross-border platform with accelerating"  
[X Link](https://x.com/matthew_sigel/status/1967919184039346260) [@matthew_sigel](/creator/x/matthew_sigel) 2025-09-16T11:51Z 50.3K followers, 5707 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](https://x.com/matthew_sigel/status/1976369151406149935) [@matthew_sigel](/creator/x/matthew_sigel) 2025-10-09T19:28Z 50.3K followers, 39.8K 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](https://x.com/matthew_sigel/status/1977800641230831697) [@matthew_sigel](/creator/x/matthew_sigel) 2025-10-13T18:16Z 50.3K followers, 1012 engagements


"Thank you for 50k followers and $50M+ $NODE AUM. In my opinion the best is yet to come 🙏👊"  
[X Link](https://x.com/matthew_sigel/status/1978132315810197709) [@matthew_sigel](/creator/x/matthew_sigel) 2025-10-14T16:14Z 50.3K followers, 7477 engagements


"If you have a ticker in your bio don't @ me"  
[X Link](https://x.com/matthew_sigel/status/1977119014284673360) [@matthew_sigel](/creator/x/matthew_sigel) 2025-10-11T21:08Z 50.3K followers, 7696 engagements


"@JarronJackson4 @penny_ether It's a fair question. ex-US is about XX% of BTDR's 3GW pipeline and they mention ramping site development in Asia in this month's release. Also foreign companies operating in the USA might be more likely tenants of the Ohio HW"  
[X Link](https://x.com/matthew_sigel/status/1978495517207228655) [@matthew_sigel](/creator/x/matthew_sigel) 2025-10-15T16:17Z 50.3K followers, XXX engagements


"*THERMOFISHER TO USE OPENAI TOOLS TO BOOST DRUG DEVELOPMENT *SPOTIFY IN PARTNERSHIPS TO DEVELOP ARTIST-FIRST AI MUSIC *APPLE IN TALKS TO BUY PROMPT AI *OPENAI HIRES AWARD-WINNING BLACK HOLE PHYSICIST *FED WALLER: AI INVESTMENT TO CONTINUE IF IT BOOSTS PRODUCTIVITY"  
[X Link](https://x.com/matthew_sigel/status/1978927439708385700) [@matthew_sigel](/creator/x/matthew_sigel) 2025-10-16T20:54Z 50.3K followers, 10.9K engagements


"@aceddeca1 Thank you for the confidence. 🤝 I also hope that by focusing on strong corporate governance we can create a virtuous cycle whereby whereby we steer capital towards top-tier companies whose advantage would then compound. disclosure"  
[X Link](https://x.com/matthew_sigel/status/1978818438588956791) [@matthew_sigel](/creator/x/matthew_sigel) 2025-10-16T13:40Z 50.3K followers, XXX 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](https://x.com/matthew_sigel/status/1973710595267457515) [@matthew_sigel](/creator/x/matthew_sigel) 2025-10-02T11:24Z 50.3K followers, 222.7K engagements


"Bad take from @WSJ comparing todays energy and nuclear renaissance to the EV bubble of the last administration. EVs were toys for the rich something a few people wanted. Electricity is existential something everyone needs"  
[X Link](https://x.com/matthew_sigel/status/1978418384464195970) [@matthew_sigel](/creator/x/matthew_sigel) 2025-10-15T11:11Z 50.3K followers, 6342 engagements


"TWO TIER DEBT MARKET Largest private-capital AI infra deal ever 5GW data center in Louisiana. $27B debt / $2.5B equity into an SPV XX % owned by META structured by Morgan Stanley / Blue Owl; debt portion upsized since first marketed. Debt sold 144A to qualified purchasers w/ PIMCO anchor Rated A+ (S&P) fully amortizing to 2049 at T+225 bps. 144A = speed tailored covenants direct to long-duration capital: insurers & pensions. Credit markets are still wide open for X GW of real power-hungry compute ✅ Just not so much for regional-bank collateral confusion ❌ PS - WULF $3B issue priced yesterday"  
[X Link](https://x.com/matthew_sigel/status/1979240979442835874) [@matthew_sigel](/creator/x/matthew_sigel) 2025-10-17T17:39Z 50.3K followers, 10.2K 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](https://x.com/matthew_sigel/status/1971252218876788773) [@matthew_sigel](/creator/x/matthew_sigel) 2025-09-25T16:35Z 50.3K 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](https://x.com/matthew_sigel/status/1975579564223954973) [@matthew_sigel](/creator/x/matthew_sigel) 2025-10-07T15:10Z 50.3K followers, 46.9K 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](https://x.com/matthew_sigel/status/1975564248064594117) [@matthew_sigel](/creator/x/matthew_sigel) 2025-10-07T14:09Z 50.3K followers, 23.3K engagements


