Coinbase Global Inc (COIN)

Cointelegraph Article: Coinbase Wallet is now Base app, a crypto ‘everything app' by Martin Young

" US cryptocurrency exchange Coinbase is coming out with its own “super app” after rebranding its Coinbase Wallet as “Base app.”

Coinbase unveiled its new “everything app” on Wednesday with a video showing how it will combine a crypto wallet and trading and payment functions with social media and messaging."

“Coinbase Wallet is now the Base app, evolving from a wallet into an everything app that brings together social, apps, chat, payments, and trading,” the firm said in a blog post.

Head of product for the Base app, John Granata, said that the firm has built the app to “expand economic freedom, creativity, and innovation,” adding that Coinbase Wallet could be a starting point for a new kind of social network.

" Coinbase is joining the ranks of companies such as Meta, X, Grab, WeChat and Alipay that have or are developing so-called super apps, which bundle several different web services, functionalities, and finance into a single mobile application. "

IT JUST KEEPS GETTING BETTER AND BETTER


https://cointelegraph.com/news/coinbase-wallet-rebrands-base-everything-app

Article: Retail waking up? Coinbase rockets to rank 137 in App Store


" Sensor Tower data shows that Coinbase has jumped 65% in the US Apple App Store rankings over the past month, rising from 386 to 137 as Bitcoin (BTC) surged 10% during the same period."

" Cointelegraph reported in September 2024 that Coinbase app downloads typically correlate with price performance; previous peaks of bull markets saw Coinbase enter the top 175 of apps, while a place below 500 typically corresponded to bear markets."

" Crypto analyst Tony Edwards said in an X post on Wednesday, “Retail is definitely starting to come back in,” based on the recent spike in his YouTube views and subscribers."

“If this is the beginning… You do not want to be late,” Lab4Crypto added.


https://www.tradingview.com/news/cointelegraph:a305f75f2094b:0-retail-waking-up-coinbase-rockets-to-rank-137-in-app-store/

I'm riding the wave with you! GLTA!

This will remain over 400!! 500 soon!!

AInvest Article: Coinbase (COIN): Riding the Bull, Diversifying Revenue, and Securing the Future—A Compelling Buy Amid Crypto's Maturation by Samuel Reed

Mid-Term Catalyst: Diversification Mitigates Cyclicality

" While trading remains vital, Coinbase's push into stablecoin interest, staking, and custody services is reshaping its revenue mix. Q4 2024's $641 million in subscriptions/services revenue—up 109% year-over-year—reflects this shift. Key drivers include:
- USDC growth: Balances on Coinbase surged 23% to $43.2 billion, generating steady interest income.
- Base Layer-2 profits: Its Ethereum scaling platform earned $24.18 million through sequencer fees, proving its value in a fragmented blockchain landscape.
- Custody expansion: Over 1.1 million BTC held in custody highlights demand from institutions seeking safe, regulated crypto storage."

" This diversification reduces reliance on volatile trading. Even in slower quarters, stablecoin and staking revenue provide a floor, while Base's scalability opens doors to fee-rich Layer-2 adoption. Coinbase's 30–50% revenue from non-transaction sources (up from 10% in 2021) signals a structural shift toward recurring income. "

"Institutional adoption is accelerating: over 200 public firms, including MicroStrategyMSTR--
, now hold Bitcoin on their balance sheets. Coinbase's $35 million+ in custody revenue from ETFs underscores this shift. As the crypto market matures, Coinbase's first-mover advantage in regulated infrastructure—from custody to derivatives—positions it as a critical bridge between old and new finance."

Investors should buy COIN for three reasons:
1. Short-term: The 2024 bull market's momentum isn't over. Q1 2025 trading volumes are already rebounding, and Base's sequencer profits are scaling.
2. Mid-term: Diversification reduces cyclicality, creating a more predictable revenue stream.
3. Long-term: Regulatory clarity and institutional adoption are irreversible trends. Coinbase's role as a regulated crypto gateway is irreplaceable.


https://www.ainvest.com/news/coinbase-coin-riding-bull-diversifying-revenue-securing-future-compelling-buy-crypto-maturation-2507/

Article: Can Coinbase Reach $440? Citizens JMP’s Top Analyst Says Yes
by Sheryl ShethJul 14, 2025, 07:17 AM

" Citizens JMP analyst Devin Ryan raised the price target on Coinbase Global COIN -0.49% ? stock from $400 to $440, while maintaining a Buy rating. The top analyst attributed the price hike to an improving business outlook across the Financial Services and FinTech sectors. The revised price target implies 13.7% upside potential from current levels.

