Coinbase 的 NFT 推动预计将推动年收入增长

Needham 股票研究分析师 John Todaro 预测，Coinbase 的非同质代币 (NFT) 部门可能会额外产生 12.6 亿美元的年收入。 Todaro 表示，Coinbase 的 NFT 平台可能会收取与竞争对手类似的费用，且交易量高达 35 亿美元，从而带来大幅收入增长。尽管面临来自 OpenSea 的竞争，Coinbase 庞大的客户群和预期的低费用可能会提供优势。

Coinbase's NFT Segment Poised to Significantly Boost Annual Revenue, Needham Predicts

Needham 预测 Coinbase 的 NFT 领域将显着提高年收入

In a bullish forecast, Needham equity research analyst John Todaro has projected that cryptocurrency exchange Coinbase's non-fungible token (NFT) segment could add over $1.26 billion to its annual revenue.

Needham 股票研究分析师 John Todaro 做出了乐观的预测，预计加密货币交易所 Coinbase 的非同质代币 (NFT) 部门的年收入可能会增加超过 12.6 亿美元。

Despite its NFT marketplace remaining in development, Coinbase has amassed a waitlist of over one million customers, indicating a substantial market demand. While OpenSea holds a first-mover advantage in the NFT space, Coinbase aims to capitalize on its established user base and trust.

尽管 NFT 市场仍在开发中，但 Coinbase 已经积累了超过 100 万客户的候补名单，这表明市场需求巨大。虽然 OpenSea 在 NFT 领域拥有先发优势，但 Coinbase 的目标是利用其已建立的用户基础和信任。

In his base case scenario, Todaro estimates that Coinbase's NFT platform could generate fees comparable to competitors (2.5%), achieve a trading volume of $1.5 billion, and contribute $450 million in annual revenue. However, in a more optimistic scenario, Coinbase could increase fees to 3% and witness trading volume of $3.5 billion, resulting in an additional $1.26 billion in revenue.

在他的基本案例中，Todaro 估计 Coinbase 的 NFT 平台可以产生与竞争对手相当的费用（2.5%），实现 15 亿美元的交易量，并贡献 4.5 亿美元的年收入。然而，在更乐观的情况下，Coinbase 可能会将费用提高至 3%，交易量将达到 35 亿美元，从而带来 12.6 亿美元的额外收入。

For context, Coinbase reported total revenue of $7.4 billion in 2021. The potential revenue influx from NFTs would represent a significant percentage of its overall earnings.

就背景而言，Coinbase 报告 2021 年总收入为 74 亿美元。来自 NFT 的潜在收入流入将占其总收入的很大一部分。

Based on his projections, Todaro reiterates his "buy" recommendation for Coinbase, setting a price target of $360, more than double its current share price. He highlights Coinbase's strong brand recognition, regulatory compliance, and customer base as key factors driving his bullish outlook.

根据他的预测，Todaro 重申了他对 Coinbase 的“买入”建议，将目标价设定为 360 美元，是当前股价的两倍多。他强调 Coinbase 强大的品牌认知度、监管合规性和客户群是推动他看涨前景的关键因素。

The NFT market has experienced exponential growth in recent years, with high-profile acquisitions and record-breaking sales dominating headlines. Coinbase's entry into this space positions it to capitalize on the burgeoning NFT industry and unlock substantial new revenue streams.

近年来，NFT 市场经历了指数级增长，引人注目的收购和破纪录的销售占据了头条新闻。 Coinbase 进入这一领域使其能够利用新兴的 NFT 行业并释放大量新的收入来源。

While the launch date of Coinbase's NFT marketplace remains uncertain, the company's plans to enter the market have generated significant anticipation. With a captive user base and a solid reputation for security and reliability, Coinbase is well-positioned to become a major player in the NFT ecosystem.

尽管 Coinbase 的 NFT 市场的推出日期仍不确定，但该公司进入该市场的计划引起了人们的强烈期待。凭借稳固的用户基础以及在安全性和可靠性方面的良好声誉，Coinbase 完全有能力成为 NFT 生态系统的主要参与者。

Todaro's analysis underscores the growing importance of NFTs within the broader cryptocurrency landscape and provides a compelling rationale for investors to consider Coinbase as a potential growth opportunity. The company's foray into NFTs is a strategic move that could materially enhance its revenue generation capabilities and drive long-term shareholder value.

Todaro 的分析强调了 NFT 在更广泛的加密货币领域中日益增长的重要性，并为投资者将 Coinbase 视为潜在增长机会提供了令人信服的理由。该公司进军 NFT 是一项战略举措，可以大幅增强其创收能力并推动长期股东价值。