Group 1: Company Overview - Coinbase Global (COIN) provides financial infrastructure and technology for the cryptoeconomy, offering primary financial accounts for retail users both in the U.S. and internationally [3] - The company is currently valued at $85 billion, generating $7.0 billion in revenue, and is trading at $336.30 [4] - Revenue growth over the last 12 months stands at 75.2% with an operating margin of 33.0% [4] Group 2: Stock Performance and Valuation - COIN stock has decreased by 13.2% over the last 5 trading days, and it is considered relatively overvalued [1][2] - The stock has experienced a significant decline of 90.9% from its peak of $357.39 on November 9, 2021, to $32.53 on December 28, 2022, compared to a peak-to-trough decline of 25.4% for the S&P 500 [5] - Currently, COIN is trading at a P/E multiple of 58.1 and a P/EBIT multiple of 51.1 [4] Group 3: Market Resilience and Recovery - Historically, COIN has returned a median of 78.7% within a year after sharp declines since 2010 [4] - The stock fully regained its value back to its pre-crisis peak by June 26, 2025, and has since risen to a high of $419.78 on July 20, 2025 [5] - The assessment indicates that COIN has performed significantly worse than the S&P 500 index during various economic downturns, based on both the extent of the stock's decline and the speed of its recovery [1]