Why AI Infrastructure Is Outperforming Crypto | Matthew Sigel @aibcworld
Why AI Infrastructure Is Outperforming Crypto | Matthew Sigel  @aibcworld
Uploaded July 2026 | Updated September 2026, 1 week ago
Why are AI infrastructure investments outperforming much of the crypto market? In this exclusive interview from Proof of Talk Paris, Crypto Megan speaks with Matthew Sigel, Head of Digital Assets Research at VanEck, about the evolution of digital asset investing, Bitcoin miners, AI infrastructure, the outlook for altcoins, and the impact of the proposed US Clarity Act. Sigel explains how disciplined portfolio construction, diversification, and a focus on businesses that create real value have helped achieve outperformance in a difficult market. Discover why AI, energy infrastructure, and digital assets are becoming increasingly connected as institutional adoption continues to reshape the blockchain ecosystem.

Host: Megan Nilsson (Crypto Megan)

Video chapters
00:00 Introduction
00:48 Entrepreneurial energy at Proof of Talk
01:26 VanEck's on-chain economy ETF explained
02:16 Why AI infrastructure is driving returns
03:03 The future of altcoins and the Clarity Act
04:23 What makes a successful blockchain project
06:02 Lessons from the crypto bear market
06:48 AI, Bitcoin mining and energy infrastructure
08:09 Why diversification matters in crypto investing
09:03 The biggest investment opportunity ahead
09:54 Closing remarks

#ai #digital #assets #bitcoin
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Why AI Infrastructure Is Outperforming Crypto | Matthew Sigel

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