matthew sigel, recovering CFA

matthew sigel, recovering CFA

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Head of crypto research @VanEck_us, former PM @ AB, research @ CLSA, journo @ CNBC, Bberg, NHK. Not your fiduciary on twtr. Disclosure: https://bit.ly/3kn4hQW

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matthew sigel, recovering CFA

🚨NVDA B200 rental prices spike +35% this month to all-time high > $6/hour twitter.com/matthew_sigel/stat...

matthew sigel, recovering CFA

NVDA H100 rental prices hit 18-month high: $2.59/hour

matthew sigel, recovering CFA

What a lie. The media breathlessly reported on your "thesis" for almost five days, from Feb. 10th when you teased the head and shoulder, through the 12th when you published the note, all the way through the weekend of the 14th. Anyone who listened to you has lost money with $pltr +12% vs qqq's down.

matthew sigel, recovering CFA

"Bitcoin retail holders have panic sold in recent months. However, long term holders remain resilient. Bitcoin holders inactive for more than 1 year stands at 60% of total supply. This ownership structure is unique to Bitcoin signifying long term ’believers’ who remain insensitive to Bitcoin volatility holding Bitcoin as a ’store of value’. This is despite Bitcoin’s significant underperformance vs. Gold last year. Almost ~14% of Bitcoin is held by ETFs, digital asset treasuries (incl. Strategy) and by governments. Bitcoin’s resilient capital base is growing." - Bernstein

matthew sigel, recovering CFA

AKER +14%. >Invests $350M in Nscale series C @ $15B valuation >Largest Series C in EU history >50% ownership in Norway JV rolled into Nscale; earn-out realized >Simplified ownership before IPO👍 >AKER now owns 24% of Nscale fully diluted🤯 >That's 44% of AKER mkt cap! 5% yield twitter.com/matthew_sigel/stat...

matthew sigel, recovering CFA

🚨Kazakhstan central bank to invest up to $350M in digital assets; likely to include Bitcoin >Will begin ‌in ⁠April-May >Total central bank FX reserves and gold = $69B >Investment will come from Gold & FX reserves fund, not the sovereign wealth fund

matthew sigel, recovering CFA

Clarity compromise hits impasse, White House source tells Reuters "Crypto companies have come around to that compromise, but banks have said they cannot support it, said two of the people. Banks still want to severely limit activities for which rewards can be issued, said a senior White House official. A banking industry source said lenders believe the activities allowed under the compromise could still trigger deposit flight."

Reuters Business

Talks on landmark crypto legislation have hit a new impasse after banks said they could not back a compromise pushed by the White House, a development that cast doubt on whether the bill will pass this year and sparked criticism from President Trump who accused lenders of trying

matthew sigel, recovering CFA

Pretty dumb take. Did the internet fail because it originally used phone lines? Did we build new oceans when steamships were invented? Direct access to the Fed is ultimate disintermediation: cuts out commercial bank middlemen, reduces counterparty risk.

matthew sigel, recovering CFA

Kraken gets Fed master account in crypto first "a watershed milestone in the history of digital assets" 👍

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