最新报道:Analysts at Bernstein assert the crypto bull cycle remains in early stages, with Robinhood and Coinbase poised to benefit from rising volumes and mainstream adoption. Robinhood's Q2 revenue surged 46% YoY, with crypto volumes rebounding sharply in July amid renewed interest in Ethereum and DeFi tokens. The platform's crypto take rate rose to 57bps, while net deposits hit $13B. Coinbase's partnership with JPMorgan enables Chase customers to link accounts, redeem rewards as USDC, and fund wallets via credit cards—a move Bernstein calls a "huge adoption unlock." The firm maintains "outperform" ratings for both stocks, citing Coinbase's role as key blockchain infrastructure for banks. Bernstein analysts reiterated, "We believe we are still early in the crypto bull cycle."