THE MINING POD: The Golden Age of Bitcoin Equities is Here w/ Matthew Sigel

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News, Tech News, Daily News, Business News

4.7 • 698 Ratings

🗓️ 22 July 2025

⏱️ 46 minutes

🔗️ Recording | iTunes | RSS

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Summary

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. Get the headlines that matter, right when they hit the wire: Join our Telegram group for market moving news on top Bitcoin equities like $MSTR, $MARA, $RIOT, $CLSK, and more: https://t.me/blockspacenews FILL OUT THE SURVEY BY CLICKING HERE 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. Subscribe to our newsletter! **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 👉 Fractal Bitcoin, Is Bitcoin’s most active scaling solution already here? Fractal’s rapid hashrate growth and transaction growth suggest it might be. A new report by Blockspace Media breaks down Fractal Bitcoin. Read the full report here. 👉 Luxor, Leaders In Bitcoin Mining and Compute Power! Get game-changing mining results with Luxor Firmware. Boost hashrate, cut energy costs, protect your hardware, and maximize mining profits with LuxOS. 👉 Colorado Air Filter, Leaders In Mining HVAC Solutions! Pick from 6 different filtration brands from MERV 8 pleats to HEPA filters. Get your mine in top shape before the heat and dust of this summer comes! Contact sales@coloradoairfilter.com Published twice weekly, "The Mining Pod" interviews the best builders and operators in the Bitcoin and Bitcoin mining landscape. Subscribe to get notifications when we publish interviews on Tuesday and a news show on Friday! See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Transcript

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0:00.0	Hey everyone, Charlie here. We're running a quick survey. We want to better understand who our listeners are.
0:07.4	Do me a huge favor and fill out that survey. It takes under a minute and the link is in the show description.
0:13.2	This helps us make better content for you. Thanks a ton for listening. Link in the show notes.
0:18.7	What's going on, y'all? Welcome back to the mining pod.
0:21.7	For today's show, Van X head of digital assets research, Matthew Siegel, joins us to talk
0:27.1	about all things Bitcoin and Crypto Equities.
0:29.7	We opened the show talking about the biggest headline of the last few weeks, the core
0:34.1	scientific and core weave acquisition deal that is undergoing and might finalize in Q4 of
0:40.3	this year. We also touch on Bitcoin Treasury plays and whether or not the market is too crowded
0:45.4	and where the opportunities for this playbook still rest. We even touch on ETH Treasury companies
0:50.7	and whether or not institutional investors have appetite for that. And Matthew also gives us his take on whether or not the crypto equity play that has been
0:58.3	so predominant this cycle will persist into the future over the next few years.
1:03.4	This is not an episode that you want to miss.
1:05.3	Matthew comes packed with insights, so I hope you all enjoy.
1:08.3	Today's show is brought to you by fractactal Bitcoin, but we'll learn more
1:11.3	about them later in the show. For now, let's get right into it. I want to take a second and talk
1:16.6	about Colorado Air Filter, a new sponsor for the mining pot and a major supplier of air filtration
1:21.0	systems for Bitcoin mining sites. Colorado Air Filter is currently running a summer sale on their
1:25.4	inventory from Mervate pleats to Hepha filters, shipments and installations, containers retrofitted buildings. Colorado Air Filter is currently running a summer sale on their inventory, from Mervate pleats to hepa filters, shipments to installations, containers to retrofitted buildings.
1:30.8	Colorado Air Filter has it all. Here's what one recent major miner had to say about working
1:35.0	with Colorado Air Filter. Working with Keith and Colorado Air Filter has been a seamless experience
1:39.3	from day one. Their filter media consistently meets the demands of our Bitcoin mining
	...

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