$Coinbase Global, Inc.(COIN)$ -To The Moon - Tiger Brokers Online Investing Community - To The Moon

$Coinbase Global, Inc.(COIN)$

$Circle Internet Corp.(CRCL)$

Coinbase missed Q1 2026 revenue estimates (reported ~$1.41B vs. ~$1.48–1.52B expected), with a net loss of ~$394M (~$1.49/share), driven primarily by a crypto market slump.

Coinbase and Circle have a long-standing, deep partnership. They co-launched USDC in 2018 via the Centre Consortium (later dissolved). Coinbase took an equity stake in Circle (holds millions of shares, valued at ~$1.6B+ at times) and they maintain a commercial/reseller agreement

In summary, USDC is a strategic hedge against pure trading volatility providing recurring, interest-driven revenue and a growth lever via Coinbase’s massive user base and products. Management highlighted stablecoin momentum even in the weak Q1

#COIN #CRCL #USDC #Stablecoin #cryptocurrency #interest #tigers #newfinancing #productivity

Coinbase Q1 Revenue Drops 31%: Can Stablecoins Save the Story?

Coinbase Q1 revenue fell 31% year-over-year to $1.41B, with a net loss of $394M ($1.47 per share);. Bright spots included USDC stablecoin revenue rising 11% YoY to $305M and institutional derivatives revenue up 37% following the Deribit consolidation; the company also announced 700 layoffs and an AI pivot. Can Coinbase's 'stablecoin plus derivatives' dual engine sustain its valuation, or is the bull market receding? Is Coinbase a buy below $200?

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LEESIMON
05-12
LEESIMON
🩷Good

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Coinbase took an equity stake in Circle (holds millions of shares, valued at ~$1.6B+ at times) and they maintain a commercial/reseller agreement</p>\n<p>In summary, USDC is a strategic hedge against pure trading volatility providing recurring, interest-driven revenue and a growth lever via Coinbase’s massive user base and products. Management highlighted stablecoin momentum even in the weak Q1</p>\n<p>#COIN #CRCL #USDC #Stablecoin #cryptocurrency #interest #tigers #newfinancing #productivity&nbsp;</p><img src=\"https://community-static.tradeup.com/news/39a6ad662419994f94620302c18297ca\" tg-width=\"1254\" tg-height=\"1254\"></body></html>","text":"$Coinbase Global, Inc.(COIN)$ $Circle Internet Corp.(CRCL)$ Coinbase missed Q1 2026 revenue estimates (reported ~$1.41B vs. ~$1.48–1.52B expected), with a net loss of ~$394M (~$1.49/share), driven primarily by a crypto market slump. Coinbase and Circle have a long-standing, deep partnership. 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