"Following its launch on Solana VanEck-backed USD stablecoin $AUSD reaches $100M+ AUM. @withAUSD"  
[X Link](https://x.com/matthew_sigel/status/1891908636609241183) [@matthew_sigel](/creator/x/matthew_sigel) 2025-02-18T17:52Z 50.3K followers, 111.3K engagements


"Citi introduces new 12-month price targets for digital assets: Bear Base Bull BTC $82k $181k $231k ETH $2k $5.4k $7.3k"  
[X Link](https://x.com/matthew_sigel/status/1973714075818574107) [@matthew_sigel](/creator/x/matthew_sigel) 2025-10-02T11:38Z 50.3K followers, 121.7K engagements


"@TXMCtrades Chill out Fear Monger. Seizing criminal proceeds isnt stealing. DOJ seizes first courts decide forfeiture and then victims get paid via remission/restoration"  
[X Link](https://x.com/matthew_sigel/status/1978431442079133791) [@matthew_sigel](/creator/x/matthew_sigel) 2025-10-15T12:03Z 50.3K followers, XXX engagements


"@210Texasthang @Metaplanet_JP hope not. this raise was dilutive"  
[X Link](https://x.com/matthew_sigel/status/1978844105787543993) [@matthew_sigel](/creator/x/matthew_sigel) 2025-10-16T15:22Z 50.3K followers, XXX engagements


"disclosure for fund mention"  
[X Link](https://x.com/matthew_sigel/status/1978131360213594593) [@matthew_sigel](/creator/x/matthew_sigel) 2025-10-14T16:10Z 50.3K followers, 1717 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](https://x.com/matthew_sigel/status/1974297043519631595) [@matthew_sigel](/creator/x/matthew_sigel) 2025-10-04T02:14Z 50.3K followers, 45.8K engagements


"@Shrimp_a_Whales They literally just diluted and cited Helios as reason 🤷♂"  
[X Link](https://x.com/matthew_sigel/status/1977050550383641003) [@matthew_sigel](/creator/x/matthew_sigel) 2025-10-11T16:35Z 50.3K followers, 4908 engagements


"overheard from $CIFR: "The idea that HPC isn't going to happen in Texas is Laughable" Pretty clear the market is skeptical: Cipher has the most MW available but trades at the lowest valuation per MW (excluding $BTDR whose governance makes it more deserving of a discount)"  
[X Link](https://x.com/matthew_sigel/status/1843327765401215242) [@matthew_sigel](/creator/x/matthew_sigel) 2024-10-07T16:29Z 50.3K followers, 28.6K engagements


"Hyperliquid earned XX% of all blockchain revenue in July 🤯"  
[X Link](https://x.com/matthew_sigel/status/1952863523148623897) [@matthew_sigel](/creator/x/matthew_sigel) 2025-08-05T22:45Z 50.3K followers, 161.7K engagements


"Crypto Equities: 52-week highs: AEP BITF CEG CIFR CLSK CORZ HUT IREN LEU MIR $NODE OGE OGLO SEI 52-week lows: none"  
[X Link](https://x.com/matthew_sigel/status/1978456228901556645) [@matthew_sigel](/creator/x/matthew_sigel) 2025-10-15T13:41Z 50.3K followers, 5498 engagements


