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Core Viewpoint - The author expresses skepticism towards cryptocurrencies, highlighting a lack of personal investment in the sector and only having exposure through an investment in Coinbase, the largest US crypto exchange [1]. Company Summary - Coinbase (NASDAQ: COIN) is identified as the largest US crypto exchange, which has provided returns on investment for the author [1]. Industry Summary - The article reflects a broader skepticism within the investment community regarding the viability and future of cryptocurrencies, suggesting a cautious approach to investments in this sector [1].

Group 1 - Coinbase is preparing to launch a prediction market business, allowing cryptocurrency customers to bet on events such as elections and sports, supported by technology from Kalshi [1] - The announcement of the prediction market and other products is expected during the "Coinbase System Update" event on December 17 [1] - This move is part of Coinbase's strategy to become an "all-in-one exchange," with CEO Brian Armstrong exploring opportunities in the prediction market sector [2] Group 2 - The prediction market sector is becoming increasingly competitive, with companies like Polymarket and Crypto.com also entering the space [1][3] - Coinbase's collaboration with Kalshi may not be exclusive, as the company has investments in both Polymarket and Kalshi, potentially creating new revenue streams [3] - Kalshi has recently expanded its business by hiring Max Crowley as VP of Business Development and Saurabh Tejwani as CFO, with plans for an IPO in the future [4] Group 3 - Kalshi raised over $300 million in funding, achieving a valuation of $5 billion, a significant increase from $2 billion in June [4] - Polymarket also secured up to $2 billion in funding from the Intercontinental Exchange, reaching a valuation of $8 billion [4]

🇧🇷 UPDATE: Coinbase is rolling out its “DeFi Mullet” DEX integration to Brazil, giving users access to over 10,000 tokens on Base without leaving the Coinbase app. https://t.co/2c5S5spc2O ...

Core Insights - The Pulse of Crypto — Singapore 2025 survey indicates a growing maturity in Singapore's cryptocurrency market, with increased ownership and cautious allocations among retail investors [2][4][10] Group 1: Survey Findings - 61% of finance-forward Singaporeans reported holding cryptocurrency, indicating a shift from niche participation to mainstream retail finance [7][8] - The average self-reported portfolio allocation to crypto is between 6% and 12%, reflecting interest with a limited risk appetite [8] - Trust is the primary factor in exchange selection, with 65% of respondents prioritizing it over fees (42%) [8] Group 2: Education and Trust - The report emphasizes the need for targeted educational initiatives to close knowledge gaps and reduce reliance on social media for information [9] - Platforms are encouraged to enhance security, transparency, and regulatory compliance to build consumer confidence [9] Group 3: Growth Opportunities - The report outlines priorities for the financial and crypto ecosystem in Singapore, focusing on inclusive access, diversified participation, and responsible long-term allocation [9]

Core Insights - The Pulse of Crypto — Singapore 2025 survey indicates a growing maturity in Singapore's cryptocurrency market, with increased ownership and cautious allocations among retail investors [2][4][10] Survey Findings - The survey involved 3,513 active retail investors and crypto-curious individuals in Singapore, conducted from August 15 to 19, 2025 [2] - 61% of respondents reported holding cryptocurrency, suggesting that crypto is becoming a mainstream component of retail finance in Singapore [7][8] - The average portfolio allocation to crypto was reported to be between 6% and 12%, indicating a moderate risk appetite [8] - A significant 58% of respondents identified as "long-term holders," while only 22% considered themselves "active traders," reflecting a preference for longer holding periods [8] Trust and Education - Trust emerged as the primary factor in selecting cryptocurrency exchanges, with 65% of respondents prioritizing it over fees, which were considered by 42% [8] - Most respondents (62%) learned about cryptocurrency through social media, highlighting both accessibility and the risk of misinformation [8][9] Recommendations for Growth - The report outlines three key priorities for the development of Singapore's financial and crypto ecosystem: 1. Education: Initiatives to close knowledge gaps and reduce reliance on social media for information [9] 2. Trust: Emphasizing security, transparency, and regulatory compliance to enhance consumer confidence [9] 3. Growth: Focusing on inclusive access and responsible long-term allocation aligned with individual risk tolerance [9] Company Collaboration - MoneyHero Limited collaborated with Coinbase to produce the survey, aiming to provide data-driven insights into consumer sentiment regarding digital assets [6][10] - The partnership reflects a commitment to financial literacy and transparency in the evolving cryptocurrency landscape [6][10]

Core Viewpoint - Coinbase (COIN) stock is seen as a potential buy-the-dip opportunity due to its significant decline amid broader market concerns, trading at approximately $257, which is over 40% below its all-time high of $444 [1][10] Company Performance - Coinbase's stock has dropped over 25% this month, correlating with Bitcoin's price falling below $100,000, impacting investor sentiment and fee revenue [1][2] - Despite the recent downturn, Coinbase exceeded Q3 expectations and maintains a cautiously optimistic outlook, citing resilient liquidity and a supportive macro environment [3] Financial Projections - Total sales for Coinbase are projected to rise by 11% this year and by another 13% in fiscal 2026, reaching $8.3 billion [4] - Zacks Consensus Estimates indicate current quarter sales of $1.94 billion and next quarter sales of $2.01 billion, with year-over-year growth estimates showing a decline of 14.61% for the current quarter [5] - Annual earnings are expected to increase by 5% in FY25 to $8.01, but FY26 EPS is projected to fall to $5.87 due to anticipated lower trading activity and fee compression [5][6] Balance Sheet Strength - Coinbase's cash and equivalents have increased to over $13.5 billion, with total assets at $31.35 billion, significantly exceeding total liabilities of $15.32 billion [8] Valuation Metrics - The price-to-forward earnings ratio for COIN is currently at 32X, a significant reduction from a one-year high of 90X and a median of 65X, indicating a more reasonable valuation [10][11] Investment Sentiment - Coinbase is considered a strong candidate for buy-the-dip strategies, but a positive revision in FY26 EPS will be necessary to support a buy rating [11][13]

Coinbase is gearing up for a major expansion, following the leak of several screenshots that show off features the company has not yet officially announced. The leaked images reveal a prediction market tool, apparently powered by Kalshi, Inc., and a new stock-trading interface for buying common stocks and ETFs. Coinbase didn’t deny the screenshots. Instead, they directed attention to a livestream set for December 17, which is expected to unveil what the company has described as the beginning of a “new era ...

A good culture is mission fuel.Less distractions, more building.Emilie Choi 🛡️ (@emiliemc):It's good to have shocking rules that help your team form a culture that they're inspired by.Four we have at Coinbase:- No politics in the office- No starting committees without approval- All hires can be vetoed- Standardized decision makinghttps://t.co/dks7eM38yk ...

Coinbase did not deny leaks of a future prediction market integration and stock trading feature, teasing a "new era" for the crypto platform. https://t.co/N0ZjK8B4fA ...