Unchained5 Maalis 2021

Unconfirmed: Is Coinbase Stock a Good Buy? This Analyst Says Yes - Ep.217

Gil Luria, director of research at D.A. Davidson, talks about the upcoming Coinbase direct listing and his recent research note, “Introducing Crypto’s Amazon Moment.” In this episode, Gil discusses: his crypto background, including his experience as the first Wall Street analyst to cover Bitcoin back in 2013 (1:27) why the Coinbase IPO is going to be an inflection point for the crypto industry (3:02) why he gave Coinbase's upcoming stock a “buy” rating (4:14) who Coinbase's biggest competitors are (5:13) why Gil believes Coinbase is the “gold standard” in crypto (6:29) how investing in Coinbase stock compares to investing in actual crypto assets (8:13) how he came to $195 price target for COIN (10:39) why a $2 billion revenue estimate for Coinbase in 2021 might be conservative (12:01) how Coinbase is generating money outside of transaction fees (14:19) whether he expects the institutional adoption trend to grow (15:49) what his expectations are for the price of COIN on the day it opens (17:20) why GBTC is no longer trading at a premium to the spot price of bitcoin (18:20) whether Gil will continue to cover crypto (20:05) crypto News Recap (20:53) Thank you to our sponsor! Crypto.com: https://bit.ly/3jzkTAD Download the Crypto.com app here: https://crypto.onelink.me/J9Lg/laurashinpodcasttesla Episode links: Gil Luria’s Twitter profile: https://twitter.com/gilluria Crypto’s Amazon Moment: https://markets.businessinsider.com/currencies/news/coinbase-direct-listing-public-coverage-stock-price-amazon-cryptocurrency-dadavidson-2021-3-1030150896 Introducing Crypto’s Amazon Moment: https://unchainedpodcast.com/wp-content/uploads/2021/03/DA-Davidson-Coinbase-Initiation-20210302.pdf Coinbase S-1 Filing: https://www.sec.gov/Archives/edgar/data/1679788/000162828021003168/coinbaseglobalincs-1.htm 2013 Quote from Gil on Bitcoin: https://www.streetinsider.com/Analyst+Comments/Bitcoin+Could+Be+Worth+10-100x+Current+Price+-+Analyst/8936836.html Link to the Crypto News Recap: https://unchainedpodcast.com/the-irs-clarifies-its-position-on-crypto-purchases/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(1148)

Anthropic's Mythos Is More Powerful Than the U.S. Government's AI. Does That Make Sense?

Can a private company be trusted to decide which 40 firms get access to the world’s most dangerous AI model? And separately — is the SEC’s new Reg Crypto finally the framework the industry has been wa...

17 Huhti 52min

Bits + Bips: Why Apple Might Benefit More From AI Than AI Companies Will

The US Naval blockade is live, markets are holding, and Ram thinks the bottom is in. Austin and Chris are not so sure. --- Thank you to our sponsors: Citrea As Bitcoin's application layer, Citrea...

14 Huhti 1h 3min

How Onchain Options Could Replace the Basis Trade as Crypto's Yield Strategy

The basis trade paid 15–30% near risk-free for years. Options couldn't compete. Then 10/10 happened. ======================================================== As Bitcoin's application layer, Citrea g...

14 Huhti 55min

Bits + Bips: Bitcoin's Geopolitical Upturn and the $100K Question

Why ETH outperformed Bitcoin this past week, what's really behind the prediction market activity during the Iran situation, and what comes next for institutional crypto adoption. --- Thank you to ou...

14 Huhti 44min

Why Morgan Stanley Launched the Cheapest Bitcoin ETF on the Market

James Seyffart didn't expect Morgan Stanley to do this. Now he's watching to see if BlackRock blinks. Nexo is the premier digital wealth platform. Receive interest on your crypto, borrow against it...

10 Huhti 31min

The Chopping Block: Who's Really Satoshi? Quantum Panic, and AI Eating Code

Bitcoin’s Satoshi drama heats up again as a major journalistic “reveal” drops, just as the crypto industry gets rocked by a quantum computing breakthrough that pulls up security timelines—and AI-power...

10 Huhti 1h

How Does Crypto Remain Secure in a World of Always On AI Hacks? - Uneasy Money

Anthropic's new model is too dangerous to release publicly. It's already found 20 zero-days. Kain, Taylor, and Austin want to know when it finds the first one in a smart contract. Thank you to our ...

10 Huhti 1h 10min

DEX in the City: How the SEC’s Crypto Task Force Is Rebuilding Trust with Builders

Will SEC guidance stick around if the administration changes? Commissioner Peirce and Sumeera Younis of the Crypto Task Force answer. Thanks to our sponsors! * Citrea — Bitcoin changed how money w...

8 Huhti 54min