VanEck’s Head of Digital Assets Research, Matthew Sigel, joins the podcast to discuss bitcoin treasury plays, CoreWeave’s $9 billion bid for Core Scientific, and other hot trends in the Bitcoin equities realm.

Get the headlines that matter, right when they hit the wire: Join our Telegram group for market moving news on top Bitcoin equities like $MSTR, $MARA, $RIOT, $CLSK, and more:  https://t.me/blockspacenews

FILL OUT THE SURVEY BY CLICKING HERE

Welcome back to The Mining Pod! Today, VanEck’s Head of Digital Assets Research Matthew Sigel joins us to talk about Core Scientific's massive $9B CoreWeave acquisition deal, whether Bitcoin treasury companies are getting too crowded with 30+ deals in pipeline, AI infrastructure pivots among miners, and if the crypto equity boom is here to stay.

Subscribe to our newsletter! 

**Notes:**

• Core Scientific $9B all-stock deal with CoreWeave

• 850MW HPC/AI infrastructure potential capacity  

• US listed miners hit 31% global hash rate 

• 30,000+ Bitcoin bought by 15 treasury companies

• Meta Planet trading at 5x Bitcoin NAV premium

• $150M annual revenue target for Hut 8's AI business

Timestamps:

00:00 Start

02:55 Coreweave & Core Scientific

07:40 Coreweave's BTC mining operation

08:52 Volatility & Coreweave's stock price

12:25 Fractal Bitcoin

13:05 Future of pure BTC miners

17:45 American Bitcoin

20:54 What's keeping public miner stock prices suppressed?

24:02 Too many treasury companies?

29:58 International strategies

35:45 Gamestop & Semler Scientific

39:27 Bit Digital ETH pivot

42:49 Cycle narrative

👉 Fractal Bitcoin, Is Bitcoin’s most active scaling solution already here?

Fractal’s rapid hashrate growth and transaction growth suggest it might be. A new report by Blockspace Media breaks down Fractal Bitcoin. Read the full report here.

👉 Luxor, Leaders In Bitcoin Mining and Compute Power!

Get game-changing mining results with Luxor Firmware. Boost hashrate, cut energy costs, protect your hardware, and maximize mining profits with LuxOS.

👉 Colorado Air Filter, Leaders In Mining HVAC Solutions!

Pick from 6 different filtration brands from MERV 8 pleats to HEPA filters. Get your mine in top shape before the heat and dust of this summer comes! Contact [email protected]

Published twice weekly, "The Mining Pod" interviews the best builders and operators in the Bitcoin and Bitcoin mining landscape. Subscribe to get notifications when we publish interviews on Tuesday and a news show on Friday!

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.