Coinbase: Genius Act Deep Dive

  • Coinbase remains a strong buy due to resilient fundamentals, diversified revenue, and robust growth in subscriptions and services, even amid crypto market volatility. The GENIUS Act is a major catalyst, providing regulatory clarity for stablecoins, unlocking institutional and corporate adoption, and expanding Coinbase's total addressable market. Despite high valuation premiums, I believe Coinbase's rapid revenue growth and stablecoin-driven margin expansion justify the upside potential, with 81% share price appreciation possible.