The thesis is simple: Coinbase is the shovel to Bitcoin's gold-rush.
Stocks with the same business model: MSCI , SPGI , CME
- Bitcoin has arrived in the investment industry.
- Lower Bitcoin prices spur sidelined investor interest.
- Coinbase is the only platform sidelined investors have to acquire Bitcoin.
- Winner take most world.
Stocks with the same business model: MSCI , SPGI , CME