👉 It's Time to Build

Hi Everyone 👋,

It’s time for our GRIT Monthly Stock Deep Dive! This time, we’re breaking down one of the leaders of the crypto world — which is poised to benefit from a continued crypto bull run.

Let’s jump right in!

_{As a reminder, this specific stock deep-dive is written by the GRIT team and is not the work of Head Analyst Austin Hankwitz.}

Stock Deep Dive: Coinbase (COIN-US, $78B market cap)

The red sweep prompted a risk-on rally across the board. While many companies that hitched their trailer to the Trump campaign (ahem… Elon) saw their stocks rally, one area of the market outpaced the rest.

Crypto.

Since the election, Tesla is up +40% while Coinbase is up +60%

Trump has significantly shifted his stance on cryptocurrencies over the years. Initially, in 2019, he expressed skepticism, stating, "I am not a fan of Bitcoin and other Cryptocurrencies, which are not money, and whose value is highly volatile and based on thin air."

In 2024… he made it a core pillar of his campaign.

Now… we may only be getting started.

• Why Now? 👉 Deregulation + Strategic Reserve

• Overview 👉 What Does Coinbase Do?

• How Do They Make Money? 👉 Transaction + Subscription + Service

• Product Suite 👉 Offering Walk-through

• Value Proposition 👉 Crypto-Native Flywheel

• By The Numbers 👉 Key Metrics

• Risks 👉 Potential Pitfalls

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