[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @matthew_sigel matthew sigel, recovering CFA matthew sigel, recovering CFA posts on X about bitcoin, mining, bitcoin mining, exchanges the most. They currently have XXXXXX followers and 2025 posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::886396943982899201/interactions)  - X Week XXXXXXX +35% - X Month XXXXXXXXX +28% - X Months XXXXXXXXXX -XXXX% - X Year XXXXXXXXXX +330% ### Mentions: XX [#](/creator/twitter::886396943982899201/posts_active)  - X Week XX -XX% - X Month XXX +21% - X Months XXX -XXXX% - X Year XXXXX +259% ### Followers: XXXXXX [#](/creator/twitter::886396943982899201/followers)  - X Week XXXXXX +0.57% - X Month XXXXXX +1.90% - X Months XXXXXX +34% - X Year XXXXXX +166% ### CreatorRank: XXXXXXX [#](/creator/twitter::886396943982899201/influencer_rank)  ### Social Influence [#](/creator/twitter::886396943982899201/influence) --- **Social category influence** [cryptocurrencies](/list/cryptocurrencies) #5034 [finance](/list/finance) [stocks](/list/stocks) [countries](/list/countries) [technology brands](/list/technology-brands) [vc firms](/list/vc-firms) [currencies](/list/currencies) [exchanges](/list/exchanges) [fashion brands](/list/fashion-brands) [travel destinations](/list/travel-destinations) **Social topic influence** [bitcoin](/topic/bitcoin) #2313, [mining](/topic/mining), [bitcoin mining](/topic/bitcoin-mining), [exchanges](/topic/exchanges) #151, [stocks](/topic/stocks) #2073, [longterm](/topic/longterm), [$node](/topic/$node) #1, [infra](/topic/infra) #116, [market cap](/topic/market-cap), [withausd](/topic/withausd) **Top assets mentioned** [Bitcoin (BTC)](/topic/bitcoin) [Solana (SOL)](/topic/solana) [Alliance Resource Partners LP (ARLP)](/topic/$arlp) [TeraWulf Inc. (WULF)](/topic/$wulf) [Morgan Stanley (MS)](/topic/morgan-stanley) [Bit Digital, Inc. (BTBT)](/topic/$btbt) [Ethereum (ETH)](/topic/ethereum) [Hundred Million (100M)](/topic/$100m) [RAI Finance (SOFI)](/topic/$sofi) [Virtu Financial, Inc. Class A (VIRT)](/topic/$virt) [THUMZUP MEDIA CORP (TZUP)](/topic/thumzup) [Vertiv Holdings Co (VRT)](/topic/$vrt) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [XBOT (XBOT)](/topic/$xbot) [ADAMANT Messenger (ADM)](/topic/$adm) [Coinbase Global, Inc. (COIN)](/topic/coinbase) [Magic Eden (ME)](/topic/magic-eden) [AllianceBernstein Holding, L.P. (AB)](/topic/alliancebernstein) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) ### Top Social Posts [#](/creator/twitter::886396943982899201/posts) --- Top posts by engagements in the last XX hours "Following its launch on Solana VanEck-backed USD stablecoin $AUSD reaches $100M+ AUM. @withAUSD"  [@matthew_sigel](/creator/x/matthew_sigel) on [X](/post/tweet/1891908636609241183) 2025-02-18 17:52:23 UTC 45.2K followers, 111.2K engagements "Over the past decade Bitcoin compounded at nearly XX% annually outperforming major equity indices in X of the last XX years. But as Bitcoin matures its long-term growth is likely to slow. If BTC were to compound at a mid-teens annual rate going forward while traditional equity benchmarks continue in the high single digits it would still outperform over time. But not every year. At that spread Bitcoin would likely outperform broad equity indices in roughly 6065% of years rather than the XX% we've gotten used to. Thats just the math of it. Meanwhile equity indices constantly reconstitute"  [@matthew_sigel](/creator/x/matthew_sigel) on [X](/post/tweet/1940852444713365796) 2025-07-03 19:17:36 UTC 45.2K followers, 6032 engagements "Crypto stocks: 52-week highs: $XXX HK (only public HK crypto license) $BTQ CN (quantum momentum continues) $CMPO (metal cards growing quickly) $SOFI (crypto expansion) $VIRT (may settle enforcement SEC soon CITI talking about stablecoin opportunity) 52-week lows: none"  [@matthew_sigel](/creator/x/matthew_sigel) on [X](/post/tweet/1942310466484855161) 2025-07-07 19:51:16 UTC 45.2K followers, 3376 engagements "The VanEck Bitcoin ChainCheck may be for you then"  [@matthew_sigel](/creator/x/matthew_sigel) on [X](/post/tweet/1930987566678909250) 2025-06-06 13:58:06 UTC 45.2K followers, 4513 engagements "French Lawmakers Propose Five-year Trial to Use Surplus Electricity for Bitcoin Mining. The proposal said France could see $XXX to $XXX million in annual revenue by allocating a single gigawatt to bitcoin mining"  [@matthew_sigel](/creator/x/matthew_sigel) on [X](/post/tweet/1945829261417283951) 2025-07-17 12:53:42 UTC 45.2K followers, 6993 engagements "@withAUSD @paradigm @dragonfly_xyz congrats 💪"  [@matthew_sigel](/creator/x/matthew_sigel) on [X](/post/tweet/1943301208258572755) 2025-07-10 13:28:07 UTC 45.2K followers, XXX engagements "Open AI Softbank CEOs Outline Their $500B Stargate Plan: Business Week Interesting: "Each project will be financed individually with a mix of equity and debt" according to Masa. Personally I think that increases the probability that a Bitcoin Miner is selected"  [@matthew_sigel](/creator/x/matthew_sigel) on [X](/post/tweet/1924909807808434544) 2025-05-20 19:27:15 UTC 45.2K followers, 31.7K engagements "I've spoken to many investors who want exposure to crypto via equities but are spooked understandably by portfolios full of pure-play miners and exchanges that have seen repeated blowups and bankruptcies. If that sounds like you we designed the VanEck Onchain