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@BrookerBelcourt BrookerBrooker posts on X about coinbase, tokenization, $coin, usdc the most. They currently have XXXXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Social category influence finance stocks exchanges #4452 technology brands cryptocurrencies
Social topic influence coinbase #547, tokenization, $coin, usdc, stablecoins, bitcoin, blackrock, aligned, brian armstrong, future
Top accounts mentioned or mentioned by @pplxfinance @askperplexity @perplexityai @crunchbase @perplexitycomet @chrisfeliii @joinautopilot @polymarket @nyse @stockmktnewz @patrickoshag @davidgeorge83
Top assets mentioned Coinbase Global, Inc. (COIN) Mario Coin (COIN) USDC (USDC) Bitcoin (BTC) BlackRock Inc (BLK) Circle Internet Group, Inc. (CRCL)
Top posts by engagements in the last XX hours
"Two oligopolies are aligned. Larry Fink (BlackRock) + Brian Armstrong (Coinbase) went on stage and basically said: the future of finance is tokenization and the US is behind. My trade on that cooperation: long $COIN. ๐งต"
X Link 2025-12-10T20:57Z 3045 followers, XXX engagements
"Today stablecoin revenue is roughly a $1.21.3B run-rate. So the USDC piece alone has 10x upside to $812B/yr over X years. Oligopoly angle: regulated USDC is #1 in its lane and Coinbase has the full stack: USDC Base L2 custody wallets merchant APIs"
X Link 2025-12-10T20:57Z 3045 followers, XX engagements
"Theme #2 ETF custody. Coinbase custodies XX% of ETF-held Bitcoin including BlackRock's IBIT. Around $100B of ETF assets today = $3050M/yr of custody fees at XX bps. Small now but if ETFs reach $400B that scales to $100170M/yr"
X Link 2025-12-10T20:57Z 3045 followers, XX engagements
"Tokenization is the biggest TAM potential of crypto it's the thing we have been waiting since colored coins on Bitcoin and Ethereum's launch in the early 2010s"
X Link 2025-12-10T20:57Z 3048 followers, XX engagements
"Theme #1 Stablecoins & payments. USDC already drives 2025% of Coinbase revenue. Q2 stablecoin rev: $332M +38% YoY. Coinbase gets XX% of USDC economics + XXX% on on-platform balances. This is already a material recurring business. Better to own $COIN over $CRCL due to economics"
X Link 2025-12-10T20:57Z 3048 followers, XXX engagements
"The TAM: $40T cross-border payments mostly B2B. BNY Mellon sees $1.5T in stablecoins and $3.6T in tokenized deposits by 2030. If USDC grows from $62B to $500B and rates stay near X% that's $25B reserve income; Coinbase's cut could be $12.5B/yr (total revenue today is $7bn)"
X Link 2025-12-10T20:57Z 3047 followers, XX engagements
"RWA tokenization is forecast from $2.1T in 2025 to $13.6T by 2030. If Coinbase captures just X% of tokenized securities flow at XX bps that's $2B/yr in transaction revenue alone before custody derivatives and staking economics. And remember Oligopolies stick around"
X Link 2025-12-10T20:57Z 3048 followers, XX engagements
"Roll it up: current company revenue $7B. Tokenization themes alone (stablecoins ETF custody tokenized securities) can plausibly do $1016B by 2030. It's expensive (10x EV/sales 40x P/E) but the TAM is massive and if it happens $COIN wins. ๐"
X Link 2025-12-10T20:57Z 3048 followers, XXX engagements