Core Insights - Retail users on Coinbase are demonstrating resilience by consistently purchasing Bitcoin and Ethereum during market downturns [1][2] - CEO Brian Armstrong noted that the majority of retail customers maintained or increased their Bitcoin and Ethereum balances from December to February [2] - Google search interest for Bitcoin reached a five-month high in February, coinciding with a significant price drop [2] Retail Accumulation - There has been a notable increase in the number of Bitcoin and Ethereum units held by retail users on Coinbase [2] - Binance retail traders exhibit strong optimism for Bitcoin, with a Long/Short ratio of 1.90 [3] - The Bitcoin Exchange Reserve metric indicates that investors are withdrawing coins for long-term holding, as reserves sharply declined after a sell-off [3] Financial Performance - Coinbase's fourth-quarter revenue for 2025 was reported at $1.78 billion, which fell short of analyst expectations, while earnings per share (EPS) of $0.66 exceeded forecasts [4] - The company's full-year revenue reached $7.2 billion, marking a 9% increase compared to the previous year [4] - Armstrong mentioned the potential for Coinbase to launch its own prediction market business, expanding beyond its current role as a retail distributor [4] Stock Performance - Coinbase shares experienced a 16.46% increase, closing at $164.32 during the last trading session [5] - Despite the recent price increase, COIN stock is characterized by a weaker price trend across short, medium, and long-term periods [5] - The stock holds an average Value ranking according to Benzinga's Edge Stock Rankings [5]