VanEck2026-10-03 09:44:26VanEck says Bitcoin miners’ power contracts are gaining value as AI demand rises, while quantum computing is not yet a reason to sell BTCVanEck’s head of digital assets research, Matthew Sigel, said in an interview on Oct. 3 that the rapid buildout of the artificial intelligence industry is changing how the market values Bitcoin mining companies. In his view, miners are no longer judged only by hash rate and BTC production capacity. Their access to power, especially long-term contracted supply, is becoming more valuable as AI data centers compete for large amounts of stable electricity. Sigel said some miners have signed 10- to 20-year power lease agreements with investment-grade counterparties, and that these contracts give them an element of optionality beyond straightforward Bitcoin exposure. He added that electricity is becoming a scarcer resource as AI expands, which could open new business paths for miners with low-cost, long-duration power arrangements, including a shift toward AI infrastructure. On the market side, Sigel said Bitcoin is showing signs of seller fatigue and that investors should watch for opportunities after pullbacks. He also compared Bitcoin and gold in portfolio construction, arguing that Bitcoin could still gain a larger share over time. As for quantum computing, he described it as a long-term risk worth monitoring, but not one that currently justifies selling BTC. VanEck remains positive on long-term Bitcoin adoption and sees Bitcoin reaching a portion of gold’s market value as one possible valuation reference.20
Bitcoin2026-10-03 09:38:55VanEck’s Matthew Sigel Says Bitcoin Is in the Early Stage of a Bull MarketMatthew Sigel, head of digital assets research at investment management firm VanEck, said Bitcoin is already in the early phase of a bull market and continues to show strong performance. He said VanEck sees a medium-term target of about $500,000 for Bitcoin, based on a scenario in which Bitcoin’s market capitalization reaches half that of gold. Looking much further out, Sigel said Bitcoin could rise to $3 million by 2050 if it captures a meaningful role in global energy trade. He also pointed to a multi-year high in Bitcoin’s correlation with gold and said ongoing inflows from institutional investors through spot exchange-traded funds, or ETFs, have supported the market. On the mining side, Sigel said Bitcoin miners hold scarce power resources that have become more valuable in the AI economy, lifting the value of mining machines and energy contracts. Addressing concerns around quantum computing, he said the issue needs to be solved, but the community has already begun to take it seriously and work on responses, which in his view is not a reason to sell Bitcoin now.30
VanEck2026-10-03 09:39:23VanEck says Bitcoin is still in the early stage of a bull market, with gold parity as a long-term reference pointVanEck’s head of digital assets research, Matthew Sigel, said Bitcoin remains in the early stage of a bull market. He said the firm sees a market capitalization equal to half of gold’s value, or roughly $500,000 per BTC, as a medium-term target. Sigel also said Bitcoin could reach $3 million by 2050 if it captures a meaningful share of global energy trade. He pointed to Bitcoin’s correlation with gold climbing to a multi-year high and said continued inflows from institutional investors through spot ETFs and similar channels are supporting the market. He also noted that the value of power resources, mining machines and energy contracts held by Bitcoin mining companies has increased.20
VanEck2026-10-02 11:02:37VanEck adds staking to its spot BNB ETF VBNBVanEck has added a staking feature to its spot BNB exchange-traded fund, VBNB, according to Techub News. The product is described as the first and only spot ETF in the United States that tracks the price of BNB. The fund was launched several months ago, and the latest change adds staking to its structure. The input also states that the move could draw more institutional capital into the product. CoinGape was cited in the source item. No additional details on the staking setup, timeline, or asset flows were disclosed in the provided text.20
VanEck2026-10-02 00:50:48VanEck sold about $10.76 million worth of BTC and ETH through GeminiVanEck sold roughly $10.76 million worth of Bitcoin and Ether through Gemini, according to monitoring data cited by BlockBeats on Oct. 2. The tracked sale included 45.41 BTC valued at about $3.84 million and 2,570 ETH worth around $6.91 million. The figures were attributed to on-chain tracker Onchain Lens. The report was categorized under whale movement, reflecting the size of the transaction rather than any stated motive behind it. No additional details on timing beyond the Oct. 2 report, execution method, or follow-up transfers were disclosed in the source.30
SOL2026-09-30 02:48:32U.S. spot SOL ETFs post $5.438 million in daily net inflowsU.S. spot SOL exchange-traded funds recorded total net inflows of $5.438 million on Sept. 29 Eastern Time, according to data from SoSoValue. Bitwise Solana Staking ETF (BSOL) led the day with $5.7467 million in net inflows, bringing its cumulative historical net inflows to $1.234 billion. VanEck Solana ETF (VSOL), by contrast, saw $1.6031 million in net outflows, while its cumulative historical net inflows stood at $24.3328 million. As of press time, the total net asset value of spot SOL ETFs reached $1.938 billion. The net asset ratio for SOL ETFs was 2.77%, and cumulative historical net inflows across the category had climbed to $1.623 billion. The figures offer a snapshot of daily fund movement and current asset levels in the U.S. spot SOL ETF market.160
Sequans2026-09-27 03:17:36Sequans exits Bitcoin treasury strategy after selling final 314 BTCSequans Communications, a French semiconductor company, has sold its last 314 BTC, bringing its Bitcoin holdings down from a peak of more than 3,200 BTC to zero and ending the treasury strategy it launched in 2025. The company said the final sale followed the redemption of its convertible debt in May 2026. Chief executive Georges Karam said the Bitcoin sales were used to eliminate the company’s convertible debt and strengthen its balance sheet. Sequans now says it holds no crypto and has no outstanding debt other than government-backed research and development obligations. The company plans to refocus on its core businesses in cellular Internet of Things and software-defined radio. The report also places Sequans in a wider retreat from corporate Bitcoin treasury strategies. VanEck’s head of digital assets research, Matthew Sigel, said in late July that at least nine companies in 2026 had fully liquidated or abandoned such strategies, while several others reduced holdings. The article argues that debt-funded Bitcoin accumulation can become difficult to sustain in a downturn, especially when companies are forced to sell BTC at lower prices to meet fixed debt obligations.250
VanEck2026-09-19 10:24:14VanEck report says Metaplanet failed all four executive pay testsAsset manager VanEck has published a research report reviewing executive compensation practices at 10 digital asset treasury companies, and Tokyo-listed Metaplanet was the only firm to receive a "poor" rating. According to the report, the company failed all four tests used in the review, and that assessment remained unchanged even after Metaplanet cut its executive option pool twice over the past month. VanEck said Metaplanet’s executive option pool equals 14.7% of fully diluted shares, versus a peer average of 4.0%. Executives themselves hold options equal to 8.2% of shares, compared with a peer average of 0.8%. Based on those figures, Metaplanet’s option pool is roughly four times the peer average, while executive-held options are about 10 times the group norm. The report also said the expansion of the option pool and two revisions made in 2026 were not submitted to shareholders for a vote. It added that the awards require only continued employment and do not include performance hurdles. VanEck noted that Metaplanet currently holds about 43,000 BTC.260
