# ![@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 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: [------] [#](/creator/twitter::886396943982899201/interactions)
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- [--] Year [----------] +42%

### Mentions: [--] [#](/creator/twitter::886396943982899201/posts_active)
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### Followers: [------] [#](/creator/twitter::886396943982899201/followers)
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- [--] Month [------] +3.90%
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- [--] Year [------] +62%

### CreatorRank: [-------] [#](/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

**Social category influence**
[finance](/list/finance)  43.71% [stocks](/list/stocks)  #4967 [cryptocurrencies](/list/cryptocurrencies)  #1532 [technology brands](/list/technology-brands)  11.98% [exchanges](/list/exchanges)  #953 [countries](/list/countries)  1.8% [fashion brands](/list/fashion-brands)  0.6% [social networks](/list/social-networks)  0.6% [financial services](/list/financial-services)  0.6% [currencies](/list/currencies)  0.6%

**Social topic influence**
[bitcoin](/topic/bitcoin) #714, [ai](/topic/ai) 10.78%, [$node](/topic/$node) #1, [debt](/topic/debt) #781, [crypto](/topic/crypto) #2932, [stocks](/topic/stocks) #2319, [market](/topic/market) #1369, [in the](/topic/in-the) 4.19%, [$btdr](/topic/$btdr) #1, [$bitf](/topic/$bitf) 3.59%

**Top accounts mentioned or mentioned by**
[@perry_lin1](/creator/undefined) [@grok](/creator/undefined) [@ck_cryptoklepto](/creator/undefined) [@mikealfred](/creator/undefined) [@bscnews](/creator/undefined) [@answerreality](/creator/undefined) [@perrylin1](/creator/undefined) [@eingeltrade](/creator/undefined) [@roubini18](/creator/undefined) [@bitcoinsamuel21](/creator/undefined) [@toptickresearch](/creator/undefined) [@bitcoinaiguy](/creator/undefined) [@vaneck_us](/creator/undefined) [@matthewsigel](/creator/undefined) [@repzdacanes](/creator/undefined) [@chiefskurp](/creator/undefined) [@brianarmstrong](/creator/undefined) [@mcagney](/creator/undefined) [@cryptoavon2626](/creator/undefined) [@theblockpods](/creator/undefined)

**Top assets mentioned**
[Bitcoin (BTC)](/topic/bitcoin) [Bitdeer Technologies Group (BTDR)](/topic/$btdr) [Bitfarms Ltd. (BITF)](/topic/$bitf) [TeraWulf Inc. (WULF)](/topic/$wulf) [Strategy (MSTR)](/topic/$mstr) [Mario Coin (COIN)](/topic/$coin) [Enphase Energy Inc (ENPH)](/topic/$enph) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [WhiteFiber, Inc.  (WYFI)](/topic/$wyfi) [Stronghold Digital Mining, Inc. (SDIG)](/topic/$sdig) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Figure Technology Solutions, Inc. (FIGR)](/topic/$figr) [MARA Holdings, Inc. (MARA)](/topic/$mara) [Asset Entities Inc. (ASST)](/topic/$asst) [Vertiv Holdings Co (VRT)](/topic/$vrt) [Hive (HIVE)](/topic/$hive) [CoreWeave, Inc (CRWV)](/topic/$crwv) [CLEANSPARK INC (CLSK)](/topic/$clsk) [Century Aluminum Co (CENX)](/topic/$cenx) [Galaxy Digital Inc. (GLXY)](/topic/$glxy) [eToro Group Ltd (ETOR)](/topic/$etor) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Legence Corp (LGN)](/topic/$lgn)
### Top Social Posts
Top posts by engagements in the last [--] hours

"GOOGL selling 100-year debt 😯"  
[X Link](https://x.com/matthew_sigel/status/2020847139526496262)  2026-02-09T13:07Z 57.8K followers, 510.5K engagements


"Notable $VST upgrade from JEF: Same analyst who timely downgraded at $217 last September when the stock was pricing in near-perfect outcomes now it's $158 (+4% pre-market). Why the downgrade then: Sub-8% FY28 FCF yield Market assumed 100% probability Comanche Peak nukes contracted at $100/MWh Optimistic gas & power price curves Upside fully pulled forward bad risk/reward Why the upgrade now (to Buy): Stock down 2530% risk reset 12% FY28 FCF yield excluding unannounced DC deals & buybacks Valuation no longer embeds aggressive DC outcomes Asymmetric upside despite PJM reform overhang PT = $203"  
[X Link](https://x.com/matthew_sigel/status/2021223384479129914)  2026-02-10T14:03Z 57.8K followers, [----] engagements


"$BTDR +14% YTD vs $BTC -20% on AI hopes. But Clarington lease has been the carrot on a stick for a year Q1'25 they promised a major lease. Instead dumped the partner LOI to "go it alone" got sued by a neighbor & just pulled the [----] timeline. No partner no date. Sell. ⚠$BTDR flagship US AI Site at Risk of Delay BTDR slips crucial disclosure into todays monthly report: Clarington OH site (570MW) the cornerstone of its U.S. AI/HPC strategy may be delayed due to ongoing litigation with a neighboring industrial tenant. This is the same https://t.co/jmtZgDHOlV ⚠$BTDR flagship US AI Site at Risk of"  
[X Link](https://x.com/matthew_sigel/status/2021274489946808758)  2026-02-10T17:26Z 57.8K followers, 15.6K engagements


"Chart of the week"  
[X Link](https://x.com/matthew_sigel/status/2021780673267200099)  2026-02-12T02:57Z 57.8K followers, [----] engagements


"EQIX +13% pre-market to 52-week high Legacy data REIT turns from AI prey to predator as AI inference demand drives bookings acceleration to +42% y/y and 20% q/q strong pricing growth +1GW of powered land in Q4"  
[X Link](https://x.com/matthew_sigel/status/2021942587154895342)  2026-02-12T13:40Z 57.8K followers, [----] 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 [--] 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. https://twitter.com/i/web/status/1973737537840558334 https://twitter.com/i/web/status/1973737537840558334"  
[X Link](https://x.com/matthew_sigel/status/1973737537840558334)  2025-10-02T13:11Z 57.5K followers, 15.2K engagements


"Just wrapped a call with a $1B+ wealth-management team thats been dollar-cost-averaging into $NODE. Theyre already at $7M and plan to take it to 2% of their model. The rotation from talk to allocation has begun 👍"  
[X Link](https://x.com/matthew_sigel/status/1981430471083925641)  2025-10-23T18:40Z 57.1K followers, 10.4K engagements


"Sol Strategies ($STKE) to provide staking services for VanEck's Solana ETF ($VSOL) @matthew_sigel Who's doing the staking @matthew_sigel Who's doing the staking"  
[X Link](https://x.com/matthew_sigel/status/1990446748410769879)  2025-11-17T15:47Z 57.5K followers, 10.4K engagements


"$DAPP runs according to an index whose constituents and weights are determined algorithmically. When voting those shares we typically follow Glass Lewis recommendations (which my votes above also followed) so expect those shares to vote the same. ($NODE has outperformed $DAPP since inception by my math but this is not a solicitation DYOR). learn more/risks http://vaneck.com/node http://vaneck.com/node"  
[X Link](https://x.com/matthew_sigel/status/1990513151423488199)  2025-11-17T20:11Z 57.1K followers, [----] 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](https://x.com/matthew_sigel/status/1990892679211724932)  2025-11-18T21:19Z 57.5K followers, 15.4K 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 👍 https://twitter.com/i/web/status/1993415003358273610 https://twitter.com/i/web/status/1993415003358273610"  
[X Link](https://x.com/matthew_sigel/status/1993415003358273610)  2025-11-25T20:22Z 57.4K followers, 23.8K 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. Trigger Warning: $MSTR chart triggers "Abandoned Baby Breakout" (Bullish). https://t.co/bHTrIB2mVq Trigger Warning: $MSTR chart triggers "Abandoned Baby Breakout" (Bullish). https://t.co/bHTrIB2mVq"  
[X Link](https://x.com/matthew_sigel/status/1996338761907777788)  2025-12-03T22:00Z 57.1K followers, 238.2K engagements


"GS upgrade $COIN from neutral to BUY. "Selectively more optimistic on crypto." "Shift to structural growth through growing derivatives business best-in-class crypto infrastructure businesses and new secularly growing products particularly tokenization/prediction markets""  
[X Link](https://x.com/matthew_sigel/status/2008163922294276227)  2026-01-05T13:09Z 57.5K followers, 83.1K engagements


"$CMPO +10% to all-time high after pricing $1.1B debt offering at 5.875% to pay for the Husky acquisition. $CMPO trading at all-time high +6% pre-market after announcing Q3 beat: EPS $0.29 vs. cons. $0.25 and introducing [----] guidance for 12-15% EBITDA growth (vs. consensus +8%) as they execute on new customer wins. 🚨 $CMPO announces business combination with Husky Technologies in https://t.co/AlOA3NJ8SZ $CMPO trading at all-time high +6% pre-market after announcing Q3 beat: EPS $0.29 vs. cons. $0.25 and introducing [----] guidance for 12-15% EBITDA growth (vs. consensus +8%) as they execute on"  
[X Link](https://x.com/matthew_sigel/status/2009672584447832448)  2026-01-09T17:04Z 57.7K followers, [----] engagements


