Tag: Ether

Coinbase的爆发才刚刚开始? | 2万字深度解析 | $COIN | 美股 | Stock | 投资理财 ｜价值投资｜Investment｜虚拟货币 | WEB3

▶ 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…

Fundstrat Forecasts Ether Rally To $5,500 After Brief Dip

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Financial research and analysis firm Fundstrat has tipped Ether to likely “bottom out” over the next two days before heading back higher, with an eventual rally to $5,500.  “I do not make much of crypto weakness in recent days, and expect ETH likely bottoms out over the next 1-2 days before heading back higher,” said Fundstrat Global Advisors Managing Director Mark Newton. His commentary was shared by Bitmine chairman and Fundstrat adviser Tom Lee on Thursday. Newton also noted that there has been a “minor three-wave pullback,” which he said…

Bitcoin and Ether ETFs Extend Inflow Streak to 8 Days

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Bitcoin and ether exchange-traded funds (ETFs) notched their eighth consecutive day of inflows, bringing in $441 million and $69 million, respectively. The sustained buying streak highlights deepening institutional conviction as both markets maintain a powerful run into mid-October. Crypto ETFs Stay Hot: Bitcoin Brings in $441 Million and Ether Logs $69 Million The rally in […] Original

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:…

Combined $1.3 Billion Inflow Sees Bitcoin and Ether ETFs Hit Seventh Straight Day of Gains

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Bitcoin exchange-traded funds (ETFs) notched a seventh consecutive day of inflows, pulling in $876 million, while ether ETFs kept their winning streak alive with $421 million in new capital. The relentless inflows showcased surging institutional appetite and sustained bullish momentum across crypto markets. Bitcoin ETFs Extend Hot Streak With $876 Million Inflows; Ether ETFs Add […] Original

The Labor Market and Bitcoin

▶ Coinbase Website: Coinbase.com ▶ CEX Website: cex.io Due to the US government shutdown, we don’t have a full set of data for the month. But we can discuss some of the metrics that were released and of course also talk about the implications for risk assets like #Bitcoin. 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: Discord: Facebook: Reddit: Website: ▶ Coinbase Website: Coinbase.com ▶ CEX Website:…

Korean Retail Capital Bolstering ETH Price, Ether Treasuries: Samson Mow

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Korean retail investor capital is fueling Ether’s price momentum and the rise of corporate Ether treasury firms, according to industry insiders, as the world’s second-largest cryptocurrency trades just 7% below its all-time high. The “only thing” keeping the Ether (ETH) price and Ether treasury companies at their current levels is about $6 billion worth of Korean retail capital, according to Samson Mow, CEO of Bitcoin technology company Jan3. “ETH influencers have been flying to South Korea just to market to retail. These investors have zero idea about the ETHBTC chart…

Ether Whale Opens $68M Long as ETH Price Eyes $5K

Key Notes Ethereum retests key resistance at $4,600 as whales show strong buying activity. A whale recently opened a 15x leveraged long position on ETH worth $68 million. Technicals hint at a potential breakout if ETH closes above $4,650. Ethereum ETH $4 565 24h volatility: 0.6% Market cap: $550.76 B Vol. 24h: $31.51 B is once again testing the crucial $4,600 resistance level after an active trading week. At press time, ETH is trading at around $4,565, nearly flat over the last 24 hours but showing a 16% surge in…

GIANT WEEK AHEAD as Altcoin Market and Stocks Press Highs Awaiting Catalyst Event, “The Moment”

▶ Coinbase Website: Coinbase.com ▶ CEX Website: cex.io Blockchain Backer Newsletter – Blockchain Backer’s Technical Analysis Toolkit for Crypto – Blockchain Backer 702 Digital Art NFT Collection on XRP – Hi, I am the Blockchain Backer, bringing you the latest cryptocurrency news and analysis. The content of my channel primarily focuses on crypto news, motivation, and chart analysis on the XRP chart, Bitcoin chart, various Altcoin charts, and market cap charts. DISCLAIMER: I am not a financial adviser. Investing and trading is risky, and you can lose your money. The…