Economy ETF (ticker: NODE) with you in mind. NODE is an actively managed ETF that can hold global crypto ETPs up to a XX percent weight alongside companies with credible strategies to make or save money through bitcoin digital assets and the onchain economy. The issue were trying to solve is managing downside volatility without losing"  [@matthew_sigel](/creator/x/matthew_sigel) on [X](/post/tweet/1922444602310852941) 2025-05-14 00:11:25 UTC 45.2K followers, 58.5K engagements "25% of all ETH ETF AUM arrived in the first X days of this week"  [@matthew_sigel](/creator/x/matthew_sigel) on [X](/post/tweet/1946208500406780239) 2025-07-18 14:00:39 UTC 45.2K followers, 9918 engagements "🚨NEW RESEARCH: Investors Push Back on Bitcoin Miner ExecPay"  [@matthew_sigel](/creator/x/matthew_sigel) on [X](/post/tweet/1943386995834659000) 2025-07-10 19:09:00 UTC 45.2K followers, 16.2K engagements "BofA launches new weekly periodical 'On Chain' designed to "drill into the various facets of the fast-evolving digital assets ecosystem." First call: Bullish ETH"  [@matthew_sigel](/creator/x/matthew_sigel) on [X](/post/tweet/1944719740192071720) 2025-07-14 11:24:51 UTC 45.2K followers, 139.2K engagements "Filed after Friday close: Adtech microcap Thumzup (TZUM) which claims to connect influencers with advertisers via its app filed to raise up to $200M to buy Bitcoin. The company disclosed a $1M BTC buy in Jan. The raise is 4x its mkt cap; X individuals control 50%+ of shares"  [@matthew_sigel](/creator/x/matthew_sigel) on [X](/post/tweet/1919358015993512343) 2025-05-05 11:46:25 UTC 45.2K followers, 29.6K engagements "Last Thursday $VRT a leader in data center cooling and power infra and a $NODE holding dropped XX% on headlines that $AMZN would build its own data center cooling tech. We held. Why AMZN would likely still need to buy parts from VRT. Today $VRT is acquiring a private server rack company for 11x EBITDA. Stock's back to 6-month highs. This is why management matters in building conviction: VRT Chairman David Cote (ex-$HON) is an M&A machine. He transformed Honeywell with dozens of accretive deals. He also happens to be the largest holder of $CMPO another NODE top-10 name. VRT remains nimble"  [@matthew_sigel](/creator/x/matthew_sigel) on [X](/post/tweet/1945911148513022252) 2025-07-17 18:19:05 UTC 45.2K followers, 9210 engagements "Cantor initiates on Solana treasury companies (HODL CN DFDV UPXI) w/ OUTPERFORM ratings. Says Solana-oriented balance sheets deserve bigger premiums than BTC co's due to native revenue opportunities & higher volatility"  [@matthew_sigel](/creator/x/matthew_sigel) on [X](/post/tweet/1934576630707744797) 2025-06-16 11:39:46 UTC 45.2K followers, 36.7K engagements "$ARLP the $3B Kentucky coal miner reported an additional XX BTC on the balance sheet bringing total Bitcoin holdings to XXX or $42M as of March XX. Despite lower coal volumes in the quarter ARLP kept its dividend UNCH at $XXXX implying a 10%+ cash yield w/ stock at $27"  [@matthew_sigel](/creator/x/matthew_sigel) on [X](/post/tweet/1916842611609944400) 2025-04-28 13:11:06 UTC 45.2K followers, 10.6K engagements "Guotai Junan Intl (1788 HK) has tripled and turned over its entire $4B market cap after its HK arm landed a rare license to offer crypto trading. Its one of just a few SFC-approved platforms with mainland roots sparking hopes of deeper China-linked flows"  [@matthew_sigel](/creator/x/matthew_sigel) on [X](/post/tweet/1938215740831883601) 2025-06-26 12:40:17 UTC 45.2K followers, 15.8K engagements "@JustinBuzzard I have a small position in $NODE as $AGRO looks cheap and provides good diversification for this lower-volatility long only fund. Learn more at"  [@matthew_sigel](/creator/x/matthew_sigel) on [X](/post/tweet/1943038373456941400) 2025-07-09 20:03:42 UTC 45.2K followers, XXX engagements "Appreciate the compliment VanEck remains family-owned managing $120B+ across 80+ ETFs and mutual funds. Founded XX years ago by Jans father who studied Austrian econ at night and in a legendary late '60s call bet the firm the gold peg would break. That hard-money DNA still drives us today to design strategies that aim to beat inflation. And we eat our own cooking: PMs are encouraged to invest heavily in their funds and Jan leads by example. As for $DEFT We like what they're building Just come back in XX years. 😉"  [@matthew_sigel](/creator/x/matthew_sigel) on [X](/post/tweet/1945255387336450515) 2025-07-15 22:53:20 UTC 45.2K followers, 4432 engagements "BOOM. $AGRO and majority owner Tether just announced Bitcoin mining in Brazil. Tether now owns XX% (and still buying per June 4th filing). BTC treasury next"  [@matthew_sigel](/creator/x/matthew_sigel) on [X](/post/tweet/1940796079848804867) 2025-07-03 15:33:38 UTC 45.2K followers, 11.4K engagements "$ADM -X% pre-market after Trump said Cola-Cola has agreed to use "real cane sugar". Even a partial shift = 12M tons of new sugar cane demand a XXXX% shock to a finely balanced global market. Raw sugar is highly price-elastic at the margin so could lift prices 1025%. AGRO crushes 13M tons/year XXX% of global cane. A X rebound = +$60M EBITDA or +18% vs $329M sellside estimate. Less ethanol = less BTC mining but mining only when power is cheap = higher ROI. $AGRO"  [@matthew_sigel](/creator/x/matthew_sigel) on [X](/post/tweet/1945828131857686951) 2025-07-17 12:49:13 UTC 45.2K