Spencer Bogart breaks down DeFi's disruptive potential, the possibility of a Bitcoin liquidity squeeze, Blockchain Capitals Investment Framework and much more
My guest today is my friend, Spencer Bogart, General Partner at Blockchain Capital - a leading venture firm in the crypto and blockchain industry. Spencer has made over 90 investments in companies and protocols in the sector, across different stages, geographies and asset types. Prior to Blockchain Capital , Spencer was a part of the Internet Equity Research team at Needham & Company, an investment bank, where he led the firm's research efforts in all things crypto and blockchain.
We discuss how Spencer's experience publishing Bitcoin research reports in the early days of crypto and having to defend his thesis against traditional fund managers, the possibility of a Bitcoin liquidity squeeze, why DeFi is so exciting, and Blockchain Cap's Investment Framework.
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