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The Pomp Podcast

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

The Pomp Podcast

Anthony Pompliano

Business, Investing

4.81.9K Ratings

🗓️ 24 November 2025

⏱️ 42 minutes

🧾️ Download transcript

Summary

Matthew Sigel 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.

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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

Transcript

Click on a timestamp to play from that location

0:00.0

Hey, Anna, I've got a new secret weapon for print.

0:02.3

Print.

0:02.9

Vista print, right? That's not a secret. Print everything for your business with Vista print. Business cards, stickers, t-shirt, signage, even photo books from your last holiday. If you need it, we print it at vistoprint.co.uk. What's up, everyone? This is Anthony Pompliano. Many of you know me as Pomp. You're listening to the Pomp podcast, which is my effort to find the most interesting people in the world and sit with them for hours while I ask questions in an effort to learn. So it would mean the world to me if you would subscribe to the show on your favorite audio platform, watch episodes on YouTube, and tell your friends and family about the

0:38.2

podcast. My goal is to help millions learn from the world's most interesting people. So let's

0:43.6

get in to today's episode. Anthony Pompliano runs Pomp Investments. All views of him and the guests

0:49.8

on his podcast are surely their opinions and do not reflect the opinions of pomp investments.

0:54.7

You should not treat any opinion expressed by pomp or his guess as a specific

0:58.9

inducement to make a particular investment or follow a particular strategy, but only as

1:03.6

an expression of his personal opinion. This podcast is for informational purposes only.

1:09.1

Last cycle was an 80% decline.

1:11.5

Since then, Bitcoin volatility has fallen by about half.

1:16.2

So for my simple view, you know, if volatility is down by half, then maybe the correction

1:22.0

is half as big and 40% feels like a reasonable chance to take a shot on a risk reward basis.

1:29.5

It has the added benefit of also being...

1:33.6

What's going on, guys?

1:34.7

Today we've got a great episode with Matthew Siegel.

1:37.0

He is the portfolio manager of the Vanek-on-chain economy ETF, Node, N-O-D-E.

1:42.1

In this conversation, he gives us a better understanding. How are institutions thinking about Bitcoin? How are they thinking about the market action? What are the three things that he's doing to evaluate, whether Bitcoin's going up, down, or sideways? Has he thinking about buying Bitcoin when there's lots of chaos and uncertainty? And then we talk about public equities that relate to crypto. What is he interested in? What's he buying? What are the correlations and what are the risks? And then of course we got to go and we got to talk about public equities that relate to crypto. What is he interested in? What's he buying?

2:01.2

What are the correlations? And what are the risks? And then, of course, we got to go and we got to talk about the debt. Who does he think are the winners? Who does he think are going to be the losers? And how should you think about these in your portfolio? And then we finish up talking about the rest of the crypto ecosystem, everything from smart contract platforms, stable coins, and much, much more. This conversation is filled with insights. Matthew Siegel is here and this is our latest

2:21.4

conversation. system, everything from smart contract platforms, stable coins, and much, much more.

2:34.6

This conversation's filled with insights. Matthew Siegel is here, and this is our latest conversation. All right, Matt, I thought a great place to start the conversation is everyone's wondering, how are institutions thinking about Bitcoin right now? There's a lot of mixed signals, some positive data points, some negative data points, price action is pretty ugly, people are feeling a lot of pain. How are you, Vanek, and kind of institutions in general thinking about Bitcoin and an allocation to the asset at the moment? In terms of investor

2:39.9

interest, I would still describe it as very high, the number of requests for educational content,

...

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