Is Bitcoin About To Hit The Buy Zone? | Matthew Siegel

16 snips

Nov 24, 2025

Matthew Siegel, Portfolio Manager at VanEck, dives into the institutional appetite for Bitcoin, highlighting a decline in trading volumes amid a market drawdown. He elaborates on three key indicators to assess Bitcoin's trajectory: global liquidity, crypto leverage, and on-chain activity. Siegel discusses strategies like dollar-cost averaging for buying during volatility and shares insights on investing in crypto-linked equities, miners, and the implications of AI on the market. He also reflects on stablecoins and the long-term potential of the digital asset landscape.

Ask episode

AI Snips

Chapters

Transcript

Episode notes

INSIGHT

Institutional Interest Remains High

Institutions research Bitcoin heavily even when trading volumes fall.
Engagement with educational content remains very high despite a 30%+ drawdown.

INSIGHT

Three Lenses For Bitcoin Direction

VanEck evaluates Bitcoin via global liquidity, crypto leverage, and on-chain activity.
These three lenses currently give mixed signals: liquidity yellow, leverage green, on-chain red.

INSIGHT

Miners' AI Capex Links Bitcoin To Credit

Miners have been large sellers to fund AI-related capex, linking Bitcoin price action to credit conditions.
This creates a feedback loop where falling Bitcoin forces miners to sell more, exacerbating declines.

Get the Snipd Podcast app to discover more snips from this episode

Get the app

Matthew Siegel is the Portfolio Manager of the VanEck Onchain Economy ETF ($NODE), one of the most forward-thinking institutional products in the crypto ecosystem. In this episode, we break down how major institutions are evaluating Bitcoin — from market structure and sentiment to what’s driving recent price action. Matthew shares the three indicators he uses to gauge Bitcoin’s direction, how he thinks about buying during volatility, and what he’s watching in crypto-linked public equities. We also dig into the broader digital-asset landscape — from smart-contract platforms to stablecoins and where he sees the strongest long-term opportunities.

======================

Bitizenship gives Bitcoin-forward investors a fast, compliant path to EU residency. Our Bitcoin Dolce Visa lets you invest in a 100% Bitcoin-aligned startup and qualify for Italy’s Golden Visa with one strategy. Claim your free strategy call at https://www.bitizenship.com/pomp.

======================

BitcoinIRA: Buy, sell, and swap 80+ cryptocurrencies in your retirement account. Take 3 minutes to open your account & get connected to a team of IRA specialists that will guide you through every step of the process. Go to https://bitcoinira.com/pomp/ to earn up to $1,000 in rewards.

======================

In this episode, Pomp spotlights easyBitcoin.app—the app that pays you 1% extra on recurring buys, 2% annual bitcoin rewards, and 4.5% APY on USD. Download it now for iOS or Android at https://easybitcoin.onelink.me/F1zP/klc4v1p8 and start earning today. Your capital is at risk. Crypto markets are highly volatile. This content is informational and not financial advice.

======================

Timestamps:

0:00 – Intro
2:06 – How institutions are thinking about bitcoin right now
6:10 – How to evaluate metrics in real time and key bitcoin price levels
10:33 – Crypto-linked equities and why $NODE outperformed
17:08 – What reverses the bitcoin miner downturn?
23:41 – Evaluating companies holding bitcoin on balance sheet
34:46 – Matthew’s outlook on altcoins and bitcoin dominance
39:43 – Inside $NODE: structure, allocation, and strategy