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4
Kim Min-seung
Глава отдела исследований, Cobit
Винрейт
25.0%
доходность
+10.6%
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Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
26 авг
$78984.30
-0.4%
Bitcoin's break from the low $70,000s to $81,000 was triggered by Treasury Secretary Bessent's buyback comments, known as the 'Bessent put', and amplified by the SEC's Regulation Crypto Asset release, CFTC's supportive response, and a short squeeze with renewed inflows. Kim sees this as a policy-driven rally that can continue if regulatory progress is confirmed or the Bessent Treasury/crypto narrative is reinforced.
Криптоактивы
Лонг
21 мая
$191.29
-4.1%
Coinbase is already a leading exchange and is positioning itself as a super app for all digital assets. With the US capital market moving on-chain and regulatory barriers removed, Coinbase will be a primary beneficiary due to its existing customer base, regulatory compliance, and first-mover advantage in offering tokenized securities and other RWA products.
Криптоинфраструктура
Лонг
21 мая
$55.75
+47.0%
Hyperliquid's buyback flywheel (PvP DEX volume creates revenue, which is used to buy back and burn HYPE tokens, driving price higher) was previously in a regulatory gray area under the SEC's enforcement regime. With the new pro-crypto regulatory environment under Trump, this model is now allowed and has proven successful, leading to rapid growth and a self-reinforcing cycle of increasing volume, revenue, and token price.
Криптоактивы
Лонг
21 мая
$1.00
-0.1%
The US capital market is moving on-chain with stablecoins and tokenized securities as core infrastructure. Circle (USDC) is the leading regulated stablecoin and will benefit from this secular shift. The Trump administration's executive orders and SEC reforms are accelerating adoption, making stablecoins a key growth area.
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Показано 4 из 4 коллов · сортировка по упоминаниям
Выберите число упоминаний, чтобы открыть посты по тикеру.
У Kim Min-seung на Buzzberg отслеживается 4 торговых идей по 4 тикерам с мая 2026. Чаще всего покрывает: BTC, ALTCOINS, COIN.
