Calls
4
Samantha Dart
Head of Digital Assets, Bitwise
Win Rate
100.0%
return
+12.9%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jun 25
$102.86
+16.5%
Refined petroleum products (gasoline, diesel, jet fuel) face constrained supply due to damaged Gulf refinery capacity, while demand is likely to rebound faster than supply, creating a near-term tightening in product markets.
Commodities
Long
Jun 25
$45.62
+18.9%
Refined petroleum products (gasoline, diesel, jet fuel) face constrained supply due to damaged Gulf refinery capacity, while demand is likely to rebound faster than supply, creating a near-term tightening in product markets.
Thematic ETFs
Long
Mar 06
$108.77
+14.0%
Goldman Sachs raised their Q2 Brent forecast by $10/bbl to $76. Dart notes that if flows through the Strait of Hormuz remain low for "another five weeks," prices could cross the $100/bbl threshold. While the US administration is trying to engineer lower prices (waivers, SPR talk), the physical reality of a supply disruption in the Strait creates an asymmetric upside risk for oil prices. The "war premium" is back. Long exposure to crude oil futures or energy producers. US Treasury intervention or a rapid de-escalation of the conflict leading to a price collapse.
Goldman Sachs raised their Q2 Brent forecast by $10/bbl to $76. Dart notes that if flows through the Strait of Hormuz remain low for "another five weeks," prices could cross the $100/bbl threshold. While the US administration is trying to engineer lower prices (waivers, SPR talk), the physical reality of a supply disruption in the Strait creates an asymmetric upside risk for oil prices. The "war premium" is back. Long exposure to crude oil futures or energy producers. US Treasury intervention or a rapid de-escalation of the conflict leading to a price collapse.
Commodities
Long
Mar 06
$56.57
+2.2%
Goldman Sachs raised their Q2 Brent forecast by $10/bbl to $76. Dart notes that if flows through the Strait of Hormuz remain low for "another five weeks," prices could cross the $100/bbl threshold. While the US administration is trying to engineer lower prices (waivers, SPR talk), the physical reality of a supply disruption in the Strait creates an asymmetric upside risk for oil prices. The "war premium" is back. Long exposure to crude oil futures or energy producers. US Treasury intervention or a rapid de-escalation of the conflict leading to a price collapse.
Goldman Sachs raised their Q2 Brent forecast by $10/bbl to $76. Dart notes that if flows through the Strait of Hormuz remain low for "another five weeks," prices could cross the $100/bbl threshold. While the US administration is trying to engineer lower prices (waivers, SPR talk), the physical reality of a supply disruption in the Strait creates an asymmetric upside risk for oil prices. The "war premium" is back. Long exposure to crude oil futures or energy producers. US Treasury intervention or a rapid de-escalation of the conflict leading to a price collapse.
Thematic ETFs
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Samantha Dart has 4 trade ideas tracked on Buzzberg across 4 tickers since March 2026. Most covered: UGA, XLE, BNO.
