<p><img src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2025/12/piggybank-olru6x88cgI-unsplash-scaled.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="2560" height="1707" original-src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2025/12/piggybank-olru6x88cgI-unsplash-scaled.jpg"/></p>
<p>Coinbase Global (NASDAQ: COIN) 在 12 月 22 日小幅上涨，原因是著名投资者 Cathie Wood 加大了对这只在近期挣扎于涨幅的加密股票的投资。</p>
<p>上周，Ark Invest 的创始人兼首席执行官花费超过 2600 万美元购买了超过 106,500 股 COIN 股票。</p>
<p>更重要的是，她减少了对特斯拉公司 (NASDAQ: TSLA) 的投资，以便投资于 Coinbase，这在她对电动车制造商的极度看好下显得尤为重要。</p>
<p>Wood 一再预测，到本十年末，电动车股票将上涨至 2600 美元。</p>
<p>因此，她出售 TSLA 股票以投资 Coinbase 的决定，表明她对其作为主流加密采用和基础设施增长的核心受益者的长期上涨潜力的信心。</p>
<p>在撰写本文时，这家加密公司较年初的高点下跌了约 40%。</p>
<h2>你也应该投资 Coinbase 股票吗？</h2>
<p>散户投资者应该考虑跟随 Wood 的脚步，特别是因为 Coinbase Global 正在以未披露的金额收购 “清算公司”，以扩大其在预测市场的影响力。</p>
<p>对于投资者来说，这一公告意义重大，因为其竞争对手 Robinhood 最近在预测市场的推动取得了巨大的成功。</p>
<p>“预测市场是我们有史以来增长最快的业务，” 其首席经纪官 Steve Quirk 在最近的一次采访中表示。</p>
<p>如果 Coinbase 在预测市场的尝试获得类似的吸引力，那么可以合理地假设相关的收入增长将在 2026 年大幅推高 COIN 股票。</p>
<h2>COIN 股票并不昂贵</h2>
<p>与清算公司的协议符合 COIN 更广泛的承诺，即发展成为 “全能交易所”，这可能为这只加密股票的更高倍数提供合理依据。</p>
<p>为什么？超越加密货币的收入多样化可以在一定程度上使 Coinbase 免受该市场固有波动性的影响。</p>
<p>在撰写本文时，这家纳斯达克上市公司约以 10 倍的销售额交易，这对于一家处于快速增长的加密货币和金融科技核心的企业来说并不便宜。</p>
<p>当然，移动平均线 (MAs) 表明未来仍将持续看跌的动能——但 Wood 的举动可能会在全球投资者中引发连锁反应，帮助 Coinbase 股票超越这一技术形态。</p>
<h2>加密股票在 2026 年将翻倍</h2>
<p>花旗集团的高级分析师 Peter Christiansen 也认为，“全能交易所” 将在 2026 年大幅推高 Coinbase 股票。</p>
<p>Christiansen 对这家金融科技巨头维持 “买入” 评级，目标价为 505 美元，表明从这里看有超过 100% 的潜在上涨空间。</p>
<p>根据他的说法，该公司最近在股票交易、人工智能工具、预测市场和稳定币基础设施 (USDC) 的推动将显著扩大其可寻址市场 (TAM)。</p>
<p>此外，像 x402 支付系统和加密贷款这样的工具帮助 COIN 从单纯依赖交易费用转变为主要的金融 “操作系统”。</p>
<p>简而言之，该公司通过代币化和上下游通道扩展到传统金融 (TradFi)，加深了其竞争优势，并可能在明年解锁其股票的进一步上涨空间，他总结道。</p>
<p>这篇文章的标题是：Cathie Wood 抛售特斯拉，重注于一只 2026 年的加密股票，首发于 Invezz。</p>

COIN

2 倍做多 COIN ETF - GraniteShares

南方两倍做空Coinbase

<p>阿克投资的首席执行官凯西·伍德出售了特斯拉股票，投资 2600 万美元于 Coinbase，表明她对其长期潜力的信心，原因在于主流加密货币的采用。尽管 Coinbase 当前股价下跌，伍德的举动可能会影响投资者。花旗分析师彼得·克里斯滕森预测，Coinbase 在预测市场和传统金融领域的扩展将推动显著增长，预计 2026 年的目标股价为 505 美元，暗示超过 100% 的上涨空间</p>

