Core Viewpoint - Coinbase is expanding its platform to include stock trading, perpetual contracts, and various product features in addition to its existing cryptocurrency trading offerings [1] Group 1: Platform Expansion - Coinbase announced the addition of stock trading and perpetual contracts to its existing cryptocurrency trading platform [1] - The company plans to enhance its futures and perpetual contract offerings [1] - Integration of Solana DEX aggregator Jupiter is planned to support on-chain exchanges of Solana ecosystem tokens in the main application within the coming weeks [1] Group 2: New Services and Tools - Coinbase is launching Coinbase Business aimed at startups and small to medium-sized enterprises [1] - The company introduced an AI-based wealth management tool called Coinbase Advisor [1] Group 3: Asset Structure and Tokenization - Coinbase will advance retail access to tokenized stocks and other real-world assets (RWA) through a new initiative called Coinbase Tokenize [1] - Further details regarding the technical pathways and regulatory arrangements for this initiative are yet to be disclosed [1]

Core Insights - Coinbase stock is currently trading within a support zone of $237.90 to $262.94, where it has historically rebounded, achieving an average peak return of 38.7% after four instances of buying interest at this level [2] Financial Performance - Coinbase's Q3 2025 results showed strong revenue and profits, enhancing its financial position [4] - The company reported a revenue growth of 48.6% over the last twelve months (LTM) and an average growth of 23.3% over the past three years [10] - The free cash flow margin is approximately 25.8%, and the operating margin is 27.0% LTM [10] Market Conditions and Strategic Moves - The strategic entry into tokenized stocks and prediction markets starting December 17 aims to diversify revenue beyond volatile spot trading [4] - Analyst consensus leans towards a "Buy" rating, indicating considerable upside potential despite recent downgrades and revenue concerns for Q4 [4] Valuation and Risks - Coinbase stock trades at a price-to-earnings (PE) multiple of 30.1, reflecting varied valuation indicators [10] - The stock is susceptible to sharp sell-offs, having previously declined 91% during the Inflation Shock, highlighting its vulnerability during market upheavals [6]

Compass Point将Coinbase的目标价从266美元下调至230美元，维持"卖出"评级。(格隆汇) ...

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港股上市公司迷策略公告，12月16日于公开市场加密货币交易平台进一步购买2,440个单位的Solana，总 现金代价约为240万港元。截至本公告日期，本集团已以总代价约1490万港元收购合共12,290个单位的 Solana。 ...

格隆汇12月16日｜据美国证券交易委员会文件披露，Coinbase将注册地从特拉华州迁至得克萨斯州，此 次变更注册地不会改变公司的业务运营及管理架构。 ...

在周三登陆香港交易所之前，当地最大持牌加密货币交易所运营商HashKey Holdings Ltd．的股票在暗 盘市场波动。 在凯基证券运营的平台上，该股在6.1港元-7.3港元之间波动。 在凯基证券运营的平台上，该股在6.1港元-7.3港元之间波动。 该股发行价为每股6.68港元，筹资规模16亿港元（2.06亿美元）。 注：HashKey据悉将香港IPO价格定在接近区间上限 筹集资金16亿港元。 责任编辑：郭明煜 在周三登陆香港交易所之前，当地最大持牌加密货币交易所运营商HashKey Holdings Ltd．的股票在暗 盘市场波动。 该股发行价为每股6.68港元，筹资规模16亿港元（2.06亿美元）。 注：HashKey据悉将香港IPO价格定在接近区间上限 筹集资金16亿港元。 责任编辑：郭明煜 ...

Core Viewpoint - In 2024, Carvana, Robinhood, and Coinbase, which were on the brink of bankruptcy in 2022, achieved full profitability and were included in the S&P 500 index, marking a significant turnaround from being market outcasts to core assets [1][3]. Group 1: Company Transformations - Carvana's stock price surged by up to 11,000% from its low, and it is set to join the S&P 500 index, highlighting a major market shift [3]. - Coinbase and Robinhood were also included in the S&P 500 index earlier in 2024, indicating their recovery from the 2022 bear market [3][4]. - The dramatic recovery of these companies is attributed to their strategic shift from aggressive expansion to a profitability-focused approach [3][4]. Group 2: Financial Performance - Carvana's annual losses peaked at nearly $2.9 billion in 2022, but it achieved its first annual profit in 2024, with record revenue and gross profit per vehicle [5]. - Robinhood's revenue fell by 25% in 2022, but operational expenses decreased by 31%, allowing it to achieve its first annual profit in 2024 [6][8]. - Coinbase's Q3 revenue surged by 54% to $1.87 billion, with net profit rising from $0.28 per share to $1.50 per share year-over-year [9][10]. Group 3: Market Position and Future Outlook - Carvana's CEO expressed confidence in the company's resilience and potential growth in market share from 1.5% to 12% by 2040 [5]. - Robinhood is evolving into a "super app" with new features, indicating a mature understanding of institutional investor demands [8]. - Coinbase is compared to "AWS of the blockchain space," benefiting from regulatory developments and strong institutional client services [9][10].

Core Insights - Coinbase is set to undergo a significant transformation from a crypto exchange to a broader fintech platform, with a "system update" event that is expected to introduce new products and features [1] Product Developments - The upcoming event will showcase new offerings in trading, payments, and onchain infrastructure, including the potential launch of prediction markets and trading of tokenized real-world assets [2] - Integration of AI agents for automating payments and subscriptions is also anticipated, allowing users to perform tasks through chatbots without manual transaction signing [3] International Expansion - The event may provide insights into Coinbase's international strategy, particularly its expansion efforts in Singapore, the European Union, and Australia, highlighting how a unified backend can facilitate regional compliance [4] Revenue Opportunities - Analysts estimate a $550 million revenue potential from new verticals such as prediction markets and tokenized stocks, although they caution that these may not significantly impact near-term earnings due to the company's sensitivity to crypto price fluctuations [5] - Optimism exists regarding the potential launch of a Base network token, which could enhance monetization opportunities for Coinbase [6] Market Performance - Coinbase's stock has declined nearly 30% since October, with a 7% drop on Monday amid a broader crypto market downturn, yet trading volumes and stablecoin market caps remain stable, indicating resilience in the ecosystem [7]

第三点，四小时级别顶部压制，也就是3240一线，无论是小时线，还是四小时，都是这个位置的实体大阴，可以看做是强压制，在没有消息面的影响下， 它的压制依旧可靠。 #以太坊#比特币#以太坊实时分析#比特币实时分析# 大家好，我是老吕，时间换空间，这个概念我们讲了很久，很多人觉得是废话，那么现在看的话，还是不是？3020到3030这个区间我们等了多久，我记得 应该是上周四我们就开始提前布局了，当时看的是以3010美元的支撑，13号的时候，我们把进场点位直接优化到3020-3030一线，并且明确价格只要不破 3000，小牛就还在，今天涨的很快，早间精准触及3023，暴力拉升至目前最高3178，等这个价格，我们等了快一周，这就是趋势单，提前用技术分析，把 预期的进场价格规划出来，接下来就是交给时间，现在的时间就是最好的答案，上回答应大家的，对3020-3030这个位置做一个技术讲解，这一篇文章， 我们将详细讲解下，也方便大家学习，后面遇到类似形态和技术，依旧可以应用。另外，本文我们继续布局一篇中线做空以太坊的思路，如果成了，破新 低2620也不是没有可能。我会详细公布我的技术分析和操作思路，本周内有效。 以太坊，直接说 ...