Calls
2
Matthew Seagull
Head of Digital Assets Research, VANC
Win Rate
50.0%
return
-9.1%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jun 02
$69457.60
+16.7%
Bitcoin is likely to retest the 58K-60K level and bottom around October 2026, then rally higher over the next year. The four-year cycle and election uncertainty support this view, and he has high conviction that Bitcoin will be significantly higher in 12 months.
Crypto Assets
Long
Jun 02
$71.15
-34.9%
Bitcoin miners have a valuation arbitrage compared to data center REITs on forward EBITDA, as they can pivot to high-performance computing and data center operations, potentially spinning off real estate. Their earnings are growing and valuations are cheap, making them undervalued relative to the opportunity.
Thematic ETFs
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Matthew Seagull has 2 trade ideas tracked on Buzzberg across 2 tickers since June 2026. Most covered: BTC, WGMI.