<p><img src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2025/12/piggybank-olru6x88cgI-unsplash-scaled.jpg" alt="" original-src="https://invezz.com/wp-content/uploads/2025/12/piggybank-olru6x88cgI-unsplash-scaled.jpg"/></p>
<p>Coinbase Global (NASDAQ: COIN) inched up on Dec. 22nd following news that famed investor Cathie Wood has loaded up on the crypto stock that’s been gasping for gains in recent months.</p>
<div class="lb-trans"><p>Coinbase Global (NASDAQ: COIN) 在 12 月 22 日小幅上涨，原因是著名投资者 Cathie Wood 加大了对这只在近期挣扎于涨幅的加密股票的投资。</p>
</div><p>Last week, the founder and chief executive of Ark Invest spent over $26 million to load up on more than 106,500 COIN shares.</p>
<div class="lb-trans"><p>上周，Ark Invest 的创始人兼首席执行官花费超过 2600 万美元购买了超过 106,500 股 COIN 股票。</p>
</div><p>More importantly, she trimmed her exposure to Tesla Inc (NASDAQ: TSLA) to invest in Coinbase, which is significant given her exceptionally bullish view on the electric vehicle (EV) manufacturer.</p>
<div class="lb-trans"><p>更重要的是，她减少了对特斯拉公司 (NASDAQ: TSLA) 的投资，以便投资于 Coinbase，这在她对电动车制造商的极度看好下显得尤为重要。</p>
</div><p>Wood has repeatedly forecast a rally to $2,600 in the EV stock by the end of this decade.</p>
<div class="lb-trans"><p>Wood 一再预测，到本十年末，电动车股票将上涨至 2600 美元。</p>
</div><p>So, her decision to sell TSLA shares to invest in Coinbase stock signals her conviction in its long-term upside as a core beneficiary of mainstream crypto adoption and infrastructure growth.</p>
<div class="lb-trans"><p>因此，她出售 TSLA 股票以投资 Coinbase 的决定，表明她对其作为主流加密采用和基础设施增长的核心受益者的长期上涨潜力的信心。</p>
</div><p>At the time of writing, the crypto company is down some 40% versus its year-to-date high.</p>
<div class="lb-trans"><p>在撰写本文时，这家加密公司较年初的高点下跌了约 40%。</p>
</div><h2>Should you invest in Coinbase stock too?</h2>
<div class="lb-trans"><h2>你也应该投资 Coinbase 股票吗？</h2>
</div><p>Retail investors should consider following Wood in her footsteps, especially since Coinbase Global is acquiring “The Clearing Company” for an undisclosed amount to grow its presence in prediction markets.</p>
<div class="lb-trans"><p>散户投资者应该考虑跟随 Wood 的脚步，特别是因为 Coinbase Global 正在以未披露的金额收购 “清算公司”，以扩大其在预测市场的影响力。</p>
</div><p>For investors, the announcement is meaningful given that its competitor, Robinhood’s recent push into prediction markets, has been immensely successful.</p>
<div class="lb-trans"><p>对于投资者来说，这一公告意义重大，因为其竞争对手 Robinhood 最近在预测市场的推动取得了巨大的成功。</p>
</div><p>“Predictions markets are the fastest-growing business we’ve ever had,” said Steve Quirk, its chief brokerage officer, in a recent interview.</p>
<div class="lb-trans"><p>“预测市场是我们有史以来增长最快的业务，” 其首席经纪官 Steve Quirk 在最近的一次采访中表示。</p>
</div><p>If Coinbase’s venture into prediction markets gains similar traction, it’s reasonable to assume that the related top-line growth will push COIN stock much higher in 2026.</p>
<div class="lb-trans"><p>如果 Coinbase 在预测市场的尝试获得类似的吸引力，那么可以合理地假设相关的收入增长将在 2026 年大幅推高 COIN 股票。</p>
</div><h2>COIN shares aren’t expensive to own</h2>
<div class="lb-trans"><h2>COIN 股票并不昂贵</h2>
