Coinbase（硬幣）剛剛從華爾街點頭了

Coinbase（硬幣）剛剛從華爾街點了點頭。伯恩斯坦（Bernstein

Bernstein has become the latest firm to issue a bullish note on Coinbase (NASDAQ:COIN) stock as it initiates coverage with an Outperform rating and a $310 price target. This represents a 60% upside from current levels.

伯恩斯坦（Bernstein）已成為最新發行關於Coinbase（NASDAQ：COIN）股票的票據的公司，它以跑贏大盤的評級和310美元的價格目標啟動承保範圍。這是當前水平的60％上行空間。

Bernstein sees Coinbase as the best-positioned platform to benefit from a shifting regulatory landscape under the new Trump administration. The firm acknowledged concerns about increasing competition from fintech firms, brokers, and banks. However, analysts led by Gautam Chhugani believe a strong bull market and rising U.S. onshore dominance will more than offset these pressures.

伯恩斯坦（Bernstein）將Coinbase視為最適合位置的平台，可從新的特朗普政府領導下的監管環境中受益。該公司承認對金融科技公司，經紀人和銀行的競爭的擔憂。但是，由Gautam Chhugani領導的分析師認為，強烈的牛市和在陸上的統治地位上升將遠遠抵消這些壓力。

Since Coinbase controls 66% of the U.S. crypto market, it is seen as a clear leader in the space.

由於Coinbase控制著美國加密貨幣市場的66％，因此被視為該領域的明顯領導者。

Crypto Regulation Shifts in Coinbase’s Favor

Coinbase有利的加密法規轉變

Regulatory uncertainty has long been a thorn in the crypto industry’s side, but that could be changing fast. Bernstein pointed to Donald Trump’s commitment to making the U.S. the ‘crypto capital of the world’ as a key tailwind for Coinbase.

長期以來，監管不確定性一直是加密貨幣行業方面的刺耳，但這可能會很快變化。伯恩斯坦（Bernstein）指出，唐納德·特朗普（Donald Trump）致力於使美國成為“世界的加密首都”，以此作為Coinbase的關鍵方向。

The SEC has formed a new crypto task force, led by Commissioner Hester Peirce, to draft updated regulations, signaling a more structured framework for the industry.

SEC由專員Hester Peirce組成了一個新的加密工作組，以草擬更新的法規，並向該行業提供了更具結構化的框架。

Bernstein pointed out that Coinbase isn’t just about trading anymore—its growing role in U.S. dollar stablecoins and staking services is shaping up to be a major part of its business. Analysts expect non-trading revenues to grow at a 31% CAGR between 2024 and 2026, helping to balance the volatility of trading revenue.

伯恩斯坦（Bernstein）指出，Coinbase不再僅僅是交易了，它在美元穩定中的作用不斷提高，並且Strating Services正在塑造成為其業務的重要組成部分。分析師預計，在2024年至2026年之間，非交易收入將以31％的複合年增長率增長，有助於平衡交易收入的波動。

Wall Street Is Split on Coinbase’s Future

華爾街在Coinbase的未來上分裂

Some COIN bears are worried about fee pressure and increased competition, but Bernstein argues they are underestimating the market expansion from global crypto trading moving back to the U.S.

一些硬幣熊擔心費用壓力和增加的競爭，但伯恩斯坦認為，他們低估了從全球加密貨幣交易轉移回美國的市場擴張

Coinbase is sitting on massive $400 billion in assets and has nearly 10 million active users, which pretty much cements its spot as the top player in the U.S. crypto market. Bernstein thinks Coinbase’s EPS could climb 38% annually, putting it well ahead of what analysts expect for 2025 and 2026.

Coinbase坐在大量4000億美元的資產上，擁有近1000萬活躍用戶，這幾乎鞏固了其作為美國加密貨幣市場頂級參與者的位置。伯恩斯坦（Bernstein）認為，Coinbase的EP每年可以攀升38％，這使得分析師對2025年和2026年的期望。

Coinbase stock dipped 2% to $185.20 in early trading, but bullish sentiment from major firms like Bernstein could help drive long-term investor confidence.

在早期交易中，Coinbase Stock在早期交易中下跌了2％至185.20美元，但是Bernstein等主要公司的看漲情緒可以幫助增強長期投資者的信心。

Is COIN stock Worth Buying?

硬幣股票值得購買嗎？

Analysts remain cautiously optimistic about COIN stock, with a Moderate Buy consensus rating based on 46 Buys and one Hold.

分析師對硬幣股票保持謹慎的態度，並根據46個購買和一個持有的中等購買共識評級。

Over the past year, COIN has decreased by 25%, and the average COIN price target of $336.84 implies an upside potential of 87.24% from current levels.

在過去的一年中，硬幣下降了25％，平均硬幣目標價為336.84美元，意味著當前水平的上漲潛力為87.24％。

See more COIN analyst ratings

查看更多硬幣分析師評分