Coinbase institutional VP. ex Goldman MD. Based in NY. Home will alway be U.K. Having an adventure with the family. Living life. Loving life. Watching Rugby
I don’t see how $COIN isn’t well positioned for a post AI world. Provides access to the key L2 & 2 infrastructure for gig economy, AI agents and big commerce.
JUNE 2028.
The S&P is down 38% from its highs. Unemployment just printed 10.2%. Private credit is unraveling. Prime mortgages are cracking. AI didn’t disappoint. It exceeded every expectation.
What happened?