[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Kaushik [@BigBullCap](/creator/twitter/BigBullCap) on x 102.3K followers Created: 2025-07-21 12:26:58 UTC $COIN PT Raised to $XXX at Cantor Fitzgerald As we highlighted in our initiation, the investor perception shift in COIN from being a cyclical cryptocurrency trading platform to a mission-critical infrastructure layer of crypto will drive a re-rating in shares. We viewed stablecoins and its layer 2, Base, as key drivers of that perception shift. We believe shares are starting to reflect the stablecoin opportunity, but they do not reflect the Base opportunity. To that extent, COIN just announced a meaningful product update - it is effectively launching a superapp in crypto that includes payments, social, chat, apps. and trading. We believe there is more room to run for COIN. We are taking our 2026E EPS estimate up to $XXXXX from $XXXX. XXXXXX engagements  **Related Topics** [drivers](/topic/drivers) [stablecoins](/topic/stablecoins) [stocks](/topic/stocks) [coins layer 2](/topic/coins-layer-2) [cryptocurrency](/topic/cryptocurrency) [investment](/topic/investment) [$coin](/topic/$coin) [coinbase](/topic/coinbase) [Post Link](https://x.com/BigBullCap/status/1947272084494938275)
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Kaushik @BigBullCap on x 102.3K followers
Created: 2025-07-21 12:26:58 UTC
$COIN PT Raised to $XXX at Cantor Fitzgerald
As we highlighted in our initiation, the investor perception shift in COIN from being a cyclical cryptocurrency trading platform to a mission-critical infrastructure layer of crypto will drive a re-rating in shares. We viewed stablecoins and its layer 2, Base, as key drivers of that perception shift. We believe shares are starting to reflect the stablecoin opportunity, but they do not reflect the Base opportunity. To that extent, COIN just announced a meaningful product update - it is effectively launching a superapp in crypto that includes payments, social, chat, apps. and trading. We believe there is more room to run for COIN. We are taking our 2026E EPS estimate up to $XXXXX from $XXXX.
XXXXXX engagements
Related Topics drivers stablecoins stocks coins layer 2 cryptocurrency investment $coin coinbase