Coinbase 2024 年第一季度收益预览：不一致的预期使加密货币社区和分析师产生分歧

Coinbase 将于 5 月 2 日发布 2024 年第一季度财务业绩，分析师和加密货币社区的预期存在分歧。加密货币专家预测业绩强劲，预计收入为 15 亿美元，超过分析师预期的 12 亿美元。过去四个季度，Coinbase 的盈利和收入表现一直优于预期。

Coinbase Poised to Unveil Q1 2024 Financials: Crypto Community and Analysts Engage in Discordant Forecasting

Coinbase 准备公布 2024 年第一季度财务数据：加密货币社区和分析师的预测不一致

As Coinbase prepares to disclose its first-quarter 2024 financial results, a chasm of expectations has emerged between the crypto community and traditional investment analysts.

随着 Coinbase 准备披露 2024 年第一季度财务业绩，加密社区和传统投资分析师之间出现了预期鸿沟。

Crypto Community's Optimistic Outlook

加密社区的乐观前景

Kunal Goel, a researcher at crypto intelligence firm Messari, asserts that his Coinbase revenue projections have consistently outperformed consensus analyst estimates over the past three quarters.

加密情报公司 Messari 的研究员 Kunal Goel 声称，他对 Coinbase 的收入预测在过去三个季度一直优于分析师的普遍预期。

In a recent Cointelegraph report, Goel predicts a robust $1.5 billion in net revenue for Coinbase in Q1 2024, representing a significant 65% quarterly growth. His estimate eclipses the broader consensus projection of $1.2 billion in gross revenue.

在最近的 Cointelegraph 报告中，Goel 预测 2024 年第一季度 Coinbase 的净收入将达到 15 亿美元，季度增长率高达 65%。他的估计超过了 12 亿美元总收入的广泛共识预测。

Analysts' Measured Approach

分析师的衡量方法

Zack's Equity Research highlights that Coinbase has surpassed consensus earnings-per-share (EPS) and revenue estimates in each of the past four quarters.

Zack's Equity Research 强调，Coinbase 在过去四个季度中每个季度的每股收益 (EPS) 和收入都超出了市场普遍预期。

However, Tipranks indicates a more nuanced assessment among 24 consensus analysts covering Coinbase (COIN). While nine recommend "buy," 11 suggest "hold," and three advise "sell."

然而，Tipranks 指出，24 位分析师对 Coinbase (COIN) 进行了更为细致的评估。其中 9 人建议“买入”，11 人建议“持有”，3 人建议“卖出”。

Former Polygon CFO: A Potential Earnings Surprise

Polygon 前首席财务官：潜在的盈利惊喜

Young Ko, the former CFO of Polygon Labs, expresses confidence that Coinbase's earnings will "blow out estimates."

Polygon Labs 前首席财务官 Young Ko 表示相信 Coinbase 的盈利将“超出预期”。

In an April 24 X post, Ko cites several catalysts that could further bolster Coinbase's momentum ahead of the May 2 earnings announcement. These include potential success in its lawsuit against the U.S. Securities and Exchange Commission (SEC) and positive reports on revenue from its layer-2 Ethereum protocol, Base.

在 4 月 24 日的一篇帖子中，Ko 列举了几种可能在 5 月 2 日公布财报之前进一步增强 Coinbase 势头的催化剂。其中包括对美国证券交易委员会 (SEC) 的诉讼可能取得成功，以及有关其第 2 层以太坊协议 Base 收入的积极报告。

Crypto Commentators' Enthusiasm

加密评论员的热情

Crypto commentator Snow anticipates Coinbase's performance to "blow away Street estimates." Snow emphasizes that a combination of a strong Q1 performance and robust Q2 trading revenue could create significant market excitement.

加密货币评论员 Snow 预计 Coinbase 的表现将“超出华尔街的预期”。斯诺强调，强劲的第一季度业绩和强劲的第二季度交易收入相结合可能会带来巨大的市场兴奋。

Meanwhile, 0xCristian, another crypto commentator, believes the success of Base will positively impact Coinbase's Q1 2024 earnings. He highlights the significant volume seen on Base and the Coinbase wallet in Q1 and predicts a notable earnings beat that could positively impact the stock price.

与此同时，另一位加密货币评论员 0xCristian 认为 Base 的成功将对 Coinbase 2024 年第一季度的收益产生积极影响。他强调了第一季度 Base 和 Coinbase 钱包的巨大交易量，并预测盈利将显着超出预期，这可能会对股价产生积极影响。

Disclaimer

免责声明

This article serves as an informative piece and does not provide investment advice or recommendations. Investment and trading decisions should be made after thorough research and consultation with qualified financial professionals.

本文仅供参考，不提供投资建议或建议。投资和交易决策应在充分研究并咨询合格的金融专业人士后做出。