Andy
Co-Founder of The Rollup & The Rollup Ventures
Circle could still be a monster as the stablecoin narrative grows stronger by the day. A gap up that is not being completely faded may signal a change in character for the stock. x.comÂ
Crypto's Wild West reputation creates market inefficiencies and, therefore, great opportunity. It looks to have decoupled from stocks over the past year, though the risky narrative persists. x.comÂ
Circle's valuation is far too high to consider right now, given risks from crypto sentiment and margin pressure. That holds despite strong momentum: Q4 revenue rose 77% to $770M with a solid EPS beat, it has launched institutional payment platforms and expanded African partnerships, and potential US stablecoin legislation is a tailwind. x.comÂ
Agent payments and AI infrastructure make AI crypto one of the strongest early-bull-market narratives. Coinbase's x402 is the clearest signal: agents made 138 million-plus Base transactions, mostly under 10 cents. Bittensor subnets earn outside revenue; Render and Akash supply GPU power; NEAR builds agent rails. Grayscale's AI crypto sector rose 54% in September vs roughly 24% for the broader market. Still early and volatile; rotation may follow if Bitcoin holds a base and the narrative sticks. … Show more
Crypto assets should reprice upward as purchasing power falls and nearly everything else costs more. Tokenization is still in its earliest stage and should reward patient investment in projects positioned to capture it; an altcoin portfolio centered on Ethereum and value-accrual tokens, with some Robinhood and Arc exposure, should outperform nearly everything over six to twelve months. Robinhood and Arc chains may drive much of the broader altcoin expansion. x.com x.com x.com x.comÂ
Coinbase still has no business model in crypto bear markets, while Robinhood has become a profit-making machine. x.comÂ
AI, retail, healthcare and crypto exposure could make these 12 monster buys now. IREN builds AI cloud; Walmart grows ads and e-commerce; Netflix adds streaming ads; IonQ builds quantum computers and buys networking firms; Hims & Hers sells care direct; Coinbase earns from custody and stablecoins; Nvidia's CUDA locks in developers; Oscar targets self-insured customers; CoreWeave rents GPUs; Lumentum supplies AI optics; Block spans payments; Strategy holds bitcoin. x.com x.com x.com x.com x.com … Show more
Coinbase's current pullback, like every one before it, lacks institutional selling, leaving the stock very inefficiently priced. Last year's buy volume was the largest ever, with substantial institutional backing through Nasdaq-100 inclusion above $250. It is now basing after twice failing to break its 2024 and 2025 lows. x.comÂ
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.comÂ
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.comÂ