Is Coinbase Running Too Hot After Its 88% Rally?
Why this report matters
Coinbase has surged 88% since mid-May, far outpacing Bitcoin, trading volume, and nearly every crypto stock in its peer group.
But do fundamentals still back this move, or are we entering a zone of overexcitement?
Our latest analysis delves into valuation signals, retail inflows from Korea, and what is truly driving the disconnect between Coinbase and the broader cryptocurrency market.
One simple regression model explains 75% of the stock’s price action, and it’s flashing a potential warning.
Meanwhile, sentiment is cooling in other crypto favorites, such as Circle and KakaoPay.
Main argument
We’ve maintained a bullish view on Coinbase, with our valuation trigger aligning with its inclusion in the S&P 500, announced on May 19, when the stock was trading at $264.
In our May 12 market report, we highlighted a significant divergence between Bitcoin and Coinbase’s share price, with COIN trading at $199 while Bitcoin stood at $102,971.
At the time, our regression model indicated that Coinbase was undervalued by 32%, near historical lows.
Even in our June 8 update, the model still indicated that Coinbase was trading 18% below fair value, and we noted its strong positioning as a key beneficiary of Circle’s growing stablecoin business. But what should investors do now? As always -> actionable insights from us:
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Please read our full report to learn what NOW matters and what is likely to happen NEXT with @coinbase and in the #Bitcoin and crypto space. See the link in the bio to our website.
⚠️ $FUN /USDT – Down -1.84% to 0.009815! FunToken Cooling Off — But Is It Ready for a Comeback? 🎯📈
FunToken ($FUN ) is slightly down -1.84%, trading at 0.009815, and the chart shows a classic cooldown after prior upward movement. This kind of pullback often marks the perfect entry zone for traders waiting to catch the next bounce.
Support remains strong, and volume is still present — this could be a temporary dip before a clean upward continuation.
🔥 TRADE SETUP – FUN/USDT:
Entry Zone: 0.0096 – 0.0099
Target 1: 0.0104
Target 2: 0.0110
Target 3: 0.0118
Stop-Loss: Below 0.0093
✅ Why FUN Could Turn Around:
✔️ Minor dip within larger uptrend
✔️ Volume holding steady — no panic sell-off
✔️ Tight risk/reward zone for scalpers & swing trades
✔️ History of quick bounces from similar setups
⚡ TRADE FUN THROUGH THIS POST — Smart Entries Start Here ⚡
This isn’t a crash — it’s a cooldown. Be early, be smart, and ride the reversal.
#FUN #FUNUSDT #FunToken #CryptoDip #BuyTheDip #BinanceSquare #AltcoinSetup
⚠️ $SUI /USDT – Down -3.23% to 2.6251! Sui Cooling Off — Perfect Entry Zone for the Next Leg Up? 🚦📈
Sui ($SUI ) just pulled back -3.23% to 2.6251, showing signs of cooling after recent gains. But instead of weakness, this could be a healthy retracement — setting up the next breakout play.
Support zones are holding, and volume hasn't vanished. This is exactly where experienced traders look for entries before the next push.
🔥 TRADE SETUP – SUI/USDT:
Entry Zone: 2.58 – 2.64
Target 1: 2.73
Target 2: 2.85
Target 3: 2.96
Stop-Loss: Below 2.50
✅ Why SUI Still Has Strength:
✔️ Bullish trend intact — just a technical breather
✔️ Healthy dip near support
✔️ Consistent volume = active interest
✔️ Solid upside potential if market sentiment returns
⚡ TRADE SUI THROUGH THIS POST — Buy the Dip, Ride the Wave ⚡
Pullbacks create profits — but only for those who act smart.
Follow my analysis, enter early, and trade with confidence.
#SUI #SUIUSDT #SuiToken #CryptoSetup #BinanceSquare #DipBuyOpportunity
⚠️ $ETH /USDT – Down -1.68% to 2,435.01! Ethereum Cooling Off — Perfect Setup Loading? 🧠🔥
Ethereum ($ETH ) is slightly down today at 2,435.01, marking a -1.68% dip, but this could be a healthy retest rather than weakness. Support zones are holding strong, and volume remains steady — a bullish continuation might just be warming up.
Smart traders know: minor dips in giants like ETH often lead to powerful comebacks.
