Linked trade ideas span 14 sources.
Bullish: Coinbase is becoming the key distribution layer for DeFi protocols and owns the user relationships, which is where value accrues. Bearish: Coinbase is imploding while competitors like Hyperliquid are matching their volumes at much lower valuations.
“Coinbase becomes the distribution layer for the underlying Morpho smart contracts, Morpho vault architecture to the Coinbase retail user.”
On The Brink with Castle Island — Bhavin Vaid (Birch Hill) on Better Markets for Tokenized Assets (EP.700)
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