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2021-10-14
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Coinbase Is Getting Into NFTs. What It Means For The Stock.<blockquote>Coinbase正在进入NFT。这对股票意味着什么。</blockquote>
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What It Means For The Stock.<blockquote>Coinbase正在进入NFT。这对股票意味着什么。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1103962579","media":"Barrons","summary":"Coinbase Global is jumping into non-fungible tokens, or NFTs, aiming to expand its revenue base beyo","content":"<p>Coinbase Global is jumping into non-fungible tokens, or NFTs, aiming to expand its revenue base beyond cryptocurrency trading. But investors shouldn’t expect the new product to move the stock, at least in the near term.</p><p><blockquote>Coinbase Global正在进军不可替代代币（NFT）领域，旨在将其收入基础扩大到加密货币交易之外。但投资者不应指望新产品会影响股价，至少在短期内不会。</blockquote></p><p> Coinbase (ticker: COIN) said on Tuesday that it plans to launch a market for minting, auctioning, and trading NFTs, including a user-friendly interface and social media features.</p><p><blockquote>Coinbase（股票代码：COIN）周二表示，计划推出一个铸造、拍卖和交易NFT的市场，包括用户友好的界面和社交媒体功能。</blockquote></p><p> NFTs are digital collectibles—anything from a tweet to a piece of art or music. Owners of NFTs have property rights to the digital asset, enabling it to be authenticated and traded through the use of a “smart contract.” NFTs are generally based on the Ethereum blockchain, and some have sold for millions of dollars.</p><p><blockquote>NFT是数字收藏品——从一条推文到一件艺术品或音乐的任何东西。NFT的所有者拥有数字资产的产权，使其能够通过使用“智能合约”进行身份验证和交易。NFT通常基于以太币区块链，有些已经卖到了数百万美元。</blockquote></p><p> NFT trading volume hit $10 billion in the third quarter, according to BTIG analyst Mark Palmer. The largest trading platform is Opensea, which processed $3.4 billion of volume in August and $2.8 billion over the last 30 days, according to Dappradar.com. Opensea charges a 2.5% seller fee to auction an NFT; after that, a seller may lower the fee or maintain 2.5% for subsequent sales.</p><p><blockquote>据BTIG分析师Mark Palmer称，第三季度NFT交易量达到100亿美元。最大的交易平台是Opensea，根据Dappradar.com的数据，该平台8月份处理了34亿美元的交易量，过去30天处理了28亿美元。Opensea对拍卖NFT收取2.5%的卖家费用；之后，卖家可能会降低费用或维持2.5%的后续销售费用。</blockquote></p><p> Some analysts don’t see NFTs generating substantial revenue for Coinbase. The company reported transaction revenue of $1.9 billion in the second quarter, almost entirely from retail trading and related areas. Another $103 million in revenue came from sources such as custodial fees, subscriptions, and other services.</p><p><blockquote>一些分析师认为NFT不会为Coinbase带来可观的收入。该公司报告第二季度交易收入为19亿美元，几乎全部来自零售交易和相关领域。另外1.03亿美元的收入来自托管费、订阅和其他服务等来源。</blockquote></p><p> “NFTs won’t move the needle for them,” says Mizuho Securities analyst Dan Dolev. Trading commissions are falling and becoming commoditized, he argues. Coinbase will face ongoing price pressure in core retail trading, even as it builds out an institutional platform and other services.</p><p><blockquote>瑞穗证券分析师丹·多列夫(Dan Dolev)表示：“NFT不会对他们产生任何影响。”他认为，交易佣金正在下降并变得商品化。Coinbase将在核心零售交易中面临持续的价格压力，即使它建立了机构平台和其他服务。</blockquote></p><p> “I don’t think this will help them change the narrative, which is the specter of declining transaction revenue as crypto becomes more commoditized,” he says.</p><p><blockquote>“我认为这不会帮助他们改变这种说法，即随着加密货币变得更加商品化，交易收入下降的幽灵，”他说。</blockquote></p><p> Dolev is one of the few analysts with a Hold rating on the stock. His price target is $220, well below recent prices around $249.</p><p><blockquote>多列夫是少数对该股给予持有评级的分析师之一。他的目标价为220美元，远低于近期249美元左右的价格。</blockquote></p><p> BTIG’s Mark Palmer, however, is far more bullish, viewing NFTs as another arrow in Coinbase’s revenue quiver.</p><p><blockquote>然而，BTIG的马克·帕尔默(Mark Palmer)更为乐观，他将NFT视为Coinbase收入箭筒中的另一支箭。</blockquote></p><p> The company was recently blocked by regulators from launching crypto lending products, but it’s developing other revenue streams, such as prime brokerage and custody services. NFTs are one more way for the company to bring in retail users, says Palmer.</p><p><blockquote>该公司最近被监管机构阻止推出加密货币借贷产品，但它正在开发其他收入来源，例如大宗经纪和托管服务。帕尔默表示，NFT是该公司吸引零售用户的另一种方式。