COIN Coinbase Global, Inc. Loading... : Bullish and Bearish Analyst Opinions
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20:10
Sep 04
Sep 04
The author enthusiastically agrees with the parent's bullish crypto thesis but expresses no.
The author enthusiastically agrees with the parent's bullish crypto thesis but expresses no personal position or forward call, only endorsement of the sentiment.
00:56
Sep 04
Sep 04
Stablecoins fund Treasury demand
Stablecoins are a hidden US Treasury demand card: issuers must hold dollar-linked reserve assets, mainly short-term US Treasuries, and stablecoin growth can absorb Treasury supply, defend the dollar and reduce long-end rate pressure; this is why Circle, Coinbase and Strategy are strong US stablecoin/related beneficiaries.
HIGH
22:40
Sep 03
Sep 03
Coinbase is taking the first regulatory step toward enabling US investors to make leveraged.
Coinbase is taking the first regulatory step toward enabling US investors to make leveraged, round-the-clock stock bets without owning the underlying shares.
18:07
Sep 03
Sep 03
Likes COIN best as crypto bottoms; $220 breakout targets $500
Author is constructive on crypto bottoming and prefers COIN as best expression, citing BTC consolidation at prior ATH and washed-out sentiment. Close above $220 targets $500+.
MED
05:14
Sep 03
Sep 03
New token issuance benefits U.S. crypto infrastructure
The SEC's Regulation Crypto creates clear registration exemption tracks for non-security token sales, which should revive new token issuance and route more listing, trading, and custody flow through U.S. crypto infrastructure. Kim names exchanges and custodians as direct beneficiaries, specifically public platforms Coinbase and Robinhood, with custody names such as Anchorage Digital and BitGo also benefiting.
HIGH
03:20
Sep 03
Sep 03
New US token issuance benefits Coinbase Robinhood.
SEC Regulation Crypto creates exemption tracks for non-securities digital asset sales, opening a path for new U.S. token launches and user and investor participation. The clearest beneficiaries are exchanges and custodians that will list or custody new tokens, specifically Coinbase and Robinhood, along with their chains and base ecosystem.
MED
03:07
Sep 03
Sep 03
Regulated delegated custody is now safer.
Delegated custody at regulated, audited, often public custodians like Coinbase, BitGo, and Backed is much safer than the Celsius, SBF, Quadriga, and Mt Gox era because they leave coins at rest and face public scrutiny; Coinbase is one of the big three public custodians.
MED
00:55
Sep 03
Sep 03
Coinbase announces the addition of Anthony Armstrong.
Coinbase announces the addition of Anthony Armstrong, an Elon Musk ally and former Morgan Stanley banker, to its board of directors.
10:37
Sep 02
Sep 02
Coinbase co-founder Fred Ehrsam is reportedly seeking control of at least three Venezuelan oil.
Coinbase co-founder Fred Ehrsam is reportedly seeking control of at least three Venezuelan oil fields according to Bloomberg.
02:47
Sep 02
Sep 02
Own platforms profiting from meme trading.
The only way to earn sustained profits from meme-coin mania is through the platforms that operate the trading rather than the meme coins themselves; Robinhood is already benefiting, and Coinbase and other exchanges are likely to follow, offering investment insight.
MED
00:58
Sep 02
Sep 02
Crypto equities bottomed and can rally.
Money that left Korean stocks went to bonds, real estate, US equities, and crypto. Crypto rebounded from lows, and if the Clarity bill passes, spot ETF inflows are likely to become more active. Strategy, Coinbase Global, and Circle Internet charts have bottomed and started to bounce, and these crypto-related names can rally elastically.
MED
03:00
Sep 01
Sep 01
Coinbase is a Clarity Act bet.
The host bought Coinbase two weeks ago as a direct bet on Clarity Act passage. If the bill passes, crypto/stablecoin platforms get regulatory clarity and benefit from the same short-term Treasury collateral shift that stablecoin issuers use.
HIGH
18:45
Aug 31
Aug 31
Coinbase tokenized stocks start fast onchain adoption
Coinbase's launch of tokenized stocks on Base is the first real onchain equity product because NVDA, META, AAPL, and GOOGL are backed 1:1, held by a qualified custodian, and convey beneficial ownership including dividends and stock splits. Alex says this is the foundation for 24/7 onchain spot price discovery and will accelerate tokenization expansion into more stocks, real-world assets, Bitwise-style portfolios, neobanks, and funds, allowing onchain markets to take share from NYSE, NASDAQ, and traditional brokers.
MED
13:12
Aug 31
Aug 31
Coinbase signs a crypto infrastructure partnership agreement with Webull in Canada.
Coinbase signs a crypto infrastructure partnership agreement with Webull in Canada, expanding its international services footprint.
18:55
Aug 29
Aug 29
Coinbase incompetent; avoid it.
Coinbase used to be loved but is now a completely incompetent company. He will not put money into an incompetent company regardless of press releases, so he avoids it.
MED
16:36
Aug 28
Aug 28
Coinbase leads tokenized equity shift.
Coinbase is positioned as the leader in fully backed tokenized equities; its product has actual beneficial ownership, it is pushing for SEC innovation-exemption clarity, and eventual US guidance is expected to be synergistic with Coinbase's product, unlocking more of the market for it.
MED
03:16
Aug 28
Aug 28
Coinbase tokenized-stock expansion warrants monitoring.
Coinbase is establishing an early position in tokenized equities by launching tokenized stocks on its Base L2 and using Abu Dhabi as a token-securities hub for non-U.S. investors. The market is still small and U.S. investors cannot access the product, so this is a developing setup rather than a confirmed demand story.
MED
01:24
Aug 27
Aug 27
Wait for September events before buying crypto.
Bitcoin is correcting and US crypto stocks are resting; investors should monitor upcoming events like the token buyback on Sept 9 and the Clarity Act on Sept 15 before adding exposure.
MED
22:11
Aug 26
Aug 26
Weak dollar drives Bitcoin and crypto exchanges.
The outlook for Bitcoin remains predominantly positive, with forecasts suggesting it could reach $150,000 by mid-2027, driven by its appeal as a hedge against a weakening US dollar. Consequently, Goldman Sachs has upgraded its price targets for crypto-exposed platforms like Coinbase and Robinhood.
MED
18:45
Aug 26
Aug 26
Tokenization tailwinds boost Coinbase and L1s
If regulated onchain perpetual futures come to the US, Ryan expects a massive acceleration in tokenized-asset and perp growth; perpetuals are already one of crypto's fastest-growing segments and are enabling 24/7 price discovery for oil, the S&P 500, SpaceX and Anthropic pre-IPO, plus gold, driving a perps race among platforms like Coinbase, Hyperliquid, Robinhood, and CME.
HIGH
17:24
Aug 26
Aug 26
Equities consolidate, bulls in control
Views these equities as range-bound with bulls in control and no lower low expected; no explicit position language tied to individual names.
LOW
17:23
Aug 26
Aug 26
Long COIN best pick, $220 triggers $500+.
Identifies COIN as his top crypto-equity pick; expects bull consolidation around current range without lower low; cites $220 close as trigger toward $500+ target.
MED
15:38
Aug 26
Aug 26
Moody's Ratings affirms Coinbase's B1 corporate family rating with a stable outlook.
Moody's Ratings affirms Coinbase's B1 corporate family rating with a stable outlook, reporting no change in credit assessment.
10:15
Aug 26
Aug 26
Bitcoin rises above 80,000 to a three-month high while a Coinbase-backed advocacy group.
Bitcoin rises above 80,000 to a three-month high while a Coinbase-backed advocacy group endorses 32 congressional candidates.
18:42
Aug 25
Aug 25
Prefer Coinbase and ETFs over cold storage.
Cold-wallet self-custody days are over after security concerns; investors will increasingly prefer onshore U.S. products such as Coinbase and ETFs or exchange-based custody rather than cold storage.
MED
18:00
Aug 24
Aug 24
Coinbase leads AI agent payments infrastructure.
Coinbase is positioned at the center of AI agent payments. The company already powers both the agent side and the business side of agentic commerce, and it is building the foundational infrastructure needed to make autonomous payments day-to-day: payment collection, compliance, KYC, sales tax, accounting and reconciliation tooling, and the open-source x402 protocol. Sid Coelho-Prabhu frames this as an early but much larger wave, with Coinbase as a direct beneficiary.
HIGH
17:43
Aug 24
Aug 24
Lists crypto names, no directional call
Lists crypto names as a thematic basket; warns of possible short-term pullback in crypto, but gives no directional commitment.
MED
22:34
Aug 22
Aug 22
Author argues crypto has bottomed and explicitly states he is buying.
Author argues crypto has bottomed and explicitly states he is buying, favoring COIN and HOOD as top picks while listing BTC, SOL, and HYPE as core longs with a bullish thesis on sentiment reversal.
14:26
Aug 22
Aug 22
Author lays out 10 controversial 2025 predictions across crypto, EVs, robotics.
Author lays out 10 controversial 2025 predictions across crypto, EVs, robotics, AI enablers/beneficiaries, and fintech, framing them as high-conviction forecasts but without explicit position language, so all tickers are indexed as watch.
11:00
Aug 22
Aug 22
Trump catalyst fuels crypto rally.
Bitcoin, Ethereum and altcoins are rallying because money rotated into crypto and Trump pressured Congress to pass the CLARITY Act quickly, threatening administrative support if not. September CLARITY Act expectations add momentum, and related US names Coinbase, Robinhood and MicroStrategy jumped. Korean crypto-linked names could see continued volatility next week.
HIGH
About COIN Analyst Coverage
Buzzberg tracks COIN (Coinbase Global, Inc.) across 83 sources. 297 bullish vs 14 bearish calls from 227 analysts. Sentiment: predominantly bullish (49%). 577 total trade ideas tracked. Past 7 days: 7 bullish, 7 watch. Latest voices: cifroracle, Lee Geon-hee, Bloomberg.