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Barclays raises PT but keeps Underweight; BTIG reiterates Buy with $240 PT
D1 -3.9% · since -3.6%
28 earlier events›
AnalystBull🔥Developing
BofA Raises Coinbase PT to $203, Maintains Buy
BofA lifts 2027-28 EPS on stablecoin revenue, cuts 3Q26 on lower trading volumes
D1 -3.3% · since -6.0%
›3 waves of this story
2026-10-02 Wells Fargo initiates with Equal Weight, PT $200
2026-10-02 Following Wells Fargo's initiation, another neutral rating with PT raise reflects improved fundamentals but limited upside
2026-10-05 BofA lifts 2027-28 EPS on stablecoin revenue, cuts 3Q26 on lower trading volumes
8-K filing
8-K: Item 5.02
D1 +2.9% · since -8.6%
CompanyBull
Citi Expands Coinbase Partnership to Deepen Institutional Stablecoin Payments
Citi integrates Coinbase's digital-asset infrastructure into its banking settlement system, enabling institutional clients to accept stablecoin payments and settle in fiat.
D1 -1.7% · +5d -1.9%
›2 waves of this story
2026-09-28 Citi's corporate clients can accept stablecoin payments via Coinbase, marking a milestone in traditional banking-crypto integration.
2026-09-30 Citi integrates Coinbase's digital-asset infrastructure into its banking settlement system, enabling institutional clients to accept stablecoin payments and settle in fiat.
AnalystBull
Coinbase Technically Bullish per Analysts, Holding Above 200D MA
2026-09-01 CEO reiterates long-term bullish view amid inflows and market debate
CompanyBull
Coinbase, Webull Expand Crypto Partnership to Canada
Coinbase to provide liquidity and institutional-grade custody for Webull's Canada expansion
D1 -6.0% · +5d -1.2%
Product
Bitcoin-Backed Mortgage Expands Nationwide, 250% Collateral with Perks
Coinbase and Better Mortgage expand their token-backed mortgage nationwide, revealing over $260M in projected loan volume pre-launch, a further sign of crypto's integration into traditional finance.
D1 +4.9% · +5d +1.0%
›2 waves of this story
2026-08-27 Borrowers can pledge BTC for down payments without selling or facing margin calls, expanding crypto use cases
2026-08-27 Coinbase and Better Mortgage expand their token-backed mortgage nationwide, revealing over $260M in projected loan volume pre-launch, a further sign of crypto's integration into traditional finance.
Company
Coinbase taps Chainlink for tokenized stock pricing on Base
Bridges traditional securities with onchain finance, enhancing data reliability for tokenized assets on Base
D1 -2.9% · +5d -3.8%
OtherBull
Bitcoin Nears $77.8K, Coinbase and Crypto Stocks Surge ~30% in 48 Hours
Bitcoin rally drives Coinbase surge, though stock remains down YoY
D1 +8.2% · +5d -4.2%
ProductBull
Coinbase launches US500 perps covering 500 US equities
Product launch and White House summit bolster derivatives and policy position
D1 -2.9% · +5d +28.0%
Regulation
CLARITY Act faces 3-day Senate squeeze as odds drop to 30%
The crypto market-structure bill is missing from the Senate schedule, keeping SEC-CFTC jurisdiction fights and industry lobbying in focus before recess.
D1 -0.6% · +5d -0.6%
MarketsBear
Bitcoin’s 157-day basis lag versus 2-year Treasuries marks longest stretch since 2022-23
Glassnode’s latest read suggests crypto carry trades are losing out to safer government yields, a sign of thinner leverage demand across bitcoin markets.
D1 +0.2% · +5d +1.5%
RegulationBull
Clarity Act Nears Senate Vote, Coinbase CEO Says Ready
White House reviewing revisions; 60-vote threshold determines floor vote
D1 -3.0% · +5d +1.5%
›6 waves of this story
2026-07-23 Multiple sources indicate crypto bill close to passage; CEO says ready for full Senate vote.
2026-07-24 Scaramucci warns of narrow Senate window; Solana president says act could establish lasting framework
2026-07-28 Coinbase policy chief says bill ready, Senate vote as early as Monday
2026-07-28 CEO reiterates bill near passage, adds call for direct Fed rails access for crypto/fintech firms.
2026-07-29 Policy chief and vice chair publicly emphasize act's role in competitiveness.
