Coinbase 收益飙升，ETF 追踪加密货币市场飙升成为焦点

Coinbase Global (COIN) 公布了强劲的 2043 年第一季度收益，收入和每股收益均超出分析师的预期。该公司受益于 1 月份推出的新比特币 ETF 推动的加密货币交易活动的增加。尽管表现强劲，但 COIN 股价最初在盘后交易中下跌，促使投资者关注 Coinbase 持有大量敞口的 ETF，例如 First Trust SkyBridge Crypto Industry & Digital Economy ETF (CRPT)、Global X Blockchain ETF (BKCH)、富达加密行业和数字支付 ETF (FDIG)、ARK 21Shares 区块链和数字经济创新 ETF (ARKD) 和 ARK 金融科技创新 ETF (ARKF)。

Coinbase Earnings Surge: ETFs with Cryptocurrency Exposure in Focus

Coinbase 收益激增：加密货币投资的 ETF 成为焦点

Coinbase Global (COIN), the leading U.S. cryptocurrency exchange, released impressive first-quarter 2043 financial results, surpassing estimates on both earnings and revenues. This resurgence mirrors the broader recovery in digital coin trading, fueled by the launch of several new bitcoin exchange-traded funds (ETFs) in January.

美国领先的加密货币交易所 Coinbase Global (COIN) 发布了令人印象深刻的 2043 年第一季度财务业绩，盈利和收入均超出预期。这种复苏反映了数字货币交易的更广泛复苏，一月份推出了几只新的比特币交易所交易基金（ETF）。

Despite the positive earnings report, COIN shares experienced an after-hours downturn of 4%, triggering scrutiny of ETFs with significant exposure to the cryptocurrency exchange. These include First Trust SkyBridge Crypto Industry & Digital Economy ETF (CRPT), Global X Blockchain ETF (BKCH), Fidelity Crypto Industry and Digital Payments ETF (FDIG), ARK 21Shares Blockchain and Digital Economy Innovation ETF (ARKD), and ARK Fintech Innovation ETF (ARKF).

尽管收益报告积极，但 COIN 股价盘后下跌 4%，引发了对加密货币交易所敞口较大的 ETF 的审查。其中包括 First Trust SkyBridge 加密行业和数字经济 ETF (CRPT)、Global X 区块链 ETF (BKCH)、Fidelity 加密行业和数字支付 ETF (FDIG)、ARK 21Shares 区块链和数字经济创新 ETF (ARKD) 以及 ARK Fintech Innovation ETF（ARKF）。

Strong Financial Performance Driven by Crypto Market Upswing

加密货币市场上涨推动强劲的财务业绩

Coinbase reported earnings per share of $4.40, a significant beat over the Zacks Consensus Estimate of $1.04. This marked a notable improvement compared to a loss of 34 cents per share in the same quarter a year ago. The robust earnings stemmed from increased transaction activity, which benefited from the broader upswing in the crypto market and the introduction of new bitcoin ETFs.

Coinbase 公布的每股收益为 4.40 美元，大大高于 Zacks 一致预期的 1.04 美元。与去年同期每股亏损 34 美分相比，这标志着显着改善。强劲的收益源于交易活动的增加，这得益于加密货币市场的更广泛上涨和新的比特币 ETF 的推出。

Revenues soared 72% quarter over quarter and 112% year over year to $1.64 billion, exceeding consensus expectations of $1.26 billion. Notably, trading volume surged to $312 billion from $154 billion in the previous quarter and $145 billion in the year-ago quarter, fueled by heightened interest in cryptocurrencies.

收入环比飙升 72%，同比飙升 112%，达到 16.4 亿美元，超出了 12.6 亿美元的普遍预期。值得注意的是，由于人们对加密货币的兴趣高涨，交易量从上一季度的 1540 亿美元和去年同期的 1450 亿美元飙升至 3120 亿美元。

Total transaction revenues surged 104% from the previous quarter to $1.07 billion. Consumer transaction revenues surged to $935 million, nearly doubling from the fourth quarter. Institutional transaction revenues also experienced a strong increase of 113% quarter over quarter to $85 million. Total subscription and services revenues climbed 36% from the previous quarter to $510.9 million.

总交易收入较上一季度飙升 104%，达到 10.7 亿美元。消费者交易收入飙升至 9.35 亿美元，比第四季度几乎翻了一番。机构交易收入也环比强劲增长 113%，达到 8500 万美元。订阅和服务总收入较上一季度增长 36%，达到 5.109 亿美元。

Outlook and ETF Focus

展望和 ETF 焦点

Coinbase anticipates subscription and services revenues in the range of $525-$600 million for the second quarter. This indicates continued optimism about the company's growth trajectory.

