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Get what investors say about COIN next
Follow COIN free and new calls come to you in The Brief, our morning email, the day after we record them. This page shows them a week later.
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Who said what, and what COIN did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
Who’s talking about COIN
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2025-12-13 | Cathie WoodCEO & CIO, ARK Invest | Bullish | Global Money Talk | Coinbase is ARK's top-ranked crypto equity and was bought on the flash-crash dip, benefiting from crypto… |
| 2025-07-20 | Cathie WoodCEO & CIO, ARK Invest | Bullish | Cooper Academy | Coinbase is the most regulatory-compliant global crypto exchange, now expanded into options via the Deribit… |
| 2025-06-05 | Cathie WoodCEO & CIO, ARK Invest | Bullish | Chris Davis | Coinbase is the most regulatory-compliant global digital-asset exchange, is expanding aggressively into… |
| 2025-04-14 | Quinn ThompsonFounder & CIO, Lekker Capital | Short | Forward Guidance | Regulatory opening ends Coinbase's fee premium as Robin Hood takes retail and traditional prime brokers take… |
| 2025-03-18 | Adam JohnsonFounder & Portfolio Manager, Bullseye Investment Group | Bullish | Wealthion | Coinbase is the essential backbone infrastructure for institutional crypto — used by BlackRock and Citadel… |
| 2024-11-14 | Adam JohnsonFounder & Portfolio Manager, Bullseye Investment Group | Bullish | Wealthion | BlackRock routes all institutional and individual crypto access through a Coinbase JV, making it the… |
| 2024-08-05 | Adam JohnsonFounder & Portfolio Manager, Bullseye Investment Group | Bullish | Wealthion | Coinbase's 22% opening drop represented forced algorithmic and panic selling exhaustion rather than… |
| 2024-01-03 | Bill MillerFounder, Miller Value Partners (retired) | Bullish | Jamie Tree | Coinbase provides broad-based exposure to the entire crypto ecosystem without requiring investors to pick… |
| 2023-06-27 | Seth KlarmanCEO, Baupost Group | Bullish | CNBC Television | Coinbase is a position Klarman holds based on evaluating long-term earnings power and business resilience… |
| 2023-05-03 | Jim ChanosShort seller — Chanos & Co (family office) | Short | The Meb Faber Show | Coinbase's cost structure is ~7-10% of customer AUM annually while revenues are ~5%, making the business… |
Show all 13 mentions
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2022-05-02 | Raoul PalCo-founder, Real Vision; ex-GLG PM | Bullish | Real Vision | Coinbase is a crypto network-adoption model that has been massively oversold due to the inflation episode… |
| 2022-04-25 | Josh WolfeCo-founder, Lux Capital | Bullish | Srivatsan Prakash | Custodians like Coinbase that solve real infrastructure problems are the obvious winners in crypto/web3… |
| 2021-10-12 | Lou BasenesePresident & chief market strategist, MDB Capital Holdings | Bearish | Fox Making Money | Coinbase faces worsening customer service and hacking problems — including a reported $700K theft from a… |
Last reports
| Report | When | EPS actual vs est. | Reaction |
|---|---|---|---|
| 29 Oct 2026 | after the close | 2.51 vs -0.06 | +0.5% |
Notable options days
Sessions in the last 120 where COIN’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 6 of 120 sessions qualified.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-10-30 | ||||||
| 2026-08-21 | ||||||
| 2026-08-20 | ||||||
| 2026-08-19 | ||||||
| 2026-07-31 | ||||||
| 2026-05-14 |
COIN on the Wheel
COIN did not pass our 1-month put test (V2, V3); the Wheel shows its puts without calling one best.
The Wheel lists cash-secured puts on stocks after a 3% drop, with live quotes, the chance of assignment and each stock’s own history. Free to use; a free account lets you follow stocks, add your own and ask questions.
Decision support, not advice · questions put sellers ask us
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