2026-08-02 White House reviewing revisions; 60-vote threshold determines floor vote
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Cases AI-clustered from trusted X authors over 2 weeks; counts are distinct authors. Volume does not predict direction · Not investment advice
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Facts and opinions separated · All items sourced · Not investment advice
Barclays raises PT but keeps Underweight; BTIG reiterates Buy with $240 PT
D1 -3.9% · since -3.6%
AnalystBull🔥Developing
BofA Raises Coinbase PT to $203, Maintains Buy
BofA lifts 2027-28 EPS on stablecoin revenue, cuts 3Q26 on lower trading volumes
D1 -3.3% · since -6.0%
›3 waves of this story
2026-10-02 Wells Fargo initiates with Equal Weight, PT $200
2026-10-02 Following Wells Fargo's initiation, another neutral rating with PT raise reflects improved fundamentals but limited upside
2026-10-05 BofA lifts 2027-28 EPS on stablecoin revenue, cuts 3Q26 on lower trading volumes
8-K filing
8-K: Item 5.02
D1 +2.9% · since -8.6%
CompanyBull
Citi Expands Coinbase Partnership to Deepen Institutional Stablecoin Payments
Citi integrates Coinbase's digital-asset infrastructure into its banking settlement system, enabling institutional clients to accept stablecoin payments and settle in fiat.
D1 -1.7% · +5d -1.9%
›2 waves of this story
2026-09-28 Citi's corporate clients can accept stablecoin payments via Coinbase, marking a milestone in traditional banking-crypto integration.
2026-09-30 Citi integrates Coinbase's digital-asset infrastructure into its banking settlement system, enabling institutional clients to accept stablecoin payments and settle in fiat.
25 earlier events›
AnalystBull
Coinbase Technically Bullish per Analysts, Holding Above 200D MA
2026-09-01 CEO reiterates long-term bullish view amid inflows and market debate
CompanyBull
Coinbase, Webull Expand Crypto Partnership to Canada
Coinbase to provide liquidity and institutional-grade custody for Webull's Canada expansion
D1 -6.0% · +5d -1.2%
Product
Bitcoin-Backed Mortgage Expands Nationwide, 250% Collateral with Perks
Coinbase and Better Mortgage expand their token-backed mortgage nationwide, revealing over $260M in projected loan volume pre-launch, a further sign of crypto's integration into traditional finance.
D1 +4.9% · +5d +1.0%
›2 waves of this story
2026-08-27 Borrowers can pledge BTC for down payments without selling or facing margin calls, expanding crypto use cases
2026-08-27 Coinbase and Better Mortgage expand their token-backed mortgage nationwide, revealing over $260M in projected loan volume pre-launch, a further sign of crypto's integration into traditional finance.
Company
Coinbase taps Chainlink for tokenized stock pricing on Base
Bridges traditional securities with onchain finance, enhancing data reliability for tokenized assets on Base
D1 -2.9% · +5d -3.8%
OtherBull
Bitcoin Nears $77.8K, Coinbase and Crypto Stocks Surge ~30% in 48 Hours
Bitcoin rally drives Coinbase surge, though stock remains down YoY
D1 +8.2% · +5d -4.2%
ProductBull
Coinbase launches US500 perps covering 500 US equities
Product launch and White House summit bolster derivatives and policy position
D1 -2.9% · +5d +28.0%
Regulation
CLARITY Act faces 3-day Senate squeeze as odds drop to 30%
The crypto market-structure bill is missing from the Senate schedule, keeping SEC-CFTC jurisdiction fights and industry lobbying in focus before recess.
D1 -0.6% · +5d -0.6%
MarketsBear
Bitcoin’s 157-day basis lag versus 2-year Treasuries marks longest stretch since 2022-23
Glassnode’s latest read suggests crypto carry trades are losing out to safer government yields, a sign of thinner leverage demand across bitcoin markets.
D1 +0.2% · +5d +1.5%
RegulationBull
Clarity Act Nears Senate Vote, Coinbase CEO Says Ready
White House reviewing revisions; 60-vote threshold determines floor vote
D1 -3.0% · +5d +1.5%
›6 waves of this story
2026-07-23 Multiple sources indicate crypto bill close to passage; CEO says ready for full Senate vote.
2026-07-24 Scaramucci warns of narrow Senate window; Solana president says act could establish lasting framework
2026-07-28 Coinbase policy chief says bill ready, Senate vote as early as Monday
2026-07-28 CEO reiterates bill near passage, adds call for direct Fed rails access for crypto/fintech firms.
2026-07-29 Policy chief and vice chair publicly emphasize act's role in competitiveness.
2026-08-02 White House reviewing revisions; 60-vote threshold determines floor vote
$COIN — what investors on X are saying · SpikePanel
