Matthew Sigel is the Head of Digital Asset Research at VanEck and portfolio manager of the NODE ETF. In this conversation, we discuss why he’s turning more bullish on bitcoin, how AI and energy are driving new investment opportunities, and why bitcoin miners are emerging as key players in the AI boom. We also explore risks around AI Capex, geopolitics, and how he’s positioning across crypto and equities.

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• 0:00 - Intro
• 1:02 - AI stocks, Capex & market debate
• 4:47 - Bitcoin miners & AI pivot
• 8:35 - Energy & AI investment plays
• 11:10 - War & global markets
• 17:03 - AI, crypto & defense tech
• 19:53 - Bitcoin treasury companies
• 24:02 - Bitcoin outlook & altcoins
• 30:30 - Real-world assets & Figure
• 32:46 - Crypto equities & competition
• 36:23 - Biggest risks in 2026