#Coinbase 宏观影响

监管政策narrative

7月2日:美股加密板块普涨,COIN、SBET 等标的涨幅显著,MSTR 及 GEMI 亦录得双位数增长。。 6月13日:类比Coinbase上市后BTC暴跌50%的历史路径,鉴于标普500指数年内涨幅超50%,市场获利了结压力加剧,宏观层面面临自然回调风险。。 7月13日:Coinbase股价下跌1.14%,Robinhood上涨1.41%,加密相关美股表现出现明显分化。。 (关注度快速升温)

KOL 观点2
KOL 观点
LA
Lark Davis
21 小时前
中立
Retail is stacking. Bitcoin Magazine Pro's on-chain data shows wallets holding 0.1 BTC or more (~$6.2K) are closing in on a new all-time high. Current count: 4.53M wallets. Prior ATH: 4.58M, set in January 2024. The trend line is climbing fast enough that this cohort could hit a new high within 6-12 months. The key difference from 2024: back then Bitcoin was entering a bull market. This time it's happening in the middle of a bear market.
1401
LA
Lark Davis
23 小时前
中立
A vault inside a secret nuclear bunker in the Swiss Alps is protecting a significant amount of Bitcoin. Teams of security, massive vault doors, millions spent annually. Here is why this matters. (Affiliate link ahead, thanks if you'll use it) https://t.co/m3Ht6Gecij
1300
研究报告
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