Calls
2
Spencer Bogart
General Partner, Blockchain Capital
Win Rate
100.0%
return
+0.9%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jun 11
$8.57
+1.9%
Crypto sentiment is at a funeral while on-chain fundamentals are off the charts. This disconnect and the current subdued environment indicate we are entering the sweet spot for generating the bulk of crypto returns, presenting a contrarian opportunity.
Thematic ETFs
Long
Jun 11
$1.00
+0.0%
Stablecoins are misunderstood as mere payments products; they are actually the most efficient financial infrastructure, attracting and retaining capital on-chain with 100-150x velocity. Stablecoin issuers like Circle (already public) generate massive profits and are positioned for an order-of-magnitude step increase in value creation as the use cases expand beyond simple transfers.
Crypto Assets
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Spencer Bogart has 2 trade ideas tracked on Buzzberg across 2 tickers since June 2026. Most covered: BTC, USDC.
