Coinbase, Circle shares positioned for crypto recovery as estimates stabilize: William Blair
Blair says COIN offers an attractive entry after a 31% rise, trims its EBITDA estimate and sees USDC growth driving Circle's next leg.
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Why this matters
Circle is showing up inside the Stablecoins theme, so this story is worth tracking for follow-through rather than treating it as a one-off headline.
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William Blair sees Coinbase and Circle benefiting from crypto recovery despite slashing estimates
Despite reduced estimates, Coinbase and Circle's strategic diversification and USDC growth coul...
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