Group 1 - Coinbase Global, Inc. (NASDAQ:COIN) is considered an oversold fundamentally strong stock to buy, with Bernstein analyst reducing the price target to $440 from $510 while maintaining an "Outperform" rating [1] - Rosenblatt also lowered its price target on Coinbase to $325 from $470, while keeping a "Buy" rating, citing a significant deceleration in trading volumes and expecting Q4 2025 total trading volume of approximately $207 billion, a decline of 35% from earlier estimates [2] - Despite the slowdown, Rosenblatt believes that the stock has largely discounted this deceleration and expects significant upside potential from product expansion initiatives and reduced dependency on cryptocurrency trading [3] Group 2 - Bernstein anticipates a tokenization supercycle for 2026 and remains optimistic about Bitcoin, suggesting that the digital asset markets have bottomed [1] - The decline in trading volumes follows a healthy Q3 2025 and record performance in October, indicating a shift in market dynamics [2] - The scaling of new revenue streams is expected to support significant multiple expansion for Coinbase [3]