Eric Chen and David Siemer assess Coinbase (COIN) after the company's latest earnings report. Eric says it isn't just in the crypto business and sees itself as a "super-app" with new offerings in volatility trading. David says he's still long-term bullish on COIN but admits "it's really hard to plan in crypto." Both discuss the recent staff reduction taking place and COIN's place among blockchain-related assets. David adds that COIN is "kind of the center of the crypto world."
The Watch List
08 May 2026
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