Calls
3
Vance Spencer
Co-founder, Framework Ventures
Win Rate
100.0%
return
+162.1%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jan 21
$20.77
+300.0%
Hyperliquid is the model onchain business with 98-99% of revenue flowing back into a profit buyback; businesses built onchain with value accrual can sustain large multi-billion valuations, unlike assets without revenue or scale.
Crypto Assets
Long
Jan 21
$1.67
+179.0%
Lighter is an interesting onchain business model; after its launch, airdrop, and sale, it trades around $1.8B FDV. Onchain businesses with revenue potential can support multi-billion valuations, and more shots on goal are positive.
Crypto Assets
Long
Jan 21
$320.09
+7.3%
Google has re-emerged as a dominant AI player: Gemini beat ChatGPT benchmarks and is being integrated across Google products, while OpenAI had a disappointing GPT-5 launch. Google's stock was up sharply and it remains a core AI winner.
Hyperscalers
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Vance Spencer has 3 trade ideas tracked on Buzzberg across 3 tickers since January 2026. Most covered: GOOGL, HYPE, LIT.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
