Who is Matthew Sigel?
Matthew Sigel is the Head of Digital Assets Research at VanEck, an investment management firm. In this role, he is responsible for leading the firm's research initiatives within the rapidly evolving digital asset sector. His work involves analyzing trends, developments, and opportunities in the digital asset market, contributing to VanEck's strategic insights and offerings in this specialized area.
What is Matthew Sigel known for?
- Head of Digital Assets Research at VanEck
What Matthew Sigel has said
By topic:Artificial Intelligence (2)
“Blackwell Ultra (B300) GPU rental prices up 17 consecutive days to a new all-time high, according to Compute Desk's index of verified transactions from U.S. neoclouds.”
On X, October 15, 2026Matthew Sigel Reports Blackwell Ultra GPU Rental Prices at New All-Time High
“$FRMI +20%, announces credit support agreement with AMD supporting a lease for phase 1 of Fermi's Project Matador, 222MW $CIFR -10%, $850M convertible bond to support Barber Lake capex, upsizeable to $1B. (Why didn't they do this when stock was at $17?)”
On X, October 13, 2026Matthew Sigel Questions CIFR's Financing Timing During Stock Swings
“BTDR announced another 8-year agreement for the Malaysian facility they are leasing, which brings them to 333.5MW secured of 350MW target to deliver by 1Q28. with ~30MWs contracted currently from customers. In our model we get to ~$7B in AI Cloud revenue for FY28, with big step up exiting 2027, assuming stable pricing from most recent deal from last month at $22M per MW. The Norway MWs require capex to build out,…”
On X, October 12, 2026Matthew Sigel Projects BTDR to Reach $7 Billion in AI Cloud Revenue by FY28
“SEC moving to formalize crypto custody rules for investment advisers and funds, following last year’s no-action relief. Guidance --> rulemaking”
On X, October 1, 2026Matthew Sigel Says SEC Formalizing Crypto Custody Rules
Frequently asked
- Who is Matthew Sigel?
- Matthew Sigel is the Head of Digital Assets Research at VanEck. In this role, he leads the firm's research into the digital asset space.
- What is Matthew Sigel known for?
- Based on the provided source, Matthew Sigel is known for his role as Head of Digital Assets Research at VanEck. He oversees the firm's research into the digital asset market.
- Where does Matthew Sigel share views on Crypto ETFs?
- The provided source does not state where Matthew Sigel shares views on Crypto ETFs.
