Bitcoin Stock Risks & The End of The 4 Year Cycle? | Matthew Sigel
The Pomp Podcast
Intro
This chapter explores the interconnectedness of public equities and the cryptocurrency market, highlighting key data points for identifying market trends. It also addresses the implications for investors, discussing associated risks and insights from digital asset experts.
Matthew Sigel 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.
=====================
Independent Investor ConferenceMarkets are at all-time highs. Public equities are outperforming. And individual investors are driving it all. It’s officially the rise of the retail investor. On September 12th in NYC, I’m hosting the Independent Investor Summit — a one-day event built exclusively for self-directed investors. We’re bringing together some of the smartest public market investors I know for a full day of macro insights, market predictions, one-on-one fireside chats, and actionable investment ideas from each investor. This is going to be an absolute banger event. Join us if you like markets and think retail is two steps ahead of Wall Street.👉 TICKETS: https://www.independentinvestor.co/ (use promo code POMPYT25)
======================
From The Desk of Anthony PomplianoCheck out my NEW show for daily bite-sized breakdowns of the biggest stories in finance, technology, and politics: http://pompdesk.com/
======================
Podcast Sponsors"This episode is brought to you by Figure (https://figuremarkets.co/pomp), the platform to Earn and Borrow. Need liquidity without selling your crypto? Figure offers Crypto-Backed Loans, allowing you to borrow against your Bitcoin or Ethereum with 12-month terms and no prepayment penalties. They have the lowest rates in the industry at 8.91%, allowing you to access instant cash or buy more Bitcoin without triggering a tax event.Your BTC collateral is protected by decentralized MPC custody. You can always see your BTC ownership in your FM account and verify holdings in your personal BTC vault on chain. Unlock your crypto’s potential today. Visit their app to apply (https://figuremarkets.co/pomp) for a Crypto Backed Loan today! Figure Lending LLC dba Figure. Equal Opportunity Lender. NMLS 1717824. Terms and conditions apply. Visit figure.com for more information. Figure Markets Credit LLC. 650 S. Tryon Street, 8th Floor, Charlotte, NC 28202. (888) 926-6259. NMLS ID 2559612. Terms and conditions apply. Visit https://figuremarkets.com/borrow for more information."
======================
Bitizenship helps Bitcoin-forward investors gain EU residency and a path to Portuguese citizenship in five years while maintaining exposure to Bitcoin. Their regulated fund qualifies you for the Golden Visa through an operating company focused on Bitcoin-native innovation. Book a free strategy call at https://bitizenship.com/pomp.
======================
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?
The AI-powered Podcast Player
