COIN & MSTR Earnings: Can They Benefit as Bitcoin Tops $80K?

Strategy and Coinbase would release earnings this week. Coinbase has announced its support for the Digital Asset Market Clarity Act, marking a pivotal reversal for an industry heavyweight that had previously opposed the legislation. The quarter's headline driver is the surge in spot and derivatives trading volumes fueled by Bitcoin breaking above $80,000. With a crypto bull market revival on the table, can Coinbase deliver a strong beat powered by the twin engines of trading volume growth and stablecoin expansion?

avatarallhamaters
05-07 18:36
Crypto are highly speculative. The valuebis based purely on human emotion
avatardaz999999999
05-07 16:29
$Circle Internet Corp.(CRCL)$   $Coinbase Global, Inc.(COIN)$   Circle Soars Pre-Market Circle Internet Corp.'s stock surged 6.43% during Wednesday's intraday session, continuing a strong positive trend. The significant price movement is primarily attributed to a key legislative development. Bipartisan Senate negotiators have reached a compromise on critical stablecoin yield provisions within the U.S. CLARITY Act, resolving a major hurdle. The agreement prohibits passive yield distributions akin to deposit interest while permitting activity-based rewards tied to payments and transfers. This progress has substantially raised market exp
avatar非一般股民
05-06 21:55
eth
avatarnerdbull1669
05-06 13:33

Watch COIN Management's Commentary On Its April/May Volume For Stock Price Move

$Coinbase Global, Inc.(COIN)$ is scheduled to release its Q1 2026 financial results on Thursday, May 7, 2026, after the market close. Given the "brutal" first quarter for crypto—with Bitcoin dropping roughly 22% and Ether sliding 41%—expectations have been significantly de-rated. This creates a high-stakes "low bar" scenario where even a modest beat could spark a sharp relief rally. Revenue Est: ~$1.55B (down 23% YoY). Adjusted EBITDA Est: ~$455M. The Q4 2025 earnings report for Coinbase (COIN) was a sobering moment for the market, characterized by a significant "miss-and-lower" dynamic that reset expectations for 2026. While the company touted long-term growth, the immediate numbers reflected the heavy toll of a cooling crypto market. Q4 2025 Ear
Watch COIN Management's Commentary On Its April/May Volume For Stock Price Move
avatarkoolgal
05-06 07:50
The 80K Bitcoin Turning Point: A New Dawn for MSTR and COIN? 🌟🌟🌟 We watched, worried and waited as Q1 2026 saw Bitcoin test lower levels, pressure on institutional appetite and market chatter about peaks and corrections.  But now that Bitcoin has just hit USD 80,000, $Strategy(MSTR)$  and $Coinbase Global, Inc.(COIN)$  investors can celebrate. This USD 80k milestone feels like breaking through a glass ceiling.  It validates the "Digital Gold" narrative and prepares us for the next leg of this long term journey of Bitcoin as a valid alternative asset to other commodities like Gold and Silver. MSTR :  The Unwavering Conviction of Michael Sayl
avatardaz999999999
05-06 06:17
$Strategy(MSTR)$   MicroStrategy (NASDAQ:MSTR) reported quarterly losses of $(38.25) per share, 131.4 percent decrease over losses of $(16.53) per share from the same period last year. The company reported quarterly sales of $124.300 million which beat the analyst consensus estimate of $120.749 million by 2.94 percent. This is a 11.92 percent increase over sales of $111.066 million the same period last year.
avatarxc__
05-05 13:14

🚨 $COIN Earnings Crisis: Bitcoin Hits $80K But The Exchange Is Bleeding 📉💰

The Pulse $Coinbase Global, Inc.(COIN)$ $COIN reports May 7 after the bell, and the setup is brutal. Bitcoin just smashed through $80,000, yet Wall Street expects $COIN to deliver a -23.7% YoY revenue collapse to $1.55B with EBITDA margins crumbling 15.5 percentage points to 30.2%. Here's the paradox: crypto's hottest bull run in 18 months is happening while $COIN's Q1 subscription revenue guidance missed by 27%, triggering a 49% slash in full-year EPS estimates. Meanwhile, $MSTR just dropped its Q1 card on May 5, and the regulatory winds are shifting—$COIN flipped on the Digital Asset Market Clarity Act. But with 11.5% short interest and institutional revenue surging 31% YoY from Deribit, is this the ultimate contrarian setup? 📊 Key News: The Dam
🚨 $COIN Earnings Crisis: Bitcoin Hits $80K But The Exchange Is Bleeding 📉💰
ARKK Investment Tracker position change: Decreased position in Coinbase Global, Inc. by 106,625 shares, the number of shares held decreased 6.8% compared to the previous period and now represents 4.47% of the total position.
avatarEW888
05-01
$Coinbase Global, Inc.(COIN)$ No time to eat the fish tail
ARKK Investment Tracker position change: Decreased position in Coinbase Global, Inc. by 27,296 shares, the number of shares held decreased 1.71% compared to the previous period and now represents 4.72% of the total position.