一位分析师表示,Coinbase 今年下架部分稳定币的举措可能有助于该公司的盈利。
Coinbase’s move to delist some stablecoins this year could help the company’s bottom line, according to one analyst.The crypto exchange operator said Friday it will delist stablecoins in Europe that are not compliant with requirements of the Markets in Crypto-Assets regulation, the celebrated European Union crypto law that will fully take effect Dec. 30. “As the industry leader in trusted, compliant crypto products and services, we always aim to achieve regulatory compliance and will continue the same with respect to MiCA,” a Coinbase spokesperson said in a statement shared with CNBC. “We will share further details of our plan in November, and will provide options for affected [European Economic Area] customers to switch to stablecoins issued by appropriately authorised issuers, such as [USD Coin] and [EUR Coin].” That will no doubt pose challenges to Tether (USDT) . The stablecoin leader has been heavily scrutinized over the years for its lack of transparency and alleged use by criminals. Nevertheless, it remains the most popular and most easily accessible stablecoin due to its ubiquity across global exchanges for the past decade. Circle-issued USD Coin (USDC) did not hit the market until 2018. With this delisting, it is likely market makers and traders will swap their Tether for USD Coin, according to Owen Lau, an analyst at Oppenheimer. That could be a boon to Coinbase. “Coinbase and Circle have a revenue sharing agreement — they share 50% of USDC revenue,” he said. “If the market cap for USDC goes up revenue for Coinbase will increase as well.” Oppenheimer has a buy rating on Coinbase and a price target of $282, which is 65% above Friday's close. Although the stock is up 118% in the past year, it is down 1% in 2024 and may have more of a downtrend ahead of it with the crypto market struggling for momentum and a stagnant bitcoin price. “The MiCA implementation is a positive for Coinbase — no doubt about that,” Lau added. “The near-term challenges are still the uncertainty with the election and geopolitical tension so expect near-term vulnerability. But after January 1, 2025, [MiCA will be a good key catalyst for Coinbase — it should help the market cap of USDC, hence, the revenue of Coinbase.”
一位分析师表示,Coinbase 今年下架一些稳定币的举措可能有助于该公司的盈利。该加密货币交易所运营商周五表示,将在欧洲下架不符合欧洲著名加密资产市场监管要求的稳定币。联盟加密法将于 12 月 30 日全面生效。Coinbase 发言人在一份声明中表示:“作为可信、合规加密产品和服务的行业领导者,我们始终致力于实现监管合规性,并将在 MiCA 方面继续这样做。”与 CNBC 分享的声明。 “我们将在 11 月分享我们计划的更多细节,并将为受影响的 [欧洲经济区] 客户提供切换到由适当授权发行人发行的稳定币的选择,例如 [美元硬币] 和 [欧元硬币]。”这无疑会给Tether(USDT)带来挑战。多年来,这家稳定币领导者因其缺乏透明度和涉嫌被犯罪分子利用而受到严格审查。尽管如此,由于过去十年来它在全球交易所中无处不在,它仍然是最受欢迎和最容易获得的稳定币。 Circle 发行的美元硬币 (USDC) 直到 2018 年才上市。奥本海默分析师 Owen Lau 表示,随着这次下市,做市商和交易者很可能会将他们的 Tether 换成美元硬币。这对 Coinbase 来说可能是一个福音。 “Coinbase 和 Circle 签订了收入共享协议——他们分享 USDC 收入的 50%,”他说。 “如果 USDC 的市值上升,Coinbase 的收入也会增加。”奥本海默对 Coinbase 给予买入评级,目标价为 282 美元,较周五收盘价高出 65%。尽管该股在过去一年上涨了 118%,但到 2024 年将下跌 1%,并且由于加密货币市场缺乏动力和比特币价格停滞,未来可能会出现更多的下跌趋势。 “毫无疑问,MiCA 的实施对 Coinbase 来说是积极的,”Lau 补充道。 “近期的挑战仍然是选举的不确定性和地缘政治紧张局势,因此预计近期会出现脆弱性。但在 2025 年 1 月 1 日之后,[MiCA 将成为 Coinbase 的一个很好的关键催化剂——它应该有助于提高 USDC 的市值,从而提高 Coinbase 的收入。”
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