The Bull Case for $COIN with Bankless

NOV 06, 2023 • 121 Min

Disclosures: The Delphi Research participant in this episode may personally hold material positions

Delphi Analyst, Michael Rinko, joined Bankless and independent researcher, Jay (0xJaypeg), to discuss Coinbase’s historical growth and it’s $COIN asset.

This podcast explores key topics we covered in our September Coinbase report, Coinbase: From Sleeping Giant to Industry Leader. In our report, we explore 3 key areas of Coinbase’s business that we believe Wall Street is overlooking, including:

- Going Global with Coinbase International
- Staying Local with core Coinbase business in the event of spot ETF approvals
- Moving onchain with Base Chain

Depending on the success of each of these segments, we estimate that Coinbase has the potential to realize additional top-line revenue in the range of 10-20% on the low-end to +150% increase on the high-end over the next few years. Read the full report here!

Delphi Analyst Michael Rinko joined Bankless and independent researcher Jay (0xJaypeg) to discuss the Coinbase’s historical growth and it’s $COIN asset.

Disclosures: Nothing said on this episode is a recommendation to buy or sell securities or tokens. The podcast is strictly for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Michael Rinko and podcast participants may advise or hold positions in the companies, funds, or projects discussed. Delphi’s transparency page can be viewed here.

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