$COIN is looking like a market that already priced in the fear 🧠
William Blair says the Q1 sell-off has pushed Coinbase into a risk-off setup, with weak trading volume and revenue expectations largely embedded. The real story is USDC: its share of the stablecoin market has climbed from about 21% in 2024 to 27% now, strengthening Coinbase’s moat through a product stack that keeps getting more valuable if crypto activity rebounds.
Not financial advice. Manage your risk and protect your capital.
#Coinbase #Crypto #USDC #COIN #Blockchain
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COINUSDT
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200.6
-2.03%