@matthew_sigel
Shugaban binciken kadarorin dijital na VanEck. Takardun bayani na wata-wata da yake sanya hannu tare da wasu sun ce capitulation ya faru a ranar 18 Agusta a $64,491, kuma Bitcoin bai sake rufewa a ƙasa da hakan ba. Amma a ranar 11 Mayu ya rubuta “Bitcoin looks cheap” a $82,018, kafin farashi ya faɗi zuwa $58,566. A watan Yuni da Yuli takardun sun yi tsammanin ƙaramar riba, daidai kafin hawan kusan kashi ɗaya cikin uku.
A taƙaice. Matthew Sigel yana jagorantar binciken kadarorin dijital a VanEck, wani kamfanin sarrafa asusun zuba jari, kuma yana wallafa a X da sunan @matthew_sigel. A samfurinmu na hasashe takwas a cikin taga, sakamakon shi ne 2 sun tabbata, 2 a buɗe, 4 sun saɓa. Hasashensa na capitulation a Agusta da hasashensa na hawa a Satumba sun yi daidai. Ra'ayinsa na Mayu da gargaɗin takardun na Yuni da Yuli ba su yi daidai ba.
Matthew Sigel shi ne shugaban binciken kadarorin dijital a VanEck, kamfanin sarrafa asusun zuba jari na Amurka. Bayanin sa a X ya kuma nuna shi a matsayin manajan jakar jari na VanEck Onchain Economy ETF ($NODE), kuma sunan da yake nunawa ya kira shi “recovering CFA”. A rubuce-rubucensa ya ce a da ya yi aiki a New York a matsayin ɗan jarida na NHK, gidan yaɗa labarai na ƙasar Japan, kuma ya yi karatu a Harvard.
Yana bayyana sau da yawa a CNBC da sauran talabijin na kasuwanci. Hasashe huɗu a nan sun fito ne daga Bitcoin ChainCheck na wata-wata na VanEck, takardar bayanai kan options, futures da kwararar on-chain. Shafukan VanEck sun lissafa shi a matsayin marubuci tare da Patrick Bush, da kuma Griffin MacMaster tun daga Yuli. Muna ɗaukar waɗannan takardu a matsayin ra'ayinsa saboda yana sanya musu hannu, amma aikin ƙungiya ne. Yana kuma wallafa su a X.
Yana kuma ba da manufofin dogon lokaci. A ranar 6 Mayu ya gaya wa CNBC cewa Bitcoin zai iya kai $1 miliyan cikin shekaru biyar, kuma a Oktoba ya ambaci $500,000 a matsayin “north star” na dogon lokaci na VanEck. Waɗannan wa'adodin sun wuce tagar farashinmu kuma ba a yi musu maki ba. Wani kuskure na baya yana da muhimmanci: crypto.news ta ruwaito cewa babban hasashensa na zagayen da ya gabata shi ne $180,000. Bitcoin ya kai kololuwa a kusan $126,000 a Oktoba 2025.
Sources: x.com/matthew_sigel (own posts) · vaneck.com (ChainCheck memos) · cnbc.com · crypto.news · stocktwits.com
Bayanai da farko, mai sa ran hawa a dogon lokaci. Matthew yana karanta Bitcoin ta hanyar options skew, funding rate, halayen masu riƙewa da kwararar masu haƙa, sannan ya haɗa su da manufofin kuɗi da na kasafin gwamnati. Yana sa ran Bitcoin zai hau cikin shekaru, kuma yana cewa zagayen shekara huɗu yana nan. Takardun da yake sanya hannu tare da wasu sun fi taka-tsantsan kuma sau da yawa suna tsammanin ƙaramar riba a ɗan gajeren lokaci.
Yana sa ran Bitcoin zai hau cikin shekara ɗaya a duk tsawon taga. A Afrilu ya ce $100,000 cikin shekara ɗaya “totally reasonable” ne, kuma a Mayu ya yi tsammanin sabon mafi girman farashi a tarihi cikin shekara ɗaya. A ranar 11 Mayu ya ce Bitcoin ya yi arha a $82,018. Takardun VanEck da yake sanya hannu tare da wasu sun fi taka-tsantsan a Yuni da Yuli. A Agusta takardar ta ce capitulation ya riga ya faru. A Satumba ya ce kalanda tana goyon bayan masu sa ran hawan Bitcoin.
