Vaneck

Bitcoin miners with power contracts hold AI’s scarcest asset. VanEck’s Matthew Sigel explains how long-term AI leases unlock underappreciated value.

Asset manager VanEck's Head of Digital Assets Research, Matthew Sigel, said the Bitcoin community was working on solutions.

VanEck's Matthew Sigel has said that Bitcoin doesn't need a Republican president to do well.

Bitcoin's volatility has dampened significantly, according to new VanEck research.

Bitcoin is doing what it always has done, according to market observers.

VanEck says Bitcoin's quiet summer trading masks a tightening supply base, with cautious derivatives and weak miner economics weighing on the near term even as long-term holders continue accumulating.

VanEck says Bitcoin miners pursuing AI data center businesses face a roughly $50 billion funding gap, with investors increasingly rewarding companies that have already secured and energized AI infrastructure capacity while punishing those still relying on unproven pipeline projections.

VanEck says Bitcoin is showing a reinforced bullish setup as deeply negative funding rates and clustered hash rate declines—historically tied to strong forward returns—signal cautious sentiment rather than capitulation.

VanEck’s new report projects that Bitcoin could reach $2.9 million by 2050 under a base-case scenario.

Bitcoin faced a turbulent Q4 in 2025, with December seeing a nearly 9% drop and record volatility since April, yet VanEck’s mid-December “ChainCheck” report notes improving liquidity and resetting speculative leverage, providing cautious optimism for long-term holders.