"Crypto-related equities -- 52-week highs: BCO BW FIGR GOOGL HUT SNDK 52-week lows: ETOR"  
[X Link](https://x.com/matthew_sigel/status/2009673336167743499)  2026-01-09T17:07Z 57.7K followers, [----] engagements


"$NVDA H100 rental prices make new 8-month highs; +14% from November lows as hyperscaler demand tightens supply faster than new capacity can come online"  
[X Link](https://x.com/matthew_sigel/status/2011103530317463772)  2026-01-13T15:50Z 57.1K followers, 224.9K engagements


"Milestone $100000 transaction on the Provenance Blockchain used $YLDS a yield-bearing stablecoin to transfer value and eliminate cash drag. $FIGR We reached a historic milestone. Vesta Equity executed the first-ever home equity investment fully on-chain and legally perfected under UCC-12. Homeowners access equity without debt. Investors gain exposure to a new on-chain real world asset that bridges TradFi and DeFi the https://t.co/DEAdgiIg9W We reached a historic milestone. Vesta Equity executed the first-ever home equity investment fully on-chain and legally perfected under UCC-12. Homeowners"  
[X Link](https://x.com/matthew_sigel/status/2011137008832561234)  2026-01-13T18:03Z 57.1K followers, [----] engagements


"$BTDR becomes world's largest Bitcoin miner leapfrogging $MARA. Bitdeer reported [--] EH/s capacity as of end December (6% of global hash rate) +18% m/m +229% y/y. Like other miners they are actively selling everything they mine (and more) to fund the AI pivot"  
[X Link](https://x.com/matthew_sigel/status/2011169582082293789)  2026-01-13T20:12Z 57.1K followers, 56.4K engagements


"Sizable insider buy 500k shares $ASST from Chairman @ColeMacro as stock fell after $SMLR takeover approved"  
[X Link](https://x.com/matthew_sigel/status/2011436677500440771)  2026-01-14T13:54Z 57.5K followers, 13K engagements


"$ENPH upgraded neutral to BUY at Goldman. "Successfully reset near-term expectations "Growth opportunities have improved" "Valuation at or near all-time lows" "Set up for potential near-term beat for first time in over a year" @EingeLtrade bullish. recently added $ENPH where numbers look conservative and stock is cheap. @EingeLtrade bullish. recently added $ENPH where numbers look conservative and stock is cheap"  
[X Link](https://x.com/matthew_sigel/status/2013615651051413951)  2026-01-20T14:12Z 57.1K followers, 12K engagements


"🚨 BitMine $BMNR Wins Authorization for New Share Issuance After Shareholder Vote. 4/ Regarding the [----] Stockholders vote all [--] proposals passed: Proposals: [--]. Elect Board of Directors ✅🏆 YES ➡ 98% votes in favor [--]. Increase authorized shares ✅🏆 YES ➡ 81% votes in favor 52.2% of all shares [--]. Ominbus Incentive plan ✅🏆 YES ➡ 89% votes in favor [--]. 4/ Regarding the [----] Stockholders vote all [--] proposals passed: Proposals: [--]. Elect Board of Directors ✅🏆 YES ➡ 98% votes in favor [--]. Increase authorized shares ✅🏆 YES ➡ 81% votes in favor 52.2% of all shares [--]. Ominbus Incentive plan ✅🏆 YES ➡"  
[X Link](https://x.com/matthew_sigel/status/2013634261731987583)  2026-01-20T15:26Z 57.7K followers, 85.1K engagements


"As great as it would be to manage one of 2025s rainmakers this table is misleading. $BIZDs 12%+ expense ratio is a reporting ghost. Our actual fee is 0.42% (all-in). The rest is an accounting quirk (AFFE) that treats the full operating expenses of public BDCs as if they were fund fees. Its like forcing a tech ETF to include Apples payroll and executive comp in its expense ratio. The House passed a fix (H.R. 2225). The Senate should finish the job so investors see the real cost. https://twitter.com/i/web/status/2013963295732994296 https://twitter.com/i/web/status/2013963295732994296"  
[X Link](https://x.com/matthew_sigel/status/2013963295732994296)  2026-01-21T13:14Z 57.5K followers, [----] engagements


"$IBKR 52-week high To everyone who said prediction markets are just sports heres the CEO of a $110b company: [--]. Weather and temperature contracts are the most frequently traded [--]. Utilities will soon hedge electricity and natural gas contracts using these markets Prediction markets are already https://t.co/WUhFIBDCoo To everyone who said prediction markets are just sports heres the CEO of a $110b company: [--]. Weather and temperature contracts are the most frequently traded [--]. Utilities will soon hedge electricity and natural gas contracts using these markets Prediction markets are already"  
[X Link](https://x.com/matthew_sigel/status/2014056825679761465)  2026-01-21T19:25Z 57.5K followers, [----] engagements


"After hitting $100 in trading this afternoon for the first time $ASST Strive announces $150M follow-on offer of SATA PREF price TBD to buy more BTC and retire the Semler converts. I like this strategy of finding a price in the market and avoiding the ATM for now. Cleaner. $ASST [--] PERP opens at $82 trading $84.5 last. Headed to $95+ soon. Just my [--] sats $ASST [--] PERP opens at $82 trading $84.5 last. Headed to $95+ soon. Just my [--] sats"  
[X Link](https://x.com/matthew_sigel/status/2014087602383519832)  2026-01-21T21:27Z 57.5K followers, 58.4K engagements


"@BizarreSlothy @mikealfred Bakkt has competition"  
[X Link](https://x.com/matthew_sigel/status/2014467661913096661)  2026-01-22T22:38Z 57.5K followers, [---] engagements


"$VRT working on the demand side too"  
[X Link](https://x.com/matthew_sigel/status/2014679345743233205)  2026-01-23T12:39Z 57.1K followers, [----] engagements


"Slipped to 2nd place😢 Down 1.6% this week and nobody can keep up with junior copper miners. Good week for Latam +6%. Two weeks down [--] to go 👍 https://t.co/CyEVUVDptO Two weeks down [--] to go 👍 https://t.co/CyEVUVDptO"  
[X Link](https://x.com/matthew_sigel/status/2014810459279429907)  2026-01-23T21:20Z 57.7K followers, 13.9K engagements


"🚨 PJM issues 5pm update: Activates demand response. Largest US grid by electricity consumption says may set new all-time winter peak load on Tuesday Jan. [--]. $BITF now likely curtailing; $BTDR possibly. UPDATED chart Tragic that 1M+ Americans are without power due to the winter storm impacting the eastern U.S. Some public bitcoin miners have meaningful capacity in or near affected regions and several such as CLSK RIOT BTDR and others are structurally set up to act as flexible loads via https://t.co/2lKY2jQiiC Tragic that 1M+ Americans are without power due to the winter storm impacting the"  
[X Link](https://x.com/matthew_sigel/status/2015596631865872649)  2026-01-26T01:24Z 57.6K followers, 21.7K engagements


"VanEck Introduces Another First With Launch of VanEck Avalanche ETF (VAVX) Exposure to price return and potential staking rewards of AVAX No sponsor fees for first $500M in AUM or 2/28/26 Avalanche has distinguished itself as a high-performance blockchain platform"  
[X Link](https://x.com/matthew_sigel/status/2015798783594946667)  2026-01-26T14:47Z 57.1K followers, 11.1K engagements


"$WMB $DTM 52-week highs today Promising new tailwind for pipeline stocks https://t.co/sygymjxtWU Promising new tailwind for pipeline stocks https://t.co/sygymjxtWU"  
[X Link](https://x.com/matthew_sigel/status/2015806069205815708)  2026-01-26T15:16Z 57.6K followers, [----] engagements


"$HIVE $BITF $BTDR downgrades after the bell from KBW. Analyst lowering numbers for all miners. General theme: $HIVE: scaling but unprofitably $BITF: current valuation prices in one AI deal which won't materialize until 2H26 $BTDR lack of clarity (AI strategy governance)"  
[X Link](https://x.com/matthew_sigel/status/2015895468539060508)  2026-01-26T21:11Z 57.6K followers, 15.3K engagements


"@noel_moore @AnswerReality Need to have all the proxies to do an apples-to-rotten-apples exercise. So summer. Here is [----] update -- https://www.vaneck.com/us/en/blogs/digital-assets/matthew-sigel-investors-push-back-on-bitcoin-miner-exec-pay/ https://www.vaneck.com/us/en/blogs/digital-assets/matthew-sigel-investors-push-back-on-bitcoin-miner-exec-pay/"  
[X Link](https://x.com/matthew_sigel/status/2015939350983282983)  2026-01-27T00:06Z 57.1K followers, [---] engagements


