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# ![@matthew_sigel Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::886396943982899201.png) @matthew_sigel matthew sigel, recovering CFA

Matthew Sigel, a recovering CFA, has been active on social media, sharing insights and 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: XXXXX [#](/creator/twitter::886396943982899201/interactions)
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- X Week XXXXXXX +54%
- X Month XXXXXXXXX +13%
- X Months XXXXXXXXXX +25%
- X Year XXXXXXXXXX +52%

### Mentions: XX [#](/creator/twitter::886396943982899201/posts_active)
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- X Week XX -XX%
- X Month XXX -XX%
- X Months XXXXX +30%
- X Year XXXXX +24%

### Followers: XXXXXX [#](/creator/twitter::886396943982899201/followers)
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- X Week XXXXXX +1.60%
- X Month XXXXXX +4.30%
- X Months XXXXXX +23%
- X Year XXXXXX +90%

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

### Social Influence

**Social category influence**
[finance](/list/finance)  XXXXX% [stocks](/list/stocks)  XXXXX% [cryptocurrencies](/list/cryptocurrencies)  #3401 [technology brands](/list/technology-brands)  XXXX% [countries](/list/countries)  XXXX% [currencies](/list/currencies)  XXXX% [fashion brands](/list/fashion-brands)  XXXX%

**Social topic influence**
[$node](/topic/$node) #3, [mstr](/topic/mstr) #125, [bitcoin](/topic/bitcoin) #1311, [$mstr](/topic/$mstr) #150, [$16b](/topic/$16b) #3, [ai](/topic/ai) 3.85%, [debt](/topic/debt) #1026, [exchanges](/topic/exchanges) #268, [crypto](/topic/crypto) #5528, [contracts](/topic/contracts) #157

**Top accounts mentioned or mentioned by**
[@comic](/creator/undefined) [@books_the_dog](/creator/undefined) [@ckcryptoklepto](/creator/undefined) [@rizinyu](/creator/undefined) [@booksthedog](/creator/undefined) [@ck_cryptoklepto](/creator/undefined) [@chainyoda](/creator/undefined) [@asianfifamaster](/creator/undefined) [@frostbyte123456](/creator/undefined) [@wsfoxley](/creator/undefined) [@aleaasanders](/creator/undefined) [@franchise9494](/creator/undefined) [@gsl24236982](/creator/undefined) [@vaneck](/creator/undefined) [@hellafire916](/creator/undefined) [@angusshillingto](/creator/undefined) [@brockm](/creator/undefined) [@tokxil](/creator/undefined) [@william_r2rclub](/creator/undefined) [@dnyelfy](/creator/undefined)

**Top assets mentioned**
[Bitcoin (BTC)](/topic/bitcoin) [Strategy (MSTR)](/topic/$mstr) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Bitfarms Ltd. (BITF)](/topic/$bitf) [Vistra, Corp. (VST)](/topic/$vst) [CoreWeave, Inc. (CRWV)](/topic/$crwv) [TeraWulf Inc. (WULF)](/topic/$wulf) [MARA Holdings, Inc. (MARA)](/topic/$mara) [Digital Realty Trust Inc (DLR)](/topic/digital-realty-trust) [Kinder Morgan Inc (KMI)](/topic/$kmi) [Fermi Inc. Common Stock (FRMI)](/topic/$frmi) [TALEN ENERGY CORP  (DE) (TLN)](/topic/$tln) [Bullish (BLSH)](/topic/$blsh) [Circle Internet Group, Inc. (CRCL)](/topic/$crcl) [Solana (SOL)](/topic/solana) [VSolidus (VSOL)](/topic/$vsol) [Constellation Energy Corp (CEG)](/topic/$ceg) [Stronghold Digital Mining, Inc. Class A Common Stock (SDIG)](/topic/$sdig)
### Top Social Posts
Top posts by engagements in the last XX hours

"NVIDIA obsolescence risk is mostly a myth. Yesterday $CRWV said demand is strongest for older H100s ("sold out") because the software libraries are mature and engineers know them cold. Thats why customers are renewing multi-year H100 contracts at just X% below original price"  
[X Link](https://x.com/matthew_sigel/status/1996198582475710823)  2025-12-03T12:43Z 54.3K followers, 166.7K engagements


"$WULF ripping +12% on its Google-backed Fluidstack JV as META reportedly explores billions in TPU spend via Google Cloud. In $NODE we recently added Global Unichip (3443 TT) a TSMC-affiliated ASIC/SoC design house with a history in Bitcoin-mining ASICs and growing exposure to next-gen AI/TPU-class designs. A quiet second-order beneficiary of this shift 👍"  
[X Link](https://x.com/matthew_sigel/status/1993415003358273610)  2025-11-25T20:22Z 54.3K followers, 23.7K engagements


