Our Q2 2025 financial results are now live. https://t.co/PMx4cOz9fM ...

Second Quarter 2025 July 31, 2025 Fellow Shareholders, We delivered solid financial results in Q2, generating $1.5 billion in total revenue, $1.4 billion in net income (which includes both a $1.5 billion gain on strategic investments and a $362 million gain on crypto investment assets), $33 million in Adjusted Net Income (which excludes both aforementioned items) and $512 million in Adjusted EBITDA. Transaction revenue was $764 million. Subscription and services revenue was $656 million, driven by continued ...

🇺🇸 JUST IN: Coinbase CEO says first White House crypto report confirms market structure legislation is key to making the U.S. the global crypto capital. https://t.co/7dzvXliQZw ...

RT Base Build (@buildonbase)The @coinbase protocol security team is now offering free security reviews to a cohort of apps and protocols on @base chain, in beta.Selected teams will receive a scoped review, security-related recommendations, and other assistance to improve.Spots are limited! Info in 🧵 https://t.co/PUuVP2WZFU ...

| | | | 东方港湾海外基金二季度末的海外持仓统计 | | | | | --- | --- | --- | --- | --- | --- | --- | | 证券代码 | 证券简称 | 持股市值 (万美元) | 持有股数 (万股) | 二季度 持股市值 变动 | 所属行业 | 二季度 | | | | | | (万美元) | (GICS分类) | 涨跌幅 | | NVDA | 英伟达 | 20016 | 126.78 | 5076 | 信息技术 | 45.77% | | GOOG | 谷歌 | 16347 | 92. 16 | 6124 | 通讯服务 | 13.54% | | FNGU | 三倍做多FANG+指数ETF | 12936 | 520. 32 | 4765 | | | | TQQQ | 三倍做多纳指ETF | 10453 | 126.04 | 1804 | | 45. 40% | | META | META | 10004 | 13.56 | -432 | 信息技术 | 28.06% | | MSFT | 微软 | 9534 | 19.18 | -1100 | 信息技术 | 32. 50% | ...

Rebranding and Product Updates - Base L2 has been rebranded to Base Chain, and Coinbase Wallet is now the Base app [1] - The Base app has been rebuilt into an "everything app" integrating Farcaster social, Zora-powered monetization, mini apps, payments, swaps, and encrypted chats [1] - The Base app is currently in invite-only beta [1] Key Features and Integrations - The home screen prioritizes community apps, featuring trending Farcaster mini apps and discovery categories [2] - The app integrates Zora coins, allowing any post to become a tradable token, with market cap stats displayed under posts [2] - Users can link their Coinbase account to fund their Base wallet with USD or crypto holdings [3] - The app includes a Chat hub for DMing followers and interacting with onchain AI assistants [4] - The app supports swaps, sending, requesting, and claiming funds via tap-to-pay and links [4] User Experience and Potential Issues - The Base app is described as smooth, easy to onboard to, and packed with onchain experiences [4] - The app focuses on providing various activities, such as launching a coin and trading, within a few clicks [5] - Early issues included difficulties transferring crypto from Coinbase and accessing certain mini apps [5]

今年二季度，美股在关税摩擦冲击后迅速回暖，并不断突破新高。近期，私募大佬但斌执掌的东方港湾海外基金公布了其2025年二季度的持仓动向。 数据显示，其持仓规模上涨至11.27亿美元，持仓标的也增加到13只。从但斌的美股持仓来看，仍以科技龙头为主，英伟达继续位居第一重仓股，谷歌则跃 升为第二大重仓股。 值得一提的是，但斌在加密资产领域展开尝试，首次买入Coinbase，而该季度Coinbase股价飙涨超103%。 继续重仓英伟达，加仓谷歌 2025年第二季度，但斌执掌的东方港湾再度上调了美股持仓规模。其海外基金Oriental Harbor Investment Master Fund近日向美国证监会提交13F报告，其二季 度持仓动向也随之披露。截至二季度末，该基金共持有13只美股标的，市值总计11.267亿美元，较一季度末的8.68亿美元显著上升。 私募排排网统计数据显示，整体来看，但斌二季度的布局主要围绕"AI技术、算力设施、AI应用"展开。从持仓标的来看，仍以科技龙头为主，英伟达继续位 居第一重仓股，期末持有126.78万股，且该股二季度股价表现亮眼，上涨45.77%。同时，但斌还持有2倍做多英伟达ETF1 ...

Core Viewpoint - The article highlights the significant investment activities of Oriental Harbor Investment Fund, led by Dan Bin, focusing on technology stocks, particularly in the context of the ongoing AI revolution and its long-term potential [1][9]. Group 1: Investment Portfolio Overview - As of the end of Q2, Oriental Harbor's overseas fund held 13 U.S. stocks with a total market value of $1.127 billion, showing a notable increase compared to the previous quarter [1]. - The top five holdings include Nvidia, Alphabet (Google's parent company), Bank Montreal Medium, ProShares Trust, and Meta [3]. - There was a significant increase in the position in Alphabet, which reported Q2 revenues of $96.428 billion, a 14% year-over-year increase, and a net profit of $28.196 billion, up 19% [4]. Group 2: New Additions and Sector Focus - In Q2, Oriental Harbor made substantial new investments in Tesla, Netflix, and Coinbase, with respective market values of $62.96 million, $57.26 million, and $54.98 million [6]. - Coinbase is recognized as the largest cryptocurrency exchange in the U.S., while Netflix reported Q2 revenues of $11.079 billion, a 16% increase year-over-year, and a net profit of $3.125 billion, up 46% [6]. Group 3: Strategic Shift and Long-term Vision - Oriental Harbor has shifted its investment strategy since 2022, moving from a focus on the Chinese and Hong Kong markets to a global perspective, recognizing the opportunities presented by the AI era [9]. - Dan Bin emphasizes that the AI revolution is not a short-term trend but a significant technological shift with a long-term evolution cycle, similar to previous major technological advancements [9][10]. - The fund aims to invest in companies that can change the world, focusing on innovative business models that align with the transformative potential of AI [10].

JPMORGAN TEAMS UP WITH COINBASE TO BRING CRYPTO ACCESS TO 80M USERS- JPMorgan partnered with @Coinbase to allow customers to buy crypto using linked bank accounts, Chase credit cards, and even rewards points. The service launches in 2026.- For the first time, users will be able to convert Chase Ultimate Rewards into USDC on Coinbase’s Base network. The conversion rate is 100 points for $1.- In addition, JPMorgan plans to roll out direct bank account integration with Coinbase, eliminating the need for third- ...

Cryptocurrency Exchange Issues - Robinhood 以 16.8 美元的价格出售了所有用户的 Solana [1] - Coinbase 随机锁定用户账户且没有给出任何理由 [1] Social Media Engagement - Coinbase 在 Crypto Twitter 上发起互动活动，征集用户最喜欢的时刻 [1]