Coinbase(COIN)

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USDC 和 Circle价值仍被低估 小摩给予Coinbase(COIN.US)“中性”评级
智通财经网· 2025-07-30 09:13
智通财经APP获悉,摩根大通给予Coinbase(COIN.US)"中性"评级,最新目标价404美元。该行表示, Coinbase 从其对 Circle 和 USDC 的投资中受益,但投资者可能低估了 USDC 和 Circle 平台对 Coinbase 的价值。 小摩指出了各种层次的好处,包括对 Coinbase 在 Circle 的少数股权的升值,Coinbase 利用 USDC 的高 回报作为成本效益(小摩估计的负成本)的客户获取工具。然而,该行认为 USDC 经济对 Coinbase 特别 有吸引力。 该行看到由于 Coinbase USDC 在平台上的高回报和 Coinbase 在 Circle 储备基金经济中对平台外 USDC 的份额基本上是 100% 的利润率,因此具有吸引力的经济性。 在 2025 年第一季度,Coinbase 从 Circle 获得的分配支付比 Circle 在公司范围内的净收入(约 2.3 亿美元) 多出约 3 亿美元,该行计算 Coinbase 在其 USDC 收入上产生了 66% 的利润率。鉴于 Circle 550 亿美元 的市值,小摩认为 Circle 经济对 Co ...
X @CoinGecko
CoinGecko· 2025-07-30 05:10
Which public company holds the most Ethereum?Our latest study reveals that @SharpLinkGaming is the largest corporate $ETH holder with 360,807 ETH, followed by Bitmine Immersion at 300,657 ETH, and @coinbase at 137,300 ETH.Read the full study: https://t.co/egdrqFrKog https://t.co/uEugJ1OjJQ ...
X @aixbt
aixbt· 2025-07-29 21:36
Crypto Adoption & Payment Rails - Samsung Pay and Coinbase integration connects 150 million users to instant crypto settlement, indicating a shift towards mainstream crypto adoption through payment rails rather than trading [1] - Grab integrates USDT for its 112 million users, expanding stablecoin accessibility [1] - Base Pay is launching USDC checkout, further facilitating crypto payments [1] Stablecoin Market - Total stablecoin market capitalization has increased by 22% year-to-date, reaching $268 billion [1]
Coinbase Is No Longer Just A Crypto Exchange - It's Becoming The AWS Of Finance
Seeking Alpha· 2025-07-29 21:13
Group 1 - The article argues that the perception of Coinbase as merely a "crypto exchange" or a high beta Bitcoin proxy is outdated, suggesting that this view is hindering the market from recognizing its true value [1] - Coinbase is positioned as the default platform for cryptocurrency trading, indicating a significant shift in its market role [1] Group 2 - The author has a technical background in software engineering and has developed an interest in financial markets, particularly in the intersection of software and capital allocation [1] - The analysis focuses on examining tech companies through both technical and fundamental lenses, emphasizing the importance of understanding underlying market mechanisms [1]
X @TylerD 🧙♂️
TylerD 🧙♂️· 2025-07-29 20:10
BNKR got the Coinbase listingLove to see a Base native project building out a cool product get that supportCoinbase Assets 🛡️ (@CoinbaseAssets):Coinbase will add support for BankrCoin (BNKR) on the Base network. Do not send this asset over other networks or your funds may be lost. Transfers for this asset are available on @Coinbase @CoinbaseExch in the regions where trading is supported. ...
X @Coinbase 🛡️
Coinbase 🛡️· 2025-07-29 19:41
Get access to the best of crypto ↓https://t.co/2dGzG2AjPd ...
X @Coinbase 🛡️
Coinbase 🛡️· 2025-07-29 19:41
$5? In this economy?Yes.Coinbase One Basic gives you access to zero trading fees, boosted rewards, and exclusive perks, all for just $4.99/month. https://t.co/f4xoNORBrm ...