"$FRMI is cheap if they execute. Today is reportedly the deadline for $150M pre-payment from Customer X 👂"  
[X Link](https://x.com/matthew_sigel/status/1978419164734689523) [@matthew_sigel](/creator/x/matthew_sigel) 2025-10-15T11:14Z 50.3K followers, 4487 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](https://x.com/matthew_sigel/status/1977793027012788631) [@matthew_sigel](/creator/x/matthew_sigel) 2025-10-13T17:46Z 50.3K followers, 3006 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](https://x.com/matthew_sigel/status/1977712279069085969) [@matthew_sigel](/creator/x/matthew_sigel) 2025-10-13T12:25Z 50.3K followers, 48.6K 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](https://x.com/matthew_sigel/status/1974213337547178218) [@matthew_sigel](/creator/x/matthew_sigel) 2025-10-03T20:41Z 50.3K followers, 189.5K engagements


"DXY is up just X% from its low and both India & China are already defending their currencies. Theyre selling dollars to slow the move which adds liquidity. The message is clear: even small USD moves cause tremors now. Fragile fiat = long Bitcoin"  
[X Link](https://x.com/matthew_sigel/status/1978507976458526738) [@matthew_sigel](/creator/x/matthew_sigel) 2025-10-15T17:07Z 50.3K followers, 7883 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](https://x.com/matthew_sigel/status/1976263072642695613) [@matthew_sigel](/creator/x/matthew_sigel) 2025-10-09T12:26Z 50.3K followers, 22K engagements


"Explains the $SEI capital raise"  
[X Link](https://x.com/matthew_sigel/status/1975726775612416044) [@matthew_sigel](/creator/x/matthew_sigel) 2025-10-08T00:55Z 50.3K followers, 8034 engagements


"Its accretive if the options are exercised above current mNAV per share or if the options are not exercised is what I think"  
[X Link](https://x.com/matthew_sigel/status/1978866008577237487) [@matthew_sigel](/creator/x/matthew_sigel) 2025-10-16T16:49Z 50.3K followers, XXX engagements


"@charlie______t @JanvanEck3 such as"  
[X Link](https://x.com/matthew_sigel/status/1978515733135962567) [@matthew_sigel](/creator/x/matthew_sigel) 2025-10-15T17:38Z 50.3K followers, XX engagements


"Overheard from Gold mining analyst sitting next to me: "These miners are trading at 0.5x NAV and the highest free cash flow yield of any sector""  
[X Link](https://x.com/matthew_sigel/status/1978475222488485932) [@matthew_sigel](/creator/x/matthew_sigel) 2025-10-15T14:57Z 50.3K followers, 16.7K engagements


"some background reading --"  
[X Link](https://x.com/matthew_sigel/status/1978200772304093334) [@matthew_sigel](/creator/x/matthew_sigel) 2025-10-14T20:46Z 50.3K followers, 2170 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](https://x.com/matthew_sigel/status/1972644671995396097) [@matthew_sigel](/creator/x/matthew_sigel) 2025-09-29T12:48Z 50.3K followers, 21K engagements


"Oh great another government handout inflating the housing bubble while your fiat melts away"  
[X Link](https://x.com/matthew_sigel/status/1973193082373124552) [@matthew_sigel](/creator/x/matthew_sigel) 2025-10-01T01:07Z 50.3K followers, 8530 engagements


"Strategic Bitcoin Reserve is Growing"  
[X Link](https://x.com/matthew_sigel/status/1978127791783649761) [@matthew_sigel](/creator/x/matthew_sigel) 2025-10-14T15:56Z 50.3K followers, 30.9K engagements


"$CRWV / $CORZ"  
[X Link](https://x.com/matthew_sigel/status/1978871611953389746) [@matthew_sigel](/creator/x/matthew_sigel) 2025-10-16T17:12Z 50.3K followers, 10.1K engagements


"BLSH receives $1.15B in IPO proceeds in stablecoins mostly on Solana network. VanEck-backed Agora $AUSD @withAUSD proud to be among those used"  
[X Link](https://x.com/matthew_sigel/status/1957797824944316620) [@matthew_sigel](/creator/x/matthew_sigel) 2025-08-19T13:32Z 50.3K followers, 17.2K engagements


