Gil Luria, director of research at D.A. Davidson, talks about the upcoming Coinbase direct listing and his recent research note, “Introducing Crypto’s Amazon Moment.” In this episode, Gil discusses: <ul> <li style="font-weight: 400;" aria-level="1">his crypto background, including his experience as the first Wall Street analyst to cover Bitcoin back in 2013 (1:27)</li> <li style="font-weight: 400;" aria-level="1">why the Coinbase IPO is going to be an inflection point for the crypto industry (3:02)</li> <li style="font-weight: 400;" aria-level="1">why he gave Coinbase's upcoming stock a “buy” rating (4:14)</li> <li style="font-weight: 400;" aria-level="1">who Coinbase's biggest competitors are (5:13)</li> <li style="font-weight: 400;" aria-level="1">why Gil believes Coinbase is the “gold standard” in crypto (6:29)</li> <li style="font-weight: 400;" aria-level="1">how investing in Coinbase stock compares to investing in actual crypto assets (8:13)</li> <li style="font-weight: 400;" aria-level="1">how he came to $195 price target for COIN (10:39)</li> <li style="font-weight: 400;" aria-level="1">why a $2 billion revenue estimate for Coinbase in 2021 might be conservative (12:01)</li> <li style="font-weight: 400;" aria-level="1">how Coinbase is generating money outside of transaction fees (14:19)</li> <li style="font-weight: 400;" aria-level="1">whether he expects the institutional adoption trend to grow (15:49)</li> <li style="font-weight: 400;" aria-level="1">what his expectations are for the price of COIN on the day it opens (17:20)</li> <li style="font-weight: 400;" aria-level="1">why GBTC is no longer trading at a premium to the spot price of bitcoin (18:20)</li> <li style="font-weight: 400;" aria-level="1">whether Gil will continue to cover crypto (20:05)</li> <li style="font-weight: 400;" aria-level="1">crypto News Recap (20:53) </li> </ul>   Thank you to our sponsor! <a href="http://crypto.com/">Crypto.com</a>: <a href= "https://bit.ly/3jzkTAD">https://bit.ly/3jzkTAD</a>  Download the <a href= "http://crypto.com/">Crypto.com</a> app here: <a href= "https://crypto.onelink.me/J9Lg/laurashinpodcasttesla">https://crypto.onelink.me/J9Lg/laurashinpodcasttesla</a>   Episode links: Gil Luria’s Twitter profile: <a href="https://twitter.com/gilluria">https://twitter.com/gilluria</a>    Crypto’s Amazon Moment: <a href= "https://markets.businessinsider.com/currencies/news/coinbase-direct-listing-public-coverage-stock-price-amazon-cryptocurrency-dadavidson-2021-3-1030150896"> https://markets.businessinsider.com/currencies/news/coinbase-direct-listing-public-coverage-stock-price-amazon-cryptocurrency-dadavidson-2021-3-1030150896</a>    Introducing Crypto’s Amazon Moment: <a href= "https://unchainedpodcast.com/wp-content/uploads/2021/03/DA-Davidson-Coinbase-Initiation-20210302.pdf"> https://unchainedpodcast.com/wp-content/uploads/2021/03/DA-Davidson-Coinbase-Initiation-20210302.pdf</a>   Coinbase S-1 Filing: <a href= "https://www.sec.gov/Archives/edgar/data/1679788/000162828021003168/coinbaseglobalincs-1.htm"> https://www.sec.gov/Archives/edgar/data/1679788/000162828021003168/coinbaseglobalincs-1.htm</a>    2013 Quote from Gil on Bitcoin: <a href= "https://www.streetinsider.com/Analyst+Comments/Bitcoin+Could+Be+Worth+10-100x+Current+Price+-+Analyst/8936836.html"> https://www.streetinsider.com/Analyst+Comments/Bitcoin+Could+Be+Worth+10-100x+Current+Price+-+Analyst/8936836.html</a>    Link to the Crypto News Recap: <a href= "https://unchainedpodcast.com/the-irs-clarifies-its-position-on-crypto-purchases/"> https://unchainedpodcast.com/the-irs-clarifies-its-position-on-crypto-purchases/</a>

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Unconfirmed: Is Coinbase Stock a Good Buy? This Analyst Says Yes - Ep.217

Laura Shin