In this episode of the Verified Podcast by Bitcoin Suisse, hosts Dominic and Laurent welcome back Matthew Sigel, head of digital asset research at VanEck. They discuss the rising dominance of Bitcoin, Bitcoin's resilience, and its performance compared to traditional assets. Matthew provides insights into the evolution of VanEck's digital asset strategies, including Bitcoin ETFs and a new Node fund focusing on companies engaged in blockchain technology. The conversation delves into Bitcoin's market cap, correlations with traditional risk assets, the future of corporate Bitcoin treasury strategies, and the increasing institutional demand for Bitcoin ETFs. They also touch on the interplay between Bitcoin mining and AI, challenges related to Bitcoin's security budget, and regulatory developments impacting the digital assets landscape. Finally, Matthew offers a hypothetical approach to constructing an on-chain portfolio with a focus on Bitcoin and a diversified selection of other digital assets.