$COIN

3 theses
bullish 33%neutral 0%bearish 67%
Avg return (6m)
—
Win rate (6m)
— (0 resolved)

Past performance does not predict future results. Informational only, not investment advice.

Recent theses

Prices delayed ~15 min · refreshed 10m ago
$COINr/wallstreetbetsYOLObullish
u/dy-113x · 45d agono track record yet
Long COIN $200C exp Sep 18 · 50 contracts
Long COIN $220C exp Sep 18 · 100 contracts
Long COIN $200C exp Nov 20 · 5 contracts

Ready for COIN to rippp ahead of senate vote on CLARITY

Author expects Coinbase to rally ahead of a Senate vote on the CLARITY Act (a crypto regulatory bill). The cloture vote at 11:15am PT requires 60 votes, framed as the biggest hurdle; author sees Republican concessions (100+ line items, 640-page revision) as signaling increased passage likelihood despite unified Democratic opposition seeming unlikely.

At post $172.11Now $138.72-19.4% since posted10m ago
1d-4.4%
3d+12.9%
1w+16.8%
1m+6.8%
3m—
6m—
1y—
original post →
$COINr/wallstreetbetsDDbearish
u/slyrz · 45d agono track record yet

$COIN - Fading Clarity Act

The CLARITY Act, a major positive catalyst for Coinbase, will likely fail to clear the Senate's 60-vote procedural hurdle despite Republican support and Democratic concessions, because Democrats remain reluctant to back a Trump-championed crypto bill so close to the midterm elections. COIN will sell off on the disappointment.

At post $172.11Now $138.72-19.4% since posted10m ago
1d-4.4%
3d+12.9%
1w+16.8%
1m+6.8%
3m—
6m—
1y—
original post →
$COINr/wallstreetbetsDDbearish
u/Trumps_Moist_Toenail · 177d agono track record yet
“coin puts”

negative sentiment on Coinbase before earnings

Coinbase faces near-term downward pressure due to its structural dependence on cyclical cryptocurrency trading volume and sentiment. Macro headwinds (higher rates, reduced liquidity), regulatory uncertainty, and competitive fee compression create vulnerability when crypto market conditions weaken, similar to Robinhood's 13% drop after crypto revenue fell 48% YoY.

At post $197.96Now $138.72-29.9% since posted10m ago
1d-2.5%
3d+1.6%
1w+1.9%
1m-23.0%
3m-23.9%
6m—
1y—
original post →

End of results.