COIN
Coinbase Global$201.07live · 9h agoTotal predictions
2
Hit rate
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0 hits, 0 misses, 0 partial
Pending
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Bull / Bear
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direction split
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1
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Predictions (2)
Meet Kevin2 callsBearish
Following the Senate's failure to invoke cloture on the Clarity Act, Kevin frames the setback as bearish for crypto-related equities like Coinbase in the near term, given the loss of regulatory clarity that the bill would have provided.
Earlier thesis (1)
Kevin argues the failure of the Clarity Act's cloture vote removes a near-term regulatory catalyst that crypto markets had been pricing in, causing an immediate sell-off in Coinbase shares. He frames this as a short-term negative reaction rather than a change to his long-term view on the company.