Author: Stephanie Bedard-Chateauneuf

Coinbase Stock Forecast: 3 Catalysts After GENIUS Act

Written by Stephanie Bedard-Chateauneuf on . Posted in Cryptocurrency.

The recent passage of the GENIUS Act marks a pivotal moment in crypto regulation—and Coinbase stock (NASDAQ:COIN) stands to gain significantly. With a new legal framework around stablecoins now in place, institutional confidence is climbing, and investor interest in Coinbase is reaching new highs. This Coinbase stock forecast explores whether COIN is a buy, sell, or hold as the market digests these groundbreaking changes.

GENIUS Act Fuels Stablecoin Surge and Coinbase Momentum

Signed into law by President Donald Trump, the GENIUS Act creates a stablecoin framework requiring full reserve backing, real-time redemption, and strict transparency standards. Analysts call it the foundation of a new “Web3 economy”—and Coinbase is one of its primary beneficiaries.

Platforms that combine stablecoin infrastructure with decentralized finance (DeFi) integration—such as Coinbase and privately held Circle—are well positioned for growth. Coinbase’s regulatory compliance, existing user base, and stablecoin integration tools make it a central pillar in the emerging digital dollar ecosystem.

Why the Coinbase Stock Forecast Just Got Better

Aside from regulatory clarity, there are three major catalysts strengthening the bull case for Coinbase stock (NASDAQ:COIN):

1. ETF Custodian Role Validates COIN’s Core Business

Coinbase serves as custodian for the majority of crypto ETFs currently on the market, managing assets exceeding $120 billion. These funds are attracting major institutional investors, signaling a broader shift in mainstream crypto acceptance. According to Coinbase CFO Alesia Haas, corporate treasuries and even sovereign entities have begun accumulating Bitcoin (CRYPTO:BTC), highlighting the growing reliance on Coinbase’s infrastructure.

2. Deribit Acquisition Expands Derivatives Market Reach

Coinbase’s $2.9 billion acquisition of Deribit, the world’s leading crypto options platform with a 75% global market share, is its largest deal to date. With over $30 billion in open interest, this move gives Coinbase a dominant position in the crypto derivatives space—an area that accounts for approximately 75% of all crypto trading volume.

3. Crypto-as-a-Service Gains Institutional Traction

Coinbase now powers crypto operations for over 200 financial institutions. Its turnkey service model makes it easier for banks, fintechs, and investment firms to offer crypto products to clients. As Wall Street grows more comfortable with blockchain technology, Coinbase is increasingly becoming the go-to infrastructure partner.

Analyst Ratings: Mixed Outlook with Upside

Among 31 analysts covering Coinbase, the sentiment is split:

  • 14 rate it a “Strong Buy”

  • 1 rates it a “Moderate Buy”

  • 14 recommend “Hold”

  • 2 suggest “Strong Sell”

Despite strong catalysts, the average price target sits at $341, which is roughly 14% below the current price. This may reflect concerns about valuation or macroeconomic uncertainty, but it also suggests analysts see room for recalibration as new data rolls in.

Final Verdict: Is Coinbase Stock a Buy?

Based on the latest Coinbase stock forecast, COIN appears to be well-positioned for long-term growth. The GENIUS Act provides long-awaited clarity, institutional adoption is accelerating, and strategic acquisitions are plugging key revenue gaps.

Investors should monitor upcoming earnings, regulatory updates, and adoption metrics—but overall, Coinbase is transitioning from speculative play to infrastructure backbone of the new crypto economy. For long-term believers in digital assets, Coinbase stock (NASDAQ:COIN) remains a strong contender in any crypto-focused portfolio.

Why Institutional Investors Are Still Wary of Ethereum Treasury Companies

Written by Stephanie Bedard-Chateauneuf on . Posted in Cryptocurrency.

Ethereum treasury companies are making waves as they raise capital, purchase large amounts of Ether (ETH), and bet their share prices will follow. Despite mounting excitement, major institutions remain cautious about these plays. The focus keyword—Ethereum treasury companies—captures both the trend and the uncertainty surrounding it.

SharpLink and BitMine Spark Attention

The most aggressive example so far is SharpLink Gaming (NASDAQ:SBET), a small online casino platform that has shifted gears and gone all-in on Ethereum. According to Ethereum co-founder and ConsenSys CEO Joe Lubin—who is now also SharpLink’s chairman—the company has acquired over $1.3 billion in Ether, buying “tens of millions of dollars” worth daily.

BitMine Immersion Technologies (OTC:BMNR), a Bitcoin miner turned Ethereum accumulator, is another firm seeing speculative interest. Both companies are now trading at nearly double the value of their Ether holdings.

