COI

COIN

18 tracked calls · 14 long · 4 short · last 90d: 6L/3S

first called by Invest Like the Best 1y ago

IN TRACKED PORTFOLIOS

COICOINSHORT4w ago

“they're double dipping like you you have the equity in the token and then like all the equity owners own the token but the token doesn't represent any claim on equity and they can just sell the token.”

Forward Guidance

Retail realization that governance tokens are worthless will crush altcoin trading volumes and exchange transaction fees.

COICOINSHORT@ $162.92

$144.51+11.30%

since call Jul 3

peak +15.4%

Trade on Robinhood →

COICOINLONG1mo ago

“FUNDS FROM $1.5B BYBIT HACK REACHED IRAN-LINKED WALLETS & FLOWED THROUGH COINEX: WSJ”

tradfi news

Iran+DPRK using offshore exchanges to launder Bybit hack funds accelerates regulatory crackdown on unregulated venues, routing volume to Coinbase

COICOINLONG@ $140.55

$144.51+2.82%

since call Jun 25

peak +26.2%

Trade on Hyperliquid →

COICOINLONG1mo ago

“*CME SUES CFTC OVER KALSHI'S PUSH INTO PERPETUAL FUTURES TRADING”

zerohedge

Coinbase's CFTC-approved crypto perps business is now a regulated US franchise; CME's defensive lawsuit confirms the competitive threat is real and significant

COICOINLONG@ $167.72

$144.51-13.84%

since call Jun 18

peak +9.6%

Trade on Robinhood →

COICOINLONG1mo ago

“if you're Whatnot or Kaushee at the moment, like, yeah, or Coinbase, like you're feeling pretty good about the fact that you are a marketplace business with…”

TBPN · Andrew Lee

Coinbase a real-network-effect marketplace insulated from AI/vibe-coded disruption that's gutting SaaS

COICOINLONG@ $169.67

$144.51-14.83%

since call Jun 16

peak +5.2%

Trade on Hyperliquid →

COICOINSHORT1mo ago

“if you look at Coinbase, it's like got substantial sequential revenue deceleration … the sort of B2B focus of the markets has completely changed.”

TBPN

Coinbase shows substantial sequential revenue deceleration as money rotates from crypto into B2B equity stories

COICOINSHORT@ $164.21

$144.51+12.00%

since call Jun 3

peak +14.1%

Trade on Hyperliquid →

COICOINLONG1mo ago

“if that gets passed, that, that'll be perhaps the biggest regulatory or legislative step ever … I come on this show a decade from now and the global securities market is— it's on blockchain rails.”

TBPN

Clarity Act passage legitimizes US crypto rails; the largest regulated exchange reprices up on tokenization.

COICOINLONG@ $164.26

$144.51-12.02%

since call Jun 3

peak +10.3%

Trade on Hyperliquid →

COICOINLONG2mo ago

“This morning, the CFTC took historic action to permit the listing of a true Bitcoin perpetual contract by a CFTC-registered exchange”

ThreadGuy

CFTC just cleared the first US Bitcoin perp and Coinbase is the registered venue to list it

COICOINLONG@ $186.52

$144.51-22.52%

since call May 29

Trade on Hyperliquid →

COICOINLONG2mo ago

“SEC said to lean toward allowing third-party tokenized stocks without issuer consent. Is that Hyper could go up on that? Wow, what a fucking announcement.…”

ThreadGuy

SEC innovation exemption legalizing tokenized stocks is a structural win for crypto trading rails

COICOINLONG@ $185.98

$144.51-22.30%

since call May 18

Trade on Hyperliquid →

COICOINSHORT2mo ago

“by the way, how low does Coinbase stock go? I am... I want Brian in the stream, so I'll refrain.”

ThreadGuy

ThreadGuy questions how low Coinbase goes after calling it the worst earnings ever and says he sees no reason to hold the exchange stocks except IBKR. That is a bearish lean on COIN.

COICOINSHORT@ $198.71

$144.51+27.27%

since call May 8

peak +29.3%

Trade on Robinhood →

COICOINLONG3mo ago

“stablecoins represented another platform shift in payments … AI could be the corresponding one that helps drive adoption of stablecoins.”

TBPN

Agentic AI makes stablecoins a new payment rail; Coinbase owns the USDC economics and the x402 rail.

COICOINLONG@ $185.20

$144.51-21.97%

since call Apr 30

Trade on Hyperliquid →

COICOINLONG3mo ago

“institutional crypto has never been better … institutional markets are ripping and the token markets suck, basically.”

TBPN

Institutional crypto rails decouple from dying tokens; custody and stablecoin revenue buffers Coinbase as trading craters.

COICOINLONG@ $183.21

$144.51-21.12%

since call Apr 29

Trade on Hyperliquid →

COICOINLONG3mo ago

“Yeah, I think America for the last few years before the Trump administration was fairly anti-crypto. So many of the founders left, many of the projects left,…”

TBPN

US crypto thaw pulls liquidity and founders onshore; the dominant regulated on-ramp captures the returning flow.

COICOINLONG@ $171.19

$144.51-15.58%

since call Apr 9

peak +5.8%

Trade on Hyperliquid →

COICOINLONG4mo ago

“how do I bet on stablecoins … when it comes to stablecoins, my answers are Sky”

1000x · Avi Felman

Long Coinbase as a crypto-native winner in the K-shaped split

COICOINLONG@ $179.99

$144.51-19.71%

since call Mar 26

peak +1.6%

Trade on Hyperliquid →

COICOINLONG4mo ago

“Coinbase is way too cheap … Coinbase, I think, has done a phenomenal job becoming more than just a retail trading platform”

1000x · Dan Tapiero

Coinbase is way too cheap at 7x, more than just a retail platform now

COICOINLONG@ $180.37

$144.51-19.88%

since call Mar 25

Trade on Robinhood →

COICOINSHORT5mo ago

“short garbage against being long good stuff, short Coinbase, long Hyperliquid”

1000x · Jonah Van Bourg

Short Coinbase, the imploding incumbent to pair against real-revenue crypto builders

COICOINSHORT@ $163.67

$144.51+11.71%

since call Feb 17

peak +13.4%

Trade on Hyperliquid →

COICOINLONG6mo ago

“I think most of us agree going into 2026, stable coins and AI, uh crypto having a huge resurgence.”

All-In Podcast

Genius Act level playing field plus accelerating USDC network effects pull the whole regulated crypto rail up

COICOINLONG@ $220.82

$144.51-34.56%

since call Jan 25

Trade on Hyperliquid →

COICOINLONG6mo ago

“I think that yeah, the biggest trends are all assets are coming on chain for trading. Um prediction markets are growing like crazy and stable coin payments…”

All-In Podcast

Armstrong names the three trends he is building Coinbase around (all assets on-chain, prediction markets, stablecoin payments), and Coinbase is the one listed pure-play that monetizes every one of those rails. The non-obvious link is that these are not generic crypto trends but Coinbase's own 2026 roadmap, so betting the trends is mechanically a long COIN bet.

COICOINLONG@ $217.78

$144.51-33.64%

since call Jan 23

Trade on Hyperliquid →

COICOINLONG1y ago

“we're experimenting with what we listed our first fund on blockchain with 5 different protocols and we're tokenizing the fund. Where I think funds will…”

Invest Like the Best

Private assets steadily get more liquid via secondaries, exchanges and tokenization, narrowing illiquidity discounts.

COICOINLONG@ $247.36

$144.51-41.58%

since call Jun 3

Trade on Hyperliquid →