Hasashe takwas masu kwanan wata daga Matthew Sigel, kowanne an duba shi kalma da kalma da tushensa kuma an zana shi a kan ainihin farashi. Sakamakon shi ne 2 sun tabbata, 2 a buɗe, 4 sun saɓa.
“Very unlikely that policymakers are going to address this unsustainable fiscal dynamic, and then as and if liquidity eases, you know that would be a turbocharge for bitcoin.”
An faɗa a Squawk Box Asia na CNBC a $76,371. Ya kuma ce kalanda “very much in your favor if you're a bitcoin bull”, kuma CNBC ta ruwaito cewa yana ganin Bitcoin a $100,000 kafin shekara mai zuwa. Wannan matakin yana nan a buɗe. Bitcoin bai sake rufewa a ƙasa ba bayan hirar. Ya hau zuwa $86,597 (+13.4%) a ranar 22 Satumba kuma yanzu yana $83,778 (+9.7%). A matsayin hasashen alkibla, ya tabbata.
SourceBitcoin is set to hit a key level by next year as fiscal worries prop up the cryptocurrency: VanEck — CNBC↗ cnbc.com“We have witnessed what appears to be bitcoin price capitulation.”
An wallafa a $64,491, tare da “8 of 12 capitulation signals” suna haskakawa. Ya wallafa shi a X a ranar. Takardar ta kuma yi gargaɗi cewa, cikin wata shida, tarihi bai bayar da fa'ida ba, wato “no edge”. Bitcoin bai sake rufewa a ƙasa ba bayan wannan ranar. Mafi ƙasƙancin farashin zagayen ya zo a ranar 1 Yuli, a $58,566. Ya hau zuwa $86,597 (+34.3%) a ranar 22 Satumba kuma yanzu yana $83,778 (+29.9%). Ya tabbata.
SourceVanEck Mid-August 2026 Bitcoin ChainCheck — Patrick Bush, Matthew Sigel, Griffin MacMaster↗ vaneck.com“Taken together, the options and futures complex points to below-average forward returns over the near-to-medium term.”
An wallafa a $64,670. Takardar ta ce alamomin biyu sun fi rauni a tsakanin kwanaki 30 zuwa 180. Watan farko ya yi daidai: Bitcoin ya sauka zuwa $62,773 (−2.9%) a ranar 2 Agusta kuma yana $64,686 (0.0%) a ranar 19 Agusta. Sannan ya hau zuwa $86,597 (+33.9%) a ranar 22 Satumba. Yanzu yana $83,778 (+29.5%). Riba ta zarce matsakaici sosai, don haka wannan ya saɓa.
SourceVanEck Mid-July 2026 Bitcoin ChainCheck — Patrick Bush, Matthew Sigel, Griffin MacMaster↗ vaneck.com“a level that has historically coincided with capitulation rather than profit-taking and has been associated with below-normal forward returns over the following one to six months.”
An wallafa a $64,445. Takardar ta ga masu riƙewa suna capitulation, amma ta yi tsammanin ƙaramar riba na wata ɗaya zuwa shida. Bitcoin ya faɗi zuwa $58,566 (−9.1%) a ranar 1 Yuli kuma yana $63,905 (−0.8%) a ranar 18 Yuli. Bayan wata uku, a ranar 18 Satumba, yana $76,371 (+18.5%). Ya hau zuwa $86,597 (+34.4%) a ranar 22 Satumba kuma yanzu yana $83,778 (+30.0%). Watan farko kaɗai ya dace, don haka wannan ya saɓa.
SourceVanEck Mid-June 2026 Bitcoin ChainCheck — Patrick Bush, Matthew Sigel↗ vaneck.com“Bitcoin looks cheap. If it regains the 35x XBT/XAU cross implied by current levels of the Buffett Indicator, we're looking at $160k, and that's just catching up to where equities already are.”
