COIN Stock Research, Signals & Filings
Drillr aggregates AI research, SEC filings, earnings signals, alt-data and financial tables for COIN. 8 published articles.
Latest Research
Which Banks Capture the $197B IPO Wave: Goldman and Morgan Stanley or the Diversified Giants?
Blackstone's Q1 beat and 'best year ever' IPO forecast confirm the $197B pipeline is executable, yet Goldman Sachs and Morgan Stanley trade at the same 12-13x forward multiple as JPMorgan despite deriving 18-22% of revenue from investment banking versus JPM's 7%. Long GS and MS versus JPM over six months targets 8-12% relative return as Q2 and Q3 underwriting revenue surfaces the fee differential.
GSMSBXBitcoin Hits $73K on 3.3% CPI: MSTR, COIN, MARA — Who Wins the Rally?
Bitcoin's rally to $73K on hot 3.3% CPI data highlights US-listed crypto winners like MSTR and COIN. Miners MARA, RIOT, and CLSK benefit from holdings and efficiency, with AI pivots adding upside. Ranked by conviction: MSTR leads.
MSTRRIOTMARAMS Launches Lowest-Cost Bitcoin ETF — COIN and 5 Stocks Set to Capture Institutional Flows
Morgan Stanley's launch of the lowest-cost Bitcoin ETF marks a milestone in institutional adoption, benefiting custodians like COIN and BK, exchanges CME/NDAQ, issuer MS, and proxy MSTR. Analysis ranks COIN top for its ETF custody dominance amid record volumes and diversification. Watch ETF inflows and crypto derivatives growth as key catalysts.
MSTRBKCMECFTC vs. Illinois: Why IBKR, CME, and DKNG Are the Prediction Market Winners
CFTC's lawsuit against Illinois boosts prediction markets by asserting federal control, favoring platforms like IBKR's ForecastEx and CME's event contracts. DraftKings, Robinhood, and Coinbase gain from product launches, while JPMorgan eyes indirect entry. Ranked: IBKR > CME > DKNG.
JPMCMEDKNGIran War Hits Insurance Markets: CB and TRV Premiums Surge — Is the Rally Sustainable?
JPM CEO Jamie Dimon's prediction markets comments spotlight growth potential for exchanges like CME and brokers like IBKR. We rank six players by exposure, with CME leading on scale and profitability. Banks' entry could multiply volumes but intensify competition.
JPMCMEDKNGIndia-Pakistan Ceasefire Watch: HAL, BEL, INFY Among Top Plays for De-Escalation
Malta's dispute with EU crypto regs spotlights MiCA risks, favoring US-listed winners like COIN and HOOD for volume gains while miners MARA/RIOT pivot. Diversified PYPL/SQ lag. Ranked: COIN > HOOD > MARA.
MARARIOTHOODChina-Taiwan PLA Drills: TSM, NVDA Face Supply Risk — LMT Outperforms Again
The CFTC's settlement with ex-FTX exec Nishad Singh highlights enduring regulatory risks for public crypto firms, with exchanges like COIN most exposed while miners pivoting to AI (MARA, CLSK) offer relative safety. Financials show robust revenue growth across the board but persistent losses and high valuations. Ranked conviction favors diversified miners over pure-play exchanges.
MSTRRIOTMARASEC Enforcement Surge Hits JPM and GS — But COIN Looks Most Vulnerable
SEC fines surged in FY2025 per Bloomberg's April 7 report, shifting from Biden priorities—hammering financials (JPM, GS) and crypto (COIN) via debt strains and probes, while tech holds firm. Banks' profits resilient; COIN vulnerable. Bullish JPM/GS, cautious elsewhere.
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