" Ryan highlighted that the digital asset industry is steadily evolving from a speculative bet to mainstream adoption. With more regulatory frameworks set to moderate the financial services industry, the adoption of digital assets is expected to increase further. For instance, the passage of the GENIUS Act is poised to be highly beneficial for the stablecoin market, where Coinbase, along with its partner Circle Internet CRCL -7.67% ? , is a large player."

https://www.tipranks.com/news/can-coinbase-reach-440-citizens-jmps-top-analyst-says-yes

COINTELEGRAPH Article: Czech central bank adds Coinbase to portfolio, boosts Palantir holdings
by Amin Haqshanas

" The filing shows the bank has added 51,732 Coinbase shares, worth over $18 million. The Czech National Bank also added 49,135 Palantir shares in the second quarter of the year, bringing its total to 519,950 by the end of June."

" Coinbase became the first crypto company to join the S&P 500 in May. The S&P 500 is a stock market index that tracks the performance of 500 of the largest, publicly traded companies in the US, representing a broad measure of the overall US stock market."

" The company’s stock rose 41% in the first half of 2025 and gained an additional 10% in the following weeks. The exchange’s shares are also up by around 60% over the past month, according to data from Google Finance."

Transaction revenue also declined 18.9% to $1.26 billion, with trading volumes down 10.5% to $393 billion, reflecting a shrinking crypto market partly impacted by tariffs under the Trump administration. Despite this, earnings per share of $1.94 surpassed analyst estimates.

" Coinbase has been expanding its market share in spot and derivatives trading with new acquisitions. In May, the firm announced that it had agreed to acquire the crypto options trading platform Deribit in a transaction worth $2.9 billion."

" Earlier this month, the company purchased Liquifi, a token management platform specializing in early-stage tokenization projects. The move enhances Coinbase’s token cap table management, vesting, and compliance capabilities, enabling it to support token creators earlier in their development. "


https://cointelegraph.com/news/czech-central-bank-coinbase-portfolio-palantir-q2

I don't follow COIN as closely as my actual crypto but can now say exactly what you say. My original investment I bought on IPO day (way too expensive at the time) is now in the green too.

In my opinion, coinbase is extraordinarily positioned and fundamentally implementing strategies to take advantage of the crypto future beyond the increasing value of crypto itself.

As an example, coinbase customers can now get direct loans collateralized by BTC linked to their account. This adds a new financial service to their offering which will increase their fees generated long term, over the simple price appreciation of the assets transacted.

Not investment advise but good job Coinbase!

Well, my IPO lot is now GREEN like all my other COIN lots. Could see $400 in the near term. GLTA!

Article: Coinbase jumps on Liquifi acquisition
Yaël Bizouati-Kennedy

Coinbase, the largest crypto exchange, announced it acquired token management platform Liquifi, adding to the momentum in the crypto M&A space.

Shares of CoinbaseCOIN $340.95 (1.68%) were up 2% at market open.

Terms of the deal were not disclosed in the announcement.
Coinbase buys token manager Liquifi as crypto M&A heats up

“Acquiring Liquifi gives us best-in-class capabilities in token cap table management, vesting, and compliance, and positions Coinbase to support builders earlier in their journey,” Greg Tusar, VP of institutional product for Coinbase, said in the announcement.

Tusar added that launching tokens is “too hard,” due to legal, tax, and compliance challenges. “We want to remove these barriers by providing both the product and the expertise to make token launches simple, compliant, and scalable. Our vision is a world where launching a token is easier, faster, and more global than issuing traditional startup equity.”

In May, Coinbase acquired Deribit, the biggest crypto options platform, in a mammoth $2.9 billion deal. This followed its January acquisition of on-chain ads and attribution platform Spindl.

https://sherwood.news/crypto/coinbase-jumps-on-liquifi-acquisition/

stocktwits Article: Coinbase Stock In Spotlight After BofA Sees ‘Value Unlock’ On Stablecoin Exposure


"Coinbase stock is set to garner retail attention on Monday after BofA Global Research raised the firm’s price target to $397 from $259."

"Last week, Benchmark analyst Mark Palmer raised the firm's price target on Coinbase to $421 from $301 based on a flurry of positive news for the cryptocurrency exchange."

"The brokerage noted that "each of those headlines and announcements appeared to affirm or boost COIN's long-term growth prospects." The analyst particularly emphasized the passage of the stablecoin bill in the U.S. Senate, which will regulate digital assets typically pegged at 1:1 with the U.S. dollar.

