Long Take: Why Coinbase's $100B+ valuation makes sense, and how to compare it to $60B Ethereum DeFi, and to crypto-king Binance

Feb 22, 2021

∙ Paid

Hi Fintech futurists --

This week, we look at:

There are two very large revenue pools in the crypto asset class — (1) mining, and (2) trading. There are some large revenue pools in crypto-as-a-software, too, but those tend to be less sensational.
This analysis will establish a 2021 baseline for the most regulated of crypto exchanges, Coinbase, including a

Fintech Blueprint 🤖🏦🧭