Coinbase Is in 'Deep Trouble,' Warns Mizuho's Dolev

The video discusses Piper Sandler's perspective on recent valuations, suggesting they may offer an attractive entry point despite potential headwinds. It highlights Coinbase's challenges, including high charges and profitability concerns, predicting a decline in crypto trading commissions. The video contrasts Coinbase with Robin Hood, which doesn't charge retail investors, and forecasts missed consensus estimates for Coinbase, indicating financial trouble.

What does Piper Sandler suggest about recent valuations?

• They are too high to consider.

• They are expected to rise further.

• They make for a more attractive entry point.

• They are irrelevant to current market conditions.

How does Coinbase's charging strategy compare to Robin Hood's?

• Coinbase charges less than Robin Hood.

• Both charge the same amount.

• Neither charges any fees.

• Coinbase charges more than Robin Hood.

What is a major concern about Coinbase's current profitability?

• It is not profitable at all.

• It is overly profitable.

• It is losing money rapidly.

• It is breaking even.

What is the expected trend for commissions in crypto trading?

• They will fluctuate unpredictably.

• They will remain stable.

• They will decrease to almost zero.

• They will increase significantly.

What is the prediction for Coinbase's financial performance in the near term?

• It will exceed consensus estimates.

• It will meet consensus estimates.

• It will miss consensus estimates by a significant margin.

• It will have no impact on consensus estimates.