Coinbase's likeliest price path is lower as bitcoin finishes the final leg of its bear market. @BobLoukas argues Coinbase is bloated and overvalued, with horrible customer service, crypto retail activity dead, customers having other options and an underwhelming Base chain. x.com 

The carnage in crypto could push Coinbase another leg lower and break its February lows, even though it is already down about 60% from its all-time high. Anecdotally, few people seem to use Coinbase anymore, with most turning to Kraken and Hyperliquid. x.com 

Coinbase participated in the crypto rebound's trading activity. Its spot volume rose about 41-50% month over month to roughly $61-64 billion, overtaking Bybit for third among top-tier spot exchanges. That counters AlphaTAEdgde's claim that the rebound's volume bypassed Coinbase. x.com 

Coinbase still has no business model in crypto bear markets, while Robinhood has become a profit-making machine. x.com 

Coinbase is a bubbly stock priced as a proxy for crypto trading, yet experienced crypto users leave it for better exchanges. It works for beginners, where it can take advantage of unknowledgeable investors, but more than a decade of crypto use shows Coinbase gets replaced as soon as users find something better. x.com 

Coinbase's bad earnings were expected by the entire market, so bad news has now become good news and the stock should move higher from here. Bitcoin and Ether are also setting up for higher. x.com 

Ripple's growing distribution and financial scale are expanding the wider XRP ecosystem. RLUSD is now available on Coinbase and Coinbase Prime for users and institutions to convert dollars at 1:1. Ripple says it is on track to exit 2026 at $900 million in annualized product revenue, after enabling over $16 trillion in transactions across its products in 2025; it reports 1,700-plus clients, over 85 regulatory licenses and final approval for a US National Trust Bank charter. x.com  x.com 

Coinbase's revenue growth has turned negative, enough to reconsider the view that its dips are buyable. It may not be worth touching in the near term, even if it rebounds technically. x.com 

Coinbase is testing the same support that held in September 2024, February 2025 and April 2025, and the drop reflects spiking rates, not a broken company. It has $7 billion of revenue and $1.26 billion of net income, yet the stock is down 38% year to date and 59% year over year. Crypto's next cycle has not started yet, which makes this the setup. x.com 

XRP's weak volume makes today's bullish mood hard to trust despite positive XRP Ledger and Ripple news. Aviva Investors added a tokenized share class and Ripple launched a treasury product, but Nodiens Coin Insights reports 24-hour volume down 24.1%, a -0.81 Sharpe ratio and a 63.60% drawdown. Volume needs to recover before the bullish mood is credible. x.com