The Ether Accumulation Trend

SharpLink and BitMine are just two of more than 60 companies currently holding Ethereum as a treasury asset, collectively controlling more than 1.8 million ETH, valued at roughly $6.2 billion. While that’s still below the holdings of Bitcoin treasury companies—157 firms holding Bitcoin as reserves—it’s growing rapidly.

Matt Hougan, Chief Investment Officer at Bitwise Asset Management, believes this accumulation is creating a market imbalance. He recently noted that since mid-May, exchange-traded products and public companies have bought 2.83 million ETH—32 times more than new supply.

“No wonder the price of [Ethereum] has soared,” he wrote in a July 22 investor note.

Why Ethereum?

So what’s drawing these companies toward Ethereum and not just Bitcoin?

Two reasons stand out: less competition and built-in utility.

“It’s less crowded,” says Matthew Sigel, Head of Digital Assets at VanEck. That means there’s still space for early movers to gain attention and potential upside before the sector matures.

More importantly, Ethereum isn’t just digital gold. It’s programmable and productive. Jeff Park, Head of Alpha Strategies at Bitwise, says Ethereum is appealing to investors because it “earns yield.” On the Wolf of All Streets podcast, Park explained:
“Bitcoin stores value. But Ethereum is productive—it earns.”

In a market increasingly focused on cash flow, that productivity matters.

Institutional Skepticism Remains

Still, large institutions aren’t jumping in just yet. According to Sigel, they’re holding back due to concerns that echo early Bitcoin treasury strategies—namely:

  • Insider-friendly structures that prioritize promoters over shareholders

  • Speculative valuations disconnected from revenue or utility

  • Volatility, which makes treasury strategies risky at best

In other words, institutional players are waiting to see whether this is true innovation or another bubble.

Market May Decide the Fate

Ethereum has climbed more than 60% in the last 30 days, trading around $3,600. As prices soar and smaller public companies continue to convert their balance sheets into ETH, retail investors may be tempted to follow.

But without a proven track record or consistent regulatory support, the verdict is still out.

Are Ethereum treasury companies truly a breakthrough in financial innovation—or just speculative wrappers for crypto exposure? That’s a decision the market—not the hype—will eventually make.

Until then, investors would be wise to approach this trend with equal parts curiosity and caution. Whether it becomes the next Bitcoin-like surge or a flash-in-the-pan moment will depend on performance, transparency, and real-world results—not just token price action.

For now, Ethereum treasury companies remain a high-risk, high-reward proposition. Their success—or failure—will likely shape how other small and mid-cap firms treat crypto as a balance sheet asset. If these experiments work, they could open the door to broader corporate adoption. If not, they’ll serve as cautionary tales in crypto history.

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XRP Price Prediction Surges After Ripple CTO’s Cryptic Post

Written by Stephanie Bedard-Chateauneuf on . Posted in Cryptocurrency.

The XRP community has once again been set ablaze—this time by a subtle joke. Ripple Chief Technology Officer David Schwartz recently made a lighthearted social media post referencing the numbers “five” and “six.” Though the tone was humorous, XRP holders were quick to interpret the message as a bullish XRP price prediction, suggesting that the digital asset may soon enter or surpass the $5–$6 range.

While Schwartz didn’t confirm any such forecast, the speculation spread quickly among traders and influencers. With renewed market momentum and rising analyst optimism, the timing of the post has only added fuel to the fire.

Ripple CTO’s Post Sparks New XRP Price Prediction Buzz

David Schwartz’s short post, which included a casual mention of the numbers “five” and “six,” was enough to spark widespread discussion in the XRP community. Prominent crypto influencer JackTheRippler interpreted it as a covert message, suggesting that XRP holders should not sell between $5 and $6—implying that significantly higher gains could be on the horizon.

This theory aligns with a belief long held by many in the XRP camp: that the token is undervalued relative to its long-term potential. The reaction also reflects a broader trend in crypto communities—where even ambiguous statements from high-ranking figures can shape sentiment.

The post followed a clarification from Schwartz regarding XRP’s actual all-time high, which stands at $3.65. This clarification may have primed the community to read into his every word with heightened attention, especially as XRP gains momentum.

Traders Debate the $5–$6 Range

The XRP price prediction conversation quickly moved from Schwartz’s post to broader market discussions. Some investors recalled past missed opportunities—like Dave Portnoy, who sold XRP before its previous peak—and warned others about the risks of selling too early.

Many community members now view the $5–$6 price point as just a stepping stone, with some aiming for double-digit territory in the next bull cycle. Others warned that exiting in that range could mean missing out on the bigger rally.

