Bitcoin Stock Risks & The End of The 4 Year Cycle? | Matthew Sigel
Matthew Sigel is the Head of Digital Assets Research at VanEck, and also the Portfolio Manager of the NODE ETF. In this conversation we talk about public equities related to crypto, recent staking decision from the government, the Fed, bitcoin mining companies, what will happen with stablecoins, and expectations for the US government buying bitcoin.
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TimeStamps:
- 0:00 - Intro
- 1:57 - Evaluating public equites related to crypto
- 13:27 - TEPCO: Why is this Japanese utility company soaring?
- 16:52 - Feedback on bitcoin mining companies
- 22:39 - $OPEN & the new wave of retail
- 28:19 - What is going on with staking?
- 33:22 - What VanEck has been building
- 36:06 - Potential risks
- 38:04 - Expectations for government buying bitcoin
- 41:30 - Governments relationship with stablecoins
- 45:10 - Is the 4-year cycle over?