🔥 TRADE SETUP – ETH/USDT:
Entry Zone: 2,410 – 2,440
Target 1: 2,520
Target 2: 2,610
Target 3: 2,725
Stop-Loss: Below 2,370
✅ Why ETH Still Looks Strong:
✔️ Pullback within bullish structure
✔️ Key support levels intact
✔️ High liquidity coin = fast snapbacks
✔️ Dip buying zone for mid-term holders
⚡ TRADE ETH HERE — Use this pullback as your setup ⚡
Don't fear the red. It's where smart money positions.
Follow my trades, get the edge, and turn every dip into a calculated entry.
#ETH #ETHUSDT #Ethereum #CryptoDip #BinanceSquare #AltcoinSetup #SmartTrading #TradeSetup #CryptoSignals #MomentumMoves
June 27 Options Data
139,000 BTC options expired with a Put Call Ratio of 0.75, a Maxpain point of $102,000 and a notional value of $15 billion.
939,000 ETH options expired with a Put Call Ratio of 0.52, a Maxpain point of $2,200 and a notional value of $2.29 billion.
⚡ $SEI /USDT – +4.32% to 0.2873! Quiet Momentum Building — Is SEI About to Explode? 💣🚀
Sei ($SEI ) just ticked up +4.32%, now trading at 0.2873, and price action is starting to curve upward. With volume ticking up and bulls stepping in, this might be the start of a bigger move — and smart traders are already watching closely.
Support is holding well, and if SEI clears the next resistance level, we could see a clean breakout play unfold.
🔥 TRADE SETUP – SEI/USDT:
Entry Zone: 0.283 – 0.288
Target 1: 0.296
Target 2: 0.310
Target 3: 0.325
Stop-Loss: Below 0.276
✅ Why SEI Is Worth Watching:
✔️ Clean +4% move with room to run
✔️ Bullish structure building on lower timeframes
✔️ Volume increasing steadily — early signal
✔️ Great setup for breakout traders
⚡ TRADE SEI THROUGH THIS POST — Catch the momentum before it goes viral ⚡
This could be the calm before the pump — position early, manage risk, and ride the wave.
#SEI #SEIUSDT #SeiNetwork #AltcoinSetup #CryptoMomentum #BinanceSquare
🧠 $SAHARA /USDT – +298.30% to 0.07966! Sahara AI Just Went Parabolic — Is There More Fuel Left? 💥🚀
Sahara AI ($SAHARA ) just went full beast mode — surging from the sand to the moon with an insane +298.30% rally in 24 hours, now trading at 0.07966. This is what a real breakout looks like when AI hype meets market demand.
Momentum is insane, volume is flooding in, and short-term FOMO is at full throttle. You either ride waves like this early or watch them leave you behind.
🔥 TRADE SETUP – SAHARA/USDT:
Entry Zone: 0.074 – 0.080
Target 1: 0.090
Target 2: 0.105
Target 3: 0.120
Stop-Loss: Below 0.068
✅ Why SAHARA Still Has Legs:
✔️ Massive volume surge confirming real breakout
✔️ AI narrative gaining traction fast
✔️ Strong momentum — higher highs forming
✔️ Potential for continuation if it holds above breakout zone
⚡ TRADE SAHARA HERE — This post is your launchpad ⚡
Don't wait for confirmation when velocity speaks louder than candles.
Follow my trades, get in early, ride the wave, and secure profits like a pro.
#SAHARA #SAHARAUSDT #SaharaAI #AIAltcoins #CryptoBreakout #BinanceSquare
Shelby fun opinions
@shelbyserves interest is growing very fast and there are fantastic questions about the data lifecycle. My opinions below:
1) High-performance decentralized hot storage is a new category. The most important one that Shelby serves. It’s necessary for any real-time serving use case.
2) Data has a lifecycle. Working on data infrastructure at Meta for 7 years - we saw the server data would be highly accessed for the first 1-3 days, counting DAU for example. Then it would drop to less than 1/10 of the accesses and then after a retention period, move to archival storage or just be deleted. In the supercomputing space it was parallel file systems like Lustre, Panasys, GPFS, etc. were used for “scratch” storage. NFS might be the longer term storage. Shelby, in the fullness of time, should support the full data lifecycle.
3) Hot data in @shelbyserves should be cached and there should be incentives to supporting ultra low-latency reads and paying for in-memory costs.
4) There will be compute layers built on Shelby. The white paper describes several different use cases and approaches.
5) Shelby is for all devs. Large enterprises and small startups. All blockchains. Shelby is the answer for building real-time decentralized apps, for everyone.
