RT Bitcoin Magazine (@BitcoinMagazine)@MacroScope17 Unlock the power of your #Bitcoin with Coinbase. 🟠U.S. users (excluding NY state) can borrow instantly without selling their BTC.👉 https://t.co/QDBdnLWZvG#Coinbase #Ad https://t.co/wzEzkcbNjp ...

You call it a weekend. We call it free advertising for crypto.Money shouldn’t close for two days a week. ...

After a bull run lasting a decade and a half, the U.S. dollar fell in value by about 11% relative to other currencies in the first half of 2025, the worst performance in decades. A host of factors have contributed, including lasting inflation, uncertainty about tariffs, and other geopolitical turbulence that has impacted markets around the world. This presents an opportunity for savvy investors. Many portfolios may shift toward international companies, commodities, and precious metals through the end of the ...

Group 1: AI Investment Opportunity - Artificial intelligence is considered the greatest investment opportunity of our lifetime, with a strong emphasis on the urgency to invest now [1] - Wall Street is investing hundreds of billions into AI, but there is a critical question regarding the energy supply needed to support this technology [2] - AI data centers consume as much energy as small cities, leading to concerns about power grid strain and rising electricity prices [2] Group 2: Company Overview - A specific company, largely overlooked by AI investors, is positioned to benefit from the increasing demand for energy due to AI [3] - This company owns critical energy infrastructure assets and is involved in the U.S. LNG exportation sector, which is expected to grow under the current administration's energy policies [7] - The company is debt-free and has a significant cash reserve, amounting to nearly one-third of its market cap, making it financially robust [8] Group 3: Market Position and Valuation - The company is trading at less than 7 times earnings, which is considered undervalued compared to its potential in the AI and energy sectors [10] - It also holds a substantial equity stake in another AI-related company, providing indirect exposure to multiple growth engines without a premium [9] - Wall Street is beginning to take notice of this company as it benefits from various market trends without the high valuations typical of the sector [8] Group 4: Future Outlook - The future of AI is closely tied to energy infrastructure, and this company is positioned at the heart of America's next-generation power strategy [7] - The influx of talent into the AI sector is expected to drive rapid advancements, making investments in AI a strategic move for future growth [12] - The combination of AI, energy, tariffs, and onshoring creates a unique investment landscape that this company is well-equipped to navigate [6][14]

morpho processes billions in lending volume and coinbase offers their 100m users 10.8% usdc yields through it. flowdesk uses morpho for balance sheet management. when trading firms run treasury operations through your protocol and coinbase stakes their reputation on your yields, $1.70 morpho is early innings ...

Core Insights - The global stablecoin market has recently surpassed $295 billion and is projected to exceed $500 billion by 2026, with a consistent growth rate of 12% over three months [1][2] - Various financial institutions have optimistic forecasts for the stablecoin market, predicting it could reach $1 trillion by 2028, $2 trillion by 2029, and $4 trillion by 2030 [2] - Leading stablecoin issuer Tether is reportedly in discussions to raise $20 billion at a $500 billion valuation, indicating strong market interest and potential growth [2] Market Drivers - Crypto-friendly regulations are encouraging institutional players to integrate stablecoins into their operations, either by launching their own dollar-pegged tokens or incorporating existing ones [3] - The rise of on-chain trading, decentralized finance (DeFi), and remittances is contributing to the increasing preference for stablecoins as a settlement unit [3] Risks and Challenges - The stablecoin industry faces reputational risks if any events lead to a depeg of coins, which could harm consumers and hinder growth [4] - Concerns have been raised by US banking groups regarding potential deposit losses due to certain provisions in the Genius Act, which could impact the stability of stablecoins [5] - The failure of a USD-linked stablecoin could significantly affect domestic savings, and the emergence of central bank digital currencies (CBDCs) poses additional competition [6]

⚡️ LATEST: Coinbase says USDC transfers on Base are now faster with new real-time streaming.Receive latency dropped 90% to ~1s, send latency down 50% to ~2s. https://t.co/jNaibqGRzo ...

Should @base be regulated like the Nasdaq exchange?Here's what @coinbase CLO @iampaulgrewal has to say:“Base is just a normal blockchain… Yes it’s a layer2. But that doesn’t change its relationship to securities laws.”“We are not matching buyers and sellers of securities… We are just a… blockchain layer.”The matching happens in apps (the AMM/CLOB/auction), not the L2.Layer2s shouldn't be regulated like exchanges. ...

Industry Overview - Retail access to cryptocurrencies is steadily increasing due to improved onboarding and user experiences, aligning with regulatory expectations [1] - Stablecoins are becoming essential in bridging traditional finance and the crypto world, with major banks exploring their own initiatives [1] Factors to Consider for Coinbase Global Inc. (COIN) - Coinbase is the largest regulated cryptocurrency exchange in the U.S., positioned to benefit from market volatility and rising digital asset valuations [3] - The company generates 83% of its revenues domestically, aligning closely with the U.S. market, which is seen as a leader in crypto innovation [3] - Recent initiatives include launching an equity index future, crypto futures, and providing $100 million bitcoin-backed financing to CleanSpark [4][5] - Coinbase is advancing real-world crypto adoption through infrastructure initiatives like Base and promoting stablecoin payments [6] - Elevated transaction and operating expenses are impacting margins, and the company is exposed to volatility in major cryptocurrencies [7] Factors to Consider for Interactive Brokers Group, Inc. (IBKR) - IBKR is a leading electronic trading platform offering low-cost access to a wide range of financial products globally [8] - The company is expanding into emerging markets and enhancing its product offerings, including access to Bursa Malaysia [10] - IBKR has raised its quarterly dividend significantly, indicating a commitment to shareholder returns [11] - Non-interest expenses are rising due to investments in expansion and technology, which may pressure margins in the short term [12] Financial Estimates - The Zacks Consensus Estimate for COIN's 2025 revenues implies a 7.2% year-over-year increase, while EPS estimates suggest a 7.8% decrease [13] - For IBKR, the 2025 revenue and EPS estimates imply an 8.9% and 11.4% year-over-year increase, respectively [15] Price Performance and Valuation - COIN shares have decreased by 13.2% in the past three months, while IBKR shares have increased by 20.4% [16] - COIN trades at a forward P/E of 50.51, below its median of 60.24, while IBKR's forward P/E is 31.75, above its median of 27.18 [18] Conclusion - Coinbase benefits from a diversified revenue base and significant institutional demand, bolstered by its inclusion in the S&P 500 and regulatory standing [19] - Interactive Brokers is expected to benefit from low compensation expenses and increasing emerging market customers [20]

@MacroScope17 Unlock the power of your #Bitcoin with Coinbase. 🟠U.S. users (excluding NY state) can borrow instantly without selling their BTC.👉 https://t.co/QDBdnLWZvG#Coinbase #Ad https://t.co/wzEzkcbNjp ...