</blockquote></p><p> “It’s important step to the diversification of their revenue streams, especially given their continued reliance on transaction fees,” Palmer said in an interview. He adds that Coinbase has a “massive footprint” with11% of the world’s crypto assets on its platform, primarily in Bitcoin and Ethereum.</p><p><blockquote>帕尔默在接受采访时表示：“这是实现收入来源多元化的重要一步，特别是考虑到他们继续依赖交易费。”他补充说，Coinbase拥有“巨大的足迹”，其平台上拥有全球11%的加密资产，主要分布在比特币和以太币。</blockquote></p><p> “An exchange with 11% of all the crypto assets in the world has already demonstrated its reach,” he says. “Now it will have the opportunity to introduce NFTs to investors who may have not had any experience with them.”</p><p><blockquote>“拥有全球11%加密资产的交易所已经展示了其影响力，”他表示。“现在它将有机会向可能没有任何经验的投资者介绍NFT。”</blockquote></p><p> One more reason to launch NFTs is fending off competition from apps like PayPal (PYPL), Square (SQ), and Robinhood Markets (HOOD). Those companies are expanding with cryptocurrency services, aiming to boost engagement with their apps and keep users in the fold.</p><p><blockquote>推出NFTs的另一个原因是抵御来自PayPal(PYPL)、Square(SQ)和Robinhood Markets(HOOD)等应用程序的竞争。这些公司正在通过加密货币服务进行扩张，旨在提高其应用程序的参与度并留住用户。</blockquote></p><p> “A bundled offering is going to be much stickier,” says Palmer. “Ultimately, certain parts of the platform will be loss leaders but they’ll promote engagement that will result in higher revenue overall,” he says of Coinbase.</p><p><blockquote>“捆绑产品将更具粘性，”帕尔默说。“最终，该平台的某些部分将成为亏损领导者，但它们将促进参与度，从而带来更高的整体收入，”他在谈到Coinbase时说道。</blockquote></p><p> Palmer has a $500 target on the stock, one of the highest on Wall Street.</p><p><blockquote>帕尔默对该股的目标价为500美元，是华尔街最高的股票之一。</blockquote></p><p> D.A. Davidson analyst Christopher Brendler also views the launch of an NFT platform positively, noting that fees on NFT trading should be higher margin than institutional trading for Coinbase.</p><p><blockquote>D.A.Davidson分析师Christopher Brendler也积极看待NFT平台的推出，并指出NFT交易的费用应该高于Coinbase的机构交易。</blockquote></p><p> “They’re a little late to NFTs, but it’s also very early on in this area,” he told <i>Barron’s.</i> Brendler has a Buy on the stock too, with a $400 target.</p><p><blockquote>“他们对NFT的研究有点晚，但在这一领域也处于早期阶段，”他告诉<i>巴伦周刊。</i>Brendler也买入该股，目标价为400美元。</blockquote></p><p> Even if NFTs don’t take off on Coinbase, the company may still capitalize off their growth. Coinbase Ventures, an affiliated venture capital fund, participated in OpenSea’s second round of seed funding in 2018, according to dealroom.co.</p><p><blockquote>即使NFT没有在Coinbase上起飞，该公司仍可能利用其增长。据dealroom.co称，附属风险投资基金Coinbase Ventures在2018年参与了OpenSea的第二轮种子融资。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Coinbase Is Getting Into NFTs. What It Means For The Stock.<blockquote>Coinbase正在进入NFT。这对股票意味着什么。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCoinbase Is Getting Into NFTs. What It Means For The Stock.<blockquote>Coinbase正在进入NFT。这对股票意味着什么。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-10-14 15:26</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Coinbase Global is jumping into non-fungible tokens, or NFTs, aiming to expand its revenue base beyond cryptocurrency trading. But investors shouldn’t expect the new product to move the stock, at least in the near term.</p><p><blockquote>Coinbase Global正在进军不可替代代币（NFT）领域，旨在将其收入基础扩大到加密货币交易之外。但投资者不应指望新产品会影响股价，至少在短期内不会。</blockquote></p><p> Coinbase (ticker: COIN) said on Tuesday that it plans to launch a market for minting, auctioning, and trading NFTs, including a user-friendly interface and social media features.</p><p><blockquote>Coinbase（股票代码：COIN）周二表示，计划推出一个铸造、拍卖和交易NFT的市场，包括用户友好的界面和社交媒体功能。</blockquote></p><p> NFTs are digital collectibles—anything from a tweet to a piece of art or music. Owners of NFTs have property rights to the digital asset, enabling it to be authenticated and traded through the use of a “smart contract.” NFTs are generally based on the Ethereum blockchain, and some have sold for millions of dollars.</p><p><blockquote>NFT是数字收藏品——从一条推文到一件艺术品或音乐的任何东西。NFT的所有者拥有数字资产的产权，使其能够通过使用“智能合约”进行身份验证和交易。NFT通常基于以太币区块链，有些已经卖到了数百万美元。