The Block (@TheBlockCo): THE BLOCK: William Blair sees Coinbase and Circle benefiting from a broader crypto recovery, with regulatory rulemaking, growing tokenized-asset activ…
Estimated coin impact
Scores are not price-change percentages. High impact means a score of +70 or more, or -70 or less.
- USDC+12Positive
THE BLOCK: William Blair sees Coinbase and Circle benefiting from a broader crypto recovery, with regulatory rulemaking, growing tokenized-asset activity, and diversification supporting $COIN into 2027, while estimates for both companies appear to be nearing a trough. The analysts expect Coinbase's derivatives and prediction market businesses to increasingly contribute to revenue, while the next leg higher for $CRCL will likely depend on growth in USDC's market cap.