Coinbase：儘管市場波動，加密貨幣巨頭仍有望成長

在市場低迷的情況下，Coinbase 股價在過去五天內暴跌 16%。然而，加密貨幣分析師 Will Clemente 認為 Coinbase 是一個引人注目的投資機會，類似於五年前的特斯拉。他強調了該公司向「加密超級應用程式」的轉型以及其 Layer-2 網路 Base 的收入潛力，該網路在過去 30 天內創造了 3000 萬美元的收入。儘管 ARK Invest 出售了 COIN 股票，但該股今年迄今已上漲 39%。

Coinbase: A Crypto Powerhouse Poised for Growth

Coinbase：蓄勢待發的加密貨幣巨頭

Amidst recent market volatility, Coinbase shares have undergone a temporary decline of 16% in the past five days. However, crypto analyst Will Clemente maintains an optimistic outlook, comparing Coinbase's long-term potential to that of Tesla five years ago.

由於近期市場波動，Coinbase 股價在過去五天內暫時下跌了 16%。然而，加密貨幣分析師 Will Clemente 仍保持樂觀的前景，將 Coinbase 的長期潛力與五年前的特斯拉進行了比較。

Clemente argues that investors are overlooking Coinbase's transition into a "crypto super app," beyond its traditional role as an exchange platform. This transformation is evident in the growing success of Base, Coinbase's Layer-2 network.

克萊門特認為，投資者忽視了 Coinbase 向「加密超級應用程式」的轉變，超越了其作為交易平台的傳統角色。這種轉變在 Coinbase 的第 2 層網路 Base 的日益成功中得到了體現。

In just the past 30 days, Base has generated $30 million in revenue for Coinbase solely from sequencer fees, contributing to an annual revenue stream of approximately $360 million. Clemente believes that the market has yet to fully grasp the significance of this on-chain activity and its potential benefits for Coinbase.

僅僅在過去的 30 天裡，Base 僅透過定序器費用就為 Coinbase 創造了 3,000 萬美元的收入，貢獻了約 3.6 億美元的年收入流。 Clemente 認為，市場尚未完全理解這項鏈上活動的意義及其對 Coinbase 的潛在好處。

Since its inception, Base has witnessed notable progress:

自成立以來，Base 取得了顯著的進展：

• Onboarded over 132,000 addresses
• Facilitated over 4.15 million transactions
• Deployed over 7,500 contracts
• Launched over 2,300 tokens

Moreover, Base has become an attractive platform for meme coins, reaching a peak daily trading volume of $1.22 billion on March 30. Subsequently, trading volumes declined, but Base maintained an average of $970 million per week in April.

已上線超過132,000 個地址促成超過415 萬筆交易部署超過7,500 個合約推出超過2,300 個代幣此外，Base 已成為Meme 幣的有吸引力的平台，於3 月30 日達到每日交易量峰值12.2 億美元。

This increased network activity has attracted meme coins such as BRETT ($541 million market cap) and DEGEN ($443 million market cap) to Base, further solidifying its position in the crypto ecosystem.

網路活動的增加吸引了 BRETT（市值 5.41 億美元）和 DEGEN（市值 4.43 億美元）等 meme 幣到 Base，進一步鞏固了其在加密生態系統中的地位。

Despite Clemente's bullish outlook, ARK Invest has recently sold 3,689 COIN shares, valued at approximately $824,000. This move comes after ARK had previously taken profits on COIN shares that had soared 54% year-to-date.

儘管 Clemente 前景看好，ARK Invest 最近還是出售了 3,689 股 COIN 股票，價值約 824,000 美元。此舉是在 ARK 先前從今年迄今飆升 54% 的 COIN 股票中獲利後做出的。

Overall, Coinbase shares have performed well in the past six months, rising 198%, and are up 39% so far this year. Despite the recent dip, Clemente's analysis suggests that Coinbase is well-positioned for continued growth, with its focus on innovation and expansion into new crypto frontiers.

總體而言，Coinbase 股價在過去六個月表現良好，上漲了 198%，今年迄今上漲 39%。儘管最近有所下滑，但 Clemente 的分析表明，Coinbase 處於持續成長的有利位置，其重點是創新和擴展到新的加密領域。