Spencer Bogart, a General Partner at Blockchain Capital and crypto expert, dives into the recent frenzy around Bitcoin ETFs. He discusses why authorized participants like Goldman Sachs are crucial for price alignment and the fallout from a report that caused Bitcoin's value to dip by 7%. Bogart highlights the significance of seed funding, distribution, and fee structures in determining which ETFs will thrive. He also examines how these developments could impact big players like MicroStrategy and Coinbase in the evolving crypto landscape.

Spencer Bogart, partner at Blockchain Capital, shares their investment thesis, including the controversial WorldCoin. They discuss their recent $580 million funding news for two new funds. They also explore the growth of DeFi, the future of Bitcoin, the appeal of digital displays and NFTs, and the challenges of WorldCoin distribution.

Spencer Bogart, a general partner at Blockchain Capital, dives into the evolution of tokenized shares and their advantages over traditional methods. He shares insights on why Bitcoin may dominate the $20 trillion store-of-value market, the dynamics of investing in tokens versus equity, and the risks and opportunities in the emerging blockchain landscape. The conversation also touches on the exciting intersection of crypto and video games, alongside the evolving prospects of Bitcoin ETFs amid regulatory challenges.