VanEck Expert Matthew Sigel: “The Four-Year Cycle in Bitcoin Holds True; We Bought at $60,000, But…”

Matthew Sigel, Head of Digital Asset Research at VanEck, a leading figure in the digital asset world, made important statements about the future of Bitcoin (BTC), AI mining, and Wall Street’s crypto strategies.

Appearing on Anthony Pompliano’s show, Matthew Sigel summarized the current market situation by stating that “respect for the four-year cycle” is necessary. According to Sigel, Bitcoin and the cryptocurrency market in general have gone beyond being mere financial assets and are intertwined with the energy and artificial intelligence sectors.

Sigel attributed his reason for not being “maximum bullish” (extremely optimistic) about Bitcoin to the four-year cycle. He stated that they added to their holdings when Bitcoin was around $60,000, but waited for more opportune cyclical levels before making further purchases.

One of the most critical points is that the selling by early-stage whales—old investors who haven’t been active for 3-5 years—has slowed down in the fourth and first quarters. This is considered a significant signal that selling pressure in the market is decreasing.

A VanEck expert argued that Bitcoin miners are no longer just crypto producers, but have become data center providers at the heart of the artificial intelligence (AI) revolution.

According to Sigel, 2026 and beyond will be the year of “Enterprise Chains.” He notes that giants like Circle and Stripe are attempting to control payment traffic by establishing their own internal blockchain structures, and that eight crypto companies obtaining banking licenses will accelerate this process. These licenses will allow companies access to FED master accounts and facilitate much faster fiat-to-crypto transactions.

*This is not investment advice.