Core Insights - Coinbase has launched spot trading for Plume Crypto and Jupiter coin, providing these assets access to a major regulated exchange, which may enhance their market presence and liquidity [1] - The introduction of Plume, a blockchain focused on real-world assets, aims to simplify the deployment of tokenized Treasuries and offer a compliant environment for asset issuance [2] - Jupiter, a Solana-based routing engine, is positioned to benefit from the recent increase in on-chain volume within the Solana ecosystem [3] Market Trends - Real-world asset tokens, including governance coins linked to RWAs, experienced a 23% increase in aggregate market cap in Q4, although trading volume remains inconsistent [4] - The Solana ecosystem has shown consistent user growth despite poor price performance, indicating resilience in user engagement [4] - The demand for RWAs and Solana routing tools will be assessed through early order books, which may indicate future user demand trends as the market approaches year-end [5] Strategic Implications - The addition of Plume and Jupiter to Coinbase's offerings may provide insights into emerging user demand and investment strategies as the crypto market evolves [5] - Plume is targeting funds interested in compliant tokenization infrastructure, while Jupiter could leverage Solana's increasing share of decentralized exchange volume [6]

Brian Armstrong, CEO of Coinbase Global Inc. (NASDAQ:COIN) , said on Monday that the U.S. is currently experiencing a “golden age of freedom” that encourages innovation.Armstrong Says US Is ‘Back On Offense’In an X post, Armstrong shared his positive outlook on the cryptocurrency scene in the country, stating, “The U.S. finally feels like it’s back on offense. Innovation is happening and is encouraged.”Armstrong shared a clip from a recent interview at the New York Times Dealbook Summit, where he discussed ...

Listing & Cryptocurrency - $THQ (Theoriq) is on the Coinbase roadmap [1]

Core Insights - Anthony Scaramucci praised Michael Saylor's strategy for bolstering Strategy Inc.'s balance sheet through Bitcoin purchases and equity sales [1][2] - Strategy Inc. recently acquired 10,624 BTC, valued at approximately $962.7 million, marking its largest weekly purchase since July 2025 [3] - The company's total Bitcoin holdings now amount to 660,624 BTC, acquired for about $49.35 billion, with an average purchase price of roughly $74,696 [3] Financial Performance - Strategy Inc.'s stock has been on a multi-month downtrend, with a current market value of $55.25 billion, which is lower than the value of its Bitcoin holdings at $59.62 billion, indicating the stock is trading at a discount [4] - The stock closed at $183.69 during the regular trading session, reflecting a 2.63% increase, but fell 0.59% in after-hours trading to $182.60 [5] - MSTR has exhibited a very low growth score, indicating limited historical expansion in earnings and revenue compared to other cryptocurrency-linked stocks [5]

Market Overview - Bitcoin experienced a decline of 0.98%, trading at $90,264.02, while Ethereum rose by 0.27% to $3,112.05 [2] - The global cryptocurrency market capitalization increased by 0.93% to $3.09 trillion [7] Trading Activity - Bitcoin's trading volume surged by 15% over the last 24 hours, with an intraday low of $89,644 reached [3] - Cryptocurrency liquidations totaled $200 million in the last 24 hours, with over $100 million in bearish short positions eliminated [5] - Bitcoin's open interest fell by 0.29% in the last 24 hours, with over 70% of Binance's top traders positioned long on BTC [6] Stock Performance - Shares of cryptocurrency-related companies such as Strategy Inc. and Coinbase Global Inc. closed up by 2.63% and 1.66%, respectively [4] Analyst Insights - Analyst Michaël van de Poppe identified $92,000 as a crucial level for Bitcoin, predicting potential corrections if the Federal Reserve adopts a hawkish stance [10] - Lacie Zhang from Bitget Wallet anticipates moderate downward pressure on Bitcoin and Ethereum, expecting BTC to recover towards $95,000–$100,000 and ETH to retest $3,800 as market conditions stabilize [11]

It's time to bring staking rewards to Maryland.The facts:→ Staking isn’t a security→ It’s an easy, safe way to passively earn→ Marylanders love cryptoUntil staking is allowed, Marylanders will keep missing out. https://t.co/Wbe4kYZFDT ...

吴说获悉，Coinbase 宣布将 Theoriq（THQ）加入上市路线图，相关资产的交易上线取决于做市支持与 技术基础设施到位，条件满足后将另行公告交易启动。Theoriq 是一种模块化、可组合的 AI 代理基础 层。 （来源：吴说） 来源：市场资讯 ...

🚨 🚨 🚨 🚨 🚨 🚨 🚨 174,000,000 #USDC (173,974,509 USD) transferred from unknown wallet to #Coinbasehttps://t.co/nUNIreVHaJ ...

Core Insights - Coinbase Global (COIN) is actively engaging with major U.S. banks to pilot programs focused on stablecoins, custody, and trading, aiming to diversify its revenue streams and reduce reliance on volatile trading revenues [1][7] Group 1: Partnerships and Initiatives - COIN has previously collaborated with JPMorgan, Citi, and PNC Bank to enhance digital asset services, including payment capabilities and secure access to digital assets [2][7] - The favorable regulatory environment and growing acceptance of digital assets as banking services are seen as supportive factors for COIN's latest initiatives [4] Group 2: Financial Performance - COIN's shares have increased by 10.7% year to date, outperforming the industry average [6] - The current price-to-earnings ratio for COIN is 44.93, significantly higher than the industry average of 24.32, indicating an expensive valuation [8] Group 3: Earnings Estimates - The Zacks Consensus Estimate for COIN's fourth-quarter 2025 and first-quarter 2026 EPS remains unchanged, with full-year estimates for 2025 showing an increase and a decline projected for 2026 [9][10]

🚨 🚨 🚨 425,686 #SOL (57,696,465 USD) transferred from unknown wallet to #Coinbasehttps://t.co/8EgUNjFDS6 ...