MEGA could reach a $5B valuation at its launch, a big-dream target as Coinbase adds support for the MegaETH token. Coinbase says users can now generate MEGA deposit addresses, though deposits wait until the issuer unlocks transfers. x.com
Bitman
Founder of BITMEN, Crypto Research
MegaETH's bottom is in at its token launch, as TVL jumped over 200% in 24 hours and circulating supply is under 10%. It looks like an easy buy under $0.17; most recipients will sell their unlock, and it could trade around $0.40 within two to three days. x.com x.com x.com
MegaETH's post-launch slump reflects day-one sell pressure and weak sentiment, not its fundamentals, which makes MEGA an opportunity. Early investors who paid $0.02 versus the $0.0999 public sale took profits, 40-50% of airdrop wallets sold most of their tokens, and crypto has been risk-off since October 2025. TVL near $771M shows capital trusts the tech, and TVL-linked unlocks tie supply to network growth. If it sustains 100k TPS, scales USDM and monetizes latency bidding, the $1B FDV is cheap. … Show more
MegaETH is a dead chain that marketing cannot save. It has nothing to market and little fun to do on it, while rivals such as Robinhood's chain and Stable are doing a better job. x.com x.com
Coinbase is turning from a place to buy Bitcoin into a full-stack financial platform because Brian Armstrong ships relentlessly. New launches include tokenized stocks, pre-IPO perps, options, US crypto derivatives, prediction markets, an AI investment advisor, AI agent accounts and wallets, crypto-backed mortgages and loans against staked ETH and SOL. Base also dominates Ethereum layer-2s, and its tokenomics will be fascinating to see. Coinbase will be hard to ignore if it dips any lower. x.com … Show more
Coinbase is pivoting from retail brokerage to the main institutional gateway for crypto, which its price does not fully credit; rated Overweight with a $290 December 2026 target. Spot bitcoin and ether ETPs validated its infrastructure, while custody, Circle revenue and stablecoin income give a floor beyond retail trading. The sum-of-the-parts target values the exchange at 35x plus Circle, crypto holdings and Base. Q1 was a big miss, yet the stock should rise. Risks: a crypto slump, new rivals. … Show more
MegaETH is being abandoned as apps leave and the team ignores criticism, while Monad grows. Per another user, TopStrike and Showdown are moving to Robinhood after MegaETH dropped its points system to build a wallet nobody wants. MegaETH's philosophy and innovations were strong; paired with Monad's humble approach and ecosystem support, it could have been crazy. x.com x.com 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
Better Home & Finance opened a massive new market with Coinbase by launching the first token-backed Fannie Mae conforming mortgages in the US on March 26. Buyers can pledge bitcoin or USDC as down-payment collateral without selling or triggering taxes, reaching 50+ million Americans with significant digital assets. That makes Better one of the cleanest public plays on crypto, real-world assets and housing finance, backed by strong Q1 loan growth and insider buying, with momentum building. x.com … Show more
Bitcoin, Ethereum, Strategy and Coinbase offer better risk/reward than 2026's mega IPOs. SpaceX, Anthropic and OpenAI are already valued at hundreds of billions to trillions, so their listings may become a chance for early investors to dump, with lock-up pressure adding risk. Bitcoin and Ethereum are the core assets, Strategy offers leveraged bitcoin exposure, and Coinbase is the institutional crypto gateway, all with better liquidity. x.com
Coinbase stands to gain as crypto gears up for a massive move very soon, with the breakout setup looking prime. x.com