An wallafa a $82,018, mafi girman rufewa kafin faɗuwar lokacin bazara. Adadin $160,000 sharaɗi ne, ba manufa mai kwanan wata ba. Bitcoin ya faɗi zuwa $58,566 (−28.6%) a ranar 1 Yuli. Ya dawo zuwa $86,597 (+5.6%) a ranar 22 Satumba kuma yanzu yana $83,778 (+2.1%). Wanda ya saya a ranar ya jure faɗuwar da ta fi kashi ɗaya cikin huɗu. Ya saɓa.
𝕏 Post“Bitcoin looks cheap.” — @matthew_sigel on X↗ x.com“likely to reach its all-time high again”
An faɗa a CNBC a ranar 8 Mayu a $80,025. Stocktwits ta ruwaito washegari cewa yana nufin cikin shekara mai zuwa. Mafi girman farashin a tarihi kusan $126,000 ne, daga Oktoba 2025. A cikin hirar ɗaya ya ce “A 10% correction in Bitcoin is no big thing”. Faɗuwar da ta biyo baya ta fi girma, zuwa $58,566 (−26.8%) a ranar 1 Yuli. Bitcoin yana $83,778 (+4.7%), kuma wa'adin ya kai Mayu 2027. A buɗe.
Source“A Sea Change”: VanEck's Sigel Says Bitcoin Headed Back To Record Highs — Stocktwits↗ stocktwits.com“Funding Rates Turn Negative: A Contrarian Buy Signal”
An wallafa a $78,275. Takardar ta lura cewa tun 2020, bayan funding mara kyau, ribar Bitcoin ta kwanaki 30 ta kasance a matsakaicin +11.5%. Ya hau zuwa $82,018 (+4.8%) a ranar 11 Mayu amma yana $76,684 (−2.0%) bayan kwanaki 30, a ranar 24 Mayu. Sannan ya faɗi zuwa $58,566 (−25.2%) a ranar 1 Yuli. Yanzu yana $83,778 (+7.0%). A matsayin alamar saye, ya saɓa.
SourceVanEck Mid-April 2026 Bitcoin ChainCheck — Patrick Bush, Matthew Sigel↗ vaneck.com“I think a $100,000 Bitcoin again is totally reasonable in one year's time.”
An faɗa a Power Lunch na CNBC a ranar 2 Afrilu a $67,960. Bitcoin ya hau zuwa $82,018 (+20.7%) a ranar 11 Mayu, sannan ya faɗi zuwa $58,566 (−13.8%) a ranar 1 Yuli. Mafi girman rufewarsa tun lokacin shi ne $86,597 (+27.4%), a ranar 22 Satumba. Yanzu yana $83,778 (+23.3%). Ba a kai $100,000 ba tukuna, kuma wa'adin ya kai Afrilu 2027. A buɗe.
SourceVanEck's Matthew Sigel says $100k Bitcoin “totally reasonable” within a year — crypto.news↗ crypto.newsSakamakon fahimtarmu ne game da iƙirarin da aka faɗa idan aka kwatanta da ainihin farashi, ba makin da shi da kansa ya bayar ba. Kowace magana an ɗauko ta kalma da kalma daga shafin da aka haɗa a katinta. Kowane hasashe an zana shi a farashin CoinGecko na tsakar daren ranar. Rubutun ranar 11 Mayu ya fita da ƙarfe 15:15 UTC. Katuna huɗu sun fito ne daga takardar ChainCheck ta wata-wata ta VanEck, wadda yake sanya wa hannu tare da Patrick Bush (da Griffin MacMaster tun daga Yuli), don haka waɗannan maganganun kalmomin ƙungiyar ne. Katunan 2 Afrilu da 8 Mayu kalamai ne a talabijin waɗanda kafar yaɗa labarai da aka haɗa a katin ta ruwaito, kwana ɗaya bayan hirar. Layin “$1,000 in” a kowane kati yana ɗauka cewa an sayi Bitcoin a ranar. A katunan da suka yi tsammanin ƙaramar riba, yana nuna abin da mai saye zai samu, ba abin da takardar ta ce a yi ba.
Rubuce-rubucen Matthew a X da takardun ChainCheck na VanEck kyauta ne a karanta. Ga yadda ake biyan aikinsa.
