Coinbase Will Not Be Able to Escape 'Crypto Winters': Gil Luria

The transcript discusses Coinbase's potential market cap, its role as a public company, and its position in the crypto market. It highlights the importance of both retail and institutional investors, the competitive risks from digital wallets like Square and PayPal, and the potential for Coinbase to become a major player in the financial system, akin to Amazon's impact on the internet. The discussion also covers Coinbase's pricing power, cost management, and the excitement surrounding its direct listing.

What is the potential market cap for Coinbase mentioned in the text?

How does the text describe the importance of retail versus institutional investors for Coinbase?

What challenges does Coinbase face during crypto winters according to the text?

What parallels are drawn between Coinbase and Amazon in the text?

How does Coinbase plan to stabilize its revenue during periods of lower activity?

What factors contribute to Coinbase's pricing power in the institutional market?

What are the expectations for Coinbase's stock performance during its direct listing?