491.9K @mdudas it's understandable that the market is skeptical around $coin and @coinbase\n\nwe're saying agentic payments on x402 open standards are taking off, but the q1 onchain data says the exact opposite\n\nwhat use cases do we expect to generate meaningful non-spam activity in 2026? https://t.co/bsPhJ1GSuN
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27.4K @Alice_MiaX $COIN Coinbase missed Q1 revenue by $70M and posted a $394M loss. Stock down 2.5%.
But here's the thing. Record 8.6% global market share. Prediction markets hit $100M annualized revenue in less than 2 months. Derivatives at $200M+.
The "everything exchange" strategy is working. The numbers just haven't caught up yet. Competition for Robinhood is heating up.
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80.5K @cantonmeow 
51.0K @matthughes13 $COIN isn’t a falling knife.
These backtests are clearly bullish — just like $IREN ’s $5 backtest was.
Hope this comparison helps!
https://t.co/AmfkdkErGF https://t.co/WbyLV8zYxV
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