Episode Details
| Title | Coinbase and Robinhood Are Converging, but Who Wins the Onchain Fintech War? - Ep. 864 |
|---|---|
| Date | 7/8/2025 |
| Podcast | Unchained ↗ |
Key Insights
Bullish:
- 🟢 $COIN - Coinbase is well-positioned for growth with USDC as a major revenue driver and the success of Base, their Ethereum L2 platform, which is attracting liquidity from Ethereum.
- “USDC is now their second largest revenue driver for Coinbase, and so it's a core product for them, and they need to win there.” - Ryan (1:06:32)
- “Base is now basically sucking off our liquidity on Ethereum onto their own platform. So that's also a positive aspect.” - Ryan (1:06:32)
- 🟢 $CEFI - 🔒
- 🟢 $STRIPE - 🔒
Bearish:
- 🔻 $SMALLCAP - 🔒