XI2CSOPCOIN

Coinbase

Conference Minutes

COIN

CRCL

CONL

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The following are the minutes of the earnings call for $Coinbase(COIN.US) organized by Dolphin Research. For a review of the third-quarter financial report, please refer to &#34;Coinbase: Short-term Recovery Within Expectations, Long-term Ecosystem Still Needs Accelerated Expansion.&#34; 1. Review of Core Financial Information: Overall Performance: The company achieved total revenue of approximately $1.9 billion in the third quarter of fiscal year 2025. Adjusted EBITDA was $801 million. The company recorded a fair value revaluation gain of $424 million on its crypto investment portfolio this quarter, with $381 million included in other expense items...

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Circle

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Coinbase (Minutes): Driving comprehensive asset on-chain around 'Trading and Payment'

Financial Analysis

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In the early morning of October 30th Beijing time, after the US stock market closed, $Coinbase(COIN.US) released its Q3 2025 financial report. Overall, the slight outperformance in trading revenue led to a noticeable recovery in overall revenue and profit. The cryptocurrency market saw some recovery quarter-on-quarter in Q3, and Coinbase completed the consolidation of Deribit and launched perpetual futures for cryptocurrencies, which increased the market share of derivatives trading in Q3. Additionally, during the earnings call, management's outlook on launching banking payment services in Germany further stimulated Coinbase's trading sentiment...

BitMine Immersion Tech

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JINKE PROPERTY

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Coinbase: Short-term recovery expected, long-term ecosystem still needs accelerated expansion

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WINSHINE SCI

According to Onchain Lens, BlackRock deposited 1,044 BTC (worth $91.9 million) and 7,557 ETH (worth $22.41 million) into Coinbase.

CoinLive

BlackRock

BlackRock deposited $91.9 million in BTC and $22.41 million in ETH into Coinbase.

According to Lookonchain monitoring, 8 hours ago, Winslow Strong (0xa0f7...9b73) withdrew 307 cbBTC and 1900 ETH from Aave and subsequently deposited them into Coinbase. The cbBTC was worth $27.03 million and the ETH was worth $5.6 million.

Whale Winslow Strong withdrew $27.03 million in cbBTC and $5.6 million in ETH from Aave and deposited them into Coinbase.

Coinbase CEO Brian Armstrong spoke at the Goldman Sachs Builders and Innovators Summit about his journey and the current state of the industry. He shared his early passion for computer science, the challenges of raising initial funds for Coinbase, and the company's growth. Armstrong highlighted Coinbase's services for retail customers and institutions, its developer platform, and the potential of prediction markets and tokenized equities.

U.Today

Coinbase CEO Takes the Stage at Goldman Sachs Summit

Cathie Wood, CEO of Ark Invest, sold Tesla shares to invest $26 million in Coinbase, signaling her belief in its long-term potential due to mainstream crypto adoption. Despite Coinbase's current stock dip, Wood's move may influence investors. Citi analyst Peter Christiansen predicts Coinbase's expansion into prediction markets and TradFi will drive significant growth, with a $505 price target for 2026, suggesting over 100% upside.

- Coinbase Global (NASDAQ: COIN) experienced a slight increase following Cathie Wood's $26 million investment, acquiring over 106,500 shares and signaling confidence in its growth potential amidst mainstream crypto adoption.  
- Wood's decision to reduce her Tesla holdings indicates a significant shift, highlighting her belief in Coinbase's long-term value as competition in prediction markets intensifies, particularly with its acquisition of The Clearing Company.  
- Analysts forecast a potential upside for COIN stock, projecting more than 100% growth by 2026 due to its diversification strategies and expansion into various financial verticals.

Invezz

Cathie Wood dumps Tesla, bets big on a crypto stock for 2026

Coinbase has released its predictions for the coming year in its 2026 Crypto Market Outlook report, and the projections are not at over-the-top levels of optimism like other stakeholders. Coinbase’s report likens the current market environment to the mid-1990s technology boom rather than the speculative frenzy of 1999. Other industry actors like Bitwise have predicted […] source:

Coinbase maintains cautious optimism for crypto markets in 2026

Analysts are monitoring Bitcoin ETF flows, impacting sentiment on Coinbase and MicroStrategy. Recent outflows totaled $154.2M, with average flows at $54.8M, indicating weakened demand. Coinbase analysts maintain a Buy rating with a $385.13 target, though caution grows. Monness, Crespi, Hardt upgraded Coinbase to Buy with a $375 target, balancing views based on ETF flows.

Unusual Whales

Weak Bitcoin ETF flows impacting analyst sentiment on Coinbase & MicroStrategy. Recent outflows: approx $154.2M. Average current flows at $54.8M. Coinbase analysts: Buy rating, price target $385.13, with varying views - caution grows. Monness, Crespi, Hardt upgraded Coinbase to Buy with $375 target. Balancing views based on ETF flows.