Shi ne shugaban binciken kadarorin dijital a VanEck, wadda ke sayar da asusun kirifto, ciki har da spot Bitcoin ETF. Kuɗin asusu yana ƙaruwa tare da kadarori, don haka mai ɗaukarsa aiki yana amfana idan masu zuba jari suka sayi kirifto. Kowace takardar ChainCheck tana cewa: “Please note that VanEck has exposure to bitcoin.”
Shi ne manajan jakar jari na VanEck Onchain Economy ETF ($NODE), wanda ke riƙe da spot Bitcoin, masu haƙar Bitcoin da sauran kamfanonin kirifto. Yana tallata shi a X, kuma asusun yana samun kuɗi daga kadarorinsa.
A ranar 21 Agusta ya wallafa cewa kadarorin kirifto nasa na kansa “roughly 50% Bitcoin / 50% NODE” ne. Ya ƙara da cewa ya sayi ƙarin NODE don ya ci gaba da kasancewa cikin masu hannun jari top-10. Bayanin sa a X yana da hanyar haɗi zuwa shafin bayyanawa.
“We have witnessed what appears to be bitcoin price capitulation.”
18 Aug 2026 · ya tabbata“I think a $100,000 Bitcoin again is totally reasonable in one year's time.”
2 Apr 2026 · a buɗe“Bitcoin looks cheap.”
11 May 2026 · ya saɓaAn ɗauko maganganun daga tushen jama'a nasa; ra'ayoyi ne da aka bayyana, ba shawarwari ba.
Matthew yana wallafa a X kusan kowace rana, galibi game da masu haƙar Bitcoin, cibiyoyin bayanan AI da hannayen jarin kamfanonin kirifto, kuma VanEck tana wallafa takardar ChainCheck ɗinsa kowane wata.
Shugaban binciken kadarorin dijital a VanEck, kamfanin sarrafa asusun zuba jari na Amurka, kuma manajan jakar jari na VanEck Onchain Economy ETF ($NODE). Yana wallafa a X da sunan @matthew_sigel, tare da kusan mabiya 66,000, kuma yana sanya hannu tare da wasu a takardar Bitcoin ChainCheck ta wata-wata ta VanEck.
A samfurinmu na hasashe takwas masu kwanan wata daga 2 Afrilu zuwa 18 Satumba 2026: biyu sun tabbata, biyu suna a buɗe, huɗu sun saɓa. Hasashen capitulation na Agusta da hasashen hawa na Satumba sun yi daidai. Rubutun “Bitcoin looks cheap” na 11 Mayu da hasashen takardun na Afrilu, Yuni da Yuli ba su yi daidai ba.
Takardar bayani ta wata-wata kyauta daga VanEck kan options, futures, ayyukan on-chain da masu haƙar Bitcoin. VanEck ta lissafa Matthew Sigel a matsayin marubuci tare da Patrick Bush, da kuma Griffin MacMaster tun daga Yuli.
Ee. A ranar 21 Agusta 2026 ya wallafa cewa kadarorin kirifto nasa na kansa kusan rabi Bitcoin ne, rabi kuma NODE ETF da yake sarrafawa.
Ba a san shi a fili ba, kuma babu adadi mai inganci. Kada ku kula da kowane takamaiman adadi da kuka gani an haɗa shi da sunan.
Matthew yana karanta Bitcoin ta bayanan options, funding da masu riƙewa. Yaya hasashenka yake kusa da nasa? Auna shi da gaske da Trader Passport.
Yanzu ka gwada hanyarka. Gwada ƙwarewarka kan bayanan kasuwa kai tsaye ba tare da haɗarin jari ba a gasar BuyCrypt kyauta mai kyaututtuka na gaske.
Nazari na bayani da ilmantarwa wanda aka gina kawai a kan kayayyakin da ke a fili: rubuce-rubucensa da bayanan martabarsa a X, takardun da VanEck ta wallafa, da tushen da aka haɗa a kowane hasashe. Ba shawarar kuɗi ko ta zuba jari ba ce. Alƙaluman kimantawa ne kuma suna canzawa koyaushe. Spotted an error, or are you Matthew? Gabatar da gyara →
An tabbatar da masu amfani · An ambaci tushe a sama · Hanyar ba da maki · An sabunta 14 October 2026
