Calls
3
Kim Chang-ik
CEO, Don Says Don
Win Rate
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return
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Feb 05
$86.59
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The U.S. Treasury crisis is being addressed by coordinated demand: stablecoin issuance may exceed $2 trillion and create short-term bill demand, SLR deregulation can allow Wall Street to add roughly $3 trillion of Treasury leverage, and Treasury QE via gold revaluation can add roughly $2 trillion. This roughly $7 trillion rollover capacity can cover about two years of issuance and interest, eventually helping lower long-term yields.
Bonds & Rates
Long
Feb 05
$71494.90
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Trump is reviving the strategic Bitcoin reserve and related crypto bills in 2026 after delaying them in 2025 to avoid bond-market pressure. If the Bitcoin Act stalls, the Gold Reserve Act can revalue gold reserves and create up to $5 trillion for Bitcoin accumulation and Treasury purchases, making sovereign demand a major Bitcoin catalyst.
Crypto Assets
Long
Feb 05
$446.33
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China's large-scale physical gold buying in Shanghai has overwhelmed U.S. futures-market suppression, causing the U.S. to lose control of gold prices. The Trump administration appears to tolerate or even welcome this because higher gold supports its plan to sell or revalue reserves to fund Bitcoin, Treasuries, Greenland, and defense, so gold remains structurally supported.
Commodities
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Kim Chang-ik has 3 trade ideas tracked on Buzzberg across 4 tickers since February 2026.
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
