Coinbase Earnings, Jito Restaking, Memecoin Durability, and Saylor’s Big Announcement | Roundup
Episode publishedPodcast: Bell CurveBell Curve
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Comment that I was gonna say about Coinbase is I still think that it remains to be the most misunderstood, like, stock on Wall Street. People who are just, like, looking at this as if it's, you know, revenue guide like, we exist in a cyclical industry. Like, nothing was going on last year, so we're up a 100% on the top line. But, like, we guided into something that we thought would be higher. Nobody expected that, you know, the election would put a a curtailing on trading activity. But if if you think about this in terms of 4 year or 5 year cycles, it doesn't matter what happens right now when
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great. I
thought those only came in red. What's up? I thought those only came in red. And
that one you heard most personal friend. It
was the gothic manga. I, like, I forgot I was wearing this yesterday at the grocery store. And there was one guy who looked at me who was definitely pissed that I was there wearing this. And then this young guy at the counter was looking at me, and I was like, oh, man. I can't tell if you're angry or not. He was like, that's a really sweet hat. So, you know, there's a lot of love in the room. There's some hate too.
If you wear that around San Francisco, what's the ratio of, like, weird looks that you get? So
I I've I was testing Vance this over the last couple weeks. There's only been one type of driving around San Francisco and kind of different parts of San Francisco. There's only been one type of, not protest, I guess, like, group of people who are, like, promoting someone, in terms of elections and and campaigns. It's only been Trump supporters. Like, you you drive past Union Square. I did this a couple weekends ago. Each corner, there's, like, 20 people with, like, make America great again, Trump Vance, and then the a couple months ago, this is a while back, but, David Sachs hosted, Trump and
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