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$COIN · Why Wall Street Is Wrong About Coinbase and Circle Stock
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$COIN···bullish· high· postravis hollum
Stablecoin bill banning rewards would boost Coinbase profitability near-term
The Stablecoin Act moving through Congress would prohibit yield-like rewards on USDC balances, forcing Coinbase to retain interest income from $78.6B in USDC reserves rather than…
$COIN···bullish· high· postravis hollum
Stablecoin Act ban on rewards would boost Coinbase profitability short-term
The Stablecoin Act moving through Congress would prohibit yield rewards on USDC balances, eliminating a major cost for Coinbase (currently paying 3.5% rewards on ~$1.35B stablecoi…
$CRCL···bullish· medium· postravis hollum
Circle economics also benefit from reward prohibition despite different model
As the USDC issuer without a direct consumer rewards program, Circle would similarly benefit from the Stablecoin Act's ban on yield payments, improving its economics by removing t…
$CRCL···bullish· medium· postravis hollum
Circle as USDC issuer also benefits from reward ban despite different ecosystem role
Circle, as the issuer of USDC with $78.6B in reserves earning treasury yields, would similarly benefit from not having to pay out rewards under the proposed legislation. While Cir…