Group 1 - Coinbase CEO Brian Armstrong stated that the company is "misunderstood" on Wall Street, with traditional finance players divided between embracing and resisting cryptocurrency [1][2] - Armstrong compared the skepticism towards cryptocurrency to how taxi companies viewed ridesharing models, suggesting that traditional finance professionals see crypto as a threat to their established careers [1][2] - He emphasized that Coinbase is not yet a consensus view among traditional analysts and encouraged focusing on the company's actions and track record rather than analyst models [2] Group 2 - Coinbase's fourth-quarter revenue for 2025 was reported at $1.78 billion, which missed analyst estimates, while the EPS was strong at $0.66, beating forecasts [3] - The full-year revenue for Coinbase reached $7.2 billion, marking a 9% increase from the previous year [3] - The stock has a consensus price target of $314.94 from 29 analysts, with an average price target of $194, indicating a potential upside of about 17.23% [3] Group 3 - Armstrong accused banks of stifling competition and called for lawmakers to create a "level playing field" through legislation [4] - Coinbase shares experienced a decline of 0.32% in after-hours trading, following a 1.03% increase during the regular trading session, closing at $166.02 [4] - The stock maintains a weaker price trend in the short, medium, and long term, with an average Value ranking according to Benzinga's Edge Stock Rankings [4]

Core Viewpoint - Coinbase CEO Brian Armstrong acknowledges shareholder criticism regarding marketing and execution failures of the Base App, indicating a willingness to take responsibility for these issues [1] Group 1: Company Response - Armstrong states that the issues related to the Base App are now in the past, and the app has been transformed into "Coinbase's self-custody version" focusing on trading functionalities [1] - The update for the Base App was completed a few weeks ago, reflecting the company's commitment to improving its offerings [1] Group 2: Strategic Focus - Armstrong emphasizes the importance of having a purely self-custody wallet as the world shifts towards on-chain solutions [1] - Despite the focus on the Base App, the company continues to allocate the majority of its resources to its core retail applications [1]

Group 1: AMD and Broadcom Trades - Ark Invest executed significant trades involving Advanced Micro Devices Inc. (AMD) and Broadcom Inc. (AVGO) [1] - ARKK and ARKQ funds purchased a total of 24,205 shares of Broadcom, valued at approximately $8 million, with the stock closing at $332.54 [2] - Broadcom's recent performance has been positively impacted by Alphabet Inc.'s forecast of increased capital expenditures [2] Group 2: Coinbase Trade - Coinbase Global Inc. (COIN) is gaining market share and is viewed as a key player in the cryptocurrency economy [3] - Analysts have noted Coinbase's diversification and strategic positioning in the crypto space [3] Group 3: Airbnb Trade - Ark Invest reduced its holdings in Airbnb Inc. (ABNB), selling a total of 15,711 shares through its ARKF and ARKK funds, valued at approximately $2 million with the stock closing at $124.23 [4] - Airbnb's stock has been rising following positive earnings and analyst revisions, despite missing EPS expectations [4] Group 4: Additional Insights on AMD - AMD stock has a Momentum in the 89th percentile and Value in the 10th percentile according to Benzinga Edge Stock Rankings [5]

Group 1 - The core point of the article highlights that despite a significant decline in retail trading volume compared to the peak in 2021, Coinbase has managed to compensate through its subscription and services business, with stablecoin-related revenue projected to account for approximately 19% of total revenue in 2025 [1] - Coinbase has partnered with Circle to earn 100% interest income on USDC assets held on its platform and shares 50% of the external USDC reserve earnings, resulting in Coinbase's stablecoin revenue surpassing that of Circle [1] - The company holds veto rights over new USDC-related partnerships, indicating a strategic position in its collaborations [1]

吴说获悉，Coinbase CEO Brian Armstrong 发文回应"为何华尔街总是误解或低估 Coinbase"，称这是典 型的"创新者窘境"。他指出，约 50% 的大型金融机构（包括 5 家全球系统重要性银行 GSIB）正在拥抱 加密货币并与 Coinbase 合作，而另一半因利益冲突而抵制。Armstrong 提醒投资者关注调整后净利润 （上一季度已盈利），而非仅看包含未实现损益的 GAAP 数据。 来源：市场资讯 （来源：吴说） ...

Core Viewpoint - The content emphasizes the importance of conducting personal due diligence and consulting with competent advisors before making any financial decisions, particularly in relation to investments in cryptocurrencies and CFDs [1]. Group 1 - The website provides general news, personal analysis, and opinions, as well as materials from third parties for educational and research purposes [1]. - It explicitly states that the information should not be interpreted as a recommendation or advice for any financial actions, including investments or purchases [1]. - The accuracy and reliability of the information are not guaranteed, and users are cautioned that prices may be provided by market makers rather than exchanges [1]. Group 2 - The content includes information about complex financial instruments such as cryptocurrencies and CFDs, which carry a high risk of losing money [1]. - Users are encouraged to understand how these instruments work and to consider their financial situation before investing [1]. - The website may contain advertisements and promotional content, and FX Empire may receive compensation from third parties related to such content [1].

Core Insights - BlackRock has amended its S-1 filing for the iShares Staked Ethereum Trust ETF, indicating an 18% cut of staking rewards shared between the sponsor and the prime execution agent [1] Staking Fee Structure - The trust will allocate 18% of gross staking rewards as a "Staking Fee," with the remaining rewards retained by the trust [2] - This 18% fee includes contributions from both BlackRock and the prime execution agent, which can further distribute portions to staking service providers [2] Role of Coinbase - Coinbase acts as both the custodian and prime execution agent, playing a crucial role in the staking infrastructure [3] - BlackRock will charge a 0.25% annual sponsor fee based on net asset value, which will be temporarily reduced to 0.12% for the first $2.5 billion in assets for the first year after listing [3] Shareholder Returns - Shareholders will receive approximately 82% of staking rewards after the 18% cut, in addition to the annual sponsor fee of 0.12%-0.25% [4] - If Ethereum staking yields around 3% annually and the ETF holds $2.5 billion, gross staking rewards would total $75 million, leading to a net of $61.5 million for shareholders after the cut [4][5] ETF Listing Details - The ETF is set to list on Nasdaq under the ticker ETHB, pending SEC approval of the registration statement [5] Technical Analysis of BLK - BLK is currently trading near the 200 EMA, a significant technical level, with all EMAs tightly compressed between $1,061 and $1,090 [6] - A wedge pattern is forming, with critical support at $1,060-$1,066; breaking below this level could target $1,000-$1,020, while breaking above $1,090 could lead to a path towards $1,120-$1,150 [7]

The sharp correction in Bitcoin (BTCUSD) has impacted trading volumes in the cryptocurrency space. This negative is reflected in Coinbase (COIN) stock declining by 45% in the last 52 weeks. However, it seems that the correction is overdone, and COIN stock is poised for a comeback. One of the key catalysts for positive price-action is CLARITY crypto market structure legislation. Coinbase CEO Brian Armstrong is optimistic that the act is likely to be passed in the “next few months.” More News from Barchar ...

Group 1: Market Insights - John D'Agostino, Coinbase's Head of Institutional Strategy, highlighted that the current market decline, while significant in dollar terms, reflects typical volatility for cryptocurrencies on a percentage basis [1] - D'Agostino noted that Bitcoin has historically experienced drawdowns of 70-80% before entering multi-year rallies, suggesting that investors should view current prices as a discount if they believe in the asset [2] Group 2: Strategy Inc's Position - Strategy Inc currently holds 717,131 BTC at an average cost of approximately $76,027 per coin, with Bitcoin trading near $68,000, indicating that the company's holdings are currently underwater [2] - CEO Phong Le stated that liquidation of Bitcoin would only occur if the price crashed by 90% and remained at that level for five years, a scenario he considers highly unlikely [3] Group 3: Market Sentiment and Predictions - Polymarket bettors are pricing in a 12% chance that Strategy Inc will sell any Bitcoin by the end of the year, with over $20 million wagered on this outcome [3] Group 4: Coinbase's Challenges - Coinbase's Q4 earnings report missed key metrics, leading Piper Sandler to reduce its price target for COIN from $270 to $150 [4]

Coinbase (COIN) shares rallied as much as 20% in tandem with a sharp recovery in Bitcoin (BTCUSD) on Feb. 13, reversing much of their losses from disappointing earnings earlier in the week. In its recently reported quarter, the blockchain infrastructure company lost $667 million and came in significantly below revenue estimates. More News from Barchart Still, there’s ample reason for investors to load up on Coinbase stock, which is currently down about 60% versus its October high. www.barchart.com Ag ...