Calls
4
Kim Min-seung
Head of Research, Cobit
Win Rate
25.0%
return
+10.6%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Aug 26
$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.
Crypto Assets
Long
May 21
$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.
Crypto Infrastructure
Long
May 21
$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.
Crypto Assets
Long
May 21
$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.
Crypto Assets
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Kim Min-seung has 4 trade ideas tracked on Buzzberg across 4 tickers since May 2026. Most covered: BTC, ALTCOINS, COIN.
