Yesterday’s Super Bowl had a lot of great commercial, but we really doubt the normies will remember any ad quite like the @coinbase one.So for your enjoyment, here is a thread of Normies being reminded how great crypto is.BSCN proudly presents, “Normies Neet Coinbase.”🧵 https://t.co/FjTScSIizR ...

Is BASE really heating up?Seeing a lot of that sentiment on the timeline.But the reality is, there is A LOT of stuff that isn't a terribly high marketcap...Outside of the top 10 tokens (which are all wrapped Coinbase BTC)Virtuals - 376mil mcapAerodrome - 286mil mcapKeeta - 123mil mcapTibbir - 98mil mcapZora - 96mil mcapBankr - 77mil mcap ...

The Coinbase add was on brand for Coinbase.It wasn’t bad, it was bland.Bland is safe, not controversial or offensive.Bland is how they protect their brand and get you to talk about it.10/10 https://t.co/E1uZzPvqTi ...

Market Overview - The Dow is holding above the 50,000 level, with small gains noted [1] - The NASDAQ composite is up 1%, indicating a resurgence in the tech sector [2] - The S&P 500 is up about 0.61%, with both the equal-weight S&P 500 and S&P 600 (small caps) reaching record highs [3] Bond and Currency Movements - The 10-year Treasury yield is down to 4.2%, while the 30-year yield is approximately 4.85% [4] - The US dollar index has seen a significant move, down 0.8%, which is notable for currency markets [4] Sector Performance - The technology sector (XLK) is up 1.86%, with semiconductors and software showing strong performance [5] - Healthcare, staples, financials, and consumer discretionary sectors are underperforming, with retail stocks in the red [6] Upcoming Economic Data - The January jobs report is expected to show an increase of 70,000 payrolls, with the unemployment rate holding steady at 4.4% [10] - The consumer price index for January is anticipated to rise by 2.5%, with core inflation expected to inch up by 0.2% month-over-month [13] Industrial and Manufacturing Outlook - The industrial and manufacturing economy is showing signs of a rebound, with PMI data exceeding expectations and new orders index rising significantly [21][22] - This rebound is attributed to easing monetary policy from the Federal Reserve, which has led to a positive shift in leading indicators [28] Investment Opportunities - There is a call for a rotation into "old economy" sectors such as energy, materials, and industrials, which have underperformed during the recent industrial weakness [30] - Investors are encouraged to diversify their portfolios beyond technology, which currently dominates market cap [32] Chipotle's Marketing Strategy - Chipotle recently gave away $1 million in free food to 100,000 customers during the Super Bowl, aiming to attract more consumers amid a slowdown [46][47] - The company plans to open between 350 and 370 new restaurants this year, expanding its footprint in various regions [59][60] SpaceX's Strategic Shift - SpaceX is pivoting its focus from Mars to the moon, which is seen as a more realistic goal for upcoming missions and potential IPO clarity [106][107] - The moon base strategy is linked to the production of materials for orbital data centers, leveraging the moon's resources [109] Oracle's Market Position - DA Davidson has upgraded Oracle's stock to a buy, citing its ties to OpenAI and TikTok as potential growth drivers [113][114]

Technical. Precise. And very fast.That's the new @AstonMartinF1 car.It's also crypto. https://t.co/JwGkSKzAk8 ...