followers, 3319 engagements "VanEck-backed Agora raises $XX million Series A led by crypto VC giant Paradigm to Scale @withAUSD @Nick_van_Eck 👏"  [@matthew_sigel](/creator/x/matthew_sigel) on [X](/post/tweet/1943292220347396154) 2025-07-10 12:52:24 UTC 45.2K followers, 3393 engagements "BTBT subsidiary WhiteFiber files for IPO under ticker WYFI. BTBT would retain XX% post-IPO ownership Cites 4500 NVIDIA GPUs and a 4MW T3 Montreal data center; X new sites and 1300 MW under review with marquee customers like Cerebras and Boosteroid"  [@matthew_sigel](/creator/x/matthew_sigel) on [X](/post/tweet/1944722209928368318) 2025-07-14 11:34:40 UTC 45.2K followers, 44.6K engagements "Alts outperforming today w/ WSJ reporting overnight Trump to sign executive order to open up 401ks to Private markets. OWL BX APO KKR TPG HLNE etc"  [@matthew_sigel](/creator/x/matthew_sigel) on [X](/post/tweet/1945531985650221134) 2025-07-16 17:12:26 UTC 45.2K followers, 3647 engagements "@Franchise9494 @TradesBen @fundstrat @CathieDWood @intangiblecoins @cferraro06 @austorms @novogratz thank you how about"  [@matthew_sigel](/creator/x/matthew_sigel) on [X](/post/tweet/1945565649536762330) 2025-07-16 19:26:12 UTC 45.2K followers, XXX engagements "Were long Bitcoin infrastructure. But boards must evolve if this sector wants to earn institutional trust. Boards that get comp right will earn more investor trust and capital. Full piece is here -- h/t @n_frankovitz"  [@matthew_sigel](/creator/x/matthew_sigel) on [X](/post/tweet/1943386140633092183) 2025-07-10 19:05:36 UTC 45.2K followers, 2129 engagements "Meanwhile "Not your keys is meeting market reality: many wallets are losing share to exchanges. But Exodus is growing and taking share: MAUs YoY +23% vs XX% MetaMask X% Coinbase Wallet -XX% Trust Wallet. EXOD's $XO Swaps already powers Magic Eden and Ledger. Infra in disguise 🕵♂"  [@matthew_sigel](/creator/x/matthew_sigel) on [X](/post/tweet/1943070972107468966) 2025-07-09 22:13:14 UTC 45.2K followers, 2935 engagements "🚨 ALL-TIME HIGH: US-Listed Miner Share of Bitcoin Hashrate Access to US capital markets is a meaningful differentiator for miners"  [@matthew_sigel](/creator/x/matthew_sigel) on [X](/post/tweet/1945469143278363045) 2025-07-16 13:02:43 UTC 45.2K followers, 8742 engagements ""In short bitcoin mining is an innovative use capable of converting a problem (unused surplus) into an economic opportunity" the proposal said"  [@matthew_sigel](/creator/x/matthew_sigel) on [X](/post/tweet/1945830288732434555) 2025-07-17 12:57:47 UTC 45.2K followers, 3181 engagements "$BTBT has a $1B market cap and holds $257M in ETH. They also operate a cloud and HPC business WhiteFiber which we believe could generate $150M in ARR in 2026. Applying a XX% discount to NBISs 9x forward revenue multiple to reflect BTBTs smaller scale and lower liquidity still implies a $1.01B valuation for WhiteFiber meaning zero value for the ETH. Or flip it: If the ETH is valued at 2x NAV (around $514M) then WhiteFiber is trading at just 3.3x ARR compared to 9x for NBIS. BTBT has filed to IPO WhiteFiber which could help unlock that multiple. Still looks mispriced"  [@matthew_sigel](/creator/x/matthew_sigel) on [X](/post/tweet/1942284615512682569) 2025-07-07 18:08:32 UTC 45.2K followers, 78.1K engagements "🚨 ALL-TIME HIGH: Total Crypto Market Cap Tops $X Trillion for First Time"  [@matthew_sigel](/creator/x/matthew_sigel) on [X](/post/tweet/1946184749631902146) 2025-07-18 12:26:17 UTC 45.2K followers, 8089 engagements "Another Green Bond Default Almost XX% of roughly $10B "green" industrial development bonds are in default. For XX years the average 10-year annual default rate for municipal bonds was 0.15%. AllianceBernstein a woke asset manager owns XXX% of these Mississippi bonds"  [@matthew_sigel](/creator/x/matthew_sigel) on [X](/post/tweet/1933861757749018930) 2025-06-14 12:19:07 UTC 45.2K followers, 4904 engagements "The Investment Case for $FUTU the Robinhood of HK and Singapore Winning market share in core markets of HK and Singapore including high wealth individuals - 2.7M funded accounts total 700K of 2M HK's total which is the highest share amongst HK's XXX brokers. High level of trading of clients - XXX% of total volume in in HK significant share of retail trading in HK. Crypto is a huge potential business for them. Possible XX% 2027 revenue uplift from crypto additional X% from stablecoins and derivatives per Morgan Stanley estimates. Strong product with well-regarded user experience. Tokenization"  [@matthew_sigel](/creator/x/matthew_sigel) on [X](/post/tweet/1945895054670983363) 2025-07-17 17:15:08 UTC 45.2K followers, 2753 engagements "🚨 Trump Family Launching Bitcoin Mining Venture with Hut8. Hut Transfers all Bitcoin ASICS to "American Bitcoin Corp" a majority-owned subsidiary created by a previous buyout of American Data Centers formed by group of investors that includes Eric & Don Jr. Eric Trump to serve as chief strategy officer"  [@matthew_sigel](/creator/x/matthew_sigel) on [X](/post/tweet/1906682437163204828) 2025-03-31 12:18:12 UTC 45.2K followers, 156.1K engagements "Everyone's digging the met coal rally: $BTU +10% $METC +20% $CNR +11% thanks to steel subsidies in the One Big Beautiful Bill and China cuts. $ARLP the only major coal miner with direct exposure to Bitcoin mining is barely smudged +2% 👀"  [@matthew_sigel](/creator/x/matthew_sigel) on [X](/post/tweet/1940429198360973632) 2025-07-02 15:15:46 UTC 45.2K followers, 2751 engagements "$SCHW CEO on earnings call: Working on launching BTC ETH Bitcoin ETH will be meaningful growth drivers Will have a stablecoin at some point Exploring multiple ways to deliver stablecoin SCHW shares rise as much as X% to record high"  [@matthew_sigel](/creator/x/matthew_sigel) on [X](/post/tweet/1946201729113919742) 2025-07-18 13:33:45 UTC 45.2K followers, 4828 engagements "BMNR - fundstrat's Tom Lee becomes chairman of this $25M market cap shell announces $250M placement with participation from founders fund falconx kraken galaxy etc for ETH treasury strategy. Stock 3x in pre-market"  [@matthew_sigel](/creator/x/matthew_sigel) on [X](/post/tweet/1939673181733986697) 2025-06-30 13:11:38 UTC 45.2K followers, 17.1K engagements "$SBET buying 10k ETH from Ethereum Foundation to stake and re-stake"  [@matthew_sigel](/creator/x/matthew_sigel) on [X](/post/tweet/1943646553312276741) 2025-07-11 12:20:24 UTC 45.2K followers, 23.7K engagements ""Bitcoin Flourishes as the Ancien Regime Falls" Appreciate the mea culpa @johnauthers but your data is wayyyyyy off"  [@matthew_sigel](/creator/x/matthew_sigel) on [X](/post/tweet/1945084358756364341) 2025-07-15 11:33:43 UTC 45.2K followers, 2943 engagements "🚨 CoreWeave to Acquire Core Scientific (CORZ)"  [@matthew_sigel](/creator/x/matthew_sigel) on [X](/post/tweet/1942199076860170352) 2025-07-07 12:28:38 UTC 45.2K followers, 99.8K engagements "🚨Now Effective: VanEck Onchain Economy ETF ($NODE) Actively managed $NODE will aim to hold 3060 names from a 130+ stock universe tied to the digital asset economy: Exchanges miners data centers Energy infra semis/hardware TradFi rails Consumer/gaming & asset managers Balance sheet HOLDers Up to XX% in crypto ETPs Managed by yours truly for 69bps+ Target launch: May 14th The global economy is shifting to a digital foundation. NODE offers active equity exposure to the real businesses building that future"  [@matthew_sigel](/creator/x/matthew_sigel) on [X](/post/tweet/1912585992822804505) 2025-04-16 19:16:49 UTC 45.2K followers, 173.8K engagements "@TradesBen @fundstrat @CathieDWood @intangiblecoins @cferraro06 @austorms @novogratz love the $XX quarter tee always up for merch swap @intangiblecoins"  [@matthew_sigel](/creator/x/matthew_sigel) on [X](/post/tweet/1945533829134885020) 2025-07-16 17:19:45 UTC 45.2K followers, XXX engagements "Private Credit Bitcoin Mining and the Infrastructure of AI News hit the tape yesterday that TeraWulf ($WULF) a Bitcoin miner developing AI-related infrastructure is securing $XXX million in project financing. JPMorgan and Morgan Stanley are arranging the deal but the eventual lenders are expected to be private credit firms rather than CLOs or syndicated loan buyers. This reflects a broader shift in how capital is being raised for emerging infrastructure. Bitcoin miners like TeraWulf have long faced limited financing options. Traditional lenders have been hesitant pushing miners toward"  [@matthew_sigel](/creator/x/matthew_sigel) on [X](/post/tweet/1930949770803052714) 2025-06-06 11:27:55 UTC 45.2K followers, 22.6K engagements "$ETR Entergy one of the most Bitcoin-friendly utilities in the Southeast USA reported a $XXXX beat and reaffirmed 2026-2028 guidance. Entergy has a large commercial & industrial pipeline for new hookups particularly in Arkansas which has passed two new laws (SB307 & HB1444) which incentivize new generation & expand data center tax initiatives. In general Entergy Arkansas (MISO Zone 8) screens well for additional data center and Bitcoin mining installations given competitive prices and robust excess capacity"  [@matthew_sigel](/creator/x/matthew_sigel) on [X](/post/tweet/1917212777485148264) 2025-04-29 13:42:00 UTC 45.2K followers, 3167 engagements "@Franchise9494 @TradesBen @fundstrat @CathieDWood @intangiblecoins @cferraro06 @austorms @novogratz ok thanks. fwiw I participated in the IPO but sold most of the position in the mid 200s retaining a tiny toehold in case wrong on valuation as aiming for diversified exposure to the space"  [@matthew_sigel](/creator/x/matthew_sigel) on [X](/post/tweet/1945577856932720981) 2025-07-16 20:14:42 UTC 45.2K followers, XX engagements "Boards often argue equity aligns incentives. But alignment requires conditions: performance metrics clawbacks long vesting. Too many plans skip those"  [@matthew_sigel](/creator/x/matthew_sigel) on [X](/post/tweet/1943386138363695588) 2025-07-10 19:05:36 UTC 45.2K followers, 2152 engagements "Fast-vesting equity. Uncapped bonuses. 9-figure payouts. Bitcoin miners are partying like its 2021 and shareholders arent amused. We revisit our 2022 analysis and urge boards to tie pay more closely to long-term performance. 