🚨 NEW: @BlackRock AND @coinbase WILL KEEP 18% OF $ETH STAKING REWARDS FROM NEW ETFThe ETHB filing is out. Investors get 82% of staking yield. BlackRock and Coinbase split the rest.DeFi platforms charge ~5%. This ETF charges over 3x that.Up to 95% of the fund's $ETH will be staked, but withdrawals could take weeks.Is regulated access worth the premium? 👇BSCN (@BSCNews):https://t.co/YPt0y4RIJx ...

🚨 🚨 🚨 🚨 1,448 #BTC (97,582,817 USD) transferred from unknown wallet to Coinbase Institutionalhttps://t.co/qKI7ldBNGb ...

Core Viewpoint - ARK Invest has made a notable purchase of Coinbase stock, acquiring 41,453 shares valued at approximately $6.9 million, indicating a potential tactical shift in investment strategy [1][3]. Group 1: Recent Trading Activity - Just weeks prior, ARK had sold about $17.4 million worth of Coinbase shares while reallocating funds into the crypto exchange Bullish, suggesting a previous bearish sentiment [3]. - The recent $6.9 million purchase indicates that ARK sees value in Coinbase at current levels, aligning with their strategy of buying on dips [3][4]. - The buying activity was distributed across three key funds: ARK Innovation ETF (ARKK) with $4.9 million, Next Generation Internet ETF (ARKW) with $1.2 million, and Fintech Innovation ETF (ARKF) with $704,000 [5][9]. Group 2: Market Context and Stock Performance - Coinbase shares have recently rebounded, closing up 1% at $166.02, with an 8.4% increase over the last five trading days, despite a year-to-date decline of 28% [6]. - Analysts note that such buying activity often precedes potential rallies, with some market signals indicating extreme funding rates that could lead to short squeezes [6]. Group 3: Portfolio Positioning - Coinbase remains a significant holding in ARK's portfolio, ranking as the seventh-largest in ARKK with a 4% weighting and the third-largest in ARKF with a 5.6% weighting [7]. - ARK's renewed buying interest suggests confidence in Coinbase despite its recent mixed earnings report, which included a $667 million net loss for Q4 primarily due to unrealized crypto losses [8]. Group 4: Analyst Sentiment - Bernstein maintains an outperform rating for Coinbase with a price target of $440, indicating over 200% upside potential, driven by expectations of increased retail trading volume in the coming months [8][10].

🚨JUST IN: CATHIE WOOD'S ARK INVEST BUYS $6.9M IN COINBASE SHARESArk Invest has purchased $6.9 million worth of Coinbase shares, marking a sharp reversal from recent sales as the crypto exchange's stock rebounds from multi-month lows.The move represents a notable shift in strategy for Ark, which had been trimming its $COIN position during the recent crypto market downturn.The renewed buying suggests Cathie Wood's team views current price levels as an attractive re-entry point following Coinbase's partial rec ...

⚡️ UPDATE: ARK Invest bought 41.4K shares of Coinbase worth $6.9M on Tuesday, reversing its recent reduction in holdings. https://t.co/Eu1CNjw5Qg ...

Cathie Wood's Ark Invest buys $6.9 million in Coinbase shares, reversing recent sales amid stock rebound https://t.co/3mxz5bItGB ...

Group 1 - Coinbase CEO Brian Armstrong stated that the company is "misunderstood" on Wall Street, with traditional finance players divided between embracing and resisting cryptocurrency [1][2] - Armstrong compared the skepticism towards cryptocurrency to how taxi companies viewed ridesharing models, suggesting that traditional finance professionals see crypto as a threat to their established careers [1][2] - He emphasized that Coinbase is not yet a consensus view among traditional analysts and encouraged focusing on the company's actions and track record rather than analyst models [2] Group 2 - Coinbase's fourth-quarter revenue for 2025 was reported at $1.78 billion, which missed analyst estimates, while the EPS was strong at $0.66, beating forecasts [3] - The full-year revenue for Coinbase reached $7.2 billion, marking a 9% increase from the previous year [3] - The stock has a consensus price target of $314.94 from 29 analysts, with an average price target of $194, indicating a potential upside of about 17.23% [3] Group 3 - Armstrong accused banks of stifling competition and called for lawmakers to create a "level playing field" through legislation [4] - Coinbase shares experienced a decline of 0.32% in after-hours trading, following a 1.03% increase during the regular trading session, closing at $166.02 [4] - The stock maintains a weaker price trend in the short, medium, and long term, with an average Value ranking according to Benzinga's Edge Stock Rankings [4]

🚨NEW: COINBASE CEO CHALLENGES ANALYSTS AFTER STRONG EARNINGS@brian_armstrong said @Coinbase remains under-appreciated by traditional analysts.He described the situation as a classic “innovator’s dilemma” facing disruptive firms.Armstrong said regulatory clarity and institutional adoption are strengthening Coinbase’s position.Armstrong highlighted 156% year-over-year trading volume growth.Coinbase’s crypto market share reportedly doubled in 2025.The company now has 12 products generating over $100M annually. ...

🚨NEW: BLACKROCK AND COINBASE TO TAKE 18% OF ETHB STAKING REVENUE@BlackRock and @coinbase will receive an 18% cut of staking yield from BlackRock’s forthcoming Ethereum ETF, ETHB, a new SEC filing shows.The product is expected to generate staking rewards, currently estimated at 2.8% annually.Worth noting, ETHB will share 82% of its staking rewards with investors.ETHB would mark a shift after earlier Ethereum ETFs launched without staking. ...

Core Viewpoint - Coinbase CEO Brian Armstrong acknowledges shareholder criticism regarding marketing and execution failures of the Base App, indicating a willingness to take responsibility for these issues [1] Group 1: Company Response - Armstrong states that the issues related to the Base App are now in the past, and the app has been transformed into "Coinbase's self-custody version" focusing on trading functionalities [1] - The update for the Base App was completed a few weeks ago, reflecting the company's commitment to improving its offerings [1] Group 2: Strategic Focus - Armstrong emphasizes the importance of having a purely self-custody wallet as the world shifts towards on-chain solutions [1] - Despite the focus on the Base App, the company continues to allocate the majority of its resources to its core retail applications [1]