Very nice data and metrics.

I personally like the sector but I do not like Coinbase's position in it. I feel it is a normie kind of platform that could be taken over by more innovative ones (Binance even if it has flaws).

The only reason I would like Coinbase is because it is very strong in the US and with BIG CORPORATES (Tesla, Microstrategy). It would benefit from an institutional craze as it seems to be more compliant with governments than competitors.

The valuation is outrageous butit has good growth prospects though.

As you can tell, I am confused but I would prefer to invest int Bitcoin or other cryptos :D

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