▶ Coinbase Website: Coinbase.com ▶ CEX Website: cex.io 【时间线】 00:00 – 前言 02:13 – DPO以及股价表现 11:23 – 重要历史节点与主营业务 14:55 – 加密货币市场与主要竞争对手 20:18 – 盈利结构 31:46 – 竞争优势与挑战 41:55 – 基本面分析 01:05:59 – 自由现金流折现 (DCF) 模型 01:10:26 – 总结与我的思考 【视频简介】 🔥 Coinbase 股价一年暴涨 72%,估值泡沫还是加密金融的“高盛”?全面拆解 Web3 第一股的成长密码与隐忧! 大家好!本期视频将带你深入解析 Coinbase 这家被誉为“加密界纳斯达克”的公司——它的股价在过去一年翻倍反弹,刚刚被纳入标普 500,却也被质疑估值虚高、增长不可持续。 📌 核心看点抢先看: Coinbase 的商业模式真相: 60% 收入仍来自手续费,它到底是科技平台,还是靠情绪吃饭的赌场? 订阅与服务业务增长迅猛,USDC 稳定币利息、质押分成、机构托管撑起第二曲线? Base 网络是什么?它是否真的能像 AWS 那样构建 Coinbase 的估值想象力? 监管博弈与合规护城河: 面对 SEC 诉讼,Coinbase 如何正面迎战、成功“逼退”监管机构? 合规路线真的是护城河,还是隐形枷锁?重仓美国市场的 Coinbase,有多脆弱? 估值模型全面反推: 要支撑当前 307 美元的股价,公司必须维持 80% 年化收入增速 + 60% 自由现金流率?现实可能吗? 与 Robinhood、芝商所、币安全面对比,Coinbase 究竟排第几? 是金融科技独角兽,还是周期性风口股? 🔍 内容大纲: 1️⃣ Coinbase 的成长历程:从比特币交易小作坊到被纳入标普 500 的金融中枢…
Tag: ETH
Ethereum ETFs End 8-Day Inflow Streak as ETH Dips to $4,300
Key Notes Spot Ethereum ETFs saw an $8.54 million outflow, ending an eight-day inflow streak. ETH price dipped to around $4,357, down nearly 2% in 24 hours, as the trading volume rose 15%. Bitwise and 21Shares introduced staking features to attract ETF investors. Spot Ethereum ETFs ended their eight-day streak of net inflows on Oct. 9, recording an $8.54 million outflow as Ether ETH $4 333 24h volatility: 0.2% Market cap: $522.74 B Vol. 24h: $38.45 B slipped to around $4,357. The asset fell nearly 2% in 24 hours and…
What’s my simple Bitcoin investing strategy #Bitcoin #crypto #cryptoinvesting #cryptotrading
▶ Coinbase Website: Coinbase.com ▶ CEX Website: cex.io What’s a simple Bitcoin investing strategy? —————————————————- 🔥 *Copy my Bull Market Portfolio* 🔥 1️⃣ Watch tutorial on Bull Market Bots: 2️⃣ Sign up to Pionex: 3️⃣ Claim deposit bonus: 4️⃣ Join our free community _The Coiners_ : 5️⃣ Copy my Bull Market Bots: Bitcoin: Ethereum: Solana: All Trading Strategies: Strategy Settings and History: —————————————————- *All Exchanges and Links* ✅ Pionex Exchange: (Best Trading Bots, KYC Friendly) ✅ Bitunix Exchange: ($5,500 Bonus, no KYC) ✅ ByBit Exchange: ($30,000 Bonus, KYC Needed) ✅…
BitMine Stock Targeted by Shorts as ETH Premium Fades
Key Notes Kerrisdale argued that BitMine’s aggressive BMNR equity issuance, of over $10 billion, is losing effectiveness. It pointed out issues such as slower ETH-per-share growth and fading investor enthusiasm that once mirrored MicroStrategy’s model. Analyst Donald Dean observed short-term weakness and a possible retest near $56 support. BitMine Technologies (NASDAQ: BMNR) stock has once again come onto short-sellers’ radar after a staggering 17,000% year-to-date rally. Short-selling firm Kerrisdale Capital has recently published a report declaring its short position on the BMNR stock, noting that the ETH ETH $4 372…
Bitcoin Dominance: The Final Rotation is About To Begin
▶ Coinbase Website: Coinbase.com ▶ CEX Website: cex.io I think we are about to see the final rotation into #Bitcoin for this market cycle. This means that #BTC dominance should go up a lot over the coming weeks. I think it makes sense to fade the alt season calls (again) and remember that Bitcoin is the king of the cryptoverse. Into The Cryptoverse Premium SALE: Into The Cryptoverse Newsletter: LIFETIME OPTION: Alternative Option: Merch: Disclaimer: The information presented within this video is NOT financial advice. Telegram: Twitter: TikTok: tiktok.com/@benjamincowencrypto Instagram:…
🔥 BITCOIN Rompe MÁXIMOS Históricos! ¿Qué le sigue?
