VanEck's Matthew Sigel: Path to $500k BTC Runs Through Gold

Chapters

1. 00:00 Macro Backdrop and VanEck's Ten-Year View on Bitcoin
2. 01:22 Seller Exhaustion, Buying Dips, and the Macro Bear Cases
3. 03:12 Why Bitcoin Miners Own a Scarce AI Asset: Power
4. 05:01 Gold vs. Bitcoin: Sizing and Portfolio Roles
5. 06:46 Bitcoin, the Dollar, and the Bitcoin-to-Gold Ratio
6. 08:26 Quantum Computing: A Real Risk, Not a Reason to Sell
7. 10:11 Why Bitcoin Doesn't Need More Regulation
8. 12:56 Inflation, Fiscal Dominance, and Bitcoin as a Hedge
9. 14:35 Is the Bottom In? Price Targets and Bitcoin Adoption
10. 15:16 Half of Gold's Market Cap as Bitcoin's North Star

Chapters come from the timestamps in the video description.

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