🧵"  [@matthew_sigel](/creator/x/matthew_sigel) on [X](/post/tweet/1943386131657109857) 2025-07-10 19:05:34 UTC 45.2K followers, 26.4K engagements "Industry Leaders Push Back on Anchorage's Self-Serving "Research" & Phase-Out of $USDC & $AUSD"  [@matthew_sigel](/creator/x/matthew_sigel) on [X](/post/tweet/1939665913394974870) 2025-06-30 12:42:45 UTC 45.2K followers, 7184 engagements "$EQIX is underperforming in 2025 down XX% YTD as investors digest the reality that its legacy urban data centers arent built for the AI era. With most sites optimized for colocation not GPUs EQIX now plans to spend up to $5B/year just to catch up. What it lacks is high-performance compute at the metro edge where inference demand is growing fastest. Thats exactly where $BTBT via WhiteFiber is focused building metro edge data centers purpose-built for AI. Theyve deployed thousands of GPUs and are scaling fast. But this is a capital-intensive strategy. From BTBTs SEC filing: We will continue to"  [@matthew_sigel](/creator/x/matthew_sigel) on [X](/post/tweet/1945454966962897170) 2025-07-16 12:06:23 UTC 45.2K followers, 12.2K engagements "$EXOD the crypto cold wallet and the 1st pubco to tokenize its shares sharing new monthly updates. June highlights: $250M in crypto $60M cash (from last filing) $X debt At $930M mkt cap the core biz trades at 8x EBITDA & 4x sales very cheap for quality crypto infra"  [@matthew_sigel](/creator/x/matthew_sigel) on [X](/post/tweet/1943070969393721775) 2025-07-09 22:13:14 UTC 45.2K followers, 3381 engagements "Gold silver become legal tender in Texas under new law. The legislation allows Texans to use precious metals for purchases through debit cards and mobile apps positioning Texas alongside AR FL MO as states advancing precious metals currency legislation this year"  [@matthew_sigel](/creator/x/matthew_sigel) on [X](/post/tweet/1942230359082701291) 2025-07-07 14:32:57 UTC 45.2K followers, 3023 engagements ""Given the cost to short volatile stocks like CRWV the typical merger arbitrage investors who would employ long/short strategies are unable to profitably do so." - Jefferies"  [@matthew_sigel](/creator/x/matthew_sigel) on [X](/post/tweet/1942305883129798789) 2025-07-07 19:33:03 UTC 45.2K followers, 5179 engagements "When Bitcoin = $1M One Sat = $XXXX Will make things easier"  [@matthew_sigel](/creator/x/matthew_sigel) on [X](/post/tweet/1944796361561452633) 2025-07-14 16:29:19 UTC 45.2K followers, 4835 engagements "Vanguard: Bitcoin is immature and has no value. Also Vanguard: Buys 20M shares of MSTR becomes top backer of Bitcoins loudest bull. Indexing into $9B of what you openly mock isn't strategy. Its institutional dementia"  [@matthew_sigel](/creator/x/matthew_sigel) on [X](/post/tweet/1944782848457658826) 2025-07-14 15:35:38 UTC 45.2K followers, 123.6K engagements
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@matthew_sigel matthew sigel, recovering CFA
matthew sigel, recovering CFA posts on X about bitcoin, mining, bitcoin mining, exchanges the most. They currently have XXXXXX followers and 2025 posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXXX +35%
- X Month XXXXXXXXX +28%
- X Months XXXXXXXXXX -XXXX%
- X Year XXXXXXXXXX +330%
Mentions: XX #
- X Week XX -XX%
- X Month XXX +21%
- X Months XXX -XXXX%
- X Year XXXXX +259%
Followers: XXXXXX #
- X Week XXXXXX +0.57%
- X Month XXXXXX +1.90%
- X Months XXXXXX +34%
- X Year XXXXXX +166%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence cryptocurrencies #5034 finance stocks countries technology brands vc firms currencies exchanges fashion brands travel destinations
Social topic influence bitcoin #2313, mining, bitcoin mining, exchanges #151, stocks #2073, longterm, $node #1, infra #116, market cap, withausd
Top assets mentioned Bitcoin (BTC) Solana (SOL) Alliance Resource Partners LP (ARLP) TeraWulf Inc. (WULF) Morgan Stanley (MS) Bit Digital, Inc. (BTBT) Ethereum (ETH) Hundred Million (100M) RAI Finance (SOFI) Virtu Financial, Inc. Class A (VIRT) THUMZUP MEDIA CORP (TZUP) Vertiv Holdings Co (VRT) Amazon.com, Inc. (AMZN) XBOT (XBOT) ADAMANT Messenger (ADM) Coinbase Global, Inc. (COIN) Magic Eden (ME) AllianceBernstein Holding, L.P. (AB) Robinhood Markets, Inc. (HOOD)
Top Social Posts #
Top posts by engagements in the last XX hours
"Following its launch on Solana VanEck-backed USD stablecoin $AUSD reaches $100M+ AUM. @withAUSD"
@matthew_sigel on X 2025-02-18 17:52:23 UTC 45.2K followers, 111.2K engagements
"Over the past decade Bitcoin compounded at nearly XX% annually outperforming major equity indices in X of the last XX years. But as Bitcoin matures its long-term growth is likely to slow. If BTC were to compound at a mid-teens annual rate going forward while traditional equity benchmarks continue in the high single digits it would still outperform over time. But not every year. At that spread Bitcoin would likely outperform broad equity indices in roughly 6065% of years rather than the XX% we've gotten used to. Thats just the math of it. Meanwhile equity indices constantly reconstitute" @matthew_sigel on X 2025-07-03 19:17:36 UTC 45.2K followers, 6032 engagements
"Crypto stocks: 52-week highs: $XXX HK (only public HK crypto license) $BTQ CN (quantum momentum continues) $CMPO (metal cards growing quickly) $SOFI (crypto expansion) $VIRT (may settle enforcement SEC soon CITI talking about stablecoin opportunity) 52-week lows: none" @matthew_sigel on X 2025-07-07 19:51:16 UTC 45.2K followers, 3376 engagements
"The VanEck Bitcoin ChainCheck may be for you then" @matthew_sigel on X 2025-06-06 13:58:06 UTC 45.2K followers, 4513 engagements
"French Lawmakers Propose Five-year Trial to Use Surplus Electricity for Bitcoin Mining. The proposal said France could see $XXX to $XXX million in annual revenue by allocating a single gigawatt to bitcoin mining" @matthew_sigel on X 2025-07-17 12:53:42 UTC 45.2K followers, 6993 engagements
