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What's happened in the derivatives market for Bitcoin leaves me much more bullish.

Another thing that's happened is the OG selling. Some of that selling has eased up. You know, we're more bullish. Another thing that's happened is the OG selling, some of that selling

has eased up. You know, we're still bullish, but we haven't added maybe as much as you might

expect, given that kind of respect the cycle, respect to the four-year cycle. What's going on,

guys? Today we've got a great conversation with Matthew Siegel. He is the head of digital asset

research at Vanek, and he's also the portfolio manager of Node, an ETF that's focused on beating Bitcoin with lower volatility. In this conversation, we do a little around the world. What's going on in terms of all of the AI ROIC on CAPEX? What's going on with the Strait of Hermos and the war in Iran? And then how's he thinking about investing? And we go name by name by name of all the things he's excited about, maybe some of the things that he's not excited about. And my guess is that we're going to talk about multiple things that are in your portfolio or things that you've considered putting in your portfolio. And so here you go. Here is one of Wall Street's smartest guys who's going to explain his current views on all these different names and he did it all for you. Here's my latest conversation with Matthew Siegel. All right, Matt, thought I could play start the conversation. Artificial intelligence stocks and market in general are very, very heavily debated right now. You're telling me an interesting anecdote that inside of Van Eck, you guys basically were like at the buffet.

You're using every single model.

You're trying to automate a bunch of stuff.

Now you're consolidating.

And it sounds like maybe you're bullish on stocks, but maybe bearish on some of the private companies.

Is that fair?

The internal debate among Vanek PMs is very fierce right now, both on the war and the return on capital from AI

Cappex. I think those are the two biggest things that are facing the market right now. Is Hormu's

going to open? And what does that mean for the energy complex versus everything else? And then

Mag 7 underperforming most of those stocks, you know, below their 200 days now.

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