"The $2.35B $APLD 9.25% '30s are tightening fast from their 10.5% launch yield now 8.3%. Market is pricing in $NVDAs $2B injection into CoreWeave betting that it flows directly to landlords like APLD (+12%) who has a 400MW ($11B) lease from CRWV. To the extent debt markets keep rallying sell pressure on spot BTC should also fall. https://twitter.com/i/web/status/2016185172765323448 https://twitter.com/i/web/status/2016185172765323448"  
[X Link](https://x.com/matthew_sigel/status/2016185172765323448)  2026-01-27T16:22Z 57.1K followers, [----] engagements


"PINS -10% to fresh 52-week low after announcing $35-45M charge to cut 15% of workforce cut office space to focus investments on AI. Not a great look for beleaguered saas investors looking for cost savings to rescue stocks. Lack of pre-announce to cushion news didn't help"  
[X Link](https://x.com/matthew_sigel/status/2016203511910768694)  2026-01-27T17:35Z 57.1K followers, [----] engagements


"Actually did some work on $ZM yesterday as VanEck has a prop position which rallied +10% yesterday on a report their Anthropic stake could be worth $2-4B (they reportedly own 1%). As software stocks have been melting down I've been looking at $FIG (down 80% since IPO & they own BTC/ETH sentiment in toilet: "AI kills these companies"*). So I thought maybe it makes some sense to compare the two stocks for context: ZM: market cap of the stock is $30B. It trades on 10x [----] FCF and analysts expect 13% cumulative FCF growth over next [--] years. FIG: $15B market cap (half of ZM). Stock at $29. Citi"  
[X Link](https://x.com/matthew_sigel/status/2016234715431284798)  2026-01-27T19:39Z 57.1K followers, [----] engagements


"@SharkpuncherTR How rude Sharkpuncher. It's not like we have negative AUM. Good things can take time"  
[X Link](https://x.com/matthew_sigel/status/2016304643400179898)  2026-01-28T00:17Z 57.5K followers, [--] engagements


"$META CFO: "We continue to be capacity-constrained. Our teams have done a great job ramping up our infrastructure through the course of [----] but demands for compute resources across the company have increased even faster than our supply. So we expect over the course of [----] to have significantly more capacity this year as we add cloud. But we'll likely still be constrained through much of [----] until additional capacity from our own facilities comes online later in the year." https://twitter.com/i/web/status/2016714871371366725 https://twitter.com/i/web/status/2016714871371366725"  
[X Link](https://x.com/matthew_sigel/status/2016714871371366725)  2026-01-29T03:27Z 57.1K followers, 13.7K engagements


"The largest US-based Bitcoin miner curtailed enough electricity (770 MW) to power more than [------] homes this week. When temperatures dropped we stepped up. ❄ This week MARA curtailed nearly [---] MW of mining operations during the winter storm voluntarily freeing up power when the grid needed it most. Dispatchable. Responsive. Essential infrastructure. https://t.co/M8zIy69nIf When temperatures dropped we stepped up. ❄ This week MARA curtailed nearly [---] MW of mining operations during the winter storm voluntarily freeing up power when the grid needed it most. Dispatchable. Responsive. Essential"  
[X Link](https://x.com/matthew_sigel/status/2016981623225368881)  2026-01-29T21:07Z 57.4K followers, 28.9K engagements


"Bought Bitcoin today in $NODE. Bullish RSI divergence (lower panel): price making lower lows while momentum improves. A similar setup appeared MarchApril last year (purple vertical lines) which marked a very attractive entry"  
[X Link](https://x.com/matthew_sigel/status/2016984168786264258)  2026-01-29T21:17Z 57.7K followers, [----] engagements


"disclosure/learn more http://vaneck.com/node http://vaneck.com/node"  
[X Link](https://x.com/matthew_sigel/status/2016984722321064287)  2026-01-29T21:20Z 57.1K followers, [----] engagements


"Pass. We already have multiple anti-crypto analysts/PMs and they are very rich and old AF. With $node we are trying to provide thoughtful long-only diversified exposure to the entire value chain mindful of upside/downside capture over the cycle at a very reasonable fee and with max transparency. How about you You have broken one of my [--] Commandments of X investing which is that it's pathetic to have a single ticker in your bio unless you are working on a fund or link to the rest of your portfolio or you're a key man at a public company. It's like wearing another man's name on your back at a"  
[X Link](https://x.com/matthew_sigel/status/2016993363057090623)  2026-01-29T21:54Z 57.7K followers, [----] engagements


"@uhonyn We used the vaneck bitcoin etf $hodl to express this view and via a fee waiver $node shareholders will pay nothing for the exposure. Via a Cayman subsidiary we can own up to 25% in digital assets via ETFs. Disclosures"  
[X Link](https://x.com/matthew_sigel/status/2017003739186389341)  2026-01-29T22:35Z 57.7K followers, [---] engagements


"@jbooger91 Good thing it was only 25bps 😬"  
[X Link](https://x.com/matthew_sigel/status/2017063583729778786)  2026-01-30T02:33Z 57K followers, [--] engagements


"Kevin Warsh on Bitcoin: "You made reference to Bitcoin and I though I heard a little condescension in your voice that people are buying Bitcoin. It could provide market discipline it could tell the world that things need to be fixed. Bitcoin does not make me nervous. The underlying technology in that white paper it's just software. It's just the newest coolest coolest software that will provide us the opportunity to do things we could never have done before. Can the blockchain software be used for both good an evil Yes both like all software. But by building it here in the US that gives us"  
[X Link](https://x.com/matthew_sigel/status/2017082826613567664)  2026-01-30T03:49Z 57.1K followers, 15.2K engagements


"Binance to buy $1B Bitcoin over next [--] days An open letter to the crypto community 💛 During periods of market volatility and pressure the impact felt across the industry is naturally also felt by Binance. As a global industry leader we hold ourselves to elevated standards and continually improve based on feedback from https://t.co/HvWEQYjuKZ An open letter to the crypto community 💛 During periods of market volatility and pressure the impact felt across the industry is naturally also felt by Binance. As a global industry leader we hold ourselves to elevated standards and continually improve"  
[X Link](https://x.com/matthew_sigel/status/2017223569025925234)  2026-01-30T13:09Z 57.3K followers, 41.5K engagements


"You can see really the flight to quality in the markets today with $MSTR +1% and Silver -19%"  
[X Link](https://x.com/matthew_sigel/status/2017281664825676071)  2026-01-30T17:00Z 57.1K followers, 39.4K engagements


"CLSK insider open market transactions don't reflect the "buy-in" comment suggest rephrase. Happy birthday though. Happy birthday to our fearless and inspiring leader @smatthewschultz. Because of him people dont show up they buy-in. $CLSK @CleanSpark_Inc #bitcoin Happy birthday to our fearless and inspiring leader @smatthewschultz. Because of him people dont show up they buy-in. $CLSK @CleanSpark_Inc #bitcoin"  
[X Link](https://x.com/matthew_sigel/status/2017644815299842377)  2026-01-31T17:03Z 57.7K followers, 25.8K engagements


"@NateGeraci Hanging in for now 😬"  
[X Link](https://x.com/matthew_sigel/status/2017658313169899539)  2026-01-31T17:56Z 57.1K followers, [----] engagements


"@NateGeraci Disclosures etc http://Vaneck.com/node http://Vaneck.com/node"  
[X Link](https://x.com/matthew_sigel/status/2017658620784349363)  2026-01-31T17:57Z 57.1K followers, [---] engagements


"@elerianm Why do you never tweet about the $2.6B company you are Chairman of Because down 90% $UAA"  
[X Link](https://x.com/matthew_sigel/status/2017663146094481440)  2026-01-31T18:15Z 57.1K followers, [----] engagements


"@FinancialErnie Markets are made on the margin and the stock i bought yesterday insiders are buying not selling"  
[X Link](https://x.com/matthew_sigel/status/2017663928252436610)  2026-01-31T18:19Z 57.5K followers, [---] engagements


"🚨 Please expect some increased $NODE volatility. We have been buying some dips"  
[X Link](https://x.com/matthew_sigel/status/2018359645610606967)  2026-02-02T16:23Z 57.7K followers, [----] engagements


"$WULF +12% AH TeraWulf expands into KY & MD. First PJM site. Acquisitions add [---] GW of load more than doubling capacity to [---] GW across five sites supporting [------] MW of new contracted capacity annually. Century Aluminum ($CENX) sells Hawesville KY site for $200M cash + a 6.8% non-dilutive minority stake in a Terawulf affiliate as the site is redeveloped into an AI/HPC campus. https://twitter.com/i/web/status/2018448299683111053 https://twitter.com/i/web/status/2018448299683111053"  
[X Link](https://x.com/matthew_sigel/status/2018448299683111053)  2026-02-02T22:15Z 57.5K followers, 13.1K engagements


"@KyleFrench2274 Need to hear the capex numbers to be sure but does look very promising"  
[X Link](https://x.com/matthew_sigel/status/2018469821785288806)  2026-02-02T23:41Z 57.1K followers, [---] engagements


