Bitcoin Stock Risks & The End of The 4 Year Cycle?

Matthew Siegel is the Head of Digital Assets Research at VanEck, and also the Portfolio Manager of the NODE ETF. In this conversation we talk about public equities related to crypto, recent staking decision from the government, the Fed, bitcoin mining companies, what will happen with stablecoins, and expectations for the US government buying bitcoin.

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⏰ TimeStamps:
0:00 - Intro
1:03 - Evaluating public equities related to crypto
12:33 - TEPCO: Why is this Japanese utility company soaring?
15:58 - Feedback on bitcoin mining companies
21:45 - $OPEN & the new wave of retail
27:25 - What is going on with staking?
32:28 - What VanEck has been building
35:12 - Potential risks
37:10 - Expectations for government buying bitcoin
40:36 - Governments' relationship with stablecoins
44:16 - Is the 4-year cycle over?

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