Coinbase CEO Brian Armstrong stated on Twitter that, according to Coinbase data, retail users on the platform have shown resilience under the current market conditions. They have been buying the dip, with their holdings of BTC and ETH in native units increasing, and they have demonstrated long-term holding behavior, as the vast majority of customers had native unit balances in February equal to or greater than their balances in December. https://t.co/ZfMSdlaiq2 ...

When is it time to buy Coinbase stock. I have no idea. I don't own any.>> You know, what do you think. >> I tell you what, there was for a while there were there were a couple of these companies that would do preIPO founder stock issuance. Mhm.>> You could, if you were an accredited investor, you could create an account with the business and you could buy stock that employees had that they were trying that they needed money for, right. >> And Ripple was part of that. There were a bunch of these companies th ...

Core Viewpoint - Coinbase CEO Brian Armstrong has sold $545.7 million worth of stock over nine months, indicating a significant liquidation of his holdings without any purchases during this period [1]. Group 1: Armstrong's Selling Activity - Armstrong liquidated over 1.5 million shares between April 2025 and January 2026, with the largest single-day sale occurring on June 25, 2025, when he sold 336,265 shares at $355.37 each [2]. - The most recent sale on January 5 involved 40,000 shares sold at $254.92, netting approximately $101.6 million [2]. Group 2: Armstrong's Net Worth and Other Investors - Armstrong's net worth has dropped over $10 billion from a peak of $17.7 billion in July 2025, with his remaining fortune of $7.5 billion tied to a 14% stake in Coinbase [3]. - Other significant investors, such as Cathie Wood's Ark Invest, have also been selling Coinbase shares, liquidating $17.4 million on February 5 while investing $17.8 million into a competing digital asset exchange [3]. Group 3: Analyst Ratings and Market Sentiment - Goldman Sachs upgraded Coinbase (COIN) to a "buy" rating on January 5, setting a price target of $303, citing non-trading revenue growth as a buffer against market cycles [4]. - Conversely, JPMorgan reduced its price target by 27%, attributing this to lower trading volumes, softness in crypto prices, and decelerating stablecoin growth [4]. Group 4: Price Movement and Technical Analysis - COIN closed 6% down after breaking critical support at the $230-$240 level, which had previously held multiple times [7]. - The current technical indicators suggest bearish momentum, with a Supertrend at $189.46 and a Parabolic SAR at $168.59 confirming downside pressure [9]. - For recovery, COIN needs to reclaim the $168-$170 range and work towards the $190 Supertrend level, with significant resistance at $230-$240 [10].

coinbase premium negative for 3 straight months. never happened before in btc history. long term holders sold 143k btc in 30 days fastest pace since august. smaller accounts buying the dip. someone is providing exit liquidity and it's not the people who've been holding since $20k ...

I have been putting a spotlight on all of the drama behind the Clarity Act for crypto. Now, when we think about regulations for crypto, yes, it's been an ongoing battle with the banks and everyone has been putting, you know, the spotlight on Coinbase being the one that's holding up all of the progress with this bill. However, I really want to go over everything.I went ahead and I took all the time out to put together all of the information regarding when this bill went south. Now, we go all the way back to ...

🚨 @BINANCE & @COINBASE ARE TAKING HITS — AND BANKS ARE PANICKING!2025 challenged both exchanges.2026 isn’t calmer.- $667M Coinbase loss- $19B liquidations in one day- Banks push to kill stablecoin yieldsNow ask yourself: who feels threatened?👇(By guest author: @ComposableD)Soumen Datta (@ComposableD):https://t.co/iWOe4qVi9Z ...

🚨INVESTMENT: ARK GOES BULLISH ON $COIN - BUYS $15.2M@CathieDWood's @ARKInvest has just added more than $15 million worth of @Coinbase stock to its portfolio.The purchases were made through three ETF products. https://t.co/eT9Nd8tTEO ...

ARKK ETF Performance - ARK Innovation ETF (ARKK) has dropped 9.58% year-to-date as of early February 2026, following a strong 35.49% return in 2025 that outperformed the S&P 500 [1] - The decline is attributed to weaknesses in the fund's largest holdings and a broader market repricing of growth stocks [1] Tesla's Impact - Tesla remains the largest position in ARKK at 11.12%, with the stock down 7.18% year-to-date, closing at $417.44 [1] - Tesla reported Q4 2025 earnings of $0.50, beating estimates but showing a 60.6% year-over-year decline in earnings growth, with revenue falling 3.1% year-over-year to $94.83 billion [1] - Tesla dropped out of China's top 10 NEV makers in January 2026, marking its lowest monthly sales since November 2022 [1] Coinbase's Performance - Coinbase, representing 3.55% of ARKK, has seen a significant decline of 27.34% year-to-date, with shares trading at $164.32, down from $226.14 at year-end [1] - The decline is attributed to both the overall weakness in the crypto market and a Q4 earnings miss [1] - Cathie Wood has been actively buying Coinbase shares, adding $26.1 million in December 2025 [1] Other Holdings - Palantir, a 3.19% position in ARKK, reported Q4 2025 earnings of $0.25, beating estimates, but the stock is down 26.07% year-to-date [1] - Shopify, representing 4.31% of ARKK, is down 29.99% year-to-date but reported strong Q4 results with revenue of $11.56 billion, up 30.6% year-over-year [1] Strategic Changes - Cathie Wood is reshaping ARKK's portfolio, with healthcare now the largest sector allocation at 22.8%, surpassing Information Technology at 20.0% [2] - The fund's top 10 holdings account for 52.4% of assets, indicating a high concentration that amplifies both gains and losses [2] - ARKK's expense ratio is 0.75%, which is high compared to passive alternatives, but Wood's active management has historically delivered differentiated returns [2]

Core Viewpoint - Coinbase CEO Brian Armstrong stated that if the "crypto rewards ban" becomes law, it could potentially increase the company's profits due to the current rewards given to USDC holders, although he does not support the ban as he believes user rewards are beneficial and help maintain the competitiveness of regulated stablecoins in the U.S. [1] Group 1 - The "crypto rewards ban" could enhance Coinbase's profitability if enacted, as the company currently provides significant rewards to USDC holders [1] - Armstrong emphasizes the importance of user rewards for the overall stability and competitiveness of regulated stablecoins in the global market [1] - The company is advocating against the ban, highlighting the potential negative impact on user incentives [1]

Benchmark cuts Coinbase price target by 37% but says business is 'more diversified and durable' than ever https://t.co/poGd4bXNhZ ...