Stocks / Finance Services
COINFinance Services
Coinbase Global, Inc.
$172.971d +4.1%5d +1.3%settled close · 2026-09-17
Mkt cap $48B (3/25)β 2.9552w $141–387Shares 223.0M (A)Ind. Finance ServicesNasdaq since 2021Emp. 4,951HQ New York, NYcoinbase.com
The tape, with the calls on it
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.
bullish
bearish
both sides
Who’s talkingIdea Scout · free
Who’s talking about COIN
8 long2 shortlatest 2025-12-13
| 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… |
| 2025-06-05 | Cathie WoodCEO & CIO, ARK Invest | Bullish | Chris Davis | Coinbase is the most regulatory-compliant global digital-asset exchange, is expanding aggressively into… |
| 2025-03-18 | 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… |
| 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… |
| 2021-10-12 | Lou Basenese | Bearish | Fox Making Money | Coinbase faces worsening customer service and hacking problems — including a reported $700K theft from a… |
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Earnings
Next report: 28 Oct 2026 after the close
Confirmed date · consensus EPS -0.21. Reactions below are the next settled session over the prior close.
The options tapeThe Brief · paid
Notable options days
Sessions in the last 120 where COIN’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 6 of 120 sessions qualified.
The qualifying dates are the free record. Close, flow, call/LEAPS mix and the 20-session outcome — for every session below — are Brief subscriber content.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-08-21 | ||||||
| 2026-08-20 | ||||||
| 2026-08-19 | ||||||
| 2026-07-31 | ||||||
| 2026-05-14 | ||||||
| 2026-04-17 |
+20 sess. = raw price change over the following 20
sessions — not market-adjusted; the tape tells you where to look,
not what happens next.
Today’s tape on
COIN is in this morning’s Brief.
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