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Posted by
Two Blokes Jun 22 -
Filed in
Stock
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4 views
The GENIUS Stablecoins Act could drive a 8x surge in USDC market cap, positioning Coinbase for outsized growth in its stablecoins revenue stream. Coinbase's Deribit acquisition is attractively valued and expands TAM into the much larger crypto derivatives market, boosting transaction volumes and profitability. Declining stock-based compensation and the business model's strong operating leverage set the stage for significant margin expansion as the business scales.
