Core Insights - Euronet Worldwide (EEFT) is currently viewed as a better value investment compared to Coinbase Global, Inc. (COIN) based on various financial metrics and analyst outlooks [1][7]. Valuation Metrics - EEFT has a forward P/E ratio of 10.77, significantly lower than COIN's forward P/E of 120.54, indicating that EEFT is more attractively priced relative to its earnings [5]. - The PEG ratio for EEFT is 0.72, while COIN's PEG ratio is 44.98, suggesting that EEFT is expected to grow its earnings at a more favorable rate compared to its current valuation [5]. - EEFT's P/B ratio stands at 3.52, compared to COIN's P/B of 8.66, further highlighting EEFT's relative undervaluation [6]. Analyst Outlook - EEFT holds a Zacks Rank of 2 (Buy), indicating a positive earnings estimate revision trend, while COIN has a Zacks Rank of 3 (Hold), reflecting a less favorable outlook [3]. - The overall valuation figures and solid earnings outlook position EEFT as the superior value option in the current market [7].

KULR secures $20 million credit facility with Coinbase to help fund bitcoin accumulation https://t.co/ab2uGKGxXU ...

Group 1 - Coinbase stock has surged approximately 134% over the past three months, making it the top performer among S&P 500 constituents [1] - As of July 8, 2025, Coinbase shares closed at $354.17, up from $151.47 on April 8, 2025 [1] - The S&P 500 index rose approximately 6.3% during the same period, currently trading at $6,234 [3] Group 2 - Wall Street analysts have a "Moderate Buy" consensus on Coinbase, with 13 "Buy" ratings, 10 "Hold" ratings, and no "Sell" ratings based on 23 analyst ratings [3] - The average 12-month price target for Coinbase is $299.47, indicating a potential downside of 15.83% from the current price of $355.80 [5] - Price forecasts for Coinbase range from a high of $510.00 to a low of $190.00 [5]

Product Offering - Aevo introduces Aevo Degen, a platform offering 1000x leverage on equities [1] - The platform supports long and short positions on Coinbase ($COIN), Robinhood ($HOOD), and Circle ($CRCL) [1] - More trading pairs are planned for future release [1] Risk Disclosure - These are daily contracts [1]

Core Insights - KULR Technology Group, Inc. has secured a $20 million credit facility with Coinbase Credit, Inc. to support its Bitcoin accumulation strategy [1][2][3] Group 1: Credit Facility Details - The credit facility is a multi-draw loan initially totaling up to $20 million, available upon execution [2] - Borrowed amounts will be secured by a portion of the company's total Bitcoin holdings [4] Group 2: Strategic Intent and Leadership Commentary - The CEO of KULR, Michael Mo, emphasized that this is the company's first bitcoin-backed credit facility, providing access to non-dilutive capital at competitive rates [3] - The facility reflects KULR's commitment to diversifying funding sources and executing long-term growth strategies to enhance shareholder value [3] Group 3: Company Background and Bitcoin Strategy - KULR is a Bitcoin First Company focused on energy storage solutions for space, aerospace, and defense, leveraging in-house battery design and production capabilities [5] - Since late 2024, KULR has included Bitcoin as a primary asset in its treasury program, committing to allocate up to 90% of excess cash for Bitcoin acquisition [5]

Strategic Shift - Coinbase is evolving beyond a simple exchange, focusing on building foundational infrastructure [1] - Exchanges failing to adapt and become infrastructure providers risk becoming irrelevant [2] Business Expansion - The company facilitated $500 million in lending within 5 months [2] - Coinbase has acquired Liquifi, Definitive, and Ledn [2] - Zero-fee USDC transactions are offered for businesses [2] - The company has secured an EU MiCA license [2] - Perpetual futures (perps) and decentralized exchanges (DEX) are being integrated into the main app [2] Market Valuation - The market capitalization of $91 billion indicates market recognition of Coinbase's strategy [2]

Market Trends - $COIN 可能迎来更大涨幅，最近估值飙升至 2021 年 4 月 Coinbase 在纳斯达克首次亮相时的水平 [1]

Core Viewpoint - The implementation of Hong Kong's Stablecoin Regulation on August 1 is expected to transform the financial system, enhancing cross-border remittance efficiency and reducing reliance on traditional banking systems like SWIFT [1][3]. Group 1: Stablecoin Overview - Stablecoins are a type of cryptocurrency whose value is pegged to fiat currencies or commodities, making them less volatile compared to other cryptocurrencies [3]. - The global legislative interest in stablecoins is rising, with various countries, including the US and UK, advancing their own regulations [3]. Group 2: Advantages of Stablecoins - Stablecoins can mitigate geopolitical risks by providing a stable value without the need for traditional banking transactions, potentially serving as an alternative to SWIFT for cross-border transactions [3][5]. - Transactions using stablecoins are faster and cheaper compared to traditional banking systems, with blockchain technology enabling transaction confirmations in about one minute, significantly reducing settlement times and costs [6]. Group 3: Market Implications - The clarity in stablecoin regulations has led to increased interest in related stocks in both US and Hong Kong markets, with a list of companies involved in stablecoin issuance and technology emerging [7]. - Major companies like Circle, Coinbase, and PayPal are actively involved in the stablecoin space, indicating a growing market presence [7]. Group 4: Impact on the Renminbi - The development of stablecoins could bolster the international status of the Renminbi, with Hong Kong potentially serving as a testing ground for Renminbi-linked stablecoins [8][10]. - Recent data shows that the Renminbi's share in bilateral trade settlements has reached over 30%, suggesting a growing acceptance that could be further enhanced by stablecoin initiatives [10]. Group 5: Challenges and Considerations - Despite the potential benefits, the international recognition of the Renminbi still depends on its inherent attractiveness, which is currently challenged by concerns over China's debt levels and economic stability [10]. - Structural reforms and easing of currency controls are necessary to enhance the appeal of Renminbi assets in the global market [10].

Government Actions & Cryptocurrency Seizure - US Government moved $200 thousand worth of ETH to Coinbase Prime Deposit after a $10 test transaction [1] - The ETH was originally seized from Chase Senecal in October 2022 [2]

Government & Regulatory Actions - US Government wallet transferred $10 worth of ETH as a test transaction to Coinbase Prime [1] - The wallet holds $100 thousand worth of ETH, initially seized from Chase Senecal in October 2022 [1] Cryptocurrency Market - The US government's movement of seized ETH to Coinbase Prime could indicate future liquidation plans [1]