Investment Focus - Coinbase Ventures is eyeing Real World Asset (RWA) perpetuals and Artificial Intelligence (AI) in its 2026 investment outlook [1]

ICO Performance & Market Sentiment - $MON 在 Coinbase 上的 ICO 定价表现良好，价格上涨 2 倍 [1] - $MON 的供应量充足，大小投资者均可参与 [1] - 市场预期 Coinbase 将每月推出新的 ICO 项目 [1] - 市场预计后续 ICO 项目的超额认购情况将更为严重 [1] - CT (加密货币交易员) 将不再回避 ICO，散户投资者已看到潜力 [1] Potential Future Listings - Polymarket, Opensea, 和 Metamask 等知名公司可能寻求更广泛的代币分发 [2]

Group 1 - Kevin Hassett is emerging as the leading candidate for the next Federal Reserve Chair, according to reports [1][2] - Hassett is viewed as a close ally of President Trump and is expected to align with Trump's approach to lowering interest rates [2][5] - The nomination is not final until publicly announced, as Trump is known for making surprise policy decisions [3] Group 2 - Current Fed Chair Jerome Powell has faced criticism from Trump for not cutting interest rates quickly enough, with Trump advocating for rates to drop to 1% or 2% from the current 3.75% to 4.00% [5] - Hassett has expressed a preference for lower interest rates and supported the recent 25-basis-point rate cut by the Fed [6] - Hassett has a background in cryptocurrency, having served on Coinbase's advisory council and disclosed a stake in the company worth at least $1 million [6] Group 3 - Prediction markets show a 52% to 55% chance of Hassett being nominated as the next Fed Chair [4] - Coinbase shares experienced a slight increase in after-hours trading, reflecting investor interest in the company [7]

NGL, I was salty about Monad due to Coinbase sale - it excluded Europooors and other countries:Yet everyone who wanted in, got in at the ICO price.Even better, buying on HL you get potential UNIT airdrop points. https://t.co/8eVmYGW2lY ...

MoonPay Granted New York Trust Charter, Joining Coinbase and Ripple► https://t.co/xEhCBzArd3 https://t.co/xEhCBzArd3 ...

Group 1: Market Overview - The AI sector is experiencing renewed interest following strong earnings from NVIDIA and Google's Gemini 3, which has eased investor concerns [1] - Despite two positive trading days, the market remains volatile, with large trading ranges indicating a lack of confidence [1][2] Group 2: Performance of Major Companies - The Magnificent 7, including Amazon (AMZN) and Meta (META), are facing challenges as 2025 approaches, with gains increasingly concentrated among AI-focused companies [2] - Bank stocks like JPMorgan Chase, Goldman Sachs, and Bank of America have shown significant gains in 2025, but underlying issues exist within the sector [3] Group 3: Fintech Sector Challenges - Fintech companies are struggling to keep pace with traditional banks, with many experiencing stock declines in the latter half of the year [4] - PayPal Holdings Inc. has seen a dramatic decline in stock value, dropping from $308 to current levels, despite maintaining a $56 billion market cap and over $32 billion in annual sales [5][7] - Toast Inc. has lost momentum after reaching a high of $45, now trading at 85 times forward earnings, raising valuation concerns [9][11] Group 4: Cryptocurrency and Related Companies - Coinbase Global Inc. is facing challenges as it closely tracks Bitcoin's price, with a more than 25% decline in the last month amid falling crypto prices [12][14] - Upstart Holdings Inc. has struggled despite its AI-driven credit assessment platform, with shares down nearly 90% since the Fed's rate hikes, and currently trading at over 170 times earnings [15][17] Group 5: E-commerce and BNPL Services - Affirm Holdings has seen its stock triple since the end of 2023, driven by the popularity of its Buy Now, Pay Later services, but recent earnings reports have shown significant misses [18][19]

Crypto Market Analysis - Crypto asset class peaked on October 6th, currently experiencing a liquidity-driven selloff [3] - No signals suggest an imminent turnaround in crypto momentum [3] Bitcoin Performance & Outlook - Bitcoin's performance is crucial for overall market stability [1] - Sideways trading in Bitcoin could allow equities to move higher [4] - A breakdown below $80,000 in Bitcoin could negatively impact equities in the short term [4] Coinbase Assessment - Coinbase got downgraded by Argus [1] - Expectation that Coinbase's value will decrease due to the overall crypto market conditions [2]

Core Insights - Top Wall Street analysts have revised their outlook on several prominent companies, indicating a shift in market sentiment and potential investment opportunities [1] Company Analysis - Analysts are considering buying COIN stock, suggesting a positive outlook for the company amidst changing market conditions [1]

吴说获悉，Coinbase 宣布，Aster (ASTER) 永续合约交易将于 2025 年 11 月 26 日正式上线。若流动性条 件满足，ASTER-PERP 市场将于当日 9:20（UTC）或之后开盘，面向支持交易的地区开放。 （来源：吴说） 来源：市场资讯 ...

Group 1 - Argus Research has downgraded Coinbase Global's rating from Buy to Hold due to crypto-market volatility [4] - The downgrade is also attributed to an increase in expenses and a high valuation of the company [4] - Despite the downgrade, Coinbase delivered impressive results in its recent performance [4]