▶ Coinbase Website: Coinbase.com ▶ CEX Website: cex.io Bitcoin rompe máximos históricos pero las altcoins quedan atrás… ¿Estamos en el inicio de algo mucho más grande en el ecosistema de las criptomonedas? Ethereum ETH cerca de máximos históricos también… Muy importantes los siguientes vídeos. 🀰🀰🀰🀰🀰🀰🀰🀰 💰 ¿Qué es Elliott Traders? → 📍 FORMULARIO DE ACCESO A ELLIOTT TRADERS: 🀰🀰🀰🀰🀰🀰🀰🀰 Todo mi trading lo hago en Quantfury, la plataforma nº1: Tutorial completo de Quantfury: 🀰🀰🀰🀰🀰🀰🀰🀰 🚀 Sígueme en Instagram, CONTENIDO DIARIO: 🔹No te pierdas ningún contenido accediendo a mi Telegram: @ComunidadPlanBTC…
Why Tom Lee’s ETH Thesis Is Retard*d!
▶ Coinbase Website: Coinbase.com ▶ CEX Website: cex.io Patience is key right now! The crypto correction isn’t done, and deploying capital too early could be costly. Ran explains why Bitcoin hasn’t bottomed yet, why more pain is likely ahead, and the critical levels to wait for before making your next move. Don’t rush in, the best opportunities come when fear takes over! ___________________________________________ 𝗙𝗘𝗔𝗧𝗨𝗥𝗘𝗗 𝗢𝗡 𝗧𝗛𝗜𝗦 𝗦𝗛𝗢𝗪 ⬇⬇⬇⬇⬇⬇ 🟦 𝗕𝗜𝗧𝗙𝗨𝗡𝗗𝗘𝗗 – 𝗕𝘂𝘆 𝟭 𝗕𝗶𝘁𝗳𝘂𝗻𝗱𝗲𝗱 𝗖𝗵𝗮𝗹𝗹𝗲𝗻𝗴𝗲, 𝗨𝗻𝗹𝗼𝗰𝗸 𝟭 𝗙𝗥𝗘𝗘 𝟮𝟰 𝗛𝗼𝘂𝗿𝘀 𝗢𝗻𝗹𝘆!!! ☑️ Buy any Bitfunded challenge & you will get…
Massive ALTCOIN SHAKEOUT Before CRYPTO Bull Run (NO PANIC)
▶ Coinbase Website: Coinbase.com ▶ CEX Website: cex.io Track risk models, plan exits, and stay ahead! 40% OFF 👉 Altcoins dip with crypto market as many longs liquidated. Ethereum and Cardano price action follow normal break down out of technical patterns. Intro 00:00 Crypto price action 1:05 Just look at data 4:00 Altcoin price action 4:35 Ethereum resistance throwback 5:25 Next ETH move 6:45 Cardano macro support 10:10 ADA price action 12:20 🌟 Follow Me On My Socials! 📸 Instagram: instagram.com/dangambardello 🐦 X: x.com/cryptorecruitr 🎵 TikTok: tiktok.com/@thecryptocapitalventure 🟩 Bitcoin 4…
SharpLink’s ETH Treasury Nears $1B in Unrealized Gains
SharpLink Gaming’s Ether holdings surged in value as the cryptocurrency climbed nearly 4.5% in the past 24 hours, pushing the company’s unrealized gains close to $1 billion. On Tuesday, the company said its unrealized profit from its Ether (ETH) purchases has surpassed $900 million since it initiated its accumulation strategy on June 2. Strategic ETH Reserve data shows that SharpLink holds 838,730 ETH on its balance sheet, worth around $3.93 billion at current prices. This makes the company one of the largest holders of ETH, with 0.69% of the asset’s…
Apa itu blockchain? #programming
▶ Coinbase Website: Coinbase.com ▶ CEX Website: cex.io ▶ Coinbase Website: Coinbase.com ▶ CEX Website: cex.io Youtube version