Coinbase pointed out in the "2026 Outlook Report" that the "Big Beautiful Act" signed by Trump will limit the tax deduction for gambling loss offsets starting in 2026, which may result in taxpayers needing to pay taxes on "phantom income." Therefore, prediction markets may become a more tax-advantageous alternative compared to traditional bookmakers and casinos

Wallstreetcn

Coinbase: Trump's "Big Beautiful Plan" may push gamblers towards prediction markets

Coinbase's CEO, Brian Armstrong, issued a warning to crypto scammers after collaborating with the Brooklyn DA to dismantle a longstanding impersonation scheme. Armstrong emphasized that blockchain activity is not anonymous and pledged to pursue fraudsters relentlessly. Coinbase's efforts, including cooperation with legal authorities and on-chain investigator ZachXBT, aim to recover stolen funds and hold offenders accountable, providing relief to its customers.

- Brian Armstrong, CEO of Coinbase, warned crypto scammers amid rising fraud cases targeting customers.  
- The firm is collaborating with the Brooklyn District Attorney’s Office to dismantle an impersonation scheme and has pledged to pursue fraudsters relentlessly.  
- Armstrong emphasized that illicit blockchain activities are not anonymous, leveraging transaction histories and legal cooperation to recover stolen funds and hold offenders accountable.

Coinbase's CEO Threatens Scammers Targeting Its Customers After Collaboration With Brooklyn DA

Coinbase is transforming into an "all-in-one exchange," betting on aggregation over specialization. This strategy aims to integrate various financial services, allowing users to trade stocks, prediction market contracts, and cryptocurrencies in one place. The approach seeks to reduce friction costs and enhance convenience, competing with platforms like Robinhood. Coinbase's transformation reflects a broader trend in finance towards integrated services, leveraging blockchain technology to streamline trading and liquidity across asset classes.

- The article discusses the shift in Coinbase's strategy from being solely a cryptocurrency exchange to adopting an "Everything Exchange" model that aggregates various financial services.  
- It highlights the challenges Coinbase faces, including decreasing transaction fees and growing competition from platforms like Robinhood, while emphasizing the importance of user convenience and engagement through features like prediction markets.  
- The author argues that Coinbase aims to create a robust ecosystem that retains users by minimizing switching costs, despite potential dissatisfaction from purists who prefer a decentralized approach.

In-depth analysis of Coinbase's transformation into an "all-in-one exchange"

Coinbase stated that the Bigger & Beautiful Act signed by Trump would restrict the deduction of profits from losses, potentially subjecting some taxpayers to taxes even if they incur overall losses. The company believes that prediction markets, due to their contractual nature, could be a more flexible alternative for tax treatment. Coinbase has partnered with Kalshi to promote prediction markets and has filed lawsuits in Michigan, Illinois, and Connecticut, advocating for unified regulation by the federal CFTC.

Coinbase: The Big and Beautiful Act may accelerate the adoption of prediction markets

Coinbase has filed lawsuits against Michigan, Illinois, and Connecticut to secure federal backing for its prediction markets, challenging state authority over their classification. Coinbase argues these markets should be regulated by the CFTC, not state gambling laws, emphasizing they differ from traditional sportsbooks. The legal action aims to prevent states from independently determining legality, which could lead to restrictive national standards. This move follows similar legal challenges faced by other platforms like Kalshi.

- Coinbase has filed lawsuits against Michigan, Illinois, and Connecticut to assert that prediction markets are under the Commodity Futures Trading Commission's jurisdiction, not state gambling regulations.  
- The exchange argues that allowing states to regulate prediction markets individually would lead to a restrictive national standard, misinterpreting the law regarding financial event contracts versus traditional gambling.  
- This legal action follows similar challenges faced by other companies like Kalshi, highlighting ongoing tension between federal oversight and state authority in the realm of prediction markets.

Coinbase sues three US states to secure federal backing for predictions market

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Can I still get in now?

watchdog01

$Coinbase(COIN.US)Diversifying into crypto is not a bad idea during this pullback. The price is at a major support level. @Bridge Buzz SG

$Citigroup(C.US)oinbase.US Keeps trending lower day after day... really disappointing.

$Coinbase(COIN.US) I'm in now! 🙏 Hope it goes up.

I'm hoping for a Merry Christmas, not a Crying Christmas 😢🎄. Let's have a strong rally of 10 points to end the year on a high note! 🚀$Apple(AAPL.US) $Alphabet - C(GOOG.US) $Coinbase(COIN.US) $Coreweave(CRWV.US)

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Alphabet

This is seriously the weakest among crypto stocks. You can compare it yourself with a few stablecoin-related crypto stocks.$Coinbase(COIN.US) $Circle(CRCL.US)

When it does go up, it barely moves. But when it falls, it plunges sharply.$Coinbase(COIN.US)

$Coinbase(COIN.US) Guys, the last time I traded this stock I lost tens of thousands of U.S. dollars, and it completely crushed my confidence afterward. This stock feels like it has no bottom at all — it falls harder than others, and when it rises, it does so timidly and half-heartedly. Back then I was practically praying in my dreams for it to go up, but I ended up cutting my losses at the very bottom. Honestly, the holding experience was terrible.😭