Strategy Shares Stabilize as Analysts Predict Doubling to $521
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 04 2025
0mins
Should l Buy COIN?
Strategy shares stabilize as analysts predict the stock could double in value , while Solmate agrees to acquire RockawayX to build a $2B institutional crypto group. Meanwhile, Deutsche Borse and BNY Mellon back new digital asset initiatives, and Connecticut regulators issue cease-and-desist orders to prediction market operators like Robinhood. Stay up on the crypto news that matters with "Crypto Currents," daily from The Fly. Join us at 2 PM ET for your essential briefing on the fast-moving world of cryptocurrency on FlyCast radio, Also, subscribe to ourfor the Crypto Fly By weekly recap.STRATEGY STOCK STABILIZES AS ANALYSTS PREDICT DOUBLE:Shares of Strategy (MSTR) have stabilized as the price of bitcoinrecovered to $93,000, boosting the value of the company's holdings to over $60.45B., Wall Street analysts believe the stock could double in the next 12 months, with Mizuho predicting a jump to $521.that the stock recently printed a rare "Abandoned Baby" bullish reversal pattern on its daily chart, suggesting the recent downtrend may be running out of steam.SOLMATE TO ACQUIRE ROCKAWAYX IN $2B DEAL:Solana-focused (SOL-USD) digital asset treasuryfirm Solmatehas signed a term sheet. The combination will create an institutional crypto group with more than $2B in assets. The merged entity will fold RockawayX's infrastructure and asset management units into Solmate. The news sent shares of SLMT higher in pre-market action following the news.DEUTSCHE BORSE TAPS KRAKEN AS BNY MELLON AND NASDAQ BACK TOKENIZATION FIRM:Traditional finance continues to bridge the gap with the digital asset world. Deutsche Borsehas, focusing on tokenized stocks and derivatives. Meanwhile, Digital Asset Holdingsincluding Bank of New York Mellonand Nasdaqto support the Canton Network, a blockchain designed for institutional tokenization.CITADEL URGES SEC TO SCRUTINIZE DEFI AS CONNECTICUT TARGETS PREDICTION MARKETS:Tensions regarding regulation remain high., arguing they should face oversight comparable to traditional exchanges. Meanwhile,Coinbase (COIN) CEO Brian Armstrong stated major banks are running pilots with his exchange. On the state level,to Robinhood, Kalshi, and Crypto.com regarding prediction markets.IREN REBOUNDS ON $3.6B RAISE AS AMERICAN BITCOIN CRASHES AND XRP ETFS NEAR $1B:In the mining sector,that shares of IRENrebounded after the company announced a $3.6B capital raise to fund AI expansion. Conversely,reports that American Bitcoinshares cratered 40% as a lockup period expired. In the ETF market,that the new Grayscale chainlinkETF drew $41M in inflows on its debut.PRICE ACTION:As of the time of writing, bitcoinis trading around $93,173.64, while etheris trading near $3,221.31,.
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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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- User Buying Trends: Coinbase CEO Brian Armstrong noted that retail users displayed strong resilience during the market downturn, consistently purchasing Bitcoin and Ethereum during dips, indicating a firm confidence in crypto assets among customers.
- Holding Analysis: Armstrong emphasized that the majority of customers had native balances of Bitcoin and Ethereum in February equal to or greater than their December holdings, demonstrating a stable investment strategy amidst market volatility.
- Market Indicator Insights: Google search interest for Bitcoin reached a five-month high in February, reflecting increased market attention, while Binance retail traders showed strong Bitcoin optimism in derivatives, with a Long/Short ratio of 1.90.
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See More
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- Valuation Disparity for Robinhood: Eisman emphasized the stark valuation disparity between Robinhood and its established competitors, suggesting that the company has little room for error, and any missteps could severely affect its future growth prospects.
- Coinbase Faces Similar Challenges: Coinbase reported a 22% year-over-year revenue decline and also missed earnings per share expectations, with Eisman warning that as long as crypto prices continue to fall, Coinbase's stock price will remain under pressure, reflecting its close ties to the crypto market.
- Cautious Market Outlook: Eisman's commentary suggests a cautious outlook for companies closely linked to retail speculation and the highly cyclical crypto market, especially as Bitcoin has plunged over 45% from its record high, leading to significant declines in the stock prices of both Robinhood and Coinbase.
See More
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See More
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- Market Turmoil Impact: At the start of 2026, XRP's price has plummeted by 25%, currently trading at $1.35 with a market cap of $82 billion, reflecting diminished investor confidence in cryptocurrencies amid rising macroeconomic uncertainties.
- 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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- Market Sell-Off Intensifies: At the beginning of 2026, the cryptocurrency market is experiencing severe selling pressure, with XRP's price dropping by 25% to a market cap of $82 billion, indicating a waning confidence among investors in crypto assets as they rotate into more stable opportunities.
- 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.
- XRP Future Outlook: Analysts predict that if XRP's price continues to decline, it could fall 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 market volatility.
See More
