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.
Watchlist
Archive context. The story has cross-source confirmation.
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.
Original source
Read on The BlockSame story, other sources
Cross-source coverage
2 sources
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...
Related market context
Bitcoin Could Rebound to $90K but Risks $65K Retest: 21shares Strategist
Bitcoin could recover toward $87,000 and eventually exceed $90,000, according to 21shares strategist Matt Mena. He linked the outl...
JPMorgan Boosts Blackrock Bitcoin ETF, Strategy, Coinbase Exposure
JPMorgan’s latest securities filing shows expanded holdings of Strategy, Blackrock’s bitcoin ETF, and Coinbase at the end of Septe...
Coinbase AI trading tool pauses bots, but leaves orders open
Armstrong is promoting Coinbase’s new controls, but pausing an agent does not confirm that orders are canceled or positions closed...
Coinbase Institutional says Fed rate expectations, not the Binance hack, sank Bitcoin
Bitcoin's sensitivity to Fed rate expectations highlights its growing correlation with macroeconomic factors, overshadowing isolat...
Coinbase outlines three models for tokenized equities and claims the ownership crown
Coinbase's tokenized equities could redefine global investment by merging blockchain with traditional finance, enhancing ownership...
Coinbase Wins Final OCC Clearance for US Trust Company
The charter brings a federal framework to Coinbase’s custody business, following conditional approval in April. It does not make t...