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.

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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.

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**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

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