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Early 2026 volatility won't derail gold's bull market, miners' record cash flow will support reratings – Van Eck's Casanova
KITCO· 2026-02-11 19:16
Ernest HoffmanErnest Hoffman is a Crypto and Market Reporter for Kitco News. He has over 15 years of experience as a writer, editor, broadcaster and producer for media, educational and cultural organizations. Ernest began working in market news in 2007, establishing the broadcast division of CEP News in Montreal, Canada, where he developed the fastest web-based audio news service in the world and produced economic news videos in partnership with MSN and the TMX. He has a Bachelor's degree Specialization in ...
X @The Block
The Block· 2026-02-11 14:30
RT The Block Media (@TheBlockPods)Why leverage is a red flag for institutions 📉@vaneck_us's @matthew_sigel says volatility is already crypto’s biggest problem and adding leverage only scares serious capital. https://t.co/JxTK2BBzBU ...
X @Avalanche🔺
Avalanche🔺· 2026-02-10 22:59
RT The Block Media (@TheBlockPods)Matthew Sigel: Why VanEck chose Avalanche 🔺 🔍@vaneck_us's Head of Digital Asset Research @matthew_sigel explains the real filter behind single token ETPs, conviction from the investment team, client demand and whether the market plumbing actually works. https://t.co/NXZjtm8jF5 ...
X @The Block
The Block· 2026-02-10 18:33
RT The Block Media (@TheBlockPods)Matthew Sigel: Why VanEck chose Avalanche 🔺 🔍@vaneck_us's Head of Digital Asset Research @matthew_sigel explains the real filter behind single token ETPs, conviction from the investment team, client demand and whether the market plumbing actually works. https://t.co/NXZjtm8jF5 ...
REMX: Don't Overestimate The Size Of The Rare Earths Market And Strength Of Geopolitical Tailwinds
Seeking Alpha· 2026-02-10 16:39
Core Insights - The VanEck Rare Earth and Strategic Metals ETF (REMX) has experienced significant growth recently, driven by the increasing importance of rare earths in the global economy and favorable geopolitical conditions [1] Group 1: Market Trends - The performance of markets is cyclical, with booms and downturns, yet the global economy continues to progress [1] - Observing megatrends can provide valuable insights into societal advancements and potential investment opportunities [1] Group 2: Investment Focus - The analysis emphasizes the importance of fundamentals, quality leadership, and product pipelines in identifying investment opportunities [1] - There is a growing interest in macrotrends, futurism, and emerging technologies as key areas for investment analysis [1] Group 3: Professional Background - The company has a history of focusing on marketing and business strategy for medium-sized companies and startups [1] - Experience includes international development work and evaluating startups and emerging industries/technologies [1]
A Top Semiconductor ETF Ran 62% Despite Top Holding Slashing Dividend by 75%
247Wallst· 2026-02-10 16:31
The VanEck Semiconductor ETF (NYSEARCA:SMH) manages $44.1 billion in assets but delivers a minimal 0.24% yield. ...
X @The Block
The Block· 2026-02-09 21:26
RT The Block Media (@TheBlockPods)In episode 6 of Layer One, @imyoungsparks and @stvngts were joined by @AvaLabs VP of Onchain Finance BD @MorganKrupetsky and @vaneck_us Head of Digital Asset Research @matthew_sigel.They discussed institutional conviction in crypto, why VanEck chose @avax for its first alt-L1 ETF, and how downturns separate serious builders from tourists 🛠️The group also touched on:• DATs versus ETFs• The banking dilemma around stablecoins• The divide between TradFi and DeFiOUTLINE00:00 - I ...
X @The Block
The Block· 2026-02-09 20:35
VanEck's AVAX thesis: product-market fit, economic clarity & institutional distribution https://t.co/bTuY6fCFXa ...
Bitcoin Price Crash: VanEck Analyst Explains What Triggered the Drop
Yahoo Finance· 2026-02-09 15:31
Core Insights - The current price washout in Bitcoin presents attractive opportunities for building positions over a one- to two-year view, according to industry expert Matthew Sigel [1][4][7] - The market's unease is exacerbated by concerns over quantum computing, which could threaten Bitcoin's encryption and put 20% to 50% of circulating coins at risk [2][4] - Skepticism surrounding AI investments has negatively impacted Bitcoin miners, who are now forced to sell Bitcoin to maintain operations due to drying up financing and falling prices [3][6][7] Market Dynamics - Bitcoin has experienced a significant drawdown of approximately 19%, currently trading in the mid-$60,000s, driven by a combination of factors including deleveraging, AI hype unraveling, and quantum computing risks [4][6] - Futures open interest has decreased from $61 billion to $49 billion, indicating a more than 20% decline in borrowed bets against Bitcoin, which aligns with the price drop [5][6] - The actions of Bitcoin miners are crucial in shaping the cryptocurrency's future, as they sell off Bitcoin to fund operations amid the current market pressures [6][7] Investor Sentiment - Despite the challenges, the four-year cycle narrative remains a significant reference point for investors, with Sigel actively adding to his Bitcoin holdings [7]