My HODL : Not financial advice and Trend: Strong bullish momentum with healthy pullbacks. Base L2 and ETF tailwinds support continuation if crypto sentiment holds.
Drivers:
• High trading volume during BTC ETF hype
• USDC float income + partnership with Circle
• Growth of Coinbase Custody + Base L2
Intrinsic Value View (DCF-style):
If Coinbase sustains $4B in revenue with ~20% net margins and 20% YoY growth, fair value range = $220–280/share depending on discount rate. Currently fairly valued to slightly overvalued.
Conclusion:
Coinbase is no longer just a trading platform. It’s becoming Web3’s infrastructure backbone, with scalable revenue beyond fees. If you believe in the future of tokenization, USDC, and compliant crypto rails, $COIN may be a strategic long-term hold—though watch for regulatory headwinds and short-term pullbacks.
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