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Delphi Digital
@delphi-digital
King $COIN's Calculated Moves As Q1 earnings season approaches, and with Coinbase reporting on May 2nd, we're excited to introduce one of our latest tools for Delphi subscribers: 🎉Coinbase Transaction Revenue Calculator🎉
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Delphi Digital
@delphi-digital
In our deep dive - Coinbase: From Sleeping Giant To Industry Leader - we examined Coinbase’s overall business highlighting burgeoning new LOBs. Yet, underscored that transactional revenue continued to be the backbone of the overall business.
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Delphi Digital
@delphi-digital
Leveraging this insight, our revenue calculator forecasts & models Coinbase’s transaction revenues. By analyzing real-time transactional volume data, this tool lets you adjust variables like fees, revenue splits, and trading vol, transforming raw data into insightful fiscal projections.
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Delphi Digital
@delphi-digital
Prior to the Q4 2023 results, the efficacy of our calculator resulted in a forecast within +2.5% and +6.7% of the final reported Coinbase revenue. In contrast, conservative Wall Street estimates were off by -14% — demonstrating the edge of our calculator.
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Delphi Digital
@delphi-digital
Entering Q1 earnings season, the landscape is expected to shift. New revenue streams catalyze change: 🔷 Bitcoin ETFs - for the majority of which Coinbase acts as a custodian 🔷 Surging activity on the Base chain 🔷 Explosion of the Coinbase International Derivatives exchange
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Delphi Digital
@delphi-digital
Nevertheless, our analysis suggests that the traditional correlation between transaction volumes, fees, and revenue will likely persist - mirroring similar patterns observed in previous quarters. On top of this, Wall Street is still projecting out conservative estimations.
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