Why bullish on coin? Adj. EBITDA I expect 350-450M positive for Q3. Already 1.6B positive this year from Q1 and Q2 and Q4 looks strong so far meaning Coinbase already quite cheap in current valuation (also they have a VERY strong cash position). Wall Street only starts to digests this company. First, Q4 outlook looks strong. btc almost ATH and dog coins pumping with big volumes. Now in terms of the company updates: Key growth products update: -Base is making huge progress. Any update and discussion in the call would be interesting. -International expansion is huge usdt volume is quite big too in Coinbase lately and derivatives volume going higher. Now imagine a Trump win that can allow US derivatives market. -Wallets (especially smart wallets) and AI integrations. Me thinks 400
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