Brothers! The sudden acquisition news from Coinbase—taking over the prediction market startup The Clearing Company—did you have the first reaction to rush into related concept coins? Hold on! As an analyst who has been in the crypto space for 8 years and has survived 3 market crashes, I can assert: this news is the market's 'mirror to reveal the truth,' and also a 'life-or-death filter' for retail investors. One wrong step could lead to deep losses; finding the right direction is essential to capitalize on opportunities!
Let me say this clearly: you must memorize these 3 pits; you can't even touch them!
The first pit: blindly chasing 'prediction market concept altcoins.' Don't think that just because Coinbase is entering the prediction market, all related small coins will soar! I've checked The Clearing Company's background; it's a startup that started with $15 million in seed funding, with the core advantage of 'compliance + on-chain prediction market architecture,' backed by Coinbase Ventures long ago. However, 90% of the prediction market altcoins on the market either lack compliance qualifications or are just rebranded scams. Regulators have been watching prediction markets (after all, they blur the lines between finance and gambling), and now with giants entering the field, it will only accelerate industry reshuffling; these junk coins will rise and then crash, trapping a wave of greedy retail investors!
The second pit: believing that 'Coinbase acquisitions = guaranteed benefits.' This year, Coinbase has already made 10 acquisitions, from Deribit to Echo and now this one; it may seem like a crazy expansion, but in reality, it's about 'filling gaps and building ecosystems.' However, the acquisitions won’t be completed until January next year, with many uncertainties in between—if regulations suddenly tighten on prediction markets, this deal could shrink or even fall through; even if it goes smoothly, there won't be immediate profits; Coinbase's stock only rose 3% this morning before stagnating, indicating that the market has already anticipated this move, and chasing Coinbase's stock or related tokens now is simply handing them to institutions!
The third pit: Ignoring the 'market turbulence during the consolidation period of giants.' 2025 is supposed to be the 'year of acquisitions' for Web3 giants, with Coinbase, Binance, and Kraken all scrambling for compliance licenses and filling business gaps. During this time, market funds will concentrate on leading platforms and core assets, while small coins will be drained, leading to a differentiation where 'the strong get stronger, and the weak get weaker.' Don't think about bottom fishing those small coins that have been abandoned by funds; there's a high probability that you're just investing halfway up the mountain!
Let’s talk about my core judgment—over the next 1-3 months, the trend of the crypto market can be summed up in one word: 'turbulence'! But there are clear opportunities hidden within the fluctuations!
In the short term (within 1 month), the growth of concept stocks driven by Bitcoin will slow down, and the market will enter a 'digestion of good news' turbulence period. This round of acquisitions by Coinbase is essentially a 'long-term layout' that cannot immediately attract new market funds; rather, it may trigger panic selling due to some retail investors failing to chase high prices, potentially resulting in a 10%-15% correction. But remember, this does not mean the bear market is here; it is just a normal fluctuation before the giants reshuffle!
Looking at the medium term (1-3 months), compliance tracks across all categories will become the absolute mainline! Coinbase's ambition is to create a 'super application' for Web3, covering everything from spot trading, derivatives to prediction markets and stock trading. This will force other platforms to follow suit, and the top projects related to compliant prediction markets, compliant derivatives, and compliant payments (such as the Base chain in the Coinbase ecosystem and compliant stablecoin projects) will become key targets for institutional funds. I have already compiled a list of core targets in these tracks.
I must emphasize my exclusive viewpoint: the remaining time in 2025 is a crucial period for 'de-retailization'; only by following the rhythm of compliant giants can one survive! Those who cling to the fantasy of 'getting rich by trading junk coins' will eventually be eliminated by the market!
Finally, let me be honest: in the chaotic world of crypto, information disparity is the lifeline. I will track the follow-up developments of this Coinbase acquisition (regulatory feedback, acquisition terms details, ecological integration actions) throughout and interpret it in the community at the first opportunity. If you want to get my core target list and avoid the upcoming correction risks, don’t hesitate—hit follow, add a star,
Remember, the ones who make money in the crypto space are always the few who 'understand the logic, resist temptation, and hit the right rhythm.' Follow me; I can't guarantee you'll get rich overnight, but I can help you avoid 90% of the pitfalls and seize real opportunities! Follow me@链上标哥 and don't get lost!