The analyst reportedly thinks that additional, significant news supportive of Coinbase ' may be in the offing, such that a path to a meaningfully higher price for the stock may be coming into view.' "


https://stocktwits.com/news-articles/markets/equity/coinbase-stock-in-spotlight-after-bof-a-sees-value-unlock-on-stablecoin-exposure/chmZX75RReC

DLnews Article: Coinbase storms S&P 500 ranks with record debut as best-performing stock by Kyle Baird

- Coinbase surged 43% in its first full month on the S&P 500.
- Its stock hit a new all-time high of nearly $380 on Thursday.
- Bernstein sees another 45% upside as Wall Street catches on.

Coinbase’s S&P 500 debut couldn’t have gone much better.

Shares of the crypto exchange surged nearly 43% in June, ending its first full month in the index as its best-performing stock.

COIN hit a fresh all-time high of just under $380 on Thursday, capping a record-breaking run driven by growing institutional demand and optimism over regulatory tailwinds.

“Our institutional team is crushing it,” CEO Brian Armstrong wrote on Saturday, pointing to two figures from the company’s latest quarterly business review.

Eight of the top ten publicly traded companies holding Bitcoin use Coinbase Prime for custody, and 81% of the $140 billion in crypto assets held in US exchange-traded funds are stored with Coinbase.

But Wall Street still seems slow to catch on, at least according to analysts at Bernstein.

In a note to investors on Wednesday, the firm called Coinbase the “most misunderstood” company in crypto and predicted a hefty stock surge once investors recognise its broader role as a crypto infrastructure provider, not just a trading platform.

Bernstein set a price target of $510, implying another 45% upside from current levels of around $350.


https://www.dlnews.com/articles/markets/coinbase-storms-sp500-ranks-record-debut-best-perform-stock/

AInvest Article: Coinbase's Regulatory Tailwinds and the Untapped Stablecoin Opportunity: Why the Rally Has Legs by Victor Hale

" Investment Thesis: Buy the Dip, Own the Regulatory Cycle

Coinbase's stock is primed for further upside as the GENIUS Act becomes law and stablecoin adoption accelerates. Key catalysts include:
- House passage by late August: Reducing regulatory uncertainty and unlocking institutional capital.
- USDC's MiCA-compliant EU rollout: Expanding revenue geographically.
- Deribit's integration: Diversifying revenue beyond spot trading.

With a $78 billion market cap and a $400 price target from bulls (16% above June highs), the risk-reward remains skewed to the upside. For investors, the dip following the Senate vote's initial rally is a buying opportunity.

Recommendation: Establish a position in COIN at current levels, with a price target of $400 by end-2025. Monitor House progress closely—any delay beyond September could trigger short-term volatility, but the long-term trajectory is clear.

The regulatory tailwinds are here. The stablecoin opportunity is real. Coinbase is positioned to capitalize on both."


https://www.ainvest.com/news/coinbase-regulatory-tailwinds-untapped-stablecoin-opportunity-rally-legs-2506/

I left Coinbase because of too many phishing emails.

Can't fault people for taking profits, but it does kill the great run we had going. However, smart investors will view this as a buying opportunity and we could see a nice move by day's end. GLTA!

Today's Yahoo Finance Article:
Coinbase stock touches 52-week high as analyst calls company 'one-stop Amazon' of crypto services

"Coinbase is the most misunderstood company in our Crypto coverage universe," Bernstein analyst Gautam Chhugani and his team wrote on Wednesday morning, raising their price target on the stock to $510 from $310 with an Outperform rating."

"COIN has also added several fast-growing businesses such as institutional custody, Base blockchain services and Prime lending desk .. .thus, emerging as the ‘Amazon of crypto financial services’, offering crypto financial services beyond simple trading," wrote Chhugani.


https://finance.yahoo.com/news/coinbase-stock-touches-52-week-high-as-analyst-calls-company-one-stop-amazon-of-crypto-services-152537260.html

It's a foregone conclusion!! Tomorrow next month it's on it's way to 1K!!

Well, the IPO price was passed briefly today, but did not hold. If traders resist the urge to take profits tomorrow, we may end the week above it. GLTA!

Ask and you shall receive!!

I did sell 20% of my holdings yesterday for a very nice profit. Needed the cash since I just replaced my entire roof and upgraded the driveway.

COIN looked good in the after hours today so maybe the run will continue. GLTA!

Looking great! Good chance it'll reach ( surpass? ) the IPO price by the end of the month if not sooner. GLTA!

Good call! Now lets get to the IPO price and beyond! GLTA!

Round of Applause 👏!!

This stock is going to make me rich 😃

Yes, a very Nice day. Congratulations LONGS!

$COIN: June 20th calls all ripping today..............

BIG TIME................... with lots of volume.

Nice day

GO $COIN

Still very undervalued!! A big run is coming!!

