

Power Analysis
Wall St. vs. Main St. - Matthew Sigel, Head of Digital Assets Research at VanEck!
Jun 16, 2026
1:01:09
S1 · E604
-(0)
About this episode
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...
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Episode Details
- Author
- Anthony Power & Bryce McNallie
- Show Type
- full
- Audio Format
- audio/mpeg