Beginner’s Guide: How to Earn $5 Daily on Binance Without Investing a Dime
You don’t need to deposit a single dollar to start earning on Binance. With the right strategies, even new users can build a small daily income stream — around $5 on active days — using only the platform’s built-in features.
Here’s exactly how you can get started:
1. Learn and Earn Programs
Binance rewards users with free crypto for learning about blockchain projects.
– Watch short videos or read quick lessons
– Pass a quiz and receive instant rewards
– Rewards range from $1 to $10 per quiz
Spots fill up fast — complete them as soon as they’re available!
2. New User Task Center
Earn additional rewards by completing simple onboarding tasks.
– Tasks include verifying your account, exploring features, or using basic tools
– Rewards come in tokens, vouchers, or cashback
Found in your Reward Hub — most tasks require no deposit.
3. Refer and Earn
Turn your network into income.
– Share your Binance referral link with friends
– Earn a percentage of their trading fees
– Instant payouts in crypto
Consistent referrals can turn into long-term passive income.
4. Free Airdrops & Campaigns
Binance often runs promotions with partner projects.
– Get tokens for following social accounts or filling surveys
– Some reward just for holding certain assets
No investment needed — just participate when campaigns are live.
5. Launchpool – Grow What You’ve Earned
Stake your earned tokens to generate passive income.
– Farm new tokens with zero risk
– Flexible and low-barrier way to multiply your earnings
Final Word
This isn’t luck — it’s consistency. Use Binance’s legitimate tools, stay active, and you’ll be surprised how quickly those free rewards add up. $5 daily isn’t guaranteed, but it’s a real possibility for engaged users.
No deposits. No tricks. Just real ways to earn as a Binance beginner.
#BinanceSquare #JONBTC #CryptoTips
SEI Token Jumps 4.91% as Wyoming Stablecoin Project and EVM Focus Drive $417M Surge
SEIUSDT experienced notable price movement in the past 24 hours, with the price rising 4.91% to $0.2884 (Binance data). This increase is primarily attributed to SEI being selected by the Wyoming Stable Token Commission as a candidate blockchain for the state’s stablecoin project, which drove a surge in trading activity and positive sentiment. Additional contributing factors include significant growth in SEI’s DeFi and gaming ecosystems, and proposals to focus the blockchain entirely on EVM compatibility. Despite recent profit-taking by large holders and some short-term volatility, SEI maintains strong engagement, with 24-hour trading volume reaching approximately $417.5 million and a market capitalization near $1.49 billion, ranking #54 globally.
🌍 Kraken Launches “Krak” App — Crypto Payments Go Global
💡 What’s New
Krak is a mobile-first app by Kraken designed for instant, global crypto payments—no fees, no borders .
Users can pay friends, family, or businesses instantly using Bitcoin, Ethereum, and others, leveraging the lightning-fast Wyre rails for fiat off-ramps .
Features include real-time exchange rates, multi-chain support, and built-in support for Wyre fiat rails, enabling seamless on/off ramps .
🚀 Why It Matters
Borderless transactions: No more region-locked limitations—global money transfers via crypto.
Low fees & speed: Only on-chain and Wyre fees apply—no hidden charges.
Crypto in real life: Pushes crypto's mainstream utility as a daily payment method.
Institutional edge: Kraken integrating consumer-facing crypto payments competes with apps like Cash App or Revolut.
#BinanceAlphaAlert #MarketRebound #ScalpingStrategy #crypto
🚨 $XRP Slides 4% After Court Rejects Ripple Deal
A U.S. federal judge rejected Ripple’s request—jointly filed with the SEC—to settle XRP institutional-sale issues by reducing a fine and lifting the injunction .
Ripple now faces a $125 million penalty (covering $102.6M fine + $19.4M interest) and must comply with the injunction .
As a result, XRP price dropped ~4%, hovering around $2.11, with traders eyeing a potential sell-off toward $1.47 .
🧭 What’s the Real Impact?
Uncertainty lingers: While retail XRP sales were ruled non-securities in 2023, institutional sales still face restrictions.
Settlement hopes dashed: Momentum stalls until new legal steps or appeals materialize.
Next potential support: If bearish pressure intensifies, expect XRP to retest ~$1.47—where buyers may start buying the dip .
#BinanceAlphaAlert #ScalpingStrategy #MarketRebound #xrp