Bitcoin Outpaces Semiconductor Stocks by 25% as VanEck's Matthew Sigel Sees Path Back to $100,000

Benzinga02:46

Bitcoin (CRYPTO: BTC) has outperformed the semiconductor sector by roughly 25% this month, marking one of its strongest relative performances against chip stocks in years. Sigel added that Bitcoin ...

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He added that with a 50% fall, it has become difficult not to turn more bullish at current levels.\nBitcoin’s recent performance against the iShares Semiconductor ETF (NASDAQ:SOXX) is particularly notable, Sigel said.\nHe pointed to the relationship between Bitcoin and the performance of software stocks relative to semiconductor companies, which he said has tracked closely over the past nine months.\nSoftware stocks now appear to have bottomed against semiconductors, suggesting investors are beginning to distinguish between companies that benefited from speculative AI enthusiasm and those capable of surviving over the long term.\n\"The market is starting to sort out who are the actual survivors and winners in software—who’s going to be here in 10 years,\" Sigel said.\nHe argued that Bitcoin belongs in that discussion because it is ultimately open-source software with a highly predictable long-term design.\n\"As some of the froth comes out of semis and the AI trade, Bitcoin can be one of those software survivors that emerges,\" Sigel said.\nWhen asked when Bitcoin could reclaim $100,000, Sigel said the cryptocurrency could reach that level within one year.\nA survey cited during the interview showed only 16% of respondents expected Bitcoin to cross $100,000 before January.\nSigel said that expectation appeared too pessimistic.\n\"I think we can be back there easily within one year,\" he said.\nHe cautioned that Bitcoin remains a cyclical asset without a buyer of last resort, meaning it rarely trades sideways for prolonged periods.\n\"It doesn’t go flat. It goes up or it goes down,\" Sigel said.\nImage: Shutterstock\nTo add Benzinga News as your preferred source on Google, click here.","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"isLaohu8Offline":false,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.46.0","shortVersion":"4.46.0","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2653219771","isCrawlerRequest":true}