
Rich Hunter
2.7K posts

Rich Hunter
@rocketcoffin
Yeah? Well, you know, that's just like uh, your opinion man.








Future at the Dior Fall/Winter 2026 fashion show in Paris 🔥




Coinbase just posted one of their most important earnings reports to date, and most people completely failed to see the bigger story at play. They're all focused on the headline miss: - Revenue down 22%. - Consumer transaction revenue down 45%. - A $2.49 loss per share when analysts expected $1 profit. Looks terrible, right? Here's the (bullish) reality everyone seems to want to ignore: @Coinbase isn't the same company it was in 2021. They now have 12 (twelve!) different products generating over $100M annually. Meaning they're not a crypto exchange anymore, they're a financial infrastructure company. Trading volume hit $5.2T for the year. Up 156% year over year. Market share doubled to 6.4%. Their subscription and services revenue reached $2.8B (that's 5.5x higher than the peak of the last bull cycle, btw). Almost 1M people now pay for Coinbase One subscriptions (tripled in three years). They acquired Deribit and became the global leader in crypto derivatives by open interest and options volume. They launched prediction markets. They launched equities trading. They're handling crypto custody for over 150 government agencies. The Q4 "miss" happened because consumer transaction revenue dropped. Translation: retail wasn't aping into memecoins as hard in Q4. That's supposed to be bearish? The entire thesis against Coinbase has always been that they're too dependent on retail speculation during bull markets. This earnings report shows they've been systematically fixing that problem. Stablecoin revenue spiked 61%. Average USDC held on platform hit an all time high of $17.8B. They're building toll roads, not casinos. When the next wave of institutional adoption hits, they're the incumbent. When the next retail mania arrives, they'll capture it too. But now they don't need either to survive. This is what transformation looks like. One quarter's miss during a downturn doesn't change the trajectory. The "Everything Exchange" thesis is playing out.


Ken Griffin: 'Unfortunately, the most recent research indicates the tax been borne by both American consumers and by American businesses. So the money raised by Washington in the tariffs has really come at the expense of the American people'


The Los Angeles County Metropolitan Transportation Authority on Thursday unanimously approved a high‑speed rail plan linking the San Fernando Valley and the Westside through the Sepulveda Pass. Full Story: ktla.com/news/local-new… #BreakingNews


Anthropic CEO: “software engineering will be FULLY automated in 12 months.” this isn’t a fad anymore. the clocks ticking. what’s your plan?











