Calls
3
Jeong Gu-tae
CEO, Infinite Block
Win Rate
33.3%
return
-4.2%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jan 10
$87.93
-7.1%
Stablecoin legislation requires issuers to back tokens with reserves such as demand deposits or US Treasuries. Since deposits yield nothing, issuers will gravitate to Treasuries, creating a new private-sector source of US Treasury demand just as foreign official demand is weakening.
Bonds & Rates
Long
Jan 10
$114.53
-6.9%
Amazon and Walmart are distributors, so stablecoins can simplify payment flows, cut card/PG/VAN fees toward zero, lock customers into proprietary ecosystems, and position them for AI-agent commerce. As high-volume retailers, they likely benefit directly from stablecoin adoption if execution and regulatory risks are managed.
Staples Retail
Long
Jan 10
$247.38
+1.3%
Amazon and Walmart are distributors, so stablecoins can simplify payment flows, cut card/PG/VAN fees toward zero, lock customers into proprietary ecosystems, and position them for AI-agent commerce. As high-volume retailers, they likely benefit directly from stablecoin adoption if execution and regulatory risks are managed.
Hyperscalers
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Jeong Gu-tae has 3 trade ideas tracked on Buzzberg across 3 tickers since January 2026. Most covered: AMZN, WMT, TLT.
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
