1. $Coinbase Global, Inc.(COIN)$
I continue to believe that this is the chart you need to watch at Coinbase. Trading will be profitable but volatile and non-trading growth is the company's future.
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Let's be really clear what Zillow's deal with Buffett-owned Home Services of America means.
Zillow is winning at aggreggating demand and supply has to play ball. Zillow is winning. This remains a potentially 100x opportunity over the next 20 years.
The analogy is $Netflix(NFLX)$ ' deal with Showtime -- or maybe even its deal with $Walt Disney(DIS)$ .
Supply (realtors) get a short-term win, but they're giving up the long-term value in the process.
Once Zillow becomes the go-to place to DISCOVER rentals, mortgages, and homes it's GAME OVER!
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