Personally Long Coin

MMMTWealth
14:26

Hello everyone! Today i want to share some trading ideas with you!

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Really like this $Coinbase Global, Inc.(COIN)$ analysis just wanted to add to it.

Stablecoins are a MUST in the agentic wave which makes $Coinbase Global, Inc.(COIN)$ one of the more pure AI bets over the next decade.

Think about the potential stablecoin numbers we have:

US Treasury has cited $3T as 2031 supply estimate.

USDC is currently ~26% of total supply today (likely will increase given GENIUS Act).

$3T * 26% (USDC share) = $806B

$806B * 25% of all USDC = $201B of USDC on $Coinbase Global, Inc.(COIN)$

Yield at 4% (simplified back of the napkin maths) -> $8.06B in stablecoin revenue

That's JUST the potential stablecoin revenue potential.

At a forecasted $5.4B in TOTAL revenue in 2026... this shows the potential explosion ahead for $Coinbase Global, Inc.(COIN)$ as we head towards 2030.

Personally long $Coinbase Global, Inc.(COIN)$

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