Episode
Wall St. vs. Main St. - Matthew Sigel, Head of Digital Assets Research at VanEck!
- Podcast
- Power Analysis
- Published
- Jun 16, 2026
- Duration seconds
- 3669
- Processing state
not_requested
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Summary
We sit down with VanEck digital assets researcher Matthew Sigel to pressure-test the Bitcoin cycle, the reality behind altcoin “adoption”, and why public markets still matter when disclosure is scarce. We then dig into the AI infrastructure land grab, where former Bitcoin miners try to turn power pipelines into durable HPC cash flows while investors manage hype, catalysts, and governance risk. • Matt’s career path from Bloomberg and CNBC to CFA-driven security analysis and crypto resear...