"@perry_lin1 Bridge or not Stronghold was an early innovator in acquiring generation capacity $bitf saw the value and $sdig former CEO is now a main character at Dept. of Energy"  
[X Link](https://x.com/matthew_sigel/status/2018475110458630194)  2026-02-03T00:02Z 57.7K followers, [---] engagements


"@rufflife222 They're paying $200M cash plus 7% equity in the site. $wulf had $700M on-hand at end of last quarter and has since raised $4B in debt. Once tenant is identified expect project debt"  
[X Link](https://x.com/matthew_sigel/status/2018479168242299307)  2026-02-03T00:18Z 57.5K followers, [---] engagements


"@perry_lin1 Scrubgrass and Panther are not just selling curtailed power. 5hey are responsible to participate in PJM auctions. Agree that you can't scale coal refuse to 100GW"  
[X Link](https://x.com/matthew_sigel/status/2018486155772338511)  2026-02-03T00:46Z 57.1K followers, [---] engagements


"@perry_lin1 @AnswerReality @chinoalemano @TheKamaHsutra We are 5-1 wulf/bitf ratio"  
[X Link](https://x.com/matthew_sigel/status/2018496430415941774)  2026-02-03T01:27Z 57.7K followers, [---] engagements


"$PYPL -16% pre market. Misses earnings. Replaces CEO (and ETH holder) Alex Chriss w/ HP Exec Enrique Lores. PYPL shares fell 10% during Chriss [---] year tenure vs. S&P +50%"  
[X Link](https://x.com/matthew_sigel/status/2018668492439142746)  2026-02-03T12:50Z 57.5K followers, [----] engagements


"$ORCL CDS spreads plunge after $25B bond sale attracted record demand thanks to pairing with $25B equity raise. 52-week high: ORCL CDS 😬 https://t.co/5ZIMaQKlxu 52-week high: ORCL CDS 😬 https://t.co/5ZIMaQKlxu"  
[X Link](https://x.com/matthew_sigel/status/2018693746376822843)  2026-02-03T14:31Z 57.5K followers, 55.7K engagements


"Novogratz address BTC quantum risk on $GLXY earnings call --"  
[X Link](https://x.com/matthew_sigel/status/2018760870462169583)  2026-02-03T18:57Z 57.6K followers, 15.1K engagements


"$ENPH +7% AH after beat/raise. Energy management tech leader posts strongest US growth in [--] years +21%. Says 90% of Q1 guidance already booked making the raised guidance conservative again. $ENPH upgraded neutral to BUY at Goldman. "Successfully reset near-term expectations "Growth opportunities have improved" "Valuation at or near all-time lows" "Set up for potential near-term beat for first time in over a year" $ENPH upgraded neutral to BUY at Goldman. "Successfully reset near-term expectations "Growth opportunities have improved" "Valuation at or near all-time lows" "Set up for potential"  
[X Link](https://x.com/matthew_sigel/status/2018804006563578084)  2026-02-03T21:49Z 57.5K followers, [----] engagements


"@GonzoFinance @intangiblecoins It's more baffling to me why devs seem so annoyed that people actually care"  
[X Link](https://x.com/matthew_sigel/status/2018820226369101937)  2026-02-03T22:53Z 57K followers, [--] engagements


"@Roubini18 You're highlighting one option of many. Tackling this issue is as much PR challenge as a technology choice so more engagement and humility and less arrogant hand-waving ("stop spreading FUD" ❌) would be welcome"  
[X Link](https://x.com/matthew_sigel/status/2018830050641256920)  2026-02-03T23:32Z 57.1K followers, [--] engagements


"@Roubini18 You want everyone who owns BTC and has questions about quantum to join this penny stock testnet i get it 🙄"  
[X Link](https://x.com/matthew_sigel/status/2018836179010076789)  2026-02-03T23:57Z 57.1K followers, [--] engagements


"If five of the most important core devs all said: "We understand the market is worried about this so we're going CODE RED on quantum for the next year. Responding to community feedback we will work to surface and communicate what we think are the 3-5 best options and keep you updated every month as our thinking evolves so the community can adopt a solution sooner rather than later" and then kept repeating that message over and over while releasing easy-to-read updates that express urgency instead of annoyance then youre more likely to get people joining/building with optimism. As for me I"  
[X Link](https://x.com/matthew_sigel/status/2018838557679296799)  2026-02-04T00:06Z 57.1K followers, [--] engagements


"$ENPH +38% on beat and raise Solar leader posts strongest US growth in [--] years +21%. Says 90% of Q1 guidance already booked making the raised guidance conservative again Three sell-side upgrades this morning $56 is 18x our [----] EBIDTA estimate hardly rich. @EingeLtrade bullish. recently added $ENPH where numbers look conservative and stock is cheap. @EingeLtrade bullish. recently added $ENPH where numbers look conservative and stock is cheap"  
[X Link](https://x.com/matthew_sigel/status/2019057625057436129)  2026-02-04T14:37Z 57.5K followers, [----] engagements


""Bitcoin is just open-source software" The software --"  
[X Link](https://x.com/matthew_sigel/status/2019070543345881185)  2026-02-04T15:28Z 57.7K followers, 65.1K engagements


"$CIFR Cipher Gets $13B Orders for $2B issue. Yield tightens to 6.125% from early indication 6.375%. *TALK: BLACK PEARL COMPUTE $2B NOTES 6.375%: BN CIFR looks to be pricing at 6.375% vs CRWV 9.25% APLD 9.25% and WULF 7.75%. Tighter spread reflects the A1-rated Amazon completion guarantee which covers construction cost overruns and eliminates the tenant walk-away risk *TALK: BLACK PEARL COMPUTE $2B NOTES 6.375%: BN CIFR looks to be pricing at 6.375% vs CRWV 9.25% APLD 9.25% and WULF 7.75%. Tighter spread reflects the A1-rated Amazon completion guarantee which covers construction cost overruns"  
[X Link](https://x.com/matthew_sigel/status/2019135830703652872)  2026-02-04T19:47Z 57.7K followers, 168K engagements


"@bitcoinsamuel21 @WClementeIII Correlations of course come and go but [--] year is a reasonable time period for some market participants to anchor to it. Relationship holds well since Bitcoin ETF launch less so before"  
[X Link](https://x.com/matthew_sigel/status/2019136943016259941)  2026-02-04T19:52Z 57.1K followers, [---] engagements


"@gunnaosrs Opinions"  
[X Link](https://x.com/matthew_sigel/status/2019137308126245117)  2026-02-04T19:53Z 57.1K followers, [----] engagements


"Correlations of course come and go but [--] year is a reasonable time period for some market participants to anchor to it. Relationship holds well since Bitcoin ETF launch; less so before. @matthew_sigel @WClementeIII You know what youre doing. Dont try to fuckin play dumb. Zoom the chart out to inception and lets see if it still looks the same. Yes Im calling you out. Dont get defensive. Do what I say and post that and lets see what it looks like. Im sure you already know. @matthew_sigel @WClementeIII You know what youre doing. Dont try to fuckin play dumb. Zoom the chart out to inception and"  
[X Link](https://x.com/matthew_sigel/status/2019138333922979954)  2026-02-04T19:57Z 57.1K followers, 11.5K engagements


"@velketorcapital Probably transient but both oversold here"  
[X Link](https://x.com/matthew_sigel/status/2019226267225321481)  2026-02-05T01:47Z 57.1K followers, [---] engagements


"Context-- https://www.bloomberg.com/news/articles/2026-02-03/texas-considers-revisiting-some-data-center-grid-approvals https://www.bloomberg.com/news/articles/2026-02-03/texas-considers-revisiting-some-data-center-grid-approvals"  
[X Link](https://x.com/matthew_sigel/status/2019247319615410308)  2026-02-05T03:10Z 57.1K followers, [----] engagements


"*AMAZON SEES [----] CAPEX ABOUT $200B VS ESTIMATES $146B. *ALPHABET SEES [----] CAPEX $175B TO $185B CONSENSUS $120B *ALPHABET SEES [----] CAPEX $175B TO $185B CONSENSUS $120B"  
[X Link](https://x.com/matthew_sigel/status/2019517443107062021)  2026-02-05T21:04Z 57.1K followers, 16.8K engagements


"$IREN $CLSK both miss revenue estimates"  
[X Link](https://x.com/matthew_sigel/status/2019520336715477301)  2026-02-05T21:15Z 57.7K followers, 14.9K engagements


"$MSTR shares close down 17% in worst day since April [----]. Reports net loss $42.93/share. $MSTR reports cash and cash equivalents $2.3B vs. $518M consensus (two estimates). Strategy says will keep cash reserves at 2-3 years of dividends"  
[X Link](https://x.com/matthew_sigel/status/2019522698171519265)  2026-02-05T21:25Z 57.7K followers, 16.3K engagements


