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Feb 13, 2026
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LONG
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Coinbase (COIN) shares rebounding despite a revenue miss; speaker identifies crypto infrastructure as a key "Picks and Shovels" trade. Regardless of Bitcoin's price action, the *need* to trade assets persists. COIN is the regulated infrastructure play (similar to the Grid for electricity). LONG. Betting on the casino (exchange), not the gambler (token price). Regulatory crackdown; prolonged "crypto winter" reducing volumes. |
Bloomberg Markets
Inflation Data Calms Markets | Bloomberg Open...
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