Strategy holds 284,000 shares to speak out, VanEck responds to media's cherry-picking with data this time

In response to the recent media controversy, Matthew Sigel, Head of Digital Asset Research at VanEck, clarified the specific circumstances around CEO Jan van Eck being “taken out of context.” The original statement “We’ve stayed away” was misunderstood by the public as VanEck being bearish on Strategy, but Matthew Sigel’s explanation is entirely different.

Was the original statement misinterpreted? What is VanEck’s true stance?

According to Matthew Sigel, the real meaning of Jan van Eck’s words is that as an asset management firm, VanEck would not directly convert its treasury into Bitcoin like Strategy does. This is an internal strategic decision and has no necessary relation to their view of Strategy as a company or its stock performance.

The most convincing data: 284,000 shares held speaks volumes

To understand VanEck’s attitude toward Strategy, look at their holdings. The asset management giant currently holds 284,000 shares of Strategy for its clients and has been increasing its position in recent weeks. These tangible actions speak louder than any words.

From this incident, the one-sided media coverage once again reminds the market: in the age of information, the same sentence can be interpreted in completely different ways. VanEck has demonstrated its true attitude toward Strategy through concrete actions and detailed clarification — not bearish, but still optimistic.