"@JoeNakamoto @caprioleio Agree there is a cost curve; it's one of the hardest things a commodity analyst can build. But ranges are also useful"  
[X Link](https://x.com/matthew_sigel/status/2019535480598220883)  2026-02-05T22:15Z 57.1K followers, [--] engagements


"@pete_rizzo_ Goldman Sachs"  
[X Link](https://x.com/matthew_sigel/status/2019571499645170002)  2026-02-06T00:39Z 57.1K followers, [---] engagements


"@CK_Cryptoklepto @dollar_mara No it's because they continually operate at a loss most egregiously dump shares lack disclosure vs. peers totally missed AI and can't even be bothered to take analyst Q&A. Enough reasons for ya"  
[X Link](https://x.com/matthew_sigel/status/2019576310297948276)  2026-02-06T00:58Z 57.1K followers, [---] engagements


"One clarification: calling leverage historically extreme was ill-phrased. Futures OI hit ATHs with price in October then moved one-way lower after the 10/10 break. IMO as BTC matures as a settlement FX higher OI highs should be normal especially with ETF options basis trades and structured products in the mix. What matters is funding. By that measure we never saw persistent elevated perp funding or anything that was actually historically extreme." Bitcoin Market Update: Deleveraging Narrative Shock and an Oversold Setup Bitcoin has experienced a sharp drawdown over the past week with prices"  
[X Link](https://x.com/matthew_sigel/status/2019608246110023920)  2026-02-06T03:05Z 57.5K followers, [----] engagements


"$BITF ($KEEL) repaying Macquarie $300M debt facility. Good decision to retire that pricy debt as their balance sheet has never been stronger coming into this downdraft and their lease discussions should be going well in WA. No impact to capex plans at Panther Creek/Sharon. $BITF re-domiciling from Canada to USA (Delaware) and changing name to Keel Infrastructure HQ NYC. Decision based on comprehensive strategic review including analysis of investor sentiment and capital markets trends with an eye to maximizing shareholder value Expects to https://t.co/CNKesaNl7X $BITF re-domiciling from"  
[X Link](https://x.com/matthew_sigel/status/2019748567661850724)  2026-02-06T12:22Z 57.7K followers, 14.1K engagements


"Full disclosure: We entered at $31 stopped out below $27 took the tax loss bought back $HOOD @ $78 where we have more conviction in long-term share gains. HOOD +14% ETOR +6% today. Happy to revisit $ETOR later still very cheap. Always weighing risk/reward vs. the tax bill 🫡 We initiated a position in $ETOR in $NODE. ETOR is a profitable global retail brokerage with built-in social trading and meaningful balance-sheet float income not just a crypto trading app. Shares are now 55% below the first-day IPO close and 30% down in the last month https://t.co/oH3PUkAyb4 We initiated a position in"  
[X Link](https://x.com/matthew_sigel/status/2019816530343764469)  2026-02-06T16:52Z 57.6K followers, [----] engagements


"@Kafka7invest @Gladiator21M You have to look at the performance of the fund not one position in it. http://vaneck.com/node http://vaneck.com/node"  
[X Link](https://x.com/matthew_sigel/status/2019817795584946678)  2026-02-06T16:57Z 57.1K followers, [--] engagements


"The Bitcoin income ETF that writes calls is down as much as Bitcoin YTD despite being marketed as a smoother ride. Turned out selling calls doesnt hedge drawdowns. Who knew (This is why we dont issue these.)"  
[X Link](https://x.com/matthew_sigel/status/2019847804357865978)  2026-02-06T18:56Z 57.7K followers, 16.4K engagements


"@brockfastnut $WULF and "$KEEL""  
[X Link](https://x.com/matthew_sigel/status/2019857247107453270)  2026-02-06T19:34Z 57.1K followers, [---] engagements


"@mikealfred @josh_levenson @IREN_Ltd Deflection"  
[X Link](https://x.com/matthew_sigel/status/2019909792018362817)  2026-02-06T23:03Z 57.1K followers, [----] engagements


"@VitalikButerin @RyanSAdams If it's a store of value then why didn't you take out a loan against it instead of "withdrawing" [-----] ETH per your post last week (presumably sold by now)"  
[X Link](https://x.com/matthew_sigel/status/2020142924676166090)  2026-02-07T14:29Z 57.5K followers, [----] engagements


"@RepzdaCanes So obvious Allstate wouldn't go up against the NFL's official insurance partner. Was buying that one all weekend and during the game"  
[X Link](https://x.com/matthew_sigel/status/2020844234815991827)  2026-02-09T12:56Z 57.7K followers, [---] engagements


"@ImperiumPaper British pensioners"  
[X Link](https://x.com/matthew_sigel/status/2020894269842530662)  2026-02-09T16:15Z 57.6K followers, [----] engagements


"@edzitron Bitcoin miners have signed 3+ GW of AI-related lease contracts since last year and for the most part each deal has gotten better ($/MW) for the miners. Not BS"  
[X Link](https://x.com/matthew_sigel/status/2020926208519864486)  2026-02-09T18:22Z 57.7K followers, [----] engagements


"@TraceyRyniec SpaceX u mean"  
[X Link](https://x.com/matthew_sigel/status/2020946331972534500)  2026-02-09T19:42Z 57.6K followers, [----] engagements


"@edzitron You're missing that APLD almost went bankrupt and the shares weren't "given""  
[X Link](https://x.com/matthew_sigel/status/2020965337781633467)  2026-02-09T20:57Z 57.6K followers, [----] engagements


"@MikeBucella my bad. $COP is the oil major which piloted Bitcoin mining not $CVX"  
[X Link](https://x.com/matthew_sigel/status/2020975164285124680)  2026-02-09T21:36Z 57.7K followers, [---] engagements


"@Diminsmonk @MARA @fgthiel Maybe he will let the JPM analyst ask a "question" on the next "earnings call""  
[X Link](https://x.com/matthew_sigel/status/2020991383524221231)  2026-02-09T22:41Z 57.6K followers, [--] engagements


"@ChiefSkurp @brian_armstrong At least that one was pre-planned vs. open market sale"  
[X Link](https://x.com/matthew_sigel/status/2021649185989439739)  2026-02-11T18:15Z 57.6K followers, [----] 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](https://x.com/matthew_sigel/status/1989139770140971183)  2025-11-14T01:14Z 57.7K followers, 417.4K engagements


"$CRCL +12% This is wrong. Roughly 99% of Circle insider shares already unlocked after the 2nd trading day post-earnings November 13th. The Dec [--] lockup is just the boilerplate 6-month date you get when your AI doesn't read the prospectus carefully enough. https://t.co/LCwrpTKHfH This is wrong. Roughly 99% of Circle insider shares already unlocked after the 2nd trading day post-earnings November 13th. The Dec [--] lockup is just the boilerplate 6-month date you get when your AI doesn't read the prospectus carefully enough. https://t.co/LCwrpTKHfH"  
[X Link](https://x.com/matthew_sigel/status/1994439203447329276)  2025-11-28T16:12Z 57.7K followers, 23.4K engagements


"$NODE mentioned on CNBC -- "The funds that we like in the energy/electricity space are the actively managed ETFs. We have one that has more of a crypto background the ticker is NODE. Half of that portfolio is now leaning into the electricity transition. About 30% is in Bitcoin miners that are leaning into AI transformation and doing deals with hyerscalers and 20% of the fund is directly geared to power such as producers like $VST. 👊@JanvanEck3 https://twitter.com/i/web/status/2010808533571551322 https://twitter.com/i/web/status/2010808533571551322"  
[X Link](https://x.com/matthew_sigel/status/2010808533571551322)  2026-01-12T20:18Z 57.7K followers, [----] engagements


"$GLXY gets ERCOT approval for [---] MW Power Expansion at Helios doubles total power capacity to 1.6GW+ signs service agreement with $AEP construction underway for first phase under lease with $CRWV first power early this year"  
[X Link](https://x.com/matthew_sigel/status/2011806862576918564)  2026-01-15T14:25Z 57.7K followers, 64.8K engagements


"We initiated a position in $ETOR in $NODE. ETOR is a profitable global retail brokerage with built-in social trading and meaningful balance-sheet float income not just a crypto trading app. Shares are now 55% below the first-day IPO close and 30% down in the last month trading below 2027E book value barring a profitability collapse which looks very unlikely given current returns and cash generation. This drawdown comes as retail participation has started the year strong historically supportive for retail brokers. We see an asymmetric setup: profitable growing buying back stock yet still"  
[X Link](https://x.com/matthew_sigel/status/2011819048619721163)  2026-01-15T15:13Z 57.7K followers, 46.7K engagements


"One of the most widely followed Wall Street strategists Chris Wood (Jefferies former CLSA) author of GREED & FEAR removed BTC from his long-term asset allocation model portfolio last week due to quantum computing risks. The paper that spooked him is in replies"  
[X Link](https://x.com/matthew_sigel/status/2013266516112712139)  2026-01-19T15:05Z 57.7K followers, 211.6K engagements


