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