Core Viewpoint - Coinbase Global Inc. is experiencing increased trading activity as the crypto market recovers, but the company's financial growth is becoming more complex due to a shift in revenue composition [1][2]. Group 1: Trading Activity Recovery - Crypto price volatility and higher spot trading volumes have led to increased activity on major exchanges, including Coinbase, as both retail and institutional traders return to the market [3]. - Coinbase's recent quarterly report shows a significant increase in total trading volume compared to the previous quarter, with transaction revenue rising alongside it due to higher levels of trading in major assets like Bitcoin and Ethereum [4]. Group 2: Revenue Composition Changes - While transaction revenue has increased, the fastest-growing segment for Coinbase is subscription and services revenue, which includes blockchain rewards, custody fees, and stablecoin-related income [6]. - This shift indicates a strategic pivot by Coinbase to reduce reliance on volatile trading commissions and build more predictable revenue streams [7]. Group 3: Revenue Quality and Valuation - Rising trading volume typically indicates higher revenue per user, but if revenue growth is increasingly driven by services rather than trading, it may suggest that fee intensity per trader is flattening [9]. - Coinbase's valuation has historically been linked to its ability to monetize trading activity at scale, and if trading becomes more competitive, higher volume may not lead to increased profitability [10]. Group 4: Market Perception and Stock Performance - Despite internal shifts in revenue composition, Coinbase's stock continues to trade in line with broader crypto market sentiment, suggesting that many investors view it primarily as a leveraged bet on crypto trading volumes [13]. - This perception risks overlooking structural changes in Coinbase's business model, which could lead to a more stable earnings profile if the company successfully builds a larger base of recurring revenue [14]. Group 5: Regulatory Environment - Coinbase's evolving revenue mix is occurring alongside rising regulatory scrutiny, particularly regarding its product offerings related to derivatives and staking services [16]. - Legal challenges could impact the segments Coinbase relies on for diversification, making the quality of revenue increasingly important [17]. Group 6: Future Outlook - The next few quarters will be critical in determining whether Coinbase's revenue shift strengthens or weakens its investment case, with key metrics to watch including the share of revenue from transaction fees versus services and trends in active users [20]. - If recurring revenue grows without significantly compressing margins, Coinbase could become less dependent on the volatility of crypto trading cycles [21]. Group 7: Evolving Business Model - Coinbase is transitioning from a volume-driven business to a more complex financial platform, with earnings influenced by various factors including crypto prices, interest rates, and regulatory policies [22]. - For traders, Coinbase may still act as a proxy for crypto market momentum, but for long-term investors, the focus should be on whether the company can convert higher engagement into sustainable, high-quality earnings [23].

RT Jason Shubnell (@JasonShubnell)genius or rugpull? that seems to summarize the split reaction to one of the most-talked-about advertisements from #SuperBowlLX .fwiw, @coinbase had the only crypto-specific commercial to air during the game... https://t.co/E1pSgF4ak6 ...

Coinbase's Backstreet Boys-inspired Super Bowl ad divides viewers https://t.co/7OTysHvN1u ...

Core Insights - Coinbase Global (COIN) is expected to report fourth-quarter 2025 results on February 12, with revenues estimated at $1.9 billion, reflecting an 18.8% year-over-year increase, while earnings per share (EPS) are projected at $1.15, indicating a significant 66.1% decrease from the previous year [1][7]. Financial Estimates - The Zacks Consensus Estimate for COIN's fourth-quarter revenues is $1.9 billion, with a year-over-year increase of 18.8% [1]. - The consensus estimate for earnings is $1.15 per share, which has decreased by 6.5% over the past 30 days, suggesting a year-over-year decline of 66.1% [1]. - The trading volume is expected to be 279 million, down 36.4% from the same quarter last year [5]. - Transaction revenues are estimated at $1,034 million, reflecting a decline of 33.5% year-over-year [8]. - Subscription and services revenues are projected to be between $710 million and $790 million, with a consensus estimate of $754.65 million [9]. Market Conditions - A weak crypto market and price declines are anticipated to negatively impact trading volume in Q4 2025 [5]. - Both institutional and consumer trading volumes are expected to decrease in the upcoming quarter [5]. Company Strategy and Growth - Coinbase is focusing on international expansion, the rise of derivatives and spot trading, and deeper integration of USD Coin into the crypto ecosystem to support growth in trading fees and stablecoins [6]. - The company plans to prioritize real-world asset perpetuals, specialized exchanges, advanced trading terminals, and the integration of AI and robotics in 2026 [18]. - Coinbase continues to expand its product suite and global footprint by listing new cryptocurrencies and tokenized equities [17]. Financial Health - Coinbase maintains strong liquidity and is reducing debt, improving its total debt-to-capital ratio [19]. - However, the issuance of $2.6 billion in convertible notes poses potential risks related to shareholder dilution and increased financial leverage [19]. Operational Expenses - Increased digital marketing spending is expected to raise sales and marketing expenses to between $215 million and $315 million [10]. - Technology and development expenses are projected to be between $925 million and $975 million due to higher headcount [10]. Valuation and Performance - COIN's stock is trading at a price-to-earnings ratio of 28.35, which is higher than the industry's average of 13.35 [14]. - The stock has underperformed compared to the industry, sector, and S&P 500 in Q4 2025 [13]. Investment Considerations - Given the premium valuation, lowered volatility, and below-average return on equity, it may be prudent to avoid investing in COIN stock at this time [23].

Live talking markets, crypto come back rally, Coinbase ad reactions, MegaETH, BNKR and moreJump inhttps://t.co/GSXLkiPP8B ...