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Coinbase 'Negative Premium' at Widest Level since Q1, Signalling Weak U.S. Demand
Yahoo Finance· 2025-11-22 15:51
The Coinbase Bitcoin Premium Index, which measures the price gap between bitcoin on Coinbase and the global market average, has fallen to a negative divergence of -0.15%, the widest since Q1 this year. A negative reading of the index means bitcoin is trading cheaper on Coinbase, signalling weakness in U.S. demand, selling pressure and waning institutional appetite. This trend began after the crypto liquidation event on Oct. 10 and has persisted throughout November. The move comes as bitcoin (BTC) is on t ...
X @Wu Blockchain
Wu Blockchain· 2025-11-22 14:36
Coinbase announced that it is conducting scheduled internal wallet migrations for BTC and ETH as part of its security upgrades, noting that the move is not related to any security incident or market volatility. The migration will involve large on‑chain fund transfers but will not impact platform operations, and user deposit and withdrawal addresses will remain unchanged. https://t.co/bdsCp2o21F ...
X @Coinbase 🛡️
Coinbase 🛡️· 2025-11-22 13:39
RT Coinbase Platform (@CoinbasePltfrm)In 30 minutes Coinbase will begin a wallet migration. During this time, you may see large onchain movements between Coinbase controlled wallets to new Coinbase wallets.This is planned and allows us to maintain the highest security standards in the industry.More details below ↓ ...
X @Easy
Easy· 2025-11-22 13:20
I wonder how well this employee made out with this acquisition…Wallet received absurd amount of $TNSR token, clearly vesting / team / etc.Gotta someone close to the team or team itself.0 transactions for 4 months…&& then suddenly with this SAME WALLET…24 hours before Coinbase acquisition announcement they buy a ton of the $TNSR tokenThis isn’t just insider trading, this is just straight up CRIME.Easy (@EasyEatsBodega):Wait…So coinbase literally just acquired Vector to get the employees?Are these not the sam ...
Mixed Analyst Calls Highlight Coinbase’s (COIN) Challenges and Opportunities
Yahoo Finance· 2025-11-22 07:30
Coinbase Global Inc. (NASDAQ:COIN) is one of the best cryptocurrency stocks to buy for the long term. On November 20, Erste Group cut its rating on Coinbase Global Inc. (NASDAQ:COIN) from Buy to Hold, arguing that the growing popularity of low-fee Bitcoin ETFs could chip away at one of the company’s most important revenue sources. The firm warned that as more retail investors opt for ETF exposure rather than buying crypto directly, Coinbase risks losing a meaningful share of its higher-margin retail tradin ...
Coinbase Doubles Down on Solana with Aquisition of Solana Meme‑Coin App Vector.Fun
Yahoo Finance· 2025-11-22 05:26
Core Insights - Coinbase has announced the acquisition of Vector, a Solana-based social trading platform focused on meme coins and rapid asset launches, to enhance its on-chain trading capabilities [1][2] - The acquisition aligns with Coinbase's strategy to expand its presence in the growing Solana ecosystem, which has seen decentralized exchange volume exceed one trillion dollars in 2025 [3][6] Group 1: Acquisition Details - Coinbase will integrate Vector's team and technology into its consumer trading division, discontinuing Vector's mobile and desktop apps during the transition [2] - The terms of the acquisition have not been disclosed, with the transition expected to close by the end of the year [2] Group 2: Market Context - The meme-coin and social trading market is gaining traction as users seek quick access to tokens and peer-driven strategies [3] - By acquiring Vector, Coinbase aims to improve asset availability, trading speed, and liquidity, particularly in token launch environments [3][5] Group 3: User Benefits - Users may benefit from faster access to newly minted Solana tokens and improved trading execution within Coinbase's interface following the integration of Vector's infrastructure [4] - The acquisition could streamline the trading experience by reducing the need for multiple apps and separate wallets for new coin launches and social trading [5] Group 4: Strategic Implications for Coinbase - This acquisition marks Coinbase's ninth in 2025, highlighting its ambition to become an "everything exchange" that encompasses centralized, derivatives, and on-chain trading [6] - The integration of Solana expertise positions Coinbase to offer deeper support for emerging assets and trading models [6] Group 5: Future Considerations - The industry will monitor the speed at which Vector features become available to Coinbase users and how the new CAPA addresses compliance and risk amid meme-coin volatility [7] - The accelerated listing of Solana assets may prompt other exchanges to enhance their on-chain and mobile trading offerings [7]
Bernstein’s Chhugani Remains Bullish on Coinbase Global (COIN) with $510 PT
Insider Monkey· 2025-11-22 03:18
Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgent need for energy to support its growth [1][2][3] - A specific company is highlighted as a key player in the AI energy sector, owning critical energy infrastructure assets that are essential for meeting the increasing energy demands of AI technologies [3][7][8] Investment Landscape - Wall Street is investing hundreds of billions into AI, but there is a pressing concern regarding the energy supply needed to sustain this growth [2] - AI data centers, such as those powering large language models, consume energy equivalent to that of small cities, indicating a significant strain on global power grids [2] - The company in focus is positioned to capitalize on the surge in demand for electricity driven by AI, making it a potentially lucrative investment opportunity [3][6][8] Company Profile - The company is described as a "toll booth" operator in the AI energy boom, collecting fees from energy exports and benefiting from the onshoring trend due to tariffs [5][6] - It possesses critical nuclear energy infrastructure assets and is capable of executing large-scale engineering, procurement, and construction projects across various energy sectors [7][8] - The company is noted for being debt-free and holding a significant cash reserve, which is approximately one-third of its market capitalization [8][10] Market Position - The company has an equity stake in another prominent AI venture, providing investors with indirect exposure to multiple growth opportunities in the AI sector [9] - It is trading at a low valuation, less than seven times earnings, which is attractive for investors looking for undervalued stocks in the AI and energy space [10][11] - The company is recognized for its ability to generate real cash flows and maintain critical infrastructure, positioning it well for future growth [11][12] Future Outlook - The ongoing AI infrastructure supercycle, combined with the onshoring boom and a surge in U.S. LNG exports, creates a favorable environment for the company's growth [14] - The influx of talent into the AI sector is expected to drive continuous innovation and advancements, further solidifying the importance of energy infrastructure [12][13]
X @Whale Alert
Whale Alert· 2025-11-22 01:30
🚨 🚨 🚨 🚨 🚨 🚨 🚨 🚨 🚨 74,658 #ETH (206,892,548 USD) transferred from #Coinbase to unknown new wallethttps://t.co/5PyHFq0WPo ...
X @Whale Alert
Whale Alert· 2025-11-22 01:28
🚨 🚨 🚨 🚨 🚨 🚨 🚨 🚨 72,013 #ETH (199,562,587 USD) transferred from #Coinbase to unknown new wallethttps://t.co/mNhyn8Wva0 ...