Coinbase（硬币）刚刚从华尔街点头了

Coinbase（硬币）刚刚从华尔街点了点头。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）已成为最新发行关于Coinbase（NASDAQ：COIN）股票的票据的公司，它以跑赢大盘的评级和310美元的价格目标启动承保范围。这是当前水平的60％上行空间。

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）将Coinbase视为最适合位置的平台，可从新的特朗普政府领导下的监管环境中受益。该公司承认对金融科技公司，经纪人和银行的竞争的担忧。但是，由Gautam Chhugani领导的分析师认为，强烈的牛市和在陆上的统治地位上升将远远抵消这些压力。

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

由于Coinbase控制着美国加密货币市场的66％，因此被视为该领域的明显领导者。

Crypto Regulation Shifts in Coinbase’s Favor

Coinbase有利的加密法规转变

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.

长期以来，监管不确定性一直是加密货币行业方面的刺耳，但这可能会很快变化。伯恩斯坦（Bernstein）指出，唐纳德·特朗普（Donald Trump）致力于使美国成为“世界的加密首都”，以此作为Coinbase的关键方向。

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由专员Hester Peirce组成了一个新的加密工作组，以草拟更新的法规，并向该行业提供了更具结构化的框架。

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不再仅仅是交易了，它在美元稳定中的作用不断提高，并且Strating Services正在塑造成为其业务的重要组成部分。分析师预计，在2024年至2026年之间，非交易收入将以31％的复合年增长率增长，有助于平衡交易收入的波动。

Wall Street Is Split on Coinbase’s Future

华尔街在Coinbase的未来上分裂

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.

一些硬币熊担心费用压力和增加的竞争，但伯恩斯坦认为，他们低估了从全球加密货币交易转移回美国的市场扩张

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4000亿美元的资产上，拥有近1000万活跃用户，这几乎巩固了其作为美国加密货币市场顶级参与者的位置。伯恩斯坦（Bernstein）认为，Coinbase的EP每年可以攀升38％，这使得分析师对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等主要公司的看涨情绪可以帮助增强长期投资者的信心。

Is COIN stock Worth Buying?

硬币股票值得购买吗？

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

分析师对硬币股票保持谨慎的态度，并根据46个购买和一个持有的中等购买共识评级。

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.

在过去的一年中，硬币下降了25％，平均硬币目标价为336.84美元，意味着当前水平的上涨潜力为87.24％。

See more COIN analyst ratings

查看更多硬币分析师评分