Coinbase: The Bull Case Is Fading (Archive)
Headwinds are there with trading volume contraction and take rate compression, but the outlook for Stablecoin interest income is good with higher interest rates.
COIN
Coinbase: Why I'm Flipping To Buy Before Earnings (Archive)
Coinbase turns bullish on rising take rates, AI-driven cost cuts, and CLARITY Act catalysts ahead of earnings.
Coinbase: Sell As The Fundamentals And Charts Both Roll Over (Archive)
Coinbase faces mounting revenue, margin and technical headwinds that threaten sustained underperformance.
Coinbase: Get In Now To Ride The Megatrend Of Stablecoin Adoption (Archive)
Riding powerful stablecoin and derivatives megatrends with scalable, margin-rich Coinbase economics.