</div><p>The Clearing Company agreement is in line with COIN’s broader commitment to evolving into an “everything exchange,” which may justify a higher multiple on the crypto stock.</p>
<div class="lb-trans"><p>与清算公司的协议符合 COIN 更广泛的承诺，即发展成为 “全能交易所”，这可能为这只加密股票的更高倍数提供合理依据。</p>
</div><p>Why? Diversifying revenue beyond cryptocurrencies could somewhat insulate Coinbase from the inherent volatility of that market.</p>
<div class="lb-trans"><p>为什么？超越加密货币的收入多样化可以在一定程度上使 Coinbase 免受该市场固有波动性的影响。</p>
</div><p>At the time of writing, the Nasdaq-listed firm is going for about 10x sales, which isn’t inexpensive for a business that sits right at the heart of fast-growing verticals like cryptocurrencies and fintech at large.</p>
<div class="lb-trans"><p>在撰写本文时，这家纳斯达克上市公司约以 10 倍的销售额交易，这对于一家处于快速增长的加密货币和金融科技核心的企业来说并不便宜。</p>
</div><p>Sure, the moving averages (MAs) indicate continued bearish momentum ahead – but Wood’s move may trigger a ripple effect among global investors, helping Coinbase shares override that technical setup.</p>
<div class="lb-trans"><p>当然，移动平均线 (MAs) 表明未来仍将持续看跌的动能——但 Wood 的举动可能会在全球投资者中引发连锁反应，帮助 Coinbase 股票超越这一技术形态。</p>
</div><h2>Crypto stock seeing doubling from here in 2026</h2>
<div class="lb-trans"><h2>加密股票在 2026 年将翻倍</h2>
</div><p>Citi’s senior analyst Peter Christiansen also believes the “everything exchange” will push Coinbase stock meaningfully higher in 2026.</p>
<div class="lb-trans"><p>花旗集团的高级分析师 Peter Christiansen 也认为，“全能交易所” 将在 2026 年大幅推高 Coinbase 股票。</p>
</div><p>Christiansen maintains a “buy” rating on the fintech giant with a $505 price objective, indicating a potential upside of more than 100% from here.</p>
<div class="lb-trans"><p>Christiansen 对这家金融科技巨头维持 “买入” 评级，目标价为 505 美元，表明从这里看有超过 100% 的潜在上涨空间。</p>
</div><p>According to him, the firm’s recent push into stock trading, AI-powered tools, prediction markets, and stablecoin infrastructure (USDC) will meaningfully grow its total addressable market (TAM).</p>
<div class="lb-trans"><p>根据他的说法，该公司最近在股票交易、人工智能工具、预测市场和稳定币基础设施 (USDC) 的推动将显著扩大其可寻址市场 (TAM)。</p>
</div><p>Moreover, utilities like the x402 payments system and crypto lending help shift COIN from being purely dependent on trading fees to becoming a primary financial “operating system”.</p>
<div class="lb-trans"><p>此外，像 x402 支付系统和加密贷款这样的工具帮助 COIN 从单纯依赖交易费用转变为主要的金融 “操作系统”。</p>
</div><p>In short, the company’s expansion into traditional finance (TradFi) through tokenization and on/off ramps deepens its competitive advantage and will likely unlock further upside in its stock next year, he concluded.</p>
<div class="lb-trans"><p>简而言之，该公司通过代币化和上下游通道扩展到传统金融 (TradFi)，加深了其竞争优势，并可能在明年解锁其股票的进一步上涨空间，他总结道。</p>
</div><p>The post Cathie Wood dumps Tesla, bets big on a crypto stock for 2026 appeared first on Invezz</p>
<div class="lb-trans"><p>这篇文章的标题是：Cathie Wood 抛售特斯拉，重注于一只 2026 年的加密股票，首发于 Invezz。</p>
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Cathie Wood dumps Tesla, bets big on a crypto stock for 2026

- Coinbase Global 股价因 Cathie Wood 增持而上涨，投资超 2600 万美元购入 106,500 股。  
- Wood 为支持加密货币主流采用，减持特斯拉以投资 Coinbase，显示长远看涨信心。  
- 市场预测，Coinbase 的 “清算公司” 收购将助力其进入快速增长的预测市场。

Cathie Wood 抛售特斯拉，重注押在 2026 年的一只加密货币股票上