matthew_sigel
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Went for a drive after dinner. Stopped at a gas station for coffee.
I used to come here all the time. Probably a hundred times, though it’s been nearly a year. The woman behind the counter is the same. White hair, maybe 75.
Two coffees: $4.39.
“Prices have gone up since you were last here,” she says.
Can’t tell if she remembers me or just says that to everyone. I nod and point to my hat.
“That’s why I hold bitcoin,” I say.
Blank stare.
“Internet money. Freedom money. Bitcoin.”
Still nothing.
My dog’s in the car. He likes to open the sunroof and set off the alarm so I’m in a rush, not in the mood to educate. I pivot to the teenager at the next register.
“Come on. Bitcoin.”
Mute stare.
Bitcoin is $107,000.
Still feels early.
I used to come here all the time. Probably a hundred times, though it’s been nearly a year. The woman behind the counter is the same. White hair, maybe 75.
Two coffees: $4.39.
“Prices have gone up since you were last here,” she says.
Can’t tell if she remembers me or just says that to everyone. I nod and point to my hat.
“That’s why I hold bitcoin,” I say.
Blank stare.
“Internet money. Freedom money. Bitcoin.”
Still nothing.
My dog’s in the car. He likes to open the sunroof and set off the alarm so I’m in a rush, not in the mood to educate. I pivot to the teenager at the next register.
“Come on. Bitcoin.”
Mute stare.
Bitcoin is $107,000.
Still feels early.
As governments print and spend, the appeal of neutral FX only grows.
This 2050 Bitcoin valuation piece is nearly a year old and aging very well.
By 2030 it will look like a blueprint.
Bookmark it.
https://www.vaneck.com/us/en/blogs/digital-assets/matthew-sigel-bitcoin-2050-valuation-scenarios-global-medium-of-exchange-and-reserve-asset/
This 2050 Bitcoin valuation piece is nearly a year old and aging very well.
By 2030 it will look like a blueprint.
Bookmark it.
https://www.vaneck.com/us/en/blogs/digital-assets/matthew-sigel-bitcoin-2050-valuation-scenarios-global-medium-of-exchange-and-reserve-asset/
SEC again delays ruling on CBOE’s 19b-4 to list options on VanEck $HODL ETF.
We find the lack of explanation confounding & frustrating. Investors deserve transparency and timely action.
@HesterPeirce
We find the lack of explanation confounding & frustrating. Investors deserve transparency and timely action.
@HesterPeirce
🚨 Zelle and top U.S. banks including JPM, CITI, WFC & BAC considering a consortium stablecoin to ‘fend off’ rising competition from crypto-native firms: WSJ
Looking forward to interviewing the COO of the best-performing crypto equity of 2025, DFDV +4,300% to $430M market cap, at Solana Accelerate tomorrow.
Come check it out 🤝
Come check it out 🤝
Five of the top 10 pre-market UP movers today are balance sheet crypto plays:
ASST +38%
KDLY +25%
DFDV +27%
NXTT +15%
BTCS +10%
ASST +38%
KDLY +25%
DFDV +27%
NXTT +15%
BTCS +10%
Look at Shopify's Shop Pay taking market share quickly in peer-to-peer digital wallets
Open AI, Softbank CEOs Outline Their $500B Stargate Plan: Business Week
Interesting: "Each project will be financed individually with a mix of equity and debt," according to Masa.
Personally, I think that increases the probability that a Bitcoin Miner is selected.
Interesting: "Each project will be financed individually with a mix of equity and debt," according to Masa.
Personally, I think that increases the probability that a Bitcoin Miner is selected.
SBC Medical Group, $350M franchisor of botox & plastic surgery clinics which announced a Bitcoin balance sheet strategy and a $6M initial purchase in February, announced that they are abandoning their Bitcoin plans to buy back stock instead.
The stock:
The stock:
Goldman just dropped a new 72-page bull case on nuclear.
Tripling capacity by 2050 is not a meme. SMRs (small modular reactors), plant life extensions, and utility buildouts are accelerating.
VanEck’s Onchain Economy ETF $NODE holds some regulated utilities operating nuclear fleets, & tech vendors building SMRs.
Thesis: Nuclear may become Bitcoin beta. The stronger the grid, the stronger the chain.
Tripling capacity by 2050 is not a meme. SMRs (small modular reactors), plant life extensions, and utility buildouts are accelerating.
VanEck’s Onchain Economy ETF $NODE holds some regulated utilities operating nuclear fleets, & tech vendors building SMRs.
Thesis: Nuclear may become Bitcoin beta. The stronger the grid, the stronger the chain.
"In a world where financial rails are quietly being rewritten, VanEck's NODE is making a case for a more balanced approach: not ignoring the shift, not chasing the hype, just meeting the future where it's being built." - Benziga
VanEck's NODE ETF aims to provide active exposure to the companies building the Onchain Economy. Here’s a breakdown of how it works and why it matters. 👇
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