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People · Matthew Sigel · Bitcoin

What Matthew Sigel has said about bitcoin

Matthew Sigel, head of digital assets research at VanEck. 2 statements from November 4, 2026 to November 5, 2026, each quoted word for word from the original and checked before publication. Newest first.

  1. November 5, 2026 · on X
    “My multi-year thesis is that monetary debasement's second-order effects will include Bitcoin adoption and a repricing of the power infrastructure to which Bitcoin is linked. I'm not abandoning this thesis over short-term volatility.”

    Matthew Sigel Affirms Bitcoin Adoption, Power Infrastructure Repricing Thesis →

  2. November 4, 2026 · on X
    “Huge relief for $MARA. FERC approved $MARA’s Long Ridge acquisition today (EC26-92). Good to see the IMM’s spurious BlackRock/Vanguard challenge get the Heisman. FERC also turned down the request to condition approval on keeping the plant’s output in PJM. Solid. The deal: $1.512B enterprise value for ~0.5 GW of gas generation (485 MW authorized, 505 MW nameplate) and ~$144M of annualized adj. EBITDA, about 10.5x. Recent PJM gas plant deals went at about 7x (Talen 6.7x, Vistra 7x, NRG 7.5x), which would put the p…”

    Matthew Sigel Details Marathon Digital's Long Ridge Acquisition →

Statements are reported from Matthew Sigel’s own public posts and appearances, quoted verbatim, checked against the original before publication, and linked to it. Inclusion is editorial and not an endorsement of any view, product, or asset. Full profile: Matthew Sigel. The beat: Bitcoin.