"Longest losing streak for Bitcoin ETFs since inception: X straight days. Somebody had to catch the knife 🤝"  
[X Link](https://x.com/matthew_sigel/status/1979281679987675275) [@matthew_sigel](/creator/x/matthew_sigel) 2025-10-17T20:21Z 50.3K followers, 15K 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](https://x.com/matthew_sigel/status/1975269091331228080) [@matthew_sigel](/creator/x/matthew_sigel) 2025-10-06T18:37Z 50.3K followers, 11.9K 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](https://x.com/matthew_sigel/status/1916842611609944400) [@matthew_sigel](/creator/x/matthew_sigel) 2025-04-28T13:11Z 50.3K followers, 12.2K engagements


"VanEck Bitcoin ETF $HODL traded a record $150M+ today and $500M this week 2x the previous high. Others who filed after us may grab the headlines but our $HODL keeps stacking. Now $2B AUM"  
[X Link](https://x.com/matthew_sigel/status/1979276615038439706) [@matthew_sigel](/creator/x/matthew_sigel) 2025-10-17T20:01Z 50.3K followers, 3725 engagements


"@tylermacro10 Realized crypto gains are still taxed like any other property sale. Normal corporate income tax applies. As for unrealized gains the recent Treasury guidance (CAMT exemption) means those wont be taxed under the XX% minimum tax at least for now"  
[X Link](https://x.com/matthew_sigel/status/1978842598006534493) [@matthew_sigel](/creator/x/matthew_sigel) 2025-10-16T15:16Z 50.3K followers, XXX 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](https://x.com/matthew_sigel/status/1973479358015873052) [@matthew_sigel](/creator/x/matthew_sigel) 2025-10-01T20:05Z 50.3K followers, 25.4K engagements


"@bitschep Yes I run $NODE"  
[X Link](https://x.com/matthew_sigel/status/1978515625984069636) [@matthew_sigel](/creator/x/matthew_sigel) 2025-10-15T17:37Z 50.3K followers, XXX 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](https://x.com/matthew_sigel/status/1978245553411506648) [@matthew_sigel](/creator/x/matthew_sigel) 2025-10-14T23:44Z 50.3K followers, 53.7K 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](https://x.com/matthew_sigel/status/1978065756832075778) [@matthew_sigel](/creator/x/matthew_sigel) 2025-10-14T11:50Z 50.3K followers, 50K engagements


"@smatthewschultz @CleanSpark_Inc what does "___________" mean Room for a growth/capital partner"  
[X Link](https://x.com/matthew_sigel/status/1978124242743968099) [@matthew_sigel](/creator/x/matthew_sigel) 2025-10-14T15:42Z 50.3K followers, 1091 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](https://x.com/matthew_sigel/status/1922444602310852941) [@matthew_sigel](/creator/x/matthew_sigel) 2025-05-14T00:11Z 50.3K followers, 131.5K engagements


"Capped calls: where companies pay bankers millions to make dilution look smaller. Just raise the capital and move on"  
[X Link](https://x.com/matthew_sigel/status/1978555810713116802) [@matthew_sigel](/creator/x/matthew_sigel) 2025-10-15T20:17Z 50.3K followers, 5083 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](https://x.com/matthew_sigel/status/1975609784549474321) [@matthew_sigel](/creator/x/matthew_sigel) 2025-10-07T17:10Z 50.3K followers, 11.1K 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](https://x.com/matthew_sigel/status/1975521231844585700) [@matthew_sigel](/creator/x/matthew_sigel) 2025-10-07T11:18Z 50.3K followers, 47K 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](https://x.com/matthew_sigel/status/1976433180056895865) [@matthew_sigel](/creator/x/matthew_sigel) 2025-10-09T23:42Z 50.3K followers, 6387 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](https://x.com/matthew_sigel/status/1977791070118277546) [@matthew_sigel](/creator/x/matthew_sigel) 2025-10-13T17:38Z 50.3K followers, 3900 engagements


"@FloodCapital @RHouseResearch Not worth a reply. Reminds me why I muted Rittenhouse long time ago"  
[X Link](https://x.com/matthew_sigel/status/1977105681586242020) [@matthew_sigel](/creator/x/matthew_sigel) 2025-10-11T20:15Z 50.3K followers, 7722 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](https://x.com/matthew_sigel/status/1977728627627249904) [@matthew_sigel](/creator/x/matthew_sigel) 2025-10-13T13:30Z 50.3K followers, 4269 engagements


