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https://warpcast.com/~/channel/svd
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Dan Romero
@dwr.eth
Coinbase wins against the SEC but stock trades down. 1. This got priced in in early November. 2. Company is firing on all cylinders product-wise (from my outside perspective), but the new pillars like Base are still early from a revenue story (for a company that makes 6B+ a year) and market doesn't really understand the blockspace business 3. Coinbase is a index on overall crypto utility. The current price is an index on trading — both CEX and DEX — and a future weighting of increased competition (which seems more likely now). 4. The major drivers for the company will be: a. New breakout consumer use case(s) with crypto emerge b. Bitcoin moons Both will likely happen, but option A is the one they have more control over, esp. with Base.
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Matt
@tameel.eth
I know you're not planning on it but pls don't sell fc to them
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Jawa
@jawa
When IPO level price??
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Chase Sommer
@chasesommer.eth
for A) let's make a Based mmorpg :P
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Atenajafari
@atenajafari
Interesting analysis! It seems Coinbase has significant growth potential despite the challenges. Looking forward to seeing further progress. Best of luck! 🚀
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K
@kijijij
good news but stock is overvalued on the basis of storyline of future . It cannot be just DeFi / CeFi investment stories. -- Not a fin advise --
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Paulith
@paulp.eth
Still need the normies in and also counter industry negativity like this https://www.instagram.com/reel/DGT4g29un-Q/
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