</blockquote></p><p> NFT trading volume hit $10 billion in the third quarter, according to BTIG analyst Mark Palmer. The largest trading platform is Opensea, which processed $3.4 billion of volume in August and $2.8 billion over the last 30 days, according to Dappradar.com. Opensea charges a 2.5% seller fee to auction an NFT; after that, a seller may lower the fee or maintain 2.5% for subsequent sales.</p><p><blockquote>据BTIG分析师Mark Palmer称，第三季度NFT交易量达到100亿美元。最大的交易平台是Opensea，根据Dappradar.com的数据，该平台8月份处理了34亿美元的交易量，过去30天处理了28亿美元。Opensea对拍卖NFT收取2.5%的卖家费用；之后，卖家可能会降低费用或维持2.5%的后续销售费用。</blockquote></p><p> Some analysts don’t see NFTs generating substantial revenue for Coinbase. The company reported transaction revenue of $1.9 billion in the second quarter, almost entirely from retail trading and related areas. Another $103 million in revenue came from sources such as custodial fees, subscriptions, and other services.</p><p><blockquote>一些分析师认为NFT不会为Coinbase带来可观的收入。该公司报告第二季度交易收入为19亿美元，几乎全部来自零售交易和相关领域。另外1.03亿美元的收入来自托管费、订阅和其他服务等来源。</blockquote></p><p> “NFTs won’t move the needle for them,” says Mizuho Securities analyst Dan Dolev. Trading commissions are falling and becoming commoditized, he argues. Coinbase will face ongoing price pressure in core retail trading, even as it builds out an institutional platform and other services.</p><p><blockquote>瑞穗证券分析师丹·多列夫(Dan Dolev)表示：“NFT不会对他们产生任何影响。”他认为，交易佣金正在下降并变得商品化。Coinbase将在核心零售交易中面临持续的价格压力，即使它建立了机构平台和其他服务。</blockquote></p><p> “I don’t think this will help them change the narrative, which is the specter of declining transaction revenue as crypto becomes more commoditized,” he says.</p><p><blockquote>“我认为这不会帮助他们改变这种说法，即随着加密货币变得更加商品化，交易收入下降的幽灵，”他说。</blockquote></p><p> Dolev is one of the few analysts with a Hold rating on the stock. His price target is $220, well below recent prices around $249.</p><p><blockquote>多列夫是少数对该股给予持有评级的分析师之一。他的目标价为220美元，远低于近期249美元左右的价格。</blockquote></p><p> BTIG’s Mark Palmer, however, is far more bullish, viewing NFTs as another arrow in Coinbase’s revenue quiver.</p><p><blockquote>然而，BTIG的马克·帕尔默(Mark Palmer)更为乐观，他将NFT视为Coinbase收入箭筒中的另一支箭。</blockquote></p><p> The company was recently blocked by regulators from launching crypto lending products, but it’s developing other revenue streams, such as prime brokerage and custody services. NFTs are one more way for the company to bring in retail users, says Palmer.</p><p><blockquote>该公司最近被监管机构阻止推出加密货币借贷产品，但它正在开发其他收入来源，例如大宗经纪和托管服务。帕尔默表示，NFT是该公司吸引零售用户的另一种方式。</blockquote></p><p> “It’s important step to the diversification of their revenue streams, especially given their continued reliance on transaction fees,” Palmer said in an interview. He adds that Coinbase has a “massive footprint” with11% of the world’s crypto assets on its platform, primarily in Bitcoin and Ethereum.</p><p><blockquote>帕尔默在接受采访时表示：“这是实现收入来源多元化的重要一步，特别是考虑到他们继续依赖交易费。”他补充说，Coinbase拥有“巨大的足迹”，其平台上拥有全球11%的加密资产，主要分布在比特币和以太币。</blockquote></p><p> “An exchange with 11% of all the crypto assets in the world has already demonstrated its reach,” he says. “Now it will have the opportunity to introduce NFTs to investors who may have not had any experience with them.”</p><p><blockquote>“拥有全球11%加密资产的交易所已经展示了其影响力，”他表示。“现在它将有机会向可能没有任何经验的投资者介绍NFT。”</blockquote></p><p> One more reason to launch NFTs is fending off competition from apps like PayPal (PYPL), Square (SQ), and Robinhood Markets (HOOD). Those companies are expanding with cryptocurrency services, aiming to boost engagement with their apps and keep users in the fold.</p><p><blockquote>推出NFTs的另一个原因是抵御来自PayPal(PYPL)、Square(SQ)和Robinhood Markets(HOOD)等应用程序的竞争。这些公司正在通过加密货币服务进行扩张，旨在提高其应用程序的参与度并留住用户。</blockquote></p><p> “A bundled offering is going to be much stickier,” says Palmer. “Ultimately, certain parts of the platform will be loss leaders but they’ll promote engagement that will result in higher revenue overall,” he says of Coinbase.</p><p><blockquote>“捆绑产品将更具粘性，”帕尔默说。“最终，该平台的某些部分将成为亏损领导者，但它们将促进参与度，从而带来更高的整体收入，”他在谈到Coinbase时说道。</blockquote></p><p> Palmer has a $500 target on the stock, one of the highest on Wall Street.</p><p><blockquote>帕尔默对该