"BLACKROCK & NVIDIA IN $XX B DATA CENTER TAKEOVER: Macquarie is selling Aligned Data Centers for $40B with press reports noting the platform is poised to expand its capacity to over 5GW. Implies a valuation of roughly $8M per MW of total data-center capacity (operating + development). Listed Bitcoin miners like IREN RIOT CIFR BTDR and HUT trade $3M per MW on the same "total-capacity" basis. If miners can access project finance thats 150500% equity upside"  
[X Link](https://x.com/matthew_sigel/status/1978435278919332308) [@matthew_sigel](/creator/x/matthew_sigel) 2025-10-15T12:18Z 50.3K followers, 247.4K 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](https://x.com/matthew_sigel/status/1978059766468362280) [@matthew_sigel](/creator/x/matthew_sigel) 2025-10-14T11:26Z 50.3K followers, 31.7K 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](https://x.com/matthew_sigel/status/1975927049920356391) [@matthew_sigel](/creator/x/matthew_sigel) 2025-10-08T14:11Z 50.3K followers, 11K 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](https://x.com/matthew_sigel/status/1976379965093642498) [@matthew_sigel](/creator/x/matthew_sigel) 2025-10-09T20:11Z 50.3K followers, 3930 engagements


".@JanvanEck3 and I will take your questions on Bitcoin next Monday at 10am. Registration link in replies"  
[X Link](https://x.com/matthew_sigel/status/1978509770769240358) [@matthew_sigel](/creator/x/matthew_sigel) 2025-10-15T17:14Z 50.3K followers, 3101 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](https://x.com/matthew_sigel/status/1977790280385401316) [@matthew_sigel](/creator/x/matthew_sigel) 2025-10-13T17:35Z 50.3K followers, 187.7K engagements


"$ETR own it ✅"  
[X Link](https://x.com/matthew_sigel/status/1978579448401146040) [@matthew_sigel](/creator/x/matthew_sigel) 2025-10-15T21:51Z 50.3K followers, 6825 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](https://x.com/matthew_sigel/status/1975166422738227254) [@matthew_sigel](/creator/x/matthew_sigel) 2025-10-06T11:49Z 50.3K followers, 13.8K 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](https://x.com/matthew_sigel/status/1973180586727452883) [@matthew_sigel](/creator/x/matthew_sigel) 2025-10-01T00:18Z 50.3K followers, 206.7K 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](https://x.com/matthew_sigel/status/1973737537840558334) [@matthew_sigel](/creator/x/matthew_sigel) 2025-10-02T13:11Z 50.3K followers, 12.7K 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](https://x.com/matthew_sigel/status/1977046380800532842) [@matthew_sigel](/creator/x/matthew_sigel) 2025-10-11T16:19Z 50.3K followers, 3876 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](https://x.com/matthew_sigel/status/1976617501766164923) [@matthew_sigel](/creator/x/matthew_sigel) 2025-10-10T11:55Z 50.3K followers, 27.6K 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](https://x.com/matthew_sigel/status/1978131259600572888) [@matthew_sigel](/creator/x/matthew_sigel) 2025-10-14T16:10Z 50.3K followers, 2882 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](https://x.com/matthew_sigel/status/1978200585695301948) [@matthew_sigel](/creator/x/matthew_sigel) 2025-10-14T20:45Z 50.3K followers, 14K 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](https://x.com/matthew_sigel/status/1965335679170179466) [@matthew_sigel](/creator/x/matthew_sigel) 2025-09-09T08:45Z 50.3K followers, 51.7K engagements


"Wheres the revenue You're looking at it"  
[X Link](https://x.com/matthew_sigel/status/1975911943102923245) [@matthew_sigel](/creator/x/matthew_sigel) 2025-10-08T13:11Z 50.3K followers, 15.2K engagements


"DAT innovation: sell equity at a premium by stapling a free option worth more than the premium. Premium headline discount reality"  
[X Link](https://x.com/matthew_sigel/status/1978839677772734964) [@matthew_sigel](/creator/x/matthew_sigel) 2025-10-16T15:05Z 50.3K followers, 16.1K engagements