"🚨$MSTR allays dividend concerns with $1.44B USD reserve funded from ATM equity sales and now covering XX months of preferred dividends + interest"  
[X Link](https://x.com/matthew_sigel/status/1995479191198790111)  2025-12-01T13:04Z 54.3K followers, 161.9K engagements


"The Abandoned Baby candlestick pattern is one of the rarest reliable reversal patterns in TA. Generally one occurrence every 5-20 years for a single stock"  
[X Link](https://x.com/matthew_sigel/status/1996338761907777788)  2025-12-03T22:00Z 54.3K followers, 235.9K engagements


"Good question. The $3B of non-BTC assets is mostly rigs data-center equipment cash and deposits on future sites. In theory those should earn a return.but so far they havent: Through 9M25 MARA ran $578M operating cash flow and $623M investing cash flow funded by $1.6B of new converts/ATMs/LOC. "Earnings" are still dominated by BTC mark-to-market not high-ROIC infrastructure. So yes I net the $3.3B converts against the BTC first. The rest is a capital-intensive mining business that hasnt proven it earns close to its cost of capital"  
[X Link](https://x.com/matthew_sigel/status/1996702516181192834)  2025-12-04T22:05Z 54.3K followers, 14.6K engagements


"StanChart: "With the advent of ETF buying we think the BTC halving cycle is no longer a relevant price driver. The logic in previous cycles (when US ETFs did not exist) i.e. prices would peak about XX months after each halving and decline thereafter is no longer valid in our view. However it will take a break of the current all-time high (USD 126000 on X October 2025) to prove that; we expect this to happen in H1-2026." Lowers BTC forecasts: 2025: $200k -- $100k 2026: $300k -- $200k 2027: $400k -- $225k 2028: $500k -- $300k"  
[X Link](https://x.com/matthew_sigel/status/1998378037964931309)  2025-12-09T13:03Z 54.3K followers, 14.7K engagements


"Digital Realty Trust (DLR $60B) applied in 2019to build a data center in Santa Clara CA. Six years later the development remainsan empty shellawaiting full energization"  
[X Link](https://x.com/matthew_sigel/status/1987855239962153284)  2025-11-10T12:09Z 54.3K followers, 14.2K engagements


"It is my understanding (from a conversation with $BITF) that the Scrubgrass campus sits only X miles from one of Kinder Morgans ($KMI - owned in $NODE) main natural-gas transmission pipelines the second-largest system in the U.S. A gas interconnect at Scrubgrass would dramatically cut the need for a costly XXX kV grid tie-in allowing BITF to generate additional power on-site using Kinder Morgan feedstock: faster cheaper and fully dispatchable. That said last nights DOE FERC directive could make those XXX kV hookups arrive sooner than expected. If the rulemaking sticks Scrubgrass might get"  
[X Link](https://x.com/matthew_sigel/status/1981765874072658103)  2025-10-24T16:52Z 54.3K followers, 19.6K engagements


"Dear XRP maxis I may never understand what your blockchain actually does but Ill always respect the passion required to pretend it does something. So keep hustling 👍"  
[X Link](https://x.com/matthew_sigel/status/1989139770140971183)  2025-11-14T01:14Z 54.3K followers, 416.4K engagements


"@GSL24236982 @vaneck Genuine question: has any developer ever woken up and said Time to build on XRP Would love citations"  
[X Link](https://x.com/matthew_sigel/status/1989144477907447811)  2025-11-14T01:32Z 54.3K followers, 87.6K engagements


"Google to Invest $40B in New Data Centers in Texas One in Armstrong County Two in Haskell County. $FRMI $SFTBY mentioned in story but Crusoe is the only operator I am aware of with GW in Armstrong. Who is in Haskell"  
[X Link](https://x.com/matthew_sigel/status/1989440213417169369)  2025-11-14T21:08Z 54.3K followers, 39.8K engagements


"Talen ($TLN) just received FERC and DOJ clearance to close the Freedom and Guernsey acquisitions adding almost XXX GW of modern baseload capacity in PJM. A solid addition but small next to PJMs latest planning data which shows an upward revision of roughly XX GW of additional load by 2030 growing to nearly XX GW by 2035 as AI and data-center demand accelerates. The value of these plants is clear but this is not where PJMs bottleneck sits. PJM does not lack willing buyers or sellers of generation assets. It lacks regulatory clarity on how generators can serve the massive new AI and data-center"  
[X Link](https://x.com/matthew_sigel/status/1990840121416167934)  2025-11-18T17:50Z 54.3K followers, 15.1K engagements