While there’s no official connection between Schwartz’s post and Ripple’s business plans, the timing was notable. XRP has recently shown strong technical signals, and bullish momentum is building across trading platforms. That backdrop makes speculative posts feel all the more relevant, even if they were made in jest.

Analysts See Bullish Setup for XRP

Beyond social media speculation, analysts have observed promising trends that support the current XRP price prediction buzz. Technical indicators, including breakout patterns and surging trading volume, suggest that XRP could be gearing up for another rally.

With XRP’s historical high at $3.65, many now view $5 as a realistic near-term price target, with some eyeing $10 or more in a sustained bull market. These projections are also bolstered by positive legal developments in Ripple’s ongoing regulatory battle with the SEC and the company’s growing list of global partnerships.

Some analysts even point out that, in a broader crypto market recovery, XRP could benefit from increased institutional interest, especially as traditional finance explores blockchain integration.

Should You Buy or Hold XRP?

As the XRP price prediction narrative heats up, investors face a familiar dilemma: buy more, hold steady, or take profits? While no single post or projection should dictate investment decisions, the combination of strong fundamentals, market momentum, and community sentiment suggests XRP rally may still have room to run.

If the Ripple CTO’s joke does turn out to be prophetic, the $5–$6 range may indeed be just the beginning—not the end—of XRP’s next chapter.

In short, the joke may not be on XRP holders after all.

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Altcoin Season Heats Up as Ethereum and XRP Surge

Written by Stephanie Bedard-Chateauneuf on . Posted in Cryptocurrency.

The crypto market is showing clear signs of an emerging altcoin season as capital increasingly shifts away from Bitcoin (BTC-USD) dominance toward a broader array of digital assets. Ethereum (NASDAQ:ETH-USD) and XRP (NASDAQ:XRP-USD) have led this movement with remarkable price gains, while other altcoins and meme tokens have also joined the rally. This article analyzes the key indicators signaling a potential altcoin season and what investors should watch next.

Ethereum and XRP Drive Early Altcoin Season Momentum

Ethereum has been a standout performer, surging from under $3,100 to over $3,750 in July 2025, reflecting a 21% jump in just a few weeks. This rally coincides with increased liquidations on derivatives platforms and strong inflows into ETH, as anticipation grows around upcoming scaling upgrades that could enhance network efficiency and user adoption.

XRP has outpaced many peers by breaking its previous all-time high, briefly hitting $3.49 before slightly pulling back. Regulatory clarity in Asia and adoption by financial platforms have fueled XRP’s rapid ascent. As of late July, XRP trades around $3.61, signaling growing investor confidence.

Meanwhile, Dogecoin (DOGE-USD) rose nearly 40% amid renewed retail enthusiasm and social media buzz, showing that meme tokens are not being left out of the altcoin season narrative.

Altcoin Season Index Confirms Broadening Gains

The Altcoin Season Index, a metric tracking the proportion of top 50 altcoins outperforming Bitcoin over 90 days, currently stands at 59—significantly higher than June’s 28. Though the benchmark for declaring an official altcoin season is 75, this sharp rise signals strengthening altcoin momentum.

Similarly, the CoinMarketCap Altcoin Season Index, which follows 100 altcoins relative to Bitcoin, reads 56, underscoring broad-based participation beyond a handful of assets.

Bitcoin Dominance Drops as Capital Rotates

Bitcoin dominance, a gauge of BTC’s market share relative to the entire crypto market, has fallen to 60.49%, its lowest since March 2025. This decline highlights the capital migration into Ethereum, DeFi tokens like AAVE (NYSE:AAVE) and Uniswap (NASDAQ:UNI), and select infrastructure plays.

Historically, dips below 50% in Bitcoin dominance have marked decisive shifts toward altcoins, reflecting increased investor risk appetite. While BTC dominance remains above that threshold, the downward trend indicates early rotation phases that could accelerate if market conditions remain supportive.

Infrastructure Tokens Gain Favor Amid Meme Hype

Beneath the surface of meme coin excitement lies a meaningful rotation toward infrastructure and utility tokens. Chainlink (NASDAQ:LINK) is drawing renewed institutional interest due to its cross-chain interoperability, a key feature for real-world asset (RWA) integrations and enterprise adoption.

Cardano (NASDAQ:ADA) has climbed over 50% in the past month thanks to new ecosystem projects and expanded stablecoin offerings. Its strong community and regulatory compliance have also helped its resurgence.

Avalanche (NASDAQ:AVAX), similarly up 50%, is attracting attention for upcoming subnetwork upgrades. Analysts emphasize that these layer-1 blockchains are not competing to replace Ethereum but rather carving out specialized niches in the evolving blockchain landscape.

