But is it fairly priced ?
I still think holding Coinbase is superior to any Bitcoin ETF regardless of price action. - more exposed to alts than BTC - Betting on crypto volatility > price action - NFT marketplace = more retail fee capture
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NFT marketplace is a very big deal for
$COIN. I like the stock!Thanks. Twitter will use this to make your timeline better. UndoUndo
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How likely would you say that the second point becomes material? The ETF seems more appealing to me if you want non-cumbersome crypto exposure because of price action and willingness to bet that people want to hold the underlying, not a proxy bet on volatility/Coinbase's volume.
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