Coinbase：尽管市场波动，加密货币巨头仍有望实现增长

在市场低迷的情况下，Coinbase 股价在过去五天内暴跌 16%。然而，加密货币分析师 Will Clemente 认为 Coinbase 是一个引人注目的投资机会，类似于五年前的特斯拉。他强调了该公司向“加密超级应用程序”的转型以及其 Layer-2 网络 Base 的收入潜力，该网络在过去 30 天内创造了 3000 万美元的收入。尽管 ARK Invest 出售了 COIN 股票，但该股今年迄今已上涨 39%。

Coinbase: A Crypto Powerhouse Poised for Growth

Coinbase：蓄势待发的加密货币巨头

Amidst recent market volatility, Coinbase shares have undergone a temporary decline of 16% in the past five days. However, crypto analyst Will Clemente maintains an optimistic outlook, comparing Coinbase's long-term potential to that of Tesla five years ago.

由于近期市场波动，Coinbase 股价在过去五天内暂时下跌了 16%。然而，加密货币分析师 Will Clemente 仍保持乐观的前景，将 Coinbase 的长期潜力与五年前的特斯拉进行了比较。

Clemente argues that investors are overlooking Coinbase's transition into a "crypto super app," beyond its traditional role as an exchange platform. This transformation is evident in the growing success of Base, Coinbase's Layer-2 network.

克莱门特认为，投资者忽视了 Coinbase 向“加密超级应用程序”的转变，超越了其作为交易平台的传统角色。这种转变在 Coinbase 的第 2 层网络 Base 的日益成功中得到了体现。

In just the past 30 days, Base has generated $30 million in revenue for Coinbase solely from sequencer fees, contributing to an annual revenue stream of approximately $360 million. Clemente believes that the market has yet to fully grasp the significance of this on-chain activity and its potential benefits for Coinbase.

仅仅在过去的 30 天里，Base 仅通过测序器费用就为 Coinbase 创造了 3000 万美元的收入，贡献了约 3.6 亿美元的年收入流。 Clemente 认为，市场尚未完全理解这一链上活动的意义及其对 Coinbase 的潜在好处。

Since its inception, Base has witnessed notable progress:

自成立以来，Base 取得了显着的进展：

• Onboarded over 132,000 addresses
• Facilitated over 4.15 million transactions
• Deployed over 7,500 contracts
• Launched over 2,300 tokens

Moreover, Base has become an attractive platform for meme coins, reaching a peak daily trading volume of $1.22 billion on March 30. Subsequently, trading volumes declined, but Base maintained an average of $970 million per week in April.

已上线超过 132,000 个地址 促成超过 415 万笔交易 部署超过 7,500 个合约 推出超过 2,300 个代币 此外，Base 已成为 Meme 币的有吸引力的平台，于 3 月 30 日达到每日交易量峰值 12.2 亿美元。随后，交易量有所下降，但 Base 的平均交易量保持在4 月份每周 9.7 亿美元。

This increased network activity has attracted meme coins such as BRETT ($541 million market cap) and DEGEN ($443 million market cap) to Base, further solidifying its position in the crypto ecosystem.

网络活动的增加吸引了 BRETT（市值 5.41 亿美元）和 DEGEN（市值 4.43 亿美元）等 meme 币到 Base，进一步巩固了其在加密生态系统中的地位。

Despite Clemente's bullish outlook, ARK Invest has recently sold 3,689 COIN shares, valued at approximately $824,000. This move comes after ARK had previously taken profits on COIN shares that had soared 54% year-to-date.

尽管 Clemente 前景看好，ARK Invest 最近还是出售了 3,689 股 COIN 股票，价值约 824,000 美元。此举是在 ARK 此前从今年迄今飙升 54% 的 COIN 股票中获利之后做出的。

Overall, Coinbase shares have performed well in the past six months, rising 198%, and are up 39% so far this year. Despite the recent dip, Clemente's analysis suggests that Coinbase is well-positioned for continued growth, with its focus on innovation and expansion into new crypto frontiers.

总体而言，Coinbase 股价在过去六个月表现良好，上涨了 198%，今年迄今已上涨 39%。尽管最近有所下滑，但 Clemente 的分析表明，Coinbase 处于持续增长的有利位置，其重点是创新和扩展到新的加密领域。