Is This the Start of a True Altcoin Season?

While the altcoin season is not yet officially confirmed, key indicators suggest the market is shifting. A falling Bitcoin dominance, rising altcoin participation, and renewed focus on utility tokens all hint at a growing internal rotation.

Altcoin cycles typically begin with major tokens like Ethereum and XRP leading the way, followed by broader mid- and small-cap gains. If history is any guide, the coming weeks may solidify a more sustained altcoin rally.

Investors should exercise caution, however, as crypto markets remain volatile and rotations can reverse quickly. Monitoring dominance metrics, volume flows, and relative strength indicators will be essential for navigating what could be an exciting altcoin resurgence.

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Trump Media Bitcoin Purchase Sends Stock Up 3%

Written by Stephanie Bedard-Chateauneuf on . Posted in Cryptocurrency.

Trump Media & Technology Group Corp. (NASDAQ:DJT) saw its stock rise by 3% on Monday following news of its $2 billion bitcoin purchase. The media company, which operates former President Donald Trump’s social platform Truth Social and related businesses, has now embraced cryptocurrency as a core part of its financial strategy.

The $2 billion acquisition of bitcoin (BTC-USD) and related securities is part of Trump Media’s plan to build a bitcoin treasury. According to CEO Devin Nunes, this move strengthens the company’s financial independence and safeguards against banking discrimination, while paving the way for new utility tokens across its digital ecosystem.

Trump Media Deepens Crypto Commitment

Trump Media’s bitcoin holdings now represent roughly two-thirds of its $3 billion in total assets, a significant commitment to cryptocurrency. Additionally, the company has earmarked $300 million for an options acquisition strategy related to bitcoin securities, signaling aggressive expansion in the crypto space.

This strategy follows an announcement from May in which Trump Media revealed intentions to raise $2.5 billion to rapidly build its bitcoin treasury through a combination of equity and debt issuance.

Broader Crypto Context and Regulatory Tailwinds

President Trump recently signed the GENIUS Act into law, creating the first federal framework for dollar-backed stablecoins, a move expected to spur mainstream adoption of digital currencies. Trump Media is linked to World Liberty Financial, a crypto startup backed by Trump and his family, which has launched a US-dollar-pegged stablecoin (USD1) in partnership with BitGo.

The regulatory approval creates a favorable environment for Trump Media’s crypto ambitions, potentially boosting investor confidence.

Stock Performance and Market Sentiment

Despite the recent surge, Trump Media’s stock has faced volatility. Since the bitcoin treasury plan announcement in May, the stock has fallen 25%, and it is down 45% year-to-date. The price moves reflect skepticism from short sellers about the sustainability of bitcoin treasury strategies.

The approach was popularized by MicroStrategy (NASDAQ:MSTR), led by Michael Saylor, which amassed bitcoin on its balance sheet starting in 2020. Other companies have followed, though investor enthusiasm remains mixed.

What Lies Ahead for Trump Media?

Trump Media’s bitcoin purchase underscores a bold move into cryptocurrency finance, blending media operations with blockchain assets. The company’s leadership believes that integrating digital currencies will create synergy with its social media and financial platforms.

Investor attention will likely focus on how effectively Trump Media manages its crypto assets amid ongoing regulatory changes and market volatility. The success of its bitcoin treasury plan could define its stock trajectory in the months ahead.

In summary, the Trump Media bitcoin purchase signals a strategic shift aimed at financial autonomy and innovation within the growing digital currency landscape. While the stock has experienced swings, the company’s crypto investments position it as a notable player in this evolving sector.

Challenges and Opportunities Ahead for Trump Media

Despite the bullish crypto strategy, Trump Media faces several challenges. The inherent volatility of bitcoin can introduce significant risk to the company’s balance sheet. Large fluctuations in cryptocurrency prices might impact investor confidence and the company’s financial stability in the short term. Moreover, regulatory scrutiny of crypto markets remains dynamic, and potential changes could affect how Trump Media manages its crypto holdings.

On the opportunity side, the expanding adoption of blockchain technology and the rise of decentralized finance present a growing market for Trump Media’s planned utility tokens and financial services under Truth.Fi. The company’s integration of social media, streaming, and finance platforms combined with crypto assets could create a unique ecosystem appealing to niche markets.

Ultimately, the success of Trump Media’s bitcoin treasury strategy will depend on market conditions, regulatory developments, and its ability to innovate while managing risks. Investors interested in NASDAQ:DJT should weigh both the potential for high rewards and the significant volatility inherent in this bold crypto-driven approach.

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