"disclosure and learn more"  
[X Link](https://x.com/matthew_sigel/status/1978132459918143683) [@matthew_sigel](/creator/x/matthew_sigel) 2025-10-14T16:15Z 50.3K followers, 1888 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](https://x.com/matthew_sigel/status/1978233351874998720) [@matthew_sigel](/creator/x/matthew_sigel) 2025-10-14T22:55Z 50.3K followers, 6538 engagements


"@pG6Z5GbT_U2rvL true for now"  
[X Link](https://x.com/matthew_sigel/status/1978509054604452086) [@matthew_sigel](/creator/x/matthew_sigel) 2025-10-15T17:11Z 50.3K 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](https://x.com/matthew_sigel/status/1974253514193809773) [@matthew_sigel](/creator/x/matthew_sigel) 2025-10-03T23:21Z 50.3K followers, 494.9K 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](https://x.com/matthew_sigel/status/1976245524488691903) [@matthew_sigel](/creator/x/matthew_sigel) 2025-10-09T11:17Z 50.3K followers, 6484 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](https://x.com/matthew_sigel/status/1970457383890809141) [@matthew_sigel](/creator/x/matthew_sigel) 2025-09-23T11:57Z 50.3K followers, 9331 engagements


"Subsidizing apps before the operating system was ready was Loser energy"  
[X Link](https://x.com/matthew_sigel/status/1978418735414124674) [@matthew_sigel](/creator/x/matthew_sigel) 2025-10-15T11:12Z 50.3K followers, 4388 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](https://x.com/matthew_sigel/status/1975605606007427100) [@matthew_sigel](/creator/x/matthew_sigel) 2025-10-07T16:54Z 50.3K followers, 28.1K engagements


"ps just visited the HK HQ: All hustle no frills unlike the spoiled investment banks"  
[X Link](https://x.com/matthew_sigel/status/1967919782856102210) [@matthew_sigel](/creator/x/matthew_sigel) 2025-09-16T11:53Z 50.3K followers, 1872 engagements


"disclosure for mention"  
[X Link](https://x.com/matthew_sigel/status/1978443563584065615) [@matthew_sigel](/creator/x/matthew_sigel) 2025-10-15T12:51Z 50.3K followers, 2065 engagements


"@noel_moore"  
[X Link](https://x.com/matthew_sigel/status/1977793398460330387) [@matthew_sigel](/creator/x/matthew_sigel) 2025-10-13T17:47Z 50.3K followers, XXX engagements


"Crypto equities: 52-week highs: AKER NO APLD BXWT CIFR CS SS DAPP DTM ETR GLXY HODL HOOD HUT IREN $NODE OKLO SFTBY SHOP VRT WULF RIO 52-week lows: none"  
[X Link](https://x.com/matthew_sigel/status/1975202845411725707) [@matthew_sigel](/creator/x/matthew_sigel) 2025-10-06T14:13Z 50.3K followers, 5711 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](https://x.com/matthew_sigel/status/1912585992822804505) [@matthew_sigel](/creator/x/matthew_sigel) 2025-04-16T19:16Z 50.3K followers, 249.4K engagements


"🚨 Luxembourg becomes first EU Sovereign Wealth Fund to buy Bitcoin with a X% position via ETF"  
[X Link](https://x.com/matthew_sigel/status/1976251057421647886) [@matthew_sigel](/creator/x/matthew_sigel) 2025-10-09T11:39Z 50.3K followers, 253.1K engagements


"When the AI groks the morning meeting assignment: Matt to monitor BitcoinGold divergence and buy the dip"  
[X Link](https://x.com/matthew_sigel/status/1979261248534364643) [@matthew_sigel](/creator/x/matthew_sigel) 2025-10-17T19:00Z 50.3K followers, 3976 engagements


"@StockStormX we own $AEP in $NODE 🤝"  
[X Link](https://x.com/matthew_sigel/status/1977737861483954420) [@matthew_sigel](/creator/x/matthew_sigel) 2025-10-13T14:07Z 50.3K followers, XXX engagements