While we’re out here chasing micro-cap gems, Coinbase just hit a massive milestone: over $500B in Assets under Custodial (AUC). That’s not just a big number—it’s absolutely insane.
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I broke my arm but I keep baseposting
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MetaMask / > $1B FDV • Token confirmed / Lubin mentioned back last year that a token is coming soon • The mobile-only farming season ends in 2 weeks — I expect a full rollout, which should push metrics up x2–x4 • FDV P/E at $1B based on current-year metrics is ~20 (incentives weren’t heavily boosted since farming was mobile-only) • MAU ~250,000 [Phantom ~400,000] • Moving toward a super-app / neobank direction • I wouldn’t want to be a long-term holder of their token, but given the user base, brand strength, low float, and a favorable market environment, a $1B valuation feels ~85–90% justified (excluding the probability of a launch this year) Took a $5,000 bet. We’ll see what they announce after Season 1 and I’ll decide the next move from there. Если нужно — могу сделать более твиттерный, инвест-дек, или шилльный вариант под паблик/
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