Coinbase price target raised to $260.00 from $210.00 at Jefferies

" Jefferies raised the firm’s price target on Coinbase (COIN) to $260 from $210 and keeps a Hold rating on the shares. The firm discussed go-forward set-ups across the group and key themes from Q1 at the company-level in a “Payments Playbook” note for May."

How bout them Cowboys!! LOL 😂

$COIN $CYBE $CYBHF Coinbase breach highlights control failures CyberCatch is actively solving

The Coinbase incident shows how vulnerable even top-tier platforms are when vendor access goes unchecked. A third-party support vendor was compromised, leading to the leak of names, addresses, and government ID images.

This is not a technical exploit—it’s operational failure. It validates CyberCatch’s entire approach.

CyberCatch recently launched a compliance and risk mitigation solution specifically for crypto firms, with built-in control testing, cyber threat training, and continuous monitoring.

Looking for continuation here holding from June 2023 mid 55.00's Playing options here on dips before the rips.

$COIN

Been in and out!! The whole market has been like a candy 🍬 store!! Didn't believe the drop though!! This is going nowhere but up but they will pull many stunts along the way!!

Me 😘

Who was smart enough to add over past few months? 😉

Who panic sold yesterday 🤣

$COIN (Coinbase Global)
✅ Breakout
✅ Retest
Now it’s time to prove it.
Holding above $243–$247 keeps this move alive. Next leg could aim for $271+. 📈

I doubt you get a retest in the near future in $COIN. S&P500 is huge news that often causes stocks to run for weeks. Gap go is more likely.

📈 $COIN Daily: Inverse H&S breakout confirmed!
Breakout done
Retest in coming

I love it when a Plan comes together!!

***BIG NEWS *** WE HAVE ARRIVED ***

S&P Global’s confirmation of Coinbase Global being inserted into the S&P 500.

The S&P 500 is a stock market index that tracks the performance of 500 of the largest, publicly traded companies in the US, representing a broad measure of the overall US stock market.

Coinbase’s inclusion in the S&P 500 should increase demand for its stock because index funds and exchange-traded funds that track the S&P 500 must buy COIN shares to mirror the index.

The S&P 500 tracked an aggregate market cap of $49.8 trillion as of March 31. It is a market-cap-weighted index, giving more weight to larger firms such as Microsoft, Apple, and Nvidia. The bottom 400 companies, where Coinbase will likely be, are typically weighted between 0.01% and 0.2% of the overall index.

COIN shares immediately rose 8.8% to $225.4 in after-hours trading following the announcement, Google Finance data shows. The company also finished the March 12 trading day up 4%, bringing its market cap to $52.8 billion.

Coinbase chief financial officer Alesia Haas said the inclusion marked a “major milestone” for Coinbase and the broader crypto industry.

”Joining this prestigious index reflects how far Coinbase and the industry have come and is a signal of where the world is heading.”

The crypto exchange joins Tesla (TSLA) and Block Inc. (SQ) as large corporate Bitcoin holders currently in the index fund.

Bitcoin-stacking firm Strategy (MSTR) was also seen as an S&P 500 candidate last year. However, firms seeking entry must have been profitable in the last calendar year and the most recent quarter to qualify.

Strategy posted a net loss of $4.2 billion for the first quarter of 2025 on May 1, suggesting it won’t be included any time soon.

Inclusion into the S&P 500 also requires companies to be trading on a large US stock exchange, such as the New York Stock Exchange or Nasdaq, generating at least half of their revenues in the US, and having a market cap above $18 billion. Strategy satisfies these other requirements.

$COIN (Coinbase Global) putting in a clean inverse H&S on the daily.

Holding above $190 keeps the structure alive. Needs a push through $210 to unlock $224+

Onward and upwards. 

Earnings....... drumroll 🥁!!

https://finance.yahoo.com/news/coinbase-global-inc-coin-among-211927185.html

...and beyond! lol GLTA!

Over 200 again!! On the way to 300!!

Article: Coinbase Celebrates Regulatory Win as SEC Closes Review of Financial Filings

SEC has completed its review of Coinbase’s financial disclosures, confirming no amendments or restatements are needed.
Coinbase’s CLO announced the conclusion of the SEC review, affirming confidence in its financial practices.

Paul Grewal, Coinbase’s Chief Legal Officer, shared the news via a post on X (formerly Twitter) on April 15.

“Today I’m happy to share that we’ve fully resolved – without restatements or amendments – a number of comments related to our disclosures that SEC sent us a little over two years after we were allowed to go public,” he posted.


https://beincrypto.com/coinbase-sec-review-financial-disclosures/

I would have been Sick to my stomach if I tried to time this!!

Earnings approaching!! Can't hold a good ticker down forever!!

Who?? 😂😂😂😂😂😂😂😂😂😂😂