The US stock market is all in on Coinbase, logic:

1. SRM and Circle are rising, the sentiment is there

2. The higher Circle goes in the short term, the more funds will overflow

3. Coinbase earns 50% on USDC

4. Coinbase is going to launch perpetual contracts—Wall Street has started using these 7*24 hour contracts, there's no going back, the Q3 financial reports are expected to be impressive, although it's still early

5. As for SRM, it might be more volatile, but after the first wave, that's it.

The above are all speculative and can be sold at any time.