"$BLSH beat and opened pre-market +2% but the call changed the picture stock now down X% at the bottom of my screen: Q4 non-trading revenue guide basically flat No conference revenue in Q4 (Q3 had the DC Policy Summit + Edge event) October perpetual futures spreads turned negative (perps product lost money in a volatile month) Many new deals start too late in Q4 to show up in results Options activity strong but management gave no near-term revenue lift Q4 isnt an acceleration quarter; stock re-pricing to reflect it"  
[X Link](https://x.com/matthew_sigel/status/1991158631643947395)  2025-11-19T14:56Z 54.3K followers, 3585 engagements


"Don't get shaken out it's just the new share count"  
[X Link](https://x.com/matthew_sigel/status/1993731036258127985)  2025-11-26T17:18Z 54.3K followers, 4962 engagements


"Stablecoins settle XX% of their transactions when banks are closed"  
[X Link](https://x.com/matthew_sigel/status/1995481037812519262)  2025-12-01T13:12Z 54.3K followers, 6096 engagements


"Citadel discloses new position in $NODE"  
[X Link](https://x.com/matthew_sigel/status/1996260493921603985)  2025-12-03T16:49Z 54.3K followers, 5013 engagements


"In $NODE we we-established a X% position on Monday. disclosures/learn more:"  
[X Link](https://x.com/matthew_sigel/status/1996336798944071769)  2025-12-03T21:52Z 54.3K followers, 11.7K engagements


"@CK_Cryptoklepto Ok sorry to disappoint you with the high noise to signal ratio. Allow me to simplify: MARA is up XX% from the lows and running into resistance so I sold some today and added to MSTR"  
[X Link](https://x.com/matthew_sigel/status/1996737808120389948)  2025-12-05T00:26Z 54.3K followers, 1005 engagements


"@Hellafire916 @comic infinitely better than diluting at 0.99x"  
[X Link](https://x.com/matthew_sigel/status/1998033709245890674)  2025-12-08T14:15Z 54.3K followers, XXX engagements


"SK Hynix (000660.KS mkt cap $200B) +10% overnight as OpenAI locks in memory deals with Samsung & Hynix for its Stargate AI build. In $NODE we recently initiated a position. At X forward P/E structural tailwinds from AI memory demand & the on-chain economy look far from priced in especially in such a concentrated market with room for meaningful buybacks & dividends. h/t @angusshillingto for conviction & new model"  
[X Link](https://x.com/matthew_sigel/status/1973737537840558334)  2025-10-02T13:11Z 54.3K followers, 15.2K engagements


"🚨 VanEck Debuts Solana ETF $VSOL Launches with Zero Fees"  
[X Link](https://x.com/matthew_sigel/status/1990432438112145627)  2025-11-17T14:50Z 54.3K followers, 25.9K 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 54.3K followers, 15.3K engagements


"Zero replies so far 🤷♂"  
[X Link](https://x.com/matthew_sigel/status/1989160796925116795)  2025-11-14T02:37Z 54.3K followers, 44.1K engagements


"$VST upgraded to investment grade by S&P"  
[X Link](https://x.com/matthew_sigel/status/1995982009227743457)  2025-12-02T22:22Z 54.3K followers, 7161 engagements


"Narrative Violation: For the next decade Japan has the best (least negative) working-age population trend of any major economy a total inversion of the last XX years"  
[X Link](https://x.com/matthew_sigel/status/1998038446301188241)  2025-12-08T14:34Z 54.3K followers, 4082 engagements


"🚨Now Effective: VanEck Onchain Economy ETF ($NODE) Actively managed $NODE will aim to hold 3060 names from a 130+ stock universe tied to the digital asset economy: Exchanges miners data centers Energy infra semis/hardware TradFi rails Consumer/gaming & asset managers Balance sheet HOLDers Up to XX% in crypto ETPs Managed by yours truly for 69bps+ Target launch: May 14th The global economy is shifting to a digital foundation. NODE offers active equity exposure to the real businesses building that future"  
[X Link](https://x.com/matthew_sigel/status/1912585992822804505)  2025-04-16T19:16Z 54.3K followers, 315.2K engagements


