THE MINING POD: The Golden Age of Bitcoin Equities is Here w/ Matthew Sigel
CoinDesk Podcast Network
CoinDesk
4.8 • 689 Ratings
🗓️ 22 July 2025
⏱️ 46 minutes
🧾️ Download transcript
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
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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.
**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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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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