The Golden Age of Bitcoin Equities is Here w/ Matthew Sigel
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Welcome back to The Mining Pod! Today, VanEck’s Head of Digital Assets Research Matthew Sigel joins us to talk about Core Scientific's massive $9B CoreWeave acquisition deal, whether Bitcoin treasury companies are getting too crowded with 30+ deals in pipeline, AI infrastructure pivots among miners, and if the crypto equity boom is here to stay.
**Notes:**
• Core Scientific $9B all-stock deal with CoreWeave
• 850MW HPC/AI infrastructure potential capacity
• US listed miners hit 31% global hash rate
• 30,000+ Bitcoin bought by 15 treasury companies
• Meta Planet trading at 5x Bitcoin NAV premium
• $150M annual revenue target for Hut 8's AI business
Timestamps:
00:00 Start
02:55 Coreweave & Core Scientific
07:40 Coreweave's BTC mining operation
08:52 Volatility & Coreweave's stock price
12:25 Fractal Bitcoin
13:05 Future of pure BTC miners
17:45 American Bitcoin
20:54 What's keeping public miner stock prices suppressed?
24:02 Too many treasury companies?
29:58 International strategies
35:45 Gamestop & Semler Scientific
39:27 Bit Digital ETH pivot
42:49 Cycle narrative
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