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# Coinbase: Get In Now To Ride The Megatrend Of Stablecoin Adoption (Archive)
- URL: https://www.huntingalphas.com/coinbase-get-in-now-to-ride-the-megatrend-of-stablecoin-adoption-archive/
- Published: 2025-06-22T10:19:00.000Z
- Updated: 2026-02-28T17:57:31.000Z
- Description: Riding powerful stablecoin and derivatives megatrends with scalable, margin-rich Coinbase economics.
- Author: Vish (Hunting Alphas)
- Tags: 5-Minute Pitches, #noindex, Archive, #sa-origin, COIN, Financials

*This 5-Minute Pitch was originally published on Seeking Alpha before the launch of the Hunting Alphas website. It is shared here to showcase my previous work and track record. New 5-Minute Pitches published on this site will not be disseminated anywhere else.*

## Elevator Pitch

- The GENIUS Stablecoins Act could drive a 8x surge in USDC market cap, positioning Coinbase for outsized growth in its stablecoins revenue stream.
- Coinbase’s Deribit acquisition is attractively valued and expands TAM into the much larger crypto derivatives market, boosting transaction volumes and profitability.
- Declining stock-based compensation and the business model's strong operating leverage set the stage for significant margin expansion as the business scales.
- COIN trades at reasonable valuations versus its comps and its historical valuation band.
- I strongly believe COIN vs SPX500 is on the cusp of a big breakout to the upside.

Read the full article [here](https://seekingalpha.com/article/4796357-coinbase-get-in-now-to-ride-the-megatrend-of-stablecoin-adoption?ref=huntingalphas.com).

#### Disclosures and Disclaimers

**Past performance ≠ future results. Not investment advice. See* [**full Disclaimer*](https://www.huntingalphas.com/disclaimer/)**.*