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 EQIX by @matthew_sigel on X since Apr 2024: not yet scored on EQIX (as of Nov 11, 2026).
Other assets covered (42)
1 EQIX call on record, a thin history.
Relative view by default: fewer than 30 EQIX 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
Today’s data center deal makes powered shells look cheap--> DCRU sold stakes in 3 North American data centers to its sponsor DLR at 5.2-6.6% cap rates, or ~$21-26M per MW >PSPs are building for $10-12M per MW, so stabilized assets are clearing at roughly 2x build cost >The assets sold were weak: Toronto has 3 years of lease left, LA under 1, Virginia was vacant until a new lease starts Dec 1, and they were all built pre-2000. In contrast, PSP leases are on new builds and run 10-20 years with escalators >We estimate PSPs trade at ~9x 2028 EV/EBITDA vs ~18.5x for DLR/EQIX >Risk: the sponsor was the buyer and other bids came in lower
View original →$EQIX trading +3% AH. FFO beat by 10%, record bookings, "strengthening pricing", no change to maintenance capex. https://t.co/falIIeC0i3
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