Called $SOL bullish on May 8, 2024: $SOL rose 20% in 11 days.
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Head of digital assets research @VanEck_us. PM, VanEck Onchain Economy ETF ($NODE). Disclosures https://t.co/oN8RR1GzoJ https://t.co/kuyqdO3qgW
Cite asCryptoQuant has tracked the directional calls on CIFR by @matthew_sigel on X since Apr 2024: not yet scored on CIFR (as of Nov 11, 2026).
Other assets covered (42)
7 CIFR calls on record, a thin history.
Relative view by default: fewer than 30 CIFR calls or days on record.
Sentiment timeline shows relative sentiment within this analyst's history. A perma-bull showing 8 bullish : 2 bearish in a bear market sets that as their baseline. If you notice any errors, claim @matthew_sigel to submit corrections.
Called $SOL bullish on May 8, 2024: $SOL rose 20% in 11 days.
View call →Hover the chart to read the thesis of that period · click a day to pin it
>Still expecting 2GW of grid power in 2028-2029, while the 2030 target for grid dropped to 1.1GW from 2.1GW (Barber Lake 500mw and Milsing 500MW out) as was hinted at the Batch 0 release. >Total pipeline is up to 5.9GW from 4.4GW last quarter, but that is all the 2.5GW of potential on-site gen. Grid pipeline alone fell ~0.9GW to 3.4GW, and the 70MW Horizon acquisition only offsets a sliver of that. >Odessa came out of the 2027 capacity count (still mining BTC), but management says HPC talks are ongoing. They described it as capital-light, with no Cipher equity and a return for unlocking tenant interest using the long lead equipment and PPA term. >On-site gen: new lateral pipelines could support up to 2.5GW across multiple sites (not named). ~1GW is targeted for 2027-2028 with active talks on about 1GW of leases, and first power is possible as early as late 2027. An IPP would contract the equipment and power directly with the tenant. >“Recycle” in the flywheel means releasing project equity from stabilized sites through financing and pulling it back to the parent while they keep owning and operating. No talk of site sales on the call.
$CIFR from the presentation and call: >Still expecting 2GW of grid power in 2028-2029, while the 2030 target for grid dropped to 1.1GW from 2.1GW (Barber Lake 500mw and Milsing 500MW out) as was hinted at the Batch 0 release. >Total pipeline is up to 5.9GW from 4.4GW last quarter, but that is all the 2.5GW of potential on-site gen. Grid pipeline alone fell ~0.9GW to 3.4GW, and the 70MW Horizon acquisition only offsets a sliver of that. >Odessa came out of the 2027 capacity count (still mining BTC), but management says HPC talks are ongoing. They described it as capital-light, with no Cipher equity and a return for unlocking tenant interest using the long lead equipment and PPA term. >On-site gen: new lateral pipelines could support up to 2.5GW across multiple sites (not named). ~1GW is targeted for 2027-2028 with active talks on about 1GW of leases, and first power is possible as early as late 2027. An IPP would contract the equipment and power directly with the tenant. >“Recycle” in the flywheel means releasing project equity from stabilized sites through financing and pulling it back to the parent while they keep owning and operating. No talk of site sales on the call.
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