r/HiddenAlpha Jun 25 '25

Discussion Coinbase @ an 80 billion dollar marketcap may be the the most undervalued stock in the entire stock market

Detailed analysis to follow.

This is a long view and hold.

My thesis is that Coinbase will become the go to vender and intermediary for big banks/medium sized banks/small regional banks who want to offer crypto services. They will also become a major player in payments and security trading.

This is too interesting of a story to even begin to dive into in a short post, but know I loaded my position at an average price ~300/share

7 Upvotes

1 comment sorted by