Back tomorrow AM for FOMO HOUR!We are talking:- Crypto's rebound & will it last- ETH Fusaka & LINK Everything- Kalshi raises at $11B+ a lot moreJoin us live on X or Kick at 10 am ET!https://t.co/enjjoAOYsE ...

RT Little Anna (@lttlanna)Facts about the @extendedapp team you didn’t know:- For almost 2 years we were a 10-person team: 7 engineers, 3 business, and 8/10 are ex-Revolut.- CEO @rf_extended: ex-Head of Crypto Ops at Revolut. When he joined, Revolut’s crypto offering was just buy/sell of 10 assets - he built the entire unit from 10 → 70 people and expanded the offering into what you see today.- CPO: built RevolutX (their CEX) and the settlement system for Deutsche Bank’s HFT infra - knows how to build low-l ...

Core Viewpoint - Bernstein maintains a $510 price target for Coinbase, suggesting the company is transitioning into an "everything exchange" despite its current share price being significantly lower than historical highs [1][4]. Company Performance - Coinbase shares have declined approximately 11% over the past year and are down about 29% from their all-time peak, even as Bitcoin has surpassed $91,000 [2]. Market Context - Analysts describe the current market as "fragile," with volatility in crypto prices affecting equities linked to the crypto sector. However, they note that the current downturn does not exhibit the characteristics of previous crypto market crashes [3]. Business Evolution - The core of Bernstein's bullish thesis is Coinbase's ongoing efforts to diversify its revenue streams away from volatile spot trading, evolving into a full-stack financial platform that includes services traditionally associated with broker-dealers and fintech companies [4]. Revenue Diversification - Stablecoins are becoming a significant part of Coinbase's revenue mix, but investors often overlook ancillary business segments like custody, staking, and infrastructure fees, viewing them merely as extensions of crypto trading [5]. Regulatory Environment - Clearer regulatory guidelines in the U.S. are seen as a crucial factor that could enhance the valuation of Coinbase's ancillary business lines, allowing it to compete more effectively with offshore rivals [5]. Token Issuance Strategy - Coinbase is increasingly focusing on token issuance through a launchpad model, which could create a "flywheel" effect by linking issuance, listing, and trading activity [6]. Upcoming Developments - A key near-term catalyst for Coinbase is the product showcase scheduled for December 17, which is expected to introduce innovations in tokenized equities, prediction markets, and other tools aimed at expanding the platform's offerings beyond spot crypto trading [7].

RT Wendy O (@CryptoWendyO)EMERGENCY: BLACKROCK TO "TOKENIZE ALL ASSETS" CRYPTO SUPER CYCLE STARTS NOW? https://t.co/KMI0gGnnhW ...

RT John Wang (@j0hnwang)i will be making kalshi crypto's biggest announcement yet at @SolanaConf next weekno-one is ready for this https://t.co/T2vnrHseX7 ...

Marketing Strategy - Coinbase CMO discusses the strategy behind marketing one of the world's most powerful crypto brands [1] - The company emphasizes economic freedom as the core mission [1] - Coinbase is moving beyond the "crypto native" audience [1] - The company plans to normalize "internet money" by delivering culturally resonant campaigns [1] Industry Focus - Finance is changing and the power is shifting to the customer [1]

Policy Change - Bank of America will allow wealth management clients to allocate 1%-4% of portfolios to crypto [1] - The policy change ends a previous restriction preventing approximately 15,000 advisors from proactively recommending Bitcoin ETFs [1] Timeline - The new policy will be effective starting January 5 [1]

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Market Integration & Adoption - Bank of America, with approximately US$2670 billion in assets, suggests clients allocate up to 4% of their portfolio to crypto [1] - Vanguard, managing US$11600 billion in assets, is allowing its 50 million clients to invest in crypto for the first time [1] Monetary Policy - The Federal Reserve has ended quantitative tightening (QT) and is leaning towards easing monetary policy [1] Market Conditions - Bitcoin ($BTC) is down 30% from its all-time highs and has been in a pullback for the past two months [1] Investment Strategy - The analysis suggests that being long on Bitcoin presents a favorable risk/reward ratio [1] - The analysis anticipates potential short-term volatility but expects positive outcomes in the coming months for those who buy the dip [1]

hbar is one of only 5 altcoins vanguard's 50 million clients can buy starting today. not 500 altcoins. 5. when $11 trillion in boomer retirement accounts gets crypto access but the menu is bitcoin, ethereum, solana, xrp and hbar, concentration of flows becomes mathematical certainty. ...