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

Novogratz address BTC quantum risk on $GLXY earnings call -->

matthew sigel, recovering CFA

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.

matthew sigel, recovering CFA

Trump at Davos: "We should be paying the lowest interest rate. I hope Scott's listening." Did he just leak his Fed Chair? Bessent for Fed Chair is $0.03 in the prediction markets (down from $0.50). Market pricing this as a dead narrative but looks cheap to me.

matthew sigel, recovering CFA

🚨 BitMine $BMNR Wins Authorization for New Share Issuance After Shareholder Vote.

Bitmine (NYSE-BMNR) $ETH

4/ Regarding the 2025 Stockholders vote, all 4 proposals passed: Proposals: 1. Elect Board of Directors ✅🏆 YES ➡️ 98% votes in favor 2. Increase authorized shares ✅🏆 YES ➡️ 81% votes in favor 52.2% of all shares 3. Ominbus Incentive plan ✅🏆 YES ➡️ 89% votes in favor 4.

matthew sigel, recovering CFA

*ZUCKERBERG ANNOUNCED NEW TOP-LEVEL INITIATIVE, META COMPUTE $META PLANS TO BUILD TENS OF GIGAWATTS THIS DECADE AND "HUNDREDS OF GW OR MORE OVER TIME"

matthew sigel, recovering CFA

Bitcoin rallies ~1% despite no official comment on Fed subpoena; sources say no change to issuance schedule.

matthew sigel, recovering CFA

Second COIN upgrade this week. BofA ($340 PT - new BUY): crowded short, de-rated multiple, tax-loss hangover fading with product velocity and Base monetization driving the next leg. twitter.com/matthew_sigel/stat...

matthew sigel, recovering CFA

🚨 🚨 Proprietary* VanEck breadth signal flags first BTC bull call since April 7, 2025, the bottom tick last year. twitter.com/matthew_sigel/stat...

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