Coinbase to benefit most as ETH climbs to multi-year high and alt season starts, Bernstein says
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最新报道：Bernstein analysts highlighted Coinbase as the primary beneficiary of the ongoing Ethereum (ETH) price surge, driven by the alt season rally. ETH recently surpassed $4,350, fueled by rising demand for stablecoins on the Ethereum network and increased activity in the Base chain ecosystem, which generates significant revenue for Coinbase. With ETH-linked tokens and staking contributing to Coinbase’s income, the firm expects strong trading volumes in Q3/Q4. Additionally, Bernstein identified investment opportunities in ETH-focused public companies like Robinhood and Circle, spot ETH ETFs, and Ethereum treasury firms, noting the early stage of the current crypto bull cycle.
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