Why You Aren't Bullish Enough on Bitcoin w/ Mike Alfred
Stacks
00:00
Coin Base - What's Your View?
Coin base is the second or third largest position in arc innovation fund, and it's actually well priced right there. They're run, they're trading it like probably one times, or a little bit over one times a run rate revenue from their last quarter. It's hard to see how that business isn't a hundred or 200 billion dollar market cap company over the next few years. I think anywhere under 200 is a fine by if you can hold it for five years. So y, i'm a bull with ledger. But i do think corn base could go lower.
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