Operating at the Intersection of Technology and the Capital Markets
Tag: COIN
Investors are crazy if they don't believe there is more air to come out of the Everything Bubble. With Infrastructure Software companies like SNOW trading at 22x forward Revenue.. With Analytics Services companies like PLTR trading at 8x forward Revenue and 34x Adj. EBITDA.. With companies like COIN trading at 5x trailing Revenue (who knows … Continue reading The Bubble Still Floats
Past recessions have taught us that leading Technology companies typically gain marketshare during down economies. I would expect this economic down period to be no different. Good news for Amazon (AMZN), Microsoft (MSFT), and others. Amazon (AMZN) and Microsoft (MSFT): Amazon's AWS unit and Microsoft's Azure unit will be mixed bags: Usage: Usage - and … Continue reading Technology Leaders Will Gain Share
Just a reminder that if Coinbase (ticker: COIN), was to file for bankruptcy protection, customer assets would be considered Coinbase property. Why would any retail or institutional investor ever engage Coinbase as a custodian given that risk? The excerpt below is from COIN's 10Q filing: Moreover, because custodially held crypto assets may be considered to … Continue reading Coinbase: What’s Yours Is Mine
What are Binance and Coinbase (COIN) worth given that crypto speculators are running for the hills? The underlying Distributed Ledger Technology (i.e. Blockchain) is worth something, but not enough to support COIN's $12 Billion market cap. Simply because a stock has lost 80-90% YTD does not mean it won't lose another 80-90%.
Coinbase (tkr: COIN) prices today and company co-founder Brian Armstrong made the point that regulation and cybersecurity are two key threats to the crypto industry. We believe that the crypto industry will spearhead cybersecurity innovations that will eventually be adopted by many consumers and enterprises. Tickers mentioned: COIN, MSFT, ORCL, PYPL, SAP, SQ, TYL When … Continue reading Crypto To Drive Next-Gen Security
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