Bitcoin's Path To $3 Million Dollars | Matthew Sigel

This interview with Matthew Sigel explores the bull case for bitcoin, its future as a reserve asset, and the economics of bitcoin miners. We also discuss miners pivoting to data centers, stablecoins, crypto regulation and much more. This interview is paid sponsorship on behalf of the VanEck corporation. Recorded on September 4, 2024.

Sigel's piece, "Bitcoin Miners' AI Arbitrage Play to Boost Revenue": https://www.vaneck.com/us/en/blogs/di...
Sigel's piece, "Bitcoin 2050 Valuation Scenarios: Global Medium of Exchange and Reserve Asset": https://www.vaneck.com/us/en/blogs/di...
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Timestamps:
00:00 Introduction
00:53 How Matthew Got Into Crypto
05:10 Fake & Bias News In Finance
07:51 The Case For Bitcoin
10:48 Bitcoin As A Reserve Asset
18:33 Nation States Leveraging Bitcoin
22:40 Profitability Of Bitcoin Mining
24:22 Catalysts For Bitcoin Adoption
26:52 Bitcoin As A Medium Of Exchange
28:42 Bitcoin Risks
33:34 Is The Bitcoin Supply Flexible?
35:08 Bitcoin Miner Economics
41:02 Bitcoin Miners Repurposing Their Energy
46:31 Bitcoin Vs Altcoins
53:53 Biggest Crypto Overweights & Underweights
58:09 Stablecoins
01:05:19 Crypto Politics & Regulation
01:07:40 NFTs
01:09:41 Meme Coins
01:12:26 Understanding The Spectrum Of Crypto
01:14:57 Crypto Venture Capital

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Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets