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Bitcoin's fundamentals haven't structurally changed, says Coinbase's John D'Agostino
Youtube· 2025-11-17 13:56
point. Joining us now with more on the crypto market, John Dagasino, Coinbase head of institutional uh strategy. We've seen this uh this movie before.Um what was the biggest sell-off. We had we had a move from I think 65 down to 15,000, didn't we, at at one point with Bitcoin. >> Sure.I mean, so historically, Bitcoin has traded in these four-year cycles and so we saw 2014, 2018, 2022, uh material moves down 20,000 down to 3,000 at one point I think. >> Absolutely. Yeah.>> So it can lose 70 or 80% of its val ...
X @TylerD 🧙‍♂️
TylerD 🧙‍♂️· 2025-11-17 12:26
The Monad public sale goes live this morning at 9 am ET on Coinbase Token Sales7.5% of the supply is up for grabsAnd the sale price is $0.025 per token (currently trading at $0.048 on premarket) https://t.co/4kL0jBvYOB ...
Coinbase vs. Robinhood Stock: One Will Upgrade the Stock Market Best
Yahoo Finance· 2025-11-17 11:55
Group 1 - Financial service companies Robinhood and Coinbase are shifting towards tokenizing the stock market, aiming to convert real-world assets into digital tokens on a blockchain [1][2] - Robinhood has already implemented tokenized stocks in the EU, allowing trading of tokens representing shares of over 200 U.S. companies, with trading available 24/5 and a 0.1% foreign exchange fee [5][8] - The tokenization plan includes expanding trading hours to 24/7 and launching a custom blockchain called the Robinhood Chain for off-platform asset trading [6][4] Group 2 - Coinbase has established significant partnerships with major firms like Circle and Blackrock, enhancing its reputation in the crypto space, while Robinhood lacks similar institutional partnerships [7] - Both companies are competing for market share among individual and institutional investors, with the expectation that the benefits of tokenized stocks will attract customers [2][8] - Robinhood's early lead in tokenized U.S. stocks positions it favorably as traditional equities transition to blockchain technology [8]
X @CoinGecko
CoinGecko· 2025-11-17 11:30
Coinbase is turning its wallet into a "super" app.In today's video, we look at the new @BaseApp beta, covering its features, design, and what’s coming next.Watch the full video 👉 https://t.co/PUnKGHb9vZ https://t.co/pOuKudEI56 ...
Coinbase's $375 Million Echo Deal Is Part of an Acquisition Spree. Here's What Investors Need to Know.
Yahoo Finance· 2025-11-17 11:25
Key Points Coinbase's $375 million Echo acquisition is the latest in a string of deals. Echo offers early-stage crypto projects a way to raise capital. Coinbase is using the increased interest in crypto to diversify its revenue streams. 10 stocks we like better than Coinbase Global › Coinbase (NASDAQ: COIN) is making a multi-pronged effort to diversify its revenue streams. One part of that is its recent $375 million acquisition of Echo, which the Wall Street Journal says is its eighth deal this ye ...
Top crypto stocks forecasts as Bitcoin price crashes: HOOD, MSTR, COIN
Invezz· 2025-11-17 06:23
Core Viewpoint - Top crypto stocks are expected to face pressure as Bitcoin and most altcoins continue their downtrend, with Bitcoin's price dropping significantly [1] Group 1: Market Performance - Bitcoin price has crashed to $95,000, representing a decline of approximately 25% from its highest point this year [1]
X @Coinbase 🛡️
Coinbase 🛡️· 2025-11-16 19:15
Ownership used to be a privilege.Not anymore. ...
X @Coinbase 🛡️
Coinbase 🛡️· 2025-11-16 13:59
24 hours left to prepare for the @monad token sale.https://t.co/b4ekhN2ZpICoinbase 🛡️ (@coinbase):Token launches just got a whole lot better.→ Early access to your favorite tokens→ Real supporters are prioritized→ Sustainable token distribution→ US users can finally joinNow possible with token sales on Coinbase.Oh, one more thing: the @monad sale starts Nov 17. https://t.co/ox5VRAqfiH ...
传媒互联网产业行业周报:继续寻找确定性板块的机会-20251116
SINOLINK SECURITIES· 2025-11-16 13:04
Investment Rating - The report maintains a positive outlook on cloud vendors and internet healthcare platforms, suggesting they are key areas for investment focus [3][5]. Core Insights - The report highlights ongoing discussions about the AI bubble, with short-term volatility expected. However, leading tech companies like Microsoft, Google, and Meta continue to show strong free cash flow, indicating no immediate pressure on static valuations and cash flows [3]. - The report emphasizes the growth potential in the internet healthcare sector due to low penetration rates and favorable market dynamics [3]. - The report remains bullish on trading platforms and cryptocurrency assets, noting that while short-term price increases may be challenging due to global liquidity pressures, there are significant long-term support factors [3]. Industry Situation Tracking Education - The education index fell by 2.90%, underperforming compared to major indices. Notable declines were observed in companies like Gaotu and NetEase Youdao, which dropped 8.49% and 11.12% respectively [11][21]. Luxury Goods & Gambling - The luxury goods index rose by 0.52%, with significant gains in companies like Galaxy Entertainment, which increased by 6.24%. The report notes a recovery in the Chinese market, contributing positively to luxury brand performance [23][29]. Coffee & Tea - The coffee sector remains robust, with over 250,000 related enterprises in China and a significant increase in registrations this year. The tea sector, however, is facing challenges due to reduced subsidies from delivery platforms [31][33]. E-commerce - The e-commerce sector showed slight pressure, with a 6.3% increase in online retail sales for the first ten months of the year. The report notes a subdued performance during the recent Double Eleven shopping festival [34][39]. Streaming Platforms - The streaming sector experienced a decline, with Tencent Music's stock dropping significantly despite a 20.6% year-on-year revenue increase [38][43]. Virtual Assets & Trading Platforms - The global cryptocurrency market capitalization decreased by 0.75%, with Bitcoin and Ethereum prices falling by 8.6% and 9.5% respectively. The report highlights ongoing challenges in the crypto market but notes potential long-term opportunities [44][48]. Automotive Services - The automotive service sector is expanding, with JD Auto surpassing 100 operational stores in Shenzhen. The report emphasizes the growth potential in the automotive aftermarket [51][55].
Tech Corner: COIN's Moving to Texas
Youtube· 2025-11-15 18:00
Core Insights - Coinbase operates as a platform for crypto assets, providing services to consumers, institutions, and developers, with two primary revenue streams: transaction revenues and subscription/service revenues [2][3][4] Revenue Performance - In Q3, Coinbase reported a non-GAAP EPS of $1.44, beating estimates by $0.27 per share [6] - Revenue reached $1.87 billion, up 54.5% year-over-year, with transaction revenue exceeding $1 billion, a 37% increase quarter-over-quarter [7] Strategic Initiatives - Recent acquisitions, including Derabit and CoinDCX, enhance Coinbase's capabilities in derivatives and international markets [5][9] - Partnerships, such as with Circle Corp, support stable coin growth and subscription services [8][9] Market Positioning - Coinbase differentiates itself through regulatory compliance, security, and a user-friendly interface [5] - The company is positioned as a leader in the evolving crypto landscape, supported by a comprehensive product suite and strategic investments [9][10] Growth Projections - Forward revenue estimates for the next four quarters are projected to grow by 41%, significantly higher than the 5-year average of 21.5% [10] - Expected EBITDA growth is over 56% of sales, contrasting with a historical average EBITDA loss of 1.8% [10] Valuation and Risks - Coinbase has a high forward PE ratio of 38 compared to the sector median of 10.87%, though it aligns with its 5-year average of 41 [12] - The company faces cyclicality risks due to reliance on crypto trading volumes, which can compress revenue during downturns [13] Technical Analysis - The stock is down approximately 35% from year-to-date highs, indicating weak technical conditions [14] - Despite a rising 50-day moving average, the stock trades below this support level, suggesting bearish sentiment [15] Summary - Coinbase aims to leverage a trusted platform for consumer access, institutional brokerage, and developer tools while expanding subscription services [16] - The combination of regulatory alignment, user-friendly platform, and growing recurring revenue base supports a balanced outlook despite elevated valuations and market sensitivity [17]