<p>Matthew Sigel is the Head of Digital Asset Research at VanEck and portfolio manager of the NODE ETF. In this conversation, we discuss why he’s turning more bullish on bitcoin, how AI and energy are driving new investment opportunities, and why bitcoin miners are emerging as key players in the AI boom. We also explore risks around AI Capex, geopolitics, and how he’s positioning across crypto and equities.</p><p>======================</p><p>Award-winning Fountain Life - Energy supercharged. Memory sharper. Life extended. Ready for the best investment you’ll ever make? Schedule a life-changing call at FountainLife.com/Pomp Get $1,000 off the cost of a life-changing membership with Fountain Life when you schedule a call at <a href="http://fountainlife.com/pomp" target="_blank" rel="ugc noopener noreferrer">FountainLife.com/pomp</a></p><p>======================</p><p>Need liquidity without selling your crypto? Take out a Figure Crypto-Backed Loan (<a href="https://figuremarkets.co/pomp" target="_blank" rel="ugc noopener noreferrer">https://figuremarkets.co/pomp</a>), allowing you to borrow against your BTC, ETH, or SOL with 12-month terms, 8.91% interest rates, and no prepayment penalties. Or check out Democratized Prime (<a href="https://figuremarkets.co/pomp" target="_blank" rel="ugc noopener noreferrer">https://figuremarkets.co/pomp</a>) and earn ~8.5% APY on real world assets, paid hourly. Unlock your crypto’s potential today at Figure! <a href="https://figuremarkets.co/pomp" target="_blank" rel="ugc noopener noreferrer">https://figuremarkets.co/pomp</a> </p><p>======================</p><p>Arch Public is an agentic trading platform that automates the buying and selling of your preferred crypto strategies. Sign up today at <a href="https://www.archpublic.com/" target="_blank" rel="ugc noopener noreferrer">https://www.archpublic.com</a> and start your automated trading strategy for free. No catch. No hidden fees. Just smarter trading.</p><p>======================</p><ul><li>0:00 - Intro</li><li>1:02 - AI stocks, Capex &amp; market debate</li><li>4:47 - Bitcoin miners &amp; AI pivot</li><li>8:35 - Energy &amp; AI investment plays</li><li>11:10 - War &amp; global markets</li><li>17:03 - AI, crypto &amp; defense tech</li><li>19:53 - Bitcoin treasury companies </li><li>24:02 - Bitcoin outlook &amp; altcoins</li><li>30:30 - Real-world assets &amp; Figure</li><li>32:46 - Crypto equities &amp; competition</li><li>36:23 - Biggest risks in 2026</li></ul>