Same old story. US and Iran are behaving like kids at a playground. Friends one day and fighting another day. And the markets like parents. The faster the markets ignore them, the better they will behave. And like smart kids, they are making use of their parents! In this analogy, people in the circle are making loads of money from the market gyrations!
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COIN (Trans): Confident a bill will be enacted by late summer
Below is Dolphin Research's compiled Trans of $Coinbase(COIN.US) FY26 Q1 earnings call.
For the earnings analysis, please see 'Coinbase: After a long drought, awaiting policy rain'.1) Earnings highlights recap. Shareholder returns: repurchased approx. 6 mn shares in Q1, spending $1.1 bn. Cumulative buybacks have offset about 90% of dilution from employee equity grants since Q4 2024.The 2026 convertible notes ($1.3 bn) mature on Jun 1. If the conversion price is not triggered, the company plans to repay in cash...CoinbaseConference Minutes
