publisheddirectional thesisSHORTyoutubenot an explicit trade
COIN directional thesis
Coinbase revenue is decelerating hard as the crowd ditches buying tokens like Solana to pile into B2B stocks instead.
$163.02entry snapshot
pendingcurrent snapshot
— pendingsince mention
“You know, if you look at Coinbase, it's like got substantial sequential revenue deceleration. So, you know, people are not investing in Solana, they're, they're investing in HPE. And so, you know, the sort of B2B focus of the markets has completely changed.”153:13claim_id
mcl_142081c2bcc98949baopen evidence ↗Classification directional thesis
Human-reviewed public claim.
Evidence span 153:13
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