"I've spoken to many investors who want exposure to crypto via equities but are spooked understandably by portfolios full of pure-play miners and exchanges that have seen repeated blowups and bankruptcies. If that sounds like you we designed the VanEck Onchain Economy ETF (ticker: NODE) with you in mind. NODE is an actively managed ETF that can hold global crypto ETPs up to a XX percent weight alongside companies with credible strategies to make or save money through bitcoin digital assets and the onchain economy. The issue were trying to solve is managing downside volatility without losing"  
[X Link](https://x.com/matthew_sigel/status/1922444602310852941)  2025-05-14T00:11Z 54.3K followers, 196.8K engagements


"NARRATIVE VIOLATION $VST - Moody's revises outlook on key Texas IPP to positive from neutral. $17B of debt securities affected"  
[X Link](https://x.com/matthew_sigel/status/1993320094080856187)  2025-11-25T14:05Z 54.3K followers, 10.7K engagements


"@brockm This is how you do analysis. Yours is just vague ranting"  
[X Link](https://x.com/matthew_sigel/status/1995643319939137822)  2025-12-01T23:56Z 54.3K followers, XXX engagements


"Trigger Warning: $MSTR chart triggers "Abandoned Baby Breakout" (Bullish)"  
[X Link](https://x.com/matthew_sigel/status/1996336795760599514)  2025-12-03T21:52Z 54.3K followers, 203.7K engagements


"MSTR and MARA are worth comparing because both are down 50%+ in the last X weeks and MARA appears extremely cheap with unusually high short interest. But dig deeper and the picture changes quickly: MARA only screens inexpensive if you ignore its $3.3B face value of convertible debt. Against $4.9B of Bitcoin holdings subtracting those converts leaves roughly $1.6B of net BTC value before considering any other liabilities versus a $4.7B equity market cap. So MARA is not trading at a discount to its Bitcoin; its trading at a premium once debt is included. MARAs headline XX% short interest falls"  
[X Link](https://x.com/matthew_sigel/status/1996694672706544025)  2025-12-04T21:34Z 54.3K followers, 46.8K engagements


"$MSTR buys 10624 BTC for $962M ($90615 price) with proceeds from common equity ATM and STRD preferred sales"  
[X Link](https://x.com/matthew_sigel/status/1998016550511530012)  2025-12-08T13:07Z 54.3K followers, 28.3K engagements


"Bernstein: "In view of recent market correction we believe the Bitcoin cycle has broken the 4-year pattern (cycle peaking every X years) and is now in an elongated bull-cycle with more sticky institutional buying offsetting any retail panic selling. Despite a XX% Bitcoin correction we have seen less than X% outflows via ETFs. We are moving our 2026E Bitcoin price target to $150000 with the cycle potentially peaking in 2027E at $200000. Our long term 2033E Bitcoin price target remains $1000000.""  
[X Link](https://x.com/matthew_sigel/status/1998034157004288004)  2025-12-08T14:17Z 54.3K followers, 322.4K engagements


"In $NODE we re-initiated TEPCO (9501 JP) last night as the China spat led to "sell-the-news" price action post new prime minister (stock -XX% last 1-month). Nuclear restarts are happening data center business will accelerate TEPCO's Bitcoin mining is growing and stock is cheap"  
[X Link](https://x.com/matthew_sigel/status/1998038449945714776)  2025-12-08T14:34Z 54.3K followers, 2077 engagements


"Competition among crypto exchanges is rising as barriers to entry fall and newly public companies like GEMI and BLSH expand aggressively to win share. Take-rates are holding for now but this chart keeps me cautious on sizing any big positions in these names"  
[X Link](https://x.com/matthew_sigel/status/1998101717741969700)  2025-12-08T18:45Z 54.3K followers, 5270 engagements


"BREAKING: Every other adoption curve"  
[X Link](https://x.com/matthew_sigel/status/1998137518559224240)  2025-12-08T21:08Z 54.3K followers, 8737 engagements


"CRWV X% 2031s have rallied from XX to XX in X week and up nicely again this morning. Huge perception gap between equity & FI investors here"  
[X Link](https://x.com/matthew_sigel/status/1998399027021263145)  2025-12-09T14:27Z 54.3K followers, 9330 engagements


"Western Union (9000 employees) vs. Circle (900) efficiency check: EBITDA/employee: WU: $110k Circle: $556k (5 higher) Market cap/employee: WU: $330k Circle: $23.3M (71 higher) Different planets"  
[X Link](https://x.com/matthew_sigel/status/1998498535621407027)  2025-12-09T21:02Z 54.3K followers, 7139 engagements


"Tether has some nerve to endorse a $300M $AGRO secondary with a market cap of $830M and zero track record of positive stock performance since they bought the asset. No position just my X sats"  
[X Link](https://x.com/matthew_sigel/status/1998744233889431832)  2025-12-10T13:18Z 54.3K followers, 3985 engagements