"@withAUSD @paradigm @dragonfly_xyz congrats 💪" @matthew_sigel on X 2025-07-10 13:28:07 UTC 45.2K followers, XXX engagements
"Open AI Softbank CEOs Outline Their $500B Stargate Plan: Business Week Interesting: "Each project will be financed individually with a mix of equity and debt" according to Masa. Personally I think that increases the probability that a Bitcoin Miner is selected" @matthew_sigel on X 2025-05-20 19:27:15 UTC 45.2K followers, 31.7K engagements
"I've spoken to many investors who want exposure to crypto via equities but are spooked understandably by portfolios full of pure-play miners and exchanges that have seen repeated blowups and bankruptcies. If that sounds like you we designed the VanEck Onchain Economy ETF (ticker: NODE) with you in mind. NODE is an actively managed ETF that can hold global crypto ETPs up to a XX percent weight alongside companies with credible strategies to make or save money through bitcoin digital assets and the onchain economy. The issue were trying to solve is managing downside volatility without losing" @matthew_sigel on X 2025-05-14 00:11:25 UTC 45.2K followers, 58.5K engagements
"25% of all ETH ETF AUM arrived in the first X days of this week" @matthew_sigel on X 2025-07-18 14:00:39 UTC 45.2K followers, 9918 engagements
"🚨NEW RESEARCH: Investors Push Back on Bitcoin Miner ExecPay" @matthew_sigel on X 2025-07-10 19:09:00 UTC 45.2K followers, 16.2K engagements
"BofA launches new weekly periodical 'On Chain' designed to "drill into the various facets of the fast-evolving digital assets ecosystem." First call: Bullish ETH" @matthew_sigel on X 2025-07-14 11:24:51 UTC 45.2K followers, 139.2K engagements
"Filed after Friday close: Adtech microcap Thumzup (TZUM) which claims to connect influencers with advertisers via its app filed to raise up to $200M to buy Bitcoin. The company disclosed a $1M BTC buy in Jan. The raise is 4x its mkt cap; X individuals control 50%+ of shares" @matthew_sigel on X 2025-05-05 11:46:25 UTC 45.2K followers, 29.6K engagements
"Last Thursday $VRT a leader in data center cooling and power infra and a $NODE holding dropped XX% on headlines that $AMZN would build its own data center cooling tech. We held. Why AMZN would likely still need to buy parts from VRT. Today $VRT is acquiring a private server rack company for 11x EBITDA. Stock's back to 6-month highs. This is why management matters in building conviction: VRT Chairman David Cote (ex-$HON) is an M&A machine. He transformed Honeywell with dozens of accretive deals. He also happens to be the largest holder of $CMPO another NODE top-10 name. VRT remains nimble" @matthew_sigel on X 2025-07-17 18:19:05 UTC 45.2K followers, 9210 engagements
"Cantor initiates on Solana treasury companies (HODL CN DFDV UPXI) w/ OUTPERFORM ratings. Says Solana-oriented balance sheets deserve bigger premiums than BTC co's due to native revenue opportunities & higher volatility" @matthew_sigel on X 2025-06-16 11:39:46 UTC 45.2K followers, 36.7K engagements
"$ARLP the $3B Kentucky coal miner reported an additional XX BTC on the balance sheet bringing total Bitcoin holdings to XXX or $42M as of March XX. Despite lower coal volumes in the quarter ARLP kept its dividend UNCH at $XXXX implying a 10%+ cash yield w/ stock at $27" @matthew_sigel on X 2025-04-28 13:11:06 UTC 45.2K followers, 10.6K engagements
"Guotai Junan Intl (1788 HK) has tripled and turned over its entire $4B market cap after its HK arm landed a rare license to offer crypto trading. Its one of just a few SFC-approved platforms with mainland roots sparking hopes of deeper China-linked flows" @matthew_sigel on X 2025-06-26 12:40:17 UTC 45.2K followers, 15.8K engagements
"@JustinBuzzard I have a small position in $NODE as $AGRO looks cheap and provides good diversification for this lower-volatility long only fund. Learn more at" @matthew_sigel on X 2025-07-09 20:03:42 UTC 45.2K followers, XXX engagements
"Appreciate the compliment VanEck remains family-owned managing $120B+ across 80+ ETFs and mutual funds. Founded XX years ago by Jans father who studied Austrian econ at night and in a legendary late '60s call bet the firm the gold peg would break. That hard-money DNA still drives us today to design strategies that aim to beat inflation. And we eat our own cooking: PMs are encouraged to invest heavily in their funds and Jan leads by example. As for $DEFT We like what they're building Just come back in XX years. 😉" @matthew_sigel on X 2025-07-15 22:53:20 UTC 45.2K followers, 4432 engagements
"BOOM. $AGRO and majority owner Tether just announced Bitcoin mining in Brazil. Tether now owns XX% (and still buying per June 4th filing). BTC treasury next" @matthew_sigel on X 2025-07-03 15:33:38 UTC 45.2K followers, 11.4K engagements
"$ADM -X% pre-market after Trump said Cola-Cola has agreed to use "real cane sugar". Even a partial shift = 12M tons of new sugar cane demand a XXXX% shock to a finely balanced global market. Raw sugar is highly price-elastic at the margin so could lift prices 1025%. AGRO crushes 13M tons/year XXX% of global cane. A X rebound = +$60M EBITDA or +18% vs $329M sellside estimate. Less ethanol = less BTC mining but mining only when power is cheap = higher ROI. $AGRO" @matthew_sigel on X 2025-07-17 12:49:13 UTC 45.2K followers, 3319 engagements
"VanEck-backed Agora raises $XX million Series A led by crypto VC giant Paradigm to Scale @withAUSD @Nick_van_Eck 👏" @matthew_sigel on X 2025-07-10 12:52:24 UTC 45.2K followers, 3393 engagements
