CoinDesk Podcast Network

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

VanEck’s Head of Digital Asset 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.

Jul 22, 2025
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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

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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!



The mining pod the golden age of bitcoin equities is here w matthew sigel | Latest Cryptocurrency News, Bitcoin & Crypto Updates 2025