"Bell Canada (BCE CN) Data Center Rollout Moving Faster Than Expected CEO Says $HIVE should benefit"  
[X Link](https://x.com/matthew_sigel/status/2013438873158717714)  2026-01-20T02:30Z 57.7K followers, 12.6K engagements


"@EvgenyGaevoy Come on nobody even remembers the macro news because it didn't matter stocks were up the next day and shortly thereafter at new highs. Are you saying there was no vulnerability in Binance's systems that caused the depeggings and contributed materially to the washout"  
[X Link](https://x.com/matthew_sigel/status/2017375746545627374)  2026-01-30T23:13Z 57.7K followers, [----] engagements


"$WULF +12% AH TeraWulf expands into KY & MD. First PJM site. Acquisitions add [---] GW of load more than doubling capacity to [---] GW across five sites supporting [------] MW of new contracted capacity annually. Century Aluminum ($CENX) sells Hawesville KY site for $200M cash + a 6.8% non-dilutive minority stake in a Terawulf affiliate as the site is redeveloped into an AI/HPC campus. https://twitter.com/i/web/status/2018448299565445174 https://twitter.com/i/web/status/2018448299565445174"  
[X Link](https://x.com/matthew_sigel/status/2018448299565445174)  2026-02-02T22:15Z 57.7K followers, 15.7K engagements


"@perry_lin1 Why don't you count Scrubgrass and Panther Creek"  
[X Link](https://x.com/matthew_sigel/status/2018469319114686620)  2026-02-02T23:39Z 57.7K followers, [---] engagements


"@TheBlueMatt PR tip: instead of attacking as "absurd" or "FUD" just keep posting frequently all progress and updates and invite feedback from the marketplace of ideas where this is disagreement or tradeoffs. Will be a much more disarming strategy. 👍"  
[X Link](https://x.com/matthew_sigel/status/2018866108539752495)  2026-02-04T01:56Z 57.7K followers, [----] engagements


"*ALPHABET SEES [----] CAPEX $175B TO $185B CONSENSUS $120B"  
[X Link](https://x.com/matthew_sigel/status/2019155204134908045)  2026-02-04T21:04Z 57.7K followers, 64K engagements


""While the sentiment surrounding cryptocurrencies may appear to be waning these episodes have historically provided opportunities to engage in length. A chart worth paying close attention to is the BTC / XAU ratio which is testing a multi-year level." - GS"  
[X Link](https://x.com/matthew_sigel/status/2019452526290956325)  2026-02-05T16:46Z 57.7K followers, [----] engagements


"Bitcoin Market Update: Deleveraging Narrative Shock and an Oversold Setup Bitcoin has experienced a sharp drawdown over the past week with prices falling roughly [--] percent and currently trading in the mid-$60000s. The move has been driven by a rapid unwind of leverage from historically extreme levels rather than a single liquidation shock. BTC futures open interest has fallen from roughly $61 billion one week ago to about $49 billion today a decline of more than [--] percent in notional exposure in just a few sessions. More broadly futures open interest peaked above $90 billion in early"  
[X Link](https://x.com/matthew_sigel/status/2019474276467011875)  2026-02-05T18:12Z 57.7K followers, 60.5K engagements


""Micron shut out of NVDA HBM4 plans as specs get tougher" Hynix & Samsung to get the business ✅ Hynix +8% ATH after positive pre-release Operating profit +68% y/y beat consensus by 15% Says growth momentum accelerated further in Q4 Sees DRAM bit growth flat in Q1 (vs usual seasonal down) Considering US listing Canceling treasury shares 12.2T Won (2%) Call tomorrow. Hynix +8% ATH after positive pre-release Operating profit +68% y/y beat consensus by 15% Says growth momentum accelerated further in Q4 Sees DRAM bit growth flat in Q1 (vs usual seasonal down) Considering US listing Canceling"  
[X Link](https://x.com/matthew_sigel/status/2020849586533810495)  2026-02-09T13:17Z 57.7K followers, 48.5K engagements


"Crypto-related equities (expanded universe): 52-week highs: AES B3SA3 BZ BK CME CVX DTM GEV KMI MOD PRY IM VRT 52-week lows: KLAR"  
[X Link](https://x.com/matthew_sigel/status/2020965187449233483)  2026-02-09T20:57Z 57.7K followers, [----] engagements


"There is an ATM authorized on SATA but they went with the one-time offering instead which was cleaner given retiring a bunch of higher-priced debt. Now SATA's adjustable interest rate will rachet higher to get SATA $95+ per management target otherwise at current mNAV of the common equity there is little hope to grow. 'Bondholder' was ill-phrased above. Pref holders. https://twitter.com/i/web/status/2021040201326325929 https://twitter.com/i/web/status/2021040201326325929"  
[X Link](https://x.com/matthew_sigel/status/2021040201326325929)  2026-02-10T01:55Z 57.7K followers, [---] engagements


"30% of $HOOD Q&A (6 of [--] questions) concerned prediction markets by far the #1 topic. This tracks with industry growth: volumes are now $10B+ per month ($300400M/day) roughly comparable to average daily U.S. sports betting handle. On the call Vlad flagged the regulatory constraint: binary yes/no contracts (e.g. TSLA deliveries X) can fit under CFTC event contract authority similar to how Kalshi lists sports over/unders at multiple strike levels. But contracts with continuous or formula-based payouts tied to a single issuers financial performance could be treated as SEC security-based swaps"  
[X Link](https://x.com/matthew_sigel/status/2021384231566332227)  2026-02-11T00:42Z 57.7K followers, 16.6K 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 [--] sats"  
[X Link](https://x.com/matthew_sigel/status/1998744233889431832)  2025-12-10T13:18Z 57.7K followers, [----] engagements


"PJMs December auction was short [---] GW for one year. Now the largest grid warns the cumulative gap will reach [--] GW over the next decade at a $180B cost. This take reveals a deep misunderstanding of the issue. It's like pointing to an empty DMV lobby after hours and declaring nobody needs a drivers license. PJM has [---] GW of generation stuck in its interconnection queue. Only 15% ever reach service. The forward strip they're This take reveals a deep misunderstanding of the issue. It's like pointing to an empty DMV lobby after hours and declaring nobody needs a drivers license. PJM has [---] GW"  
[X Link](https://x.com/matthew_sigel/status/2019856480724533595)  2026-02-06T19:31Z 57.7K followers, 31.4K engagements


"My top pick for the Superbowl -- "No" on Allstate advertising on Big Game offers value at $0.45. 1) They haven't bought a Superbowl ad since [----]. 2) Terrible year for P&Cs. 3) Trade rag reported a couple weeks ago they had no plans to do so. Max long"  
[X Link](https://x.com/matthew_sigel/status/2019865563720307182)  2026-02-06T20:07Z 57.7K followers, [----] engagements


"@NYCComptroller "Bad budgeting" you mean sanctuary city expenses"  
[X Link](https://x.com/matthew_sigel/status/2020141546830549165)  2026-02-07T14:24Z 57.7K followers, [---] engagements


"@perry_lin1 Correct"  
[X Link](https://x.com/matthew_sigel/status/2021284869595091391)  2026-02-10T18:07Z 57.7K followers, [---] engagements


"@perry_lin1 sterling has long been the go-to venue for issuers seeking longer-dated funding underpinned by strong demand from UK pension funds and insurers"  
[X Link](https://x.com/matthew_sigel/status/2020882806671364283)  2026-02-09T15:29Z 57.8K followers, [----] engagements


"Will be on @SquawkCNBC at 7am this morning talking about Bitcoin (and $NODE). Tune in"  
[X Link](https://x.com/matthew_sigel/status/2021904838502887896)  2026-02-12T11:10Z 57.8K followers, [----] engagements


"$NBIS -4% on lack of new customer announcement but the GPU pricing commentary is positive and squares with recent rally in the Silicon Data Rental Index (chart below): The prices of GPUs didn't fall even on previous generations of GPUs as the industry may have expected. We are seeing very strong pricing across all families of GPUs and we are at full utilization as we continue to sell-out all available capacity. In Q4 we saw nearly twice as many transactions completed for over [--] months in duration over what we succeeded with in Q3 while average selling prices increased by more than 50%. As an"  
[X Link](https://x.com/matthew_sigel/status/2021959819809222795)  2026-02-12T14:49Z 57.8K followers, 27.4K engagements


"$FIGR pre-announce Q4 in the updated prospectus blockchain share offering (secondary not new shares) launched today. Sees prelim Q4 revenues $158-162M vs. cons $154M. Sees prelim Q4 EBIDTA $80-83M vs cons $82M FIGR +2%"  
[X Link](https://x.com/matthew_sigel/status/2022327833444622502)  2026-02-13T15:11Z 57.8K followers, [----] engagements


"$WYFI +13% after OpenAI announced a partnership with Cerebras. (Cerebras is live with 5MW colocation agreement at Whitefiber's MTL-3 Montreal datacenter) OpenAI🤝Cerebras https://t.co/zvVIdIsw2u https://t.co/cKUL5ZSTE3 OpenAI🤝Cerebras https://t.co/zvVIdIsw2u https://t.co/cKUL5ZSTE3"  
[X Link](https://x.com/matthew_sigel/status/2011551156515008686)  2026-01-14T21:29Z 57.7K followers, 14.2K engagements


"$WYFI -11% post-close Announces proposed private placement of $200M convertible notes"  
[X Link](https://x.com/matthew_sigel/status/2014081295958061119)  2026-01-21T21:02Z 57.7K followers, 15.9K engagements


"$WYFI also pre-announces Q4 revenues $22.7-25.1M vs. cons $23.2M. Expects cash on hand $112-124M. Stock -7% now $WYFI -11% post-close Announces proposed private placement of $200M convertible notes. https://t.co/MiQEtWntX5 $WYFI -11% post-close Announces proposed private placement of $200M convertible notes. https://t.co/MiQEtWntX5"  
[X Link](https://x.com/matthew_sigel/status/2014091129126265202)  2026-01-21T21:41Z 57.7K followers, [----] engagements


"@Bitcoin_Jew @LincolnRestler Yes"  
[X Link](https://x.com/matthew_sigel/status/2022096880843493605)  2026-02-12T23:53Z 57.7K followers, [--] engagements


"🚨Now Effective: VanEck Onchain Economy ETF ($NODE) Actively managed $NODE will aim to hold [----] 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 25% 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. VanEck Onchain Economy ETF https://t.co/ITVUWFlP4Y VanEck Onchain Economy ETF"  
[X Link](https://x.com/matthew_sigel/status/1912585992822804505)  2025-04-16T19:16Z 57.7K followers, 400.4K 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 [--] 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)  2025-05-14T00:11Z 57.7K followers, 337.9K engagements


"⚠$BTDR flagship US AI Site at Risk of Delay BTDR slips crucial disclosure into todays monthly report: Clarington OH site (570MW) the cornerstone of its U.S. AI/HPC strategy may be delayed due to ongoing litigation with a neighboring industrial tenant. This is the same site BTDR has been guiding the market toward as a leased facility with [----] energization central to proving domestic AI compute capability. Lawsuit was first mentioned generically in an after-hours 6-K last Thursday; todays report is where we learn its Clarington. Strong Jan mining numbers aside introduces real timeline risk to"  
[X Link](https://x.com/matthew_sigel/status/2021250553578140052)  2026-02-10T15:50Z 57.8K followers, 26.6K engagements


"SCHW CEO on Bloomberg TV: *AI IS BENEFICIAL TO BUSINESS *COST TO SERVE A SCHWAB ACCOUNT HAS DROPPED 21% HOOD interesting AI anecdote from the call: "AI support is really cranking. Now over 75% of our cases are solved by AI including the complex cases that previously required licensed brokerage professionals. And we've built a lot of this tech in-house. We're continuing to HOOD interesting AI anecdote from the call: "AI support is really cranking. Now over 75% of our cases are solved by AI including the complex cases that previously required licensed brokerage professionals. And we've built a"  
[X Link](https://x.com/matthew_sigel/status/2021576060874203398)  2026-02-11T13:24Z 57.8K followers, [----] engagements


"THE TABLES HAVE TURNED Just days after Tether lifts its stake in Gold Royalty Corp ($GROY $600M mkt cap) above 10% the company fires back & adopts poison pill (shareholder rights plan) that would dilute everyone by roughly 50% if any investor (read: Tether) crosses the 15% line. Tethers been on a spree buying up gold-royalty stocks but this time they ran into a public company trying to do the same thing. 🍿 https://twitter.com/i/web/status/1986427634633376068 https://twitter.com/i/web/status/1986427634633376068"  
[X Link](https://x.com/matthew_sigel/status/1986427634633376068)  2025-11-06T13:37Z 57.8K followers, 30.4K engagements


"$LGN is my top performer today (+5%) as they close the Bowers acquisition early & earn multiple EPS upgrades. As the AI narrative moves from announcements to physical build-out E&Cs like Legence are well positioned to capture some of the growth. Tough day"  
[X Link](https://x.com/matthew_sigel/status/2008987503651688689)  2026-01-07T19:42Z 57.8K followers, [----] engagements


"H100 rental prices are up only since Claude [---] Opus launch $NVDA H100 rental prices make new 8-month highs; +14% from November lows as hyperscaler demand tightens supply faster than new capacity can come online. https://t.co/KbQOzYB6mB $NVDA H100 rental prices make new 8-month highs; +14% from November lows as hyperscaler demand tightens supply faster than new capacity can come online. https://t.co/KbQOzYB6mB"  
[X Link](https://x.com/matthew_sigel/status/2014821839764156745)  2026-01-23T22:05Z 57.8K followers, 583.9K engagements


"Stifel survey of electrical & mechanical contractors: Data centers drove Q4 demand acceleration above expectations. $LGN 52-week high"  
[X Link](https://x.com/matthew_sigel/status/2015809615200452981)  2026-01-26T15:30Z 57.8K followers, [----] engagements


"$CIFR Cipher Mining Inc. Announces Proposed Offering of $2 Billion of Senior Secured Notes to build out the 300MW Black Pearl Data Center already leased to Amazon AWS for $5.5B. Part of proceeds to reimburse CIFR $232M for equity already invested. AWS payments start Aug 2025"  
[X Link](https://x.com/matthew_sigel/status/2018678573507252409)  2026-02-03T13:30Z 57.8K followers, 122.2K engagements


"*TALK: BLACK PEARL COMPUTE $2B NOTES 6.375%: BN CIFR looks to be pricing at 6.375% vs CRWV 9.25% APLD 9.25% and WULF 7.75%. Tighter spread reflects the A1-rated Amazon completion guarantee which covers construction cost overruns and eliminates the tenant walk-away risk found in peer contracts. This pricing could help establish a structural advantage; CIFR is now building AI infrastructure with utility-scale cost of capital while many peers are burdened by much higher rates. $CIFR Cipher Mining Inc. Announces Proposed Offering of $2 Billion of Senior Secured Notes to build out the 300MW Black"  
[X Link](https://x.com/matthew_sigel/status/2019039770450530349)  2026-02-04T13:26Z 57.8K followers, 176.5K engagements


"French Government stalls EDF's data center arm sale to $MARA on national security grounds; asks for deeper review prelude to possible block. (Recall last week the French finance ministry announced it was blocking Eutelsat from selling infra assets to a private equity firm.)"  
[X Link](https://x.com/matthew_sigel/status/2019393677265674478)  2026-02-05T12:52Z 57.8K followers, 13.4K engagements


"$BITF re-domiciling from Canada to USA (Delaware) and changing name to Keel Infrastructure HQ NYC. Decision based on comprehensive strategic review including analysis of investor sentiment and capital markets trends with an eye to maximizing shareholder value Expects to trade on TSE & Nasdaq under ticker KEEL. https://twitter.com/i/web/status/2019746958110277782 https://twitter.com/i/web/status/2019746958110277782"  
[X Link](https://x.com/matthew_sigel/status/2019746958110277782)  2026-02-06T12:16Z 57.8K followers, 92.8K engagements


"@mikealfred I kind of like it. Generic stable professional sounding"  
[X Link](https://x.com/matthew_sigel/status/2019870642632343612)  2026-02-06T20:27Z 57.8K followers, [----] engagements


"Morgan Stanley initiates on "3 Bitcoin mining stocks with data center upside." Still systematic shortage of AI compute-related supply HUT deal was so good they use lower $/watt in their model to be conservative ("surprise") "Significant upside in WULF & CIFR"; u/w MARA"  
[X Link](https://x.com/matthew_sigel/status/2020836946021683457)  2026-02-09T12:27Z 57.8K followers, 43.1K engagements


""The upside to our base case price targets for WULF and CIFR at 159% and 158% respectively is unusually high" "By our estimates the HUT transaction with Google/Fluidstack/Anthropic in December [----] generated value to HUT shareholders of $18/watt; Bitcoin stocks trade at a range of $1-7 on an enterprise value/watt basis" https://twitter.com/i/web/status/2020836948177248703 https://twitter.com/i/web/status/2020836948177248703"  
[X Link](https://x.com/matthew_sigel/status/2020836948177248703)  2026-02-09T12:27Z 57.8K followers, 21.6K engagements


"Bernstein: "Weakest Bitcoin bear case in history: What we are experiencing is the weakest Bitcoin bear case in its history. When all stars are aligned Bitcoin community manufactures a self-imposed crisis of confidence. Nothing blew up no skeletons will unravel. Media is back again to write an obituary. Time remains a flat circle on Bitcoin.""  
[X Link](https://x.com/matthew_sigel/status/2020846395968688600)  2026-02-09T13:05Z 57.8K followers, 82.8K engagements


"*ANTHROPIC MULLS SECURING 10GIGAWATTS OF CAPACITY: THE INFORMATION Anthropic has privately discussed getting [--] GW by renting capacity from cloud providers and notably by leasing its own data center spacemeaning it would likely purchase/operate the server equipment inside"  
[X Link](https://x.com/matthew_sigel/status/2020908430857212190)  2026-02-09T17:11Z 57.8K followers, 338K engagements


"We rode SATA to $100+ in Jan stepped aside after the $225M follow-on and are now LONG again at $85. Why the round trip The offering and subsequent BTC rout smashed the price but CLEANED the balance sheet. Legacy debt is gone. SATA is now the senior-most claim on 13k+ unencumbered BTC. The Math: We see 20% absolute return in [--] weeks with minimal downside: Upside: Simple snap-back near Par ($100) + dividends. Catalyst: MSTR ($STRC) ex-div on the 15th. Watch the income rotation into SATA (ex-div on the 1st) fill the liquidity gap. Management is mandated to defend the $95 floor to keep their ATM"  
[X Link](https://x.com/matthew_sigel/status/2020959538489573801)  2026-02-09T20:34Z 57.8K followers, 26.8K engagements


"$GOOGL prices 100-year bond at +120bps over gilts down from initial price terms of 145-150bps on strong demand. $14B orders for a $1.4B issue The 100-year issue received the most orders of the five sterling tranches GOOGL selling 100-year debt 😯 https://t.co/6iwlXBkZTN GOOGL selling 100-year debt 😯 https://t.co/6iwlXBkZTN"  
[X Link](https://x.com/matthew_sigel/status/2021255510096289869)  2026-02-10T16:10Z 57.8K followers, 78K engagements


"HOOD interesting AI anecdote from the call: "AI support is really cranking. Now over 75% of our cases are solved by AI including the complex cases that previously required licensed brokerage professionals. And we've built a lot of this tech in-house. We're continuing to automate and optimize the entire engineering pipeline from writing code down to code review all the way to deployment and testing. And this is already turning into real savings and efficiency gains estimated at $100M+ in [----] alone." (Stock -8% AH after earnings miss after closing -1% vs SCHW/LPLA/RJF all -8% today)"  
[X Link](https://x.com/matthew_sigel/status/2021372163521929725)  2026-02-10T23:54Z 57.8K followers, 40K engagements


"$VRT monster order number +252% y/y stock +14% pre to ATH"  
[X Link](https://x.com/matthew_sigel/status/2021563294700765475)  2026-02-11T12:33Z 57.8K followers, [----] engagements


"$BWA auto supplier Borg Warner pivoting to turbines for data centers wins generator system award from Endeavour with production early 2027; says possibly $300M+ sales in first year stock +18% adding $2B in market cap"  
[X Link](https://x.com/matthew_sigel/status/2021611765545517551)  2026-02-11T15:46Z 57.8K followers, [----] engagements


"Fortune favors the brave $COIN"  
[X Link](https://x.com/matthew_sigel/status/2021638653714350238)  2026-02-11T17:33Z 57.8K followers, 167.1K engagements


"I think I'm more of a "you go first @brian_armstrong" kind of guy here. Fortune favors the brave $COIN https://t.co/OHikufmgem Fortune favors the brave $COIN https://t.co/OHikufmgem"  
[X Link](https://x.com/matthew_sigel/status/2021640462201692568)  2026-02-11T17:40Z 57.8K followers, 266.3K engagements


"@mcagney @Figure @provenancefdn @coingecko IPO lockup expiry looming probably weighing on the stock"  
[X Link](https://x.com/matthew_sigel/status/2021652117874991271)  2026-02-11T18:26Z 57.8K followers, [----] engagements


"Not sure I agree with that logic but appreciate the reply. Those shares are still being sold just earlier than usual. And Nasdaq's matching engine is orderly too so if onchain demand is lackluster insider supply could still overwhelm it. Anyway recommend avoiding this relentless insider selling pattern post-IPO 👍 -- https://x.com/matthew_sigel/status/2021640462201692568 https://x.com/matthew_sigel/status/2021640462201692568"  
[X Link](https://x.com/matthew_sigel/status/2021656768477008333)  2026-02-11T18:45Z 57.8K followers, [---] engagements


"@BradR1115 @TopTickResearch You may be one your own on this one. Not convinced yet but watching"  
[X Link](https://x.com/matthew_sigel/status/2021763984819429541)  2026-02-12T01:51Z 57.8K followers, [---] engagements


"NYC City council member pushing to redesign streets around a mode of transport used by 3% of commuters (bikers) actively worked to kill NYC jobs because he doesnt personally prefer the industry (defense) which accounts for 3% of U.S. GDP. At the Brooklyn Navy Yard. Easy Aerial is leaving the Brooklyn Navy Yard. @BklynNavyYard leadership made the right decision last month to not renew their lease. This public asset should not be leasing space to companies producing drones that are being transformed into weapons of war. Easy Aerial is leaving the Brooklyn Navy Yard. @BklynNavyYard leadership"  
[X Link](https://x.com/matthew_sigel/status/2021771740180083174)  2026-02-12T02:22Z 57.8K followers, [----] engagements


"Disclosure for ticker mention Learn more http://vaneck.com/node http://vaneck.com/node"  
[X Link](https://x.com/matthew_sigel/status/2021905267915620539)  2026-02-12T11:12Z 57.8K followers, [----] engagements


"@HomesInter @BSCNews @vaneck_us @coinbase @brian_armstrong found the racist"  
[X Link](https://x.com/matthew_sigel/status/2021924027548242075)  2026-02-12T12:27Z 57.8K followers, [--] engagements


"Record EPS at a $280B SIFI. One profitable calendar year at a $3B Bitcoin miner. Similar CEO pay"  
[X Link](https://x.com/matthew_sigel/status/2021939216167641412)  2026-02-12T13:27Z 57.8K followers, [----] engagements


"$BTDR reports Q4 "revenues +250% y/y" However beneath that headline: margins collapsed losses widened cash burn is huge financing/dilution is heavy AI upside delayed (plus litigation risk) $BTDR -8% $BTDR +14% YTD vs $BTC -20% on AI hopes. But Clarington lease has been the carrot on a stick for a year Q1'25 they promised a major lease. Instead dumped the partner LOI to "go it alone" got sued by a neighbor & just pulled the [----] timeline. No partner no date. Sell. $BTDR +14% YTD vs $BTC -20% on AI hopes. But Clarington lease has been the carrot on a stick for a year Q1'25 they promised a major"  
[X Link](https://x.com/matthew_sigel/status/2021978148305522693)  2026-02-12T16:02Z 57.8K followers, [----] engagements


"@ZohranKMamdani Update: impossible promise runs into budget reality. Sad for those who believed the hype"  
[X Link](https://x.com/matthew_sigel/status/2021988955919659459)  2026-02-12T16:45Z 57.8K followers, [--] engagements


"@NYCComptroller Data from this report: Jobs are only growing because of Healthcare & Social Assistance (you should separate these categories) Business taxes DOWN Energy inflation MUCH HIGHER than national average (please stop the climate virtue signaling it's crushing New Yorks finances)"  
[X Link](https://x.com/matthew_sigel/status/2022127540576612736)  2026-02-13T01:55Z 57.8K followers, [---] engagements


"SEI +12% lands second large data center customer w/ 10-year contract w/ "an investment grade global technology company" for [---] MW of power gen assets. (Solaris powers xAI "Colossus" site in Memphis; their two data center customers total [---] GW with 400MW still to be leased)"  
[X Link](https://x.com/matthew_sigel/status/2022274758528713053)  2026-02-13T11:40Z 57.8K followers, [----] engagements


"@JesseKobernick It's $1M over [--] years at current prices. Seems like a bargain for a top legal mind"  
[X Link](https://x.com/matthew_sigel/status/2022310624252797158)  2026-02-13T14:03Z 57.8K followers, [----] engagements


"@CK_Cryptoklepto The increase was thanks to positive inflows and a rebalance in $DAPP (ie the stock underperformed so DAPP bought more). Conversely in $NODE we were sellers on a % basis in Q4. disclosures -- http://vaneck.com/dapp http://vaneck.com/node http://vaneck.com/dapp http://vaneck.com/node"  
[X Link](https://x.com/matthew_sigel/status/2022327168110669961)  2026-02-13T15:09Z 57.8K followers, [---] engagements


"@EricBalchunas @daniburgz Little do they know that crypto stonks are [--] of the top [--] movers in IGV today"  
[X Link](https://x.com/matthew_sigel/status/2022343986686595393)  2026-02-13T16:15Z 57.8K followers, [----] engagements


""Its anyones guess whether $60k is the low but my guess is that it is and that after a few months of backing and filling the next cyclical bull market will get underway." Finally Bitcoin fell to $60k last week which is in the support zone that I suggested a few months ago when I wrote that another 4-year cycle bull market had likely ended. A decline to only $60k would be relatively shallow for a Bitcoin winter but as the commodity currency https://t.co/aKz2qmGEo3 Finally Bitcoin fell to $60k last week which is in the support zone that I suggested a few months ago when I wrote that another"  
[X Link](https://x.com/matthew_sigel/status/2022346258296500699)  2026-02-13T16:24Z 57.8K followers, 12.4K engagements

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