Core Viewpoint - The cryptocurrency sector is experiencing a decline, with several companies showing significant drops in their stock prices, indicating a bearish trend in the market [1] Company Performance - Riot Platform (RIOT.US) decreased by 4.6% - Hut 8 fell by 4.5% - Canaan Creative (CAN.US) dropped by 3.8% - Robinhood (HOOD.US) and Marathon Holdings (MARA.US) both declined by 3.7% - Coinbase (COIN.US) saw a decrease of 3.3% [1]

格隆汇11月4日｜瑞穗将Coinbase Global的目标价从300美元上调至320美元，维持"中性"评级。(格隆汇) ...

We're bringing Coinbase onchain.Some call it innovation. We call it the DeFi mullet. https://t.co/B58Qeo9sNF ...

🚨 1,393,018 #LINK (21,320,341 USD) transferred from unknown wallet to #Coinbasehttps://t.co/fv0nIDXzmY ...

Ask Coinbase anything.Going live now.https://t.co/4b3yr5exIA ...

Company Overview - Coinbase Global, Inc. is the largest U.S. cryptocurrency exchange with a market cap of $88.3 billion, providing a platform for trading digital assets and services for consumers, institutions, and developers in the global crypto economy [1] Stock Performance - Over the past 52 weeks, COIN stock has increased by 82.7%, significantly outperforming the S&P 500 Index, which has rallied 19.6% during the same period [2] - Year-to-date, COIN stock is up 34.6%, compared to the S&P 500's gain of 16.5% [2] - COIN shares have also surpassed the iShares U.S. Financials ETF's return of 14.3% over the past 52 weeks [3] Financial Results - Following the Q3 2025 results released on October 30, COIN shares climbed 4.7% as the company reported a net income of $1.50 per share, exceeding expectations [4] - Transaction revenue nearly doubled to $1.05 billion due to heightened crypto volatility, which boosted trading volumes [4] - Subscription and services revenue rose by 34.3% to $746.7 million, and the acquisition of Deribit strengthened Coinbase's position in the derivatives market [4] Earnings Expectations - For the fiscal year ending in December 2025, analysts expect COIN's adjusted EPS to decline by 42.9% year-over-year to $4.34 [5] - The company's earnings surprise history is mixed, with three out of the last four quarters beating consensus estimates [5] Analyst Ratings and Price Targets - Among the 33 analysts covering COIN, the consensus rating is a "Moderate Buy," consisting of 17 "Strong Buy" ratings, one "Moderate Buy," 13 "Holds," and two "Strong Sells" [5] - BTIG raised its price target on Coinbase to $420 while maintaining a "Buy" rating, with a mean price target of $395.02 representing an 18.2% premium to current price levels [6] - The highest price target of $510 suggests a potential upside of 52.6% [6]

All of 2025, we have been talking about the big shift that happened in crypto once we witnessed a new president take office. Obviously, since Trump did get elected president, we started to see crypto become a big spotlight in the US and almost everything that was an obstacle during the Biden era of crypto completely got taken away, right. The SEC is no longer hostile towards crypto. We have a new SEC chair that is pro- crypto. The CFTC is now pro- crypto.But we are starting to see the government embrace cry ...

Reminder: join us at 1:00 PM (PT) for a Coinbase AMA.If you have questions, drop them in the replies.Coinbase 🛡️ (@coinbase):Ask Coinbase anything.Live on 𝕏 next week, following the release of our Q3 earnings.Got questions? Comment them below. https://t.co/alNySeB4mw ...

Along with @fabric_vc, @base, @animocabrands & @foundersfactory, we're aiming to support UK-based web3 startups, helping them scale to venture level.Apply by Nov 22: https://t.co/phZX2q8saB ...

Core Insights - Coinbase has joined Eightco's pilot program for the INFINITY Authentication platform, aimed at enhancing secure, AI-resistant authentication in digital asset workflows [1][2][3] - The financial services market is valued at $35 trillion, with crypto treasuries nearing $500 billion in assets under management, highlighting the demand for robust authentication solutions [2] Company Developments - Eightco Holdings Inc. is focused on building an authentication and trust layer for the post-AGI world, with strategic pillars including consumer, enterprise, and gaming authentication [5] - The INFINITY platform is designed to protect against threats like deepfakes and Sybil attacks, providing a universal trust layer for Digital Asset Treasuries [1][4] Industry Context - The integration of Eightco's authentication framework is crucial as enterprises increasingly adopt AI technologies, necessitating secure verification processes [4] - The collaboration between Coinbase and Eightco underscores the importance of secure identity verification in the rapidly evolving digital asset landscape [2][3]