Coinbase 预计第二季度的订阅和服务收入在 525-6 亿美元之间。这表明人们对公司的增长轨迹持续乐观。

First Trust SkyBridge Crypto Industry & Digital Economy ETF (CRPT)

First Trust SkyBridge 加密产业与数字经济 ETF (CRPT)

First Trust SkyBridge Crypto Industry and Digital Economy ETF seeks to provide exposure to companies driving innovation in cryptocurrency, crypto assets, and digital economies. Coinbase occupies the top position in its basket, holding 22.5% of assets. This ETF charges 85 bps in annual fees and trades in an average daily volume of 90,000 shares.

First Trust SkyBridge 加密行业和数字经济 ETF 旨在为推动加密货币、加密资产和数字经济创新的公司提供投资机会。 Coinbase 在其篮子中占据首位，持有 22.5% 的资产。该ETF收取85个基点的年费，日均交易量为90,000股。

Global X Blockchain ETF (BKCH)

Global X 区块链 ETF (BKCH)

Global X Blockchain ETF aims to invest in companies positioned to benefit from the adoption of blockchain technology. Coinbase accounts for 21.9% of assets in its basket. This ETF tracks the Solactive Blockchain Index and holds 25 stocks. It charges 50 bps in annual fees and trades in an average daily volume of 41,000 shares.

Global X Blockchain ETF 旨在投资于能够从区块链技术采用中受益的公司。 Coinbase 占其篮子资产的 21.9%。该 ETF 追踪 Solactive 区块链指数并持有 25 只股票。它收取 50 个基点的年费，日均交易量为 41,000 股。

Fidelity Crypto Industry and Digital Payments ETF (FDIG)

富达加密行业和数字支付 ETF (FDIG)

Fidelity Crypto Industry and Digital Payments ETF offers exposure to companies involved in cryptocurrency, blockchain technology, and digital payments processing. Coinbase holds the top spot in its basket, accounting for 15.8% of assets. This ETF tracks the Fidelity Crypto Industry and Digital Payments Index and holds 47 stocks. It charges 39 bps in annual fees and trades in an average daily volume of 99,000 shares.

富达加密行业和数字支付 ETF 为涉及加密货币、区块链技术和数字支付处理的公司提供投资机会。 Coinbase 在其篮子中排名第一，占资产的 15.8%。该 ETF 追踪富达加密货币行业和数字支付指数并持有 47 只股票。它收取 39 个基点的年费，日均交易量为 99,000 股。

ARK 21Shares Blockchain and Digital Economy Innovation ETF (ARKD)

ARK 21Shares区块链与数字经济创新ETF（ARKD）

ARK 21Shares Blockchain and Digital Economy Innovation ETF is one of the first actively managed ETFs to invest in digital asset futures (bitcoin and ether) and public equities of companies engaged in the blockchain industry and/or digital economy. Coinbase holds the third spot in its concentrated portfolio, with 17% of assets. This ETF charges 90 bps in annual fees and trades in an average daily volume of 11,000 shares.

ARK 21Shares区块链和数字经济创新ETF是首批主动管理的ETF之一，投资于数字资产期货（比特币和以太币）以及从事区块链行业和/或数字经济的公司的公开股票。 Coinbase 在其集中投资组合中排名第三，占资产的 17%。该ETF收取90个基点的年费，日均交易量为11,000股。

ARK Fintech Innovation ETF (ARKF)

ARK 金融科技创新 ETF (ARKF)

ARK Fintech Innovation ETF invests in companies involved in fintech innovation, including blockchain technology and transaction innovation. Coinbase occupies the top position in its basket, accounting for 10.8% of assets. This ETF charges 75 bps in annual fees and trades in an average daily volume of 474,000 shares.

ARK Fintech Innovation ETF 投资于涉及金融科技创新的公司，包括区块链技术和交易创新。 Coinbase 在其篮子中占据首位，占资产的 10.8%。该ETF收取75个基点的年费，日均交易量为474,000股。

Conclusion

结论

The strong earnings report from Coinbase Global reflects the resurgence in cryptocurrency trading and the impact of new bitcoin ETFs. ETFs with significant exposure to COIN, such as CRPT, BKCH, FDIG, ARKD, and ARKF, are positioned to benefit from continued interest in the digital asset space. Investors seeking exposure to the crypto market through diversified holdings should consider these ETFs. However, they should also be aware of the inherent volatility associated with cryptocurrency investments.

Coinbase Global 强劲的收益报告反映了加密货币交易的复苏以及新比特币 ETF 的影响。 CRPT、BKCH、FDIG、ARKD 和 ARKF 等大量持有 COIN 的 ETF 有望受益于人们对数字资产领域的持续关注。寻求通过多元化持有进入加密货币市场的投资者应考虑这些 ETF。然而，他们还应该意识到与加密货币投资相关的固有波动性。