Group 1 - Coinbase Global Inc. has been upgraded to Overweight by JPMorgan analyst Kenneth Worthington, with a new price target of $404, increased from $342, indicating a compelling valuation compared to rivals [1][2] - The expected exploration of a Base token and the expansion of USD Coin payouts are seen as catalysts for growth [1] - The launch of the Coinbase US Bitcoin Yield Fund aims to generate stable revenue streams for accredited US investors, addressing concerns about revenue diversification [2] Group 2 - Mizuho Securities analyst Dan Dolev also upgraded Coinbase Global to a Buy with a price target of $404, aligning with JPMorgan's assessment [2] - Coinbase operates a platform for crypto assets both in the US and internationally, highlighting its significant market presence [3]