"BTBT subsidiary WhiteFiber files for IPO under ticker WYFI. BTBT would retain XX% post-IPO ownership Cites 4500 NVIDIA GPUs and a 4MW T3 Montreal data center; X new sites and 1300 MW under review with marquee customers like Cerebras and Boosteroid" @matthew_sigel on X 2025-07-14 11:34:40 UTC 45.2K followers, 44.6K engagements
"Alts outperforming today w/ WSJ reporting overnight Trump to sign executive order to open up 401ks to Private markets. OWL BX APO KKR TPG HLNE etc" @matthew_sigel on X 2025-07-16 17:12:26 UTC 45.2K followers, 3647 engagements
"@Franchise9494 @TradesBen @fundstrat @CathieDWood @intangiblecoins @cferraro06 @austorms @novogratz thank you how about" @matthew_sigel on X 2025-07-16 19:26:12 UTC 45.2K followers, XXX engagements
"Were long Bitcoin infrastructure. But boards must evolve if this sector wants to earn institutional trust. Boards that get comp right will earn more investor trust and capital. Full piece is here -- h/t @n_frankovitz" @matthew_sigel on X 2025-07-10 19:05:36 UTC 45.2K followers, 2129 engagements
"Meanwhile "Not your keys is meeting market reality: many wallets are losing share to exchanges. But Exodus is growing and taking share: MAUs YoY +23% vs XX% MetaMask X% Coinbase Wallet -XX% Trust Wallet. EXOD's $XO Swaps already powers Magic Eden and Ledger. Infra in disguise 🕵♂" @matthew_sigel on X 2025-07-09 22:13:14 UTC 45.2K followers, 2935 engagements
"🚨 ALL-TIME HIGH: US-Listed Miner Share of Bitcoin Hashrate Access to US capital markets is a meaningful differentiator for miners" @matthew_sigel on X 2025-07-16 13:02:43 UTC 45.2K followers, 8742 engagements
""In short bitcoin mining is an innovative use capable of converting a problem (unused surplus) into an economic opportunity" the proposal said" @matthew_sigel on X 2025-07-17 12:57:47 UTC 45.2K followers, 3181 engagements
"$BTBT has a $1B market cap and holds $257M in ETH. They also operate a cloud and HPC business WhiteFiber which we believe could generate $150M in ARR in 2026. Applying a XX% discount to NBISs 9x forward revenue multiple to reflect BTBTs smaller scale and lower liquidity still implies a $1.01B valuation for WhiteFiber meaning zero value for the ETH. Or flip it: If the ETH is valued at 2x NAV (around $514M) then WhiteFiber is trading at just 3.3x ARR compared to 9x for NBIS. BTBT has filed to IPO WhiteFiber which could help unlock that multiple. Still looks mispriced" @matthew_sigel on X 2025-07-07 18:08:32 UTC 45.2K followers, 78.1K engagements
"🚨 ALL-TIME HIGH: Total Crypto Market Cap Tops $X Trillion for First Time" @matthew_sigel on X 2025-07-18 12:26:17 UTC 45.2K followers, 8089 engagements
"Another Green Bond Default Almost XX% of roughly $10B "green" industrial development bonds are in default. For XX years the average 10-year annual default rate for municipal bonds was 0.15%. AllianceBernstein a woke asset manager owns XXX% of these Mississippi bonds" @matthew_sigel on X 2025-06-14 12:19:07 UTC 45.2K followers, 4904 engagements
"The Investment Case for $FUTU the Robinhood of HK and Singapore Winning market share in core markets of HK and Singapore including high wealth individuals - 2.7M funded accounts total 700K of 2M HK's total which is the highest share amongst HK's XXX brokers. High level of trading of clients - XXX% of total volume in in HK significant share of retail trading in HK. Crypto is a huge potential business for them. Possible XX% 2027 revenue uplift from crypto additional X% from stablecoins and derivatives per Morgan Stanley estimates. Strong product with well-regarded user experience. Tokenization" @matthew_sigel on X 2025-07-17 17:15:08 UTC 45.2K followers, 2753 engagements
"🚨 Trump Family Launching Bitcoin Mining Venture with Hut8. Hut Transfers all Bitcoin ASICS to "American Bitcoin Corp" a majority-owned subsidiary created by a previous buyout of American Data Centers formed by group of investors that includes Eric & Don Jr. Eric Trump to serve as chief strategy officer" @matthew_sigel on X 2025-03-31 12:18:12 UTC 45.2K followers, 156.1K engagements
"Everyone's digging the met coal rally: $BTU +10% $METC +20% $CNR +11% thanks to steel subsidies in the One Big Beautiful Bill and China cuts. $ARLP the only major coal miner with direct exposure to Bitcoin mining is barely smudged +2% 👀" @matthew_sigel on X 2025-07-02 15:15:46 UTC 45.2K followers, 2751 engagements
"$SCHW CEO on earnings call: Working on launching BTC ETH Bitcoin ETH will be meaningful growth drivers Will have a stablecoin at some point Exploring multiple ways to deliver stablecoin SCHW shares rise as much as X% to record high" @matthew_sigel on X 2025-07-18 13:33:45 UTC 45.2K followers, 4828 engagements
"BMNR - fundstrat's Tom Lee becomes chairman of this $25M market cap shell announces $250M placement with participation from founders fund falconx kraken galaxy etc for ETH treasury strategy. Stock 3x in pre-market" @matthew_sigel on X 2025-06-30 13:11:38 UTC 45.2K followers, 17.1K engagements
"$SBET buying 10k ETH from Ethereum Foundation to stake and re-stake" @matthew_sigel on X 2025-07-11 12:20:24 UTC 45.2K followers, 23.7K engagements
""Bitcoin Flourishes as the Ancien Regime Falls" Appreciate the mea culpa @johnauthers but your data is wayyyyyy off" @matthew_sigel on X 2025-07-15 11:33:43 UTC 45.2K followers, 2943 engagements
"🚨 CoreWeave to Acquire Core Scientific (CORZ)" @matthew_sigel on X 2025-07-07 12:28:38 UTC 45.2K followers, 99.8K engagements
"🚨Now Effective: VanEck Onchain Economy ETF ($NODE) Actively managed $NODE will aim to hold 3060 names from a 130+ stock universe tied to the digital asset economy: Exchanges miners data centers Energy infra semis/hardware TradFi rails Consumer/gaming & asset managers Balance sheet HOLDers Up to XX% in crypto ETPs Managed by yours truly for 69bps+ Target launch: May 14th The global economy is shifting to a digital foundation. NODE offers active equity exposure to the real businesses building that future" @matthew_sigel on X 2025-04-16 19:16:49 UTC 45.2K followers, 173.8K engagements
"@TradesBen @fundstrat @CathieDWood @intangiblecoins @cferraro06 @austorms @novogratz love the $XX quarter tee always up for merch swap @intangiblecoins" @matthew_sigel on X 2025-07-16 17:19:45 UTC 45.2K followers, XXX engagements
"Private Credit Bitcoin Mining and the Infrastructure of AI News hit the tape yesterday that TeraWulf ($WULF) a Bitcoin miner developing AI-related infrastructure is securing $XXX million in project financing. JPMorgan and Morgan Stanley are arranging the deal but the eventual lenders are expected to be private credit firms rather than CLOs or syndicated loan buyers. This reflects a broader shift in how capital is being raised for emerging infrastructure. Bitcoin miners like TeraWulf have long faced limited financing options. Traditional lenders have been hesitant pushing miners toward" @matthew_sigel on X 2025-06-06 11:27:55 UTC 45.2K followers, 22.6K engagements
"$ETR Entergy one of the most Bitcoin-friendly utilities in the Southeast USA reported a $XXXX beat and reaffirmed 2026-2028 guidance. Entergy has a large commercial & industrial pipeline for new hookups particularly in Arkansas which has passed two new laws (SB307 & HB1444) which incentivize new generation & expand data center tax initiatives. In general Entergy Arkansas (MISO Zone 8) screens well for additional data center and Bitcoin mining installations given competitive prices and robust excess capacity" @matthew_sigel on X 2025-04-29 13:42:00 UTC 45.2K followers, 3167 engagements
"@Franchise9494 @TradesBen @fundstrat @CathieDWood @intangiblecoins @cferraro06 @austorms @novogratz ok thanks. fwiw I participated in the IPO but sold most of the position in the mid 200s retaining a tiny toehold in case wrong on valuation as aiming for diversified exposure to the space" @matthew_sigel on X 2025-07-16 20:14:42 UTC 45.2K followers, XX engagements
"Boards often argue equity aligns incentives. But alignment requires conditions: performance metrics clawbacks long vesting. Too many plans skip those" @matthew_sigel on X 2025-07-10 19:05:36 UTC 45.2K followers, 2152 engagements
"Fast-vesting equity. Uncapped bonuses. 9-figure payouts. Bitcoin miners are partying like its 2021 and shareholders arent amused. We revisit our 2022 analysis and urge boards to tie pay more closely to long-term performance. 🧵" @matthew_sigel on X 2025-07-10 19:05:34 UTC 45.2K followers, 26.4K engagements
"Industry Leaders Push Back on Anchorage's Self-Serving "Research" & Phase-Out of $USDC & $AUSD" @matthew_sigel on X 2025-06-30 12:42:45 UTC 45.2K followers, 7184 engagements
"$EQIX is underperforming in 2025 down XX% YTD as investors digest the reality that its legacy urban data centers arent built for the AI era. With most sites optimized for colocation not GPUs EQIX now plans to spend up to $5B/year just to catch up. What it lacks is high-performance compute at the metro edge where inference demand is growing fastest. Thats exactly where $BTBT via WhiteFiber is focused building metro edge data centers purpose-built for AI. Theyve deployed thousands of GPUs and are scaling fast. But this is a capital-intensive strategy. From BTBTs SEC filing: We will continue to" @matthew_sigel on X 2025-07-16 12:06:23 UTC 45.2K followers, 12.2K engagements
"$EXOD the crypto cold wallet and the 1st pubco to tokenize its shares sharing new monthly updates. June highlights: $250M in crypto $60M cash (from last filing) $X debt At $930M mkt cap the core biz trades at 8x EBITDA & 4x sales very cheap for quality crypto infra" @matthew_sigel on X 2025-07-09 22:13:14 UTC 45.2K followers, 3381 engagements
"Gold silver become legal tender in Texas under new law. The legislation allows Texans to use precious metals for purchases through debit cards and mobile apps positioning Texas alongside AR FL MO as states advancing precious metals currency legislation this year" @matthew_sigel on X 2025-07-07 14:32:57 UTC 45.2K followers, 3023 engagements
""Given the cost to short volatile stocks like CRWV the typical merger arbitrage investors who would employ long/short strategies are unable to profitably do so." - Jefferies" @matthew_sigel on X 2025-07-07 19:33:03 UTC 45.2K followers, 5179 engagements
"When Bitcoin = $1M One Sat = $XXXX Will make things easier" @matthew_sigel on X 2025-07-14 16:29:19 UTC 45.2K followers, 4835 engagements
"Vanguard: Bitcoin is immature and has no value. Also Vanguard: Buys 20M shares of MSTR becomes top backer of Bitcoins loudest bull. Indexing into $9B of what you openly mock isn't strategy. Its institutional dementia" @matthew_sigel on X 2025-07-14 15:35:38 UTC 45.2K followers, 123.6K engagements