$Coinbase(COIN.US)$Robinhood(HOOD.US)

The earnings data is just so-so, can't compare with AI-related stocks.

Moreover, the future guidance can't really guide because it's only crypto business.

Compared to RobinHood, Coinbase is more reliant on crypto market conditions.

The big surge today is probably just due to the previous oversold condition.

Coin's position is quite awkward. If I want to go long on crypto, I might as well directly hold crypto assets. If I'm bullish not only on crypto but also on other markets going up, I'd rather hold Hood. Hood's stock options revenue growth is extremely exaggerated.