Matthew Siegel is the Head of Digital Assets Research at VanEck, and also the Portfolio Manager of the NODE ETF. In this conversation we talk about public equities related to crypto, recent staking decision from the government, the Fed, bitcoin mining companies, what will happen with stablecoins, and expectations for the US government buying bitcoin.

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TimeStamps:

0:00 - Intro
1:57 - Evaluating public equites related to crypto
13:27 - TEPCO: Why is this Japanese utility company soaring?
16:52 - Feedback on bitcoin mining companies
22:39 - $OPEN & the new wave of retail
28:19 - What is going on with staking?
33:22 - What VanEck has been building
36:06 - Potential risks
38:04 - Expectations for government buying bitcoin
41:30 - Governments relationship with stablecoins
45:10 - Is the 4-year cycle over?

Bitcoin Stock Risks & The End of The 4 Year Cycle? | Matthew Siegel