Calls
19
#1026
Alpha Score 10.6
Kim Jun-woo
CEO, Xangle
Win Rate
31.6%
return
-5.4%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jun 18
$164.91
-9.6%
The next evolution of AI is 'execution AI'—agents that perform tasks, not just provide information. These agents will require a native digital payment layer for their high-frequency, micro-transactional nature, which traditional finance cannot handle. This creates a massive, fundamental use case for crypto, positioning efficient blockchains like Solana and Polygon, and stablecoin issuers like Circle, as the core infrastructure for this new economy.
Crypto Infrastructure
Long
May 07
$2328.77
-19.4%
Ethereum's ecosystem total value (including stablecoins and assets in wallets) is in a bull market, even though ETH price has not moved much. This suggests a disconnect between on-chain activity and price, implying ETH is undervalued relative to its ecosystem growth.
Crypto Assets
Long
Jun 18
$72.19
+4.5%
The next evolution of AI is 'execution AI'—agents that perform tasks, not just provide information. These agents will require a native digital payment layer for their high-frequency, micro-transactional nature, which traditional finance cannot handle. This creates a massive, fundamental use case for crypto, positioning efficient blockchains like Solana and Polygon, and stablecoin issuers like Circle, as the core infrastructure for this new economy.
Crypto Assets
Long
Jun 04
$74.85
-25.2%
Hyperliquid's zero-VC model, 97% fee burn, and strong token-holder alignment create a self-sustaining ecosystem that can continue to grow, unlike traditional VC-backed tokens that face sell pressure after unlocking.
Crypto Assets
Long
May 07
$80984.80
-21.8%
Institutional investors are actively accumulating Bitcoin, viewing current prices as an entry point, while retail sentiment is poor. On-chain data shows wallets holding 100-1000 BTC are increasing, and ETF inflows are strong, indicating the market is in an early bull phase driven by institutions.
Crypto Assets
Long
Aug 06
$34550.00
+5.6%
Mirae Asset Securities acquired Korbit to quickly obtain a crypto exchange license, avoiding a 1.5-2+ year approval process, enabling immediate expansion into RWA and digital asset trading infrastructure rather than relying on organic licensing.
Brokers
Long
Aug 06
$225500.00
-3.3%
Naver's integration with Upbit (Dunamu) and Hana Bank could create a won stablecoin payment ecosystem that leverages Naver Pay and Naver Smart Store as a real-world demand source, opening a new revenue stream beyond simple crypto trading fees.
Internet Platforms
Long
Aug 06
$132500.00
-3.5%
Hana Bank's investment in Dunamu (Upbit) is strategically aimed at won stablecoin business, where it can leverage its existing banking license to provide custody, foreign exchange, and regulatory infrastructure, earning interest on reserves and transaction fees.
Banks
Long
Jul 30
$89.84
+5.9%
The real-world asset (RWA) tokenization trend is accelerating, and regulated platforms like Coinbase and Robinhood will be the prime beneficiaries as institutional capital flows into tokenized securities. Coinbase's model of custodial and issuance services positions it to capture significant value in this multi-trillion dollar opportunity.
Brokers
Long
Jul 15
$98.42
-9.4%
Aave generates over 200 billion KRW in annual revenue and has a solid price mechanism that resembles Hyperliquid's model, making it a strong candidate for sustainable token value growth.
Crypto Assets
Long
Jul 08
$1.10
-8.3%
Ripple (XRP) is emerging as a leading neutral payment infrastructure for the corporate chain era. Its vertically integrated stack (including RLUSD stablecoin, cross-border payment rails, and compliance tools) makes it the go-to settlement alternative for institutions not building their own chains. Data confirms this shift: RLUSD issuance on the Ripple chain has already surpassed issuance on Ethereum, signaling strong real-world adoption and a positive outlook for XRP.
Crypto Assets
Long
Jul 02
$7.50
+17.3%
As RW assets are tokenized and mirrored on-chain, reliable oracle data becomes essential to bridge off-chain information and ensure proper settlement. Chainlink is the leading oracle project and collaborations in the RW sector are increasing, making the oracle segment a critical growth area within the RW infrastructure.
Crypto Assets
Long
Jul 02
$0.33
+2.1%
Tokenized US Treasury issuance is the current focal point of the RW market because conservative capital entered first via US dollars and Treasuries, and high interest rates make Treasuries attractive. Platforms that tokenize US Treasuries, such as Ondo Finance, are positioned to benefit as the market builds from this safe-asset base.
Crypto Assets
Long
Jun 18
$365.60
-6.0%
AI agents will increasingly perform execution tasks like travel booking and shopping, requiring new payment infrastructure. Traditional card networks cannot handle the high-frequency, micro-transaction nature of AI-to-AI payments, making blockchain-based stablecoins and fast, low-cost networks essential. The standardization war among Coinbase, Mastercard, and Google will determine the winners, but the adoption wave will benefit the crypto payment rails and companies building the new standard.
Hyperscalers
Long
Jun 18
$493.75
+13.4%
AI agents will increasingly perform execution tasks like travel booking and shopping, requiring new payment infrastructure. Traditional card networks cannot handle the high-frequency, micro-transaction nature of AI-to-AI payments, making blockchain-based stablecoins and fast, low-cost networks essential. The standardization war among Coinbase, Mastercard, and Google will determine the winners, but the adoption wave will benefit the crypto payment rails and companies building the new standard.
Payments & Fintech
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Kim Jun-woo has 19 trade ideas tracked on Buzzberg across 19 tickers since May 2026. Win rate 32% across 19 evaluated calls, average return -5.4%. Ranked #1026 on the Buzzberg Alpha leaderboard. Most covered: COIN, ETH, SOL.
