Calls
4
Kim Jong-seung
CEO, X-Crypton
Win Rate
100.0%
return
+21.2%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jun 29
$7.35
+57.0%
The Clarity Act will define digital asset regulations, requiring reliable oracle services. Chainlink has deep partnerships with DTCC and Swift, making it essential infrastructure for on-chain finance once regulations clear.
Crypto Assets
Long
Jul 28
$95.65
+13.9%
Robinhood is better positioned in the super-app convergence race because its crypto revenue exposure is low, insulating it from recent crypto market downturns; it has launched its own L2 blockchain for tokenized stocks and offers retirement accounts, giving it a traditional-finance integration edge over Coinbase.
Brokers
Long
Jul 28
$167.49
+13.4%
Coinbase is structurally undervalued relative to Robinhood because its revenue is still overly dependent on crypto trading volumes, while Robinhood's diversified revenue streams (including stocks and options) provide a buffer. If Bitcoin recovers and crypto volatility picks up, Coinbase's earnings leverage will cause a sharp re-rating. The company also owns valuable infrastructure like Base chain and Prime brokerage that are not fully priced in.
Crypto Infrastructure
Long
Jul 28
$0.39
+0.4%
ONDO is emerging as a leading player in the tokenized stock market with its global markets platform and recent launch of custody-based tokenized stocks (e.g., BlackRock S&P 500 ETF token). The company is acquiring regulatory licenses and expanding its addressable market as DTCC moves toward tokenization. Despite token utility questions, the business is growing rapidly and should benefit from the tokenization mega-trend.
Crypto Assets
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Kim Jong-seung has 4 trade ideas tracked on Buzzberg across 4 tickers since June 2026. Most covered: LINK, HOOD, COIN.
