What top creators are saying about Base(COIN)— Page 2

80 AI-extracted insights from 34 sources — podcasts, YouTube channels, and X/Twitter accounts.

Insights about Base (COIN) — Page 2 of 2

Showing insights 51–80 of 80.

Tuesday, May 19, 2026

Very Bullish

Strategic partnership with Circle and acquisition of Native Markets positions it to capture float revenue and centralize user assets through yield offerings.

Very Bullish
Target: Not specified

The company has a strong incentive to support developers moving on-chain and is benefiting from activity on its Base network.

Bearish
Target: $140

Highly correlated to BTC; if it fails to hold $180, it is expected to drop toward $140.

Monday, May 18, 2026

Bullish

Partnering with Hyperliquid to transition native stablecoins to USDC and running validator nodes by staking HYPE.

Very Bullish

Disclosed as a significant long position in Trump family holdings.

Bearish

Price action is currently being dragged down by the lack of momentum in Bitcoin.

Friday, May 15, 2026

Very Bullish
Target: $300 billion market cap by 2031

Aggressively positioning as the infrastructure for AI-driven 'Agentic Commerce' with its X402 protocol and shifting toward recurring subscription/services revenue.

Bullish

Expected to return to profitability in Q2 following crypto price recovery despite recent misses.

Very Bullish

Disclosed investment as a 'picks and shovels' play to gain exposure to the broader crypto ecosystem.

Bullish

Targeted as a potential front-end partner for Spark's backend DeFi liquidity.

Bullish

Involved in a deal with HYPE contributing to market momentum

Thursday, May 14, 2026

Very Bullish

Aligning with Hyperliquid to support its treasury, providing a regulatory 'stamp of approval'.

Bullish

Validating on-chain tech through partnerships and treasury deployment on platforms like Hyperliquid.

Very Bullish

Positive price action driven by legislative progress in digital asset regulation.

Very Bullish

Strategically incentivized to support Hyperliquid's growth and regulatory positioning through its involvement with USDC.

Ansem
correct
AnsemTwitter40 days ago
Very Bearish

Acting as treasury deployer for USDC on Hyperliquid, but critics suggest their involvement is a historical signal for product failure.

Bullish

Public crypto stocks may offer better value while crypto-native IPOs are delayed, despite being bucketed with market volatility.

Very Bullish
Target: $150M yearly recurring revenue from USDC treasury

Coinbase is set to become the main treasury supplier for Hyperliquid's USDC, providing long-term scaling support and regulatory distribution.

Bullish

Anticipated potential merger or acquisition with Circle by 2030, suggesting long-term consolidation.

Bullish

Significant partnership highlighted with Hyperliquid through the concentration of USDC liquidity.

Very Bullish
Target: N/A

Offering zero trading fees, USDC yield, and rewards through its Coinbase One membership.

Bearish
Target: None

Potential loss of revenue-share income as Circle migrates USDC activity to its own infrastructure.

Wednesday, May 13, 2026

Neutral

Mentioned as a primary competitor to Kraken's infrastructure-heavy business model.

Tuesday, May 12, 2026

Bearish

Mentioned as being surpassed in notional trading volume by decentralized competitors like Hyperliquid.

Bullish

Restructuring to an 'AI-native' organization with fewer management layers to increase shipping speed and efficiency.

Monday, May 11, 2026

Bullish

Strategic 14% workforce reduction and focus on human-AI collaboration to increase productivity rather than full automation.

Very Bullish

Member of the Beacon Network, helping to block stolen funds and mature the institutional crypto ecosystem.

Saturday, May 9, 2026

Very Bullish

Aggressively expanding into tokenization via Coinbase Tokenize and positioning Base as an institutional RWA hub.

Saturday, January 10, 2026

Very Bullish

Base is a major Layer 2 player to watch, leveraging Coinbase's massive user distribution to build a consumer-focused ecosystem, creating a positive catalyst for its parent company, Coinbase (COIN).

Monday, September 8, 2025

Very Bullish

Described as a 'clear winner' in the Layer 2 space due to strong backing and product quality, representing a strategic asset for Coinbase.