After being taken out of context by The New York Times, VanEck is taking action: holding 284,000 shares of Strategy and increasing the stake

The New York Times’ report about VanEck’s bearish Strategy has attracted market attention, but VanEck Digital Asset Research Director Matthew Sigel clarified today on X platform that the media’s reporting was seriously taken out of context. VanEck is not bearish on this Bitcoin treasury company; instead, it holds 284,000 shares on behalf of clients and has even increased its holdings in recent weeks. This clarification reflects institutional recognition of the Bitcoin treasury model and aligns with VanEck’s long-term bullish stance on cryptocurrencies.

How the Media Taken Out of Context

Details of the distorted original statement

The New York Times quoted VanEck CEO Jan van Eck as saying he has “always kept a distance from Strategy,” implying VanEck has a bearish attitude towards the company. However, according to Matthew Sigel’s clarification, Jan van Eck’s actual statement was: VanEck is not currently adopting the DAT strategy (Digital Asset Custody Strategy), which pertains to the company’s own strategic choice, not an evaluation of Strategy or its stock price.

This is a typical case of media truncation, misinterpreting strategic statements as market judgments.

VanEck’s true stance

Based on the news, VanEck’s actual actions better illustrate its true attitude:

This is not a negative stance but a tangible increase in holdings. Institutional investors wouldn’t be adding to their positions while being bearish on a company—that logic simply doesn’t hold.

What Does This Reflect

Institutional recognition of the Bitcoin treasury model

Strategy, as a representative of Bitcoin treasury companies, its core value lies in providing listed companies with Bitcoin allocation solutions. VanEck’s holdings and increased positions indicate that this digital asset management firm is optimistic about the promotion of this model among institutions.

According to relevant information, VanEck explicitly stated a long-term bullish outlook on cryptocurrencies in its Q1 market outlook. This perfectly aligns with its increased holdings in Strategy—institutions are actively deploying capital into various aspects of crypto assets.

Consistency with institutional capital flows

Recent ETF data shows that VanEck’s crypto-related products continue to receive steady capital inflows. This week, VanEck HODL saw a net inflow of $24.8 million, and VanEck ETHV received a net inflow of $3.7 million. These capital flows are consistent with the company’s long-term bullish attitude toward cryptocurrencies.

Summary

This clarification essentially exposes a media distortion of the facts, but more importantly, it reveals a misinterpretation of the market’s true attitude toward institutions. VanEck’s actions (holding 284,000 shares and increasing holdings recently) clearly express its stance: the company is optimistic about the Bitcoin treasury model and the long-term prospects of cryptocurrencies. In the context of ongoing institutional capital inflows into the crypto market, such signals are valuable references.