Coinbase(COIN)
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X @The Block
The Block· 2025-11-24 15:54
RT Yogita Khatri (@Yogita_Khatri5)Those who received @monad token allocations from @coinbase and are unsure whether they’ll be penalized for transferring them to Monad dapps — here’s what a Coinbase spokesperson told me:“For customers who received Monad (MON) through the Monad token sale on Coinbase: withdrawing onchain is not in itself penalized in our anti-flipping mechanism, so you are welcome to use your tokens to participate in the network.” ...
Stock market outlook for 2025 and beyond, crypto prices crumble
Youtube· 2025-11-24 15:51
Market Overview - The market is experiencing volatility with major indices showing mixed movements, including the Dow up about 0.21%, Nasdaq up about 1%, and S&P 500 up about 0.61% [1] - Bitcoin has seen a significant decline, down approximately 24% over the last two months, with a recent drop of about 6% in the past week [1][3] - The total capitalization of the crypto market has fallen by about 24% since its October peak, equating to over $1 trillion in value lost [1] Consumer Spending and Retail - The National Retail Federation anticipates that consumers will spend over $1 trillion this holiday season, marking a strong consumer sentiment [2] - Recent retail earnings reports have shown mixed results, with companies like Gap and TJ Maxx performing well, while Home Depot's results were less favorable [2] - High-income consumers are driving spending, while low-income consumers remain under pressure [2] AI and Technology Sector - Goldman Sachs suggests that the narrative around AI capital expenditures (capex) is crucial for market stability, with expectations of continued growth in technology demand [2][3] - Nvidia's recent performance is seen as a key indicator for the tech sector, with any weakness potentially impacting broader market sentiment [2][3] Cryptocurrency Insights - Institutional investors are currently sidelined, with Bitcoin ETF outflows reaching $3.5 billion in November, the largest since February [4] - The correlation between Bitcoin and the NASDAQ suggests that stabilization in crypto prices may be necessary for broader market recovery [5][6] - Analysts express caution regarding a V-shaped recovery for Bitcoin, citing the need for more dovish Fed commentary and institutional participation [4][5] Company-Specific Developments - Moderna has faced significant stock price declines, down 43% this year, and is currently the most shorted stock in the S&P 500, with 20% of shares shorted [28][30] - Pfizer is diversifying its business into weight loss drugs and other areas, contrasting with Moderna's struggles to adapt post-COVID vaccine demand [29][30] - Analysts highlight the need for Moderna to diversify its product offerings beyond COVID vaccines to regain investor confidence [31][35]
X @wale.moca 🐳
wale.moca 🐳· 2025-11-24 14:31
The access to that Base ICO on Coinbase in five years better be worth all the the money I'm about to lose in the Monad round or I will riotzoomer (@zoomerfied):[ ZOOMER ]MONAD FALLS BELOW SALE PRICE OF $187.5M COINBASE ICO: MARKET ...
X @Xeer
Xeer· 2025-11-24 14:22
PSA: if you participated in the @monad sale on @coinbase you can send your $MON to your self custodial wallet and it will not be considered selling/flipping.Max Branzburg (@maxbranzburg):@Xeer @cobie Transferring to a self-custodial wallet would not be penalized for flipping ...
Investors Should Buy the Dip in Coinbase and Circle, Says William Blair
Yahoo Finance· 2025-11-24 13:28
Core Viewpoint - Coinbase's recent stock decline is viewed as a temporary setback rather than a long-term warning sign, presenting a buying opportunity for investors [1][2] Group 1: Stock Performance and Market Position - Coinbase shares increased by 2.6% to $246.53 in early trading [1] - Circle's stock has dropped nearly 80% from its 52-week high, despite USDC's market cap remaining stable [1][2] - Both Coinbase and Circle are expected to move in tandem due to their connection with USDC, with Coinbase serving as a broader crypto gateway [2] Group 2: Market Dynamics and Future Outlook - Analysts attribute current market volatility to an immature market characterized by concentrated holdings and a surge of first-time ETF buyers [2][3] - The decline in Bitcoin prices does not change the analysts' positive outlook on Coinbase and Circle [2] Group 3: Revenue and Business Strategy - Short-term weakness may impact Coinbase's trading revenue, but the company is gaining U.S. spot market share and expanding its global derivatives business [4] - Coinbase's Subscription & Services (S&S) revenue has risen to about 40% of total revenue, supported by a resilient $74 billion USDC market cap [5] - The bank maintains a $777 million estimate for Coinbase's fourth-quarter S&S revenue, driven by USDC rewards and expected benefits from staking revenue [5]
X @Lookonchain
Lookonchain· 2025-11-24 11:55
BlackRock just deposited another 2,822 $BTC($243.59M) and 36,283 $ETH($101.72M) to #CoinbasePrime.https://t.co/qmuDIrPHc6 https://t.co/cAFKd0xDCY ...
高盛下调Coinbase目标价至314美元
Ge Long Hui· 2025-11-24 08:56
Group 1 - Goldman Sachs has lowered the target price for Coinbase from $368 to $314 while maintaining a "Neutral" rating [1]
X @Xeer
Xeer· 2025-11-24 07:49
Had the same thinking here and maybe @cobie can clarify, does transferring $MON to my wallet and losing it all on perps considered selling?wale.moca 🐳 (@waleswoosh):Okay so I received my full Monad allocation on Coinbase.That's great, but I now have a problem:I want to deploy the tokens on Monad dApps and not just leave them sitting in my Coinbase account (why would I?).Question for @coinbase: Does transferring the tokens out to https://t.co/Xyxu0E66m5 ...