EXOD Sees Increase in Swap and Transaction Volumes: What’s Next for the Stock?
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 05 2025
0mins
Should l Buy COIN?
Source: NASDAQ.COM
Exodus Movement Growth: Exodus Movement has experienced significant growth, with a 51% increase in revenues year-over-year and an 82% rise in swap volume in Q3 2025, driven by increased trading activity and a successful partner strategy that added 16 new partners.
Market Expansion and Financial Health: The company is entering the stablecoin payments market through the Grateful acquisition, allowing for lower transaction fees and instant merchant settlements, while maintaining a robust balance sheet with $315 million in digital assets and no debt.
Competitive Landscape: Exodus faces competition from established players like Coinbase, PayPal, and Robinhood, which offer similar self-custodial wallet solutions and crypto trading services, potentially impacting its market share.
Valuation and Future Outlook: Despite a 48.4% decline in share value over the past year, Exodus is trading at a lower price-to-book ratio compared to the industry average, with a Zacks Consensus Estimate indicating a modest earnings growth of 3.5% for 2025.
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Analyst Views on COIN
Wall Street analysts forecast COIN stock price to rise
25 Analyst Rating
17 Buy
7 Hold
1 Sell
Moderate Buy
Current: 141.090
Low
230.00
Averages
361.63
High
440.00
Current: 141.090
Low
230.00
Averages
361.63
High
440.00
About COIN
Coinbase Global, Inc. is a holding company of Coinbase, Inc. and other subsidiaries. The Company provides a platform that serves as a compliant on-ramp to the onchain economy and enables users to engage in a variety of activities with their crypto assets in both proprietary and third-party product experiences enabled by access to decentralized applications. It offers consumers their primary financial account for the cryptoeconomy; institutions a full-service prime brokerage platform with access to deep pools of liquidity across the crypto marketplace, and developers a suite of products granting access to build onchain. Its platform helps people and institutions to engage with crypto assets, including trading, staking, safekeeping, spending, and global transfers. It offers products and services to various customer groups: individuals, businesses, institutions, and developers. Its transaction products consist of consumer trading, prime Trading, markets, base protocol and Coinbase wallet.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Liquidity Rotation Trend: As AI infrastructure gains traction, investors are increasingly shifting funds towards more promising tech sectors, leading to selling pressure on crypto assets like XRP, which adversely affects its market performance.
- Utility vs. Valuation Pressure: While Ripple has successfully integrated XRP into its payment network and challenged SWIFT, the focus on its real-world utility diminishes during economic uncertainty, increasing valuation pressure that could further impact its market share.
- Future Price Forecast: Analysts predict that XRP's price could drop to $1 or lower by the end of 2026, suggesting that investors should treat it as a utility or infrastructure investment rather than a speculative asset to navigate ongoing market volatility.
See More
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- Liquidity Rotation Impact: As investment interest in the artificial intelligence sector rises, many investors are opting to shift funds from volatile cryptocurrencies to the multi-trillion dollar AI infrastructure supercycle, adversely affecting major crypto assets like Bitcoin and Ethereum.
- Macroeconomic Uncertainty: Rising geopolitical tensions and uncertainties surrounding Federal Reserve monetary policy are exacerbating the challenges for cryptocurrency investors, prompting a flight to safe-haven assets like gold, which further amplifies selling pressure in the crypto market.
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