Group 1: Market Insights - John D'Agostino, Coinbase's Head of Institutional Strategy, highlighted that the current market decline, while significant in dollar terms, reflects typical volatility for cryptocurrencies on a percentage basis [1] - D'Agostino noted that Bitcoin has historically experienced drawdowns of 70-80% before entering multi-year rallies, suggesting that investors should view current prices as a discount if they believe in the asset [2] Group 2: Strategy Inc's Position - Strategy Inc currently holds 717,131 BTC at an average cost of approximately $76,027 per coin, with Bitcoin trading near $68,000, indicating that the company's holdings are currently underwater [2] - CEO Phong Le stated that liquidation of Bitcoin would only occur if the price crashed by 90% and remained at that level for five years, a scenario he considers highly unlikely [3] Group 3: Market Sentiment and Predictions - Polymarket bettors are pricing in a 12% chance that Strategy Inc will sell any Bitcoin by the end of the year, with over $20 million wagered on this outcome [3] Group 4: Coinbase's Challenges - Coinbase's Q4 earnings report missed key metrics, leading Piper Sandler to reduce its price target for COIN from $270 to $150 [4]

See you soon.Coinbase 🛡️ (@coinbase):Ask Coinbase anything.Live on 𝕏 next week, at 10:15AM PT on February 17.Got questions? Comment them below. https://t.co/Z2GRIt6zEA ...

Coinbase (COIN) shares rallied as much as 20% in tandem with a sharp recovery in Bitcoin (BTCUSD) on Feb. 13, reversing much of their losses from disappointing earnings earlier in the week. In its recently reported quarter, the blockchain infrastructure company lost $667 million and came in significantly below revenue estimates. More News from Barchart Still, there’s ample reason for investors to load up on Coinbase stock, which is currently down about 60% versus its October high. www.barchart.com Ag ...

Keep reading ↓https://t.co/O8O133dV2Q ...

The 2025 tax year marks a big shift in how the IRS views digital assets, with the new Form 1099-DA.And we believe some aspects of the new reporting rules go too far.For the first time, the IRS is requiring custodial brokers, like Coinbase, to report customer proceeds from crypto transactions with a new Form 1099-DA.For the 2025 tax year, it’s required to include:- Gross proceeds from all reportable sales or exchanges- Aggregated reporting for certain stablecoin transactions- Transactions including small-val ...

Group 1 - Coinbase Global, Inc. reported fourth-quarter adjusted profits per share of $0.66, which was below the consensus estimate of $0.86, and sales of $1.78 billion, falling short of the projected $1.83 billion [3][7] - Management indicated that 2025 was a financially and operationally successful year, with the company meeting or exceeding quarterly sales and spending expectations, while also growing and diversifying its activities [3] - The company introduced the Everything Exchange and sustained multi-year profitability, with management stating that greater regulatory clarity could help it prosper as cryptocurrency transforms financial services [3] Group 2 - For the first quarter, Coinbase forecasted subscription and services revenue between $550 million and $630 million, reflecting lower average USDC market capitalization, interest rates, cryptocurrency prices, and staking protocol rates compared to Q4 [4] - Technology and development expenses, as well as general and administrative costs, are expected to be between $925 million and $975 million, remaining consistent quarter after quarter [4] - Sales and marketing expenses are projected to range between $215 million and $315 million, depending on marketing potential and average USDC balances retained in products [4] Group 3 - Coinbase provides a reliable platform that acts as a legal gateway to the on-chain economy, allowing users to perform various tasks with their cryptocurrency assets through both third-party and proprietary product experiences [5]

Core Viewpoint - Bitcoin-related stocks experienced a decline in pre-market trading, reflecting a broader downturn in the cryptocurrency market as Bitcoin fell below the $68,000 mark [1] Group 1: Stock Performance - Strategy (MSTR.US) dropped over 2.6% [1] - Coinbase (COIN.US) fell more than 1.2% [1] - Circle (CRCL.US) decreased by 0.85% [1] - Robinhood (HOOD.US) declined over 1.4% [1] - Bitmine Immersion Technologies (BMNR.US) saw a drop of more than 1.3% [1] Group 2: Cryptocurrency Market - Bitcoin price fell over 1%, reaching a low below $68,000 [1] - Ethereum experienced a slight decline, priced at $1,996.2 [1]

BlackRock just deposited another 1,701 $BTC($115.2M) and 22,661 $ETH($44.5M) to Coinbase Prime.https://t.co/qmuDIrP9my https://t.co/AxoghUGpf8 ...

Group 1 - The company High Yield Landlord is positioning itself for a market shift and offers access to its Top Picks for 2026, supported by over 500 five-star reviews and a 30-day money-back guarantee [1] - Jussi Askola, President of Leonberg Capital, leads the investing group High Yield Landlord, which focuses on REIT investing and provides real-time updates on its portfolio and transactions [2] Group 2 - The investing group features three distinct portfolios: core, retirement, and international, along with buy/sell alerts and a chat room for direct interaction with analysts [2]

Core Insights - Coinbase Global Inc (NASDAQ:COIN) reported a Q4 2025 loss of $2.49 per share, missing Wall Street expectations of a profit of $0.55 per share [2] - Revenue decreased by 22% year-over-year to $1.78 billion, aligning closely with Wall Street estimates [2] - The company's performance was negatively impacted by a downturn in the crypto market, particularly the decline in Bitcoin and other crypto asset prices, along with reduced trading volumes [2] Analyst Ratings - Following the Q4 report, Needham analysts maintained a Buy rating on Coinbase but lowered the price target from $290 to $230 [3] - Analysts noted weaknesses in the crypto market and potential adverse effects from the Clarity Act as concerns [4] - Positive aspects highlighted include Coinbase's revenue diversification efforts, rollout of prediction markets, and share repurchases [4] Company Overview - Coinbase operates an online platform for trading, transferring, and storing crypto assets, serving over 100 million users globally, including both institutional and retail clients [5] - The company's mission is to create economic freedom for over 1 billion people [5] Market Position - Analysts pointed to growth in derivatives and international markets as positive indicators for Coinbase [4] - The potential for Coinbase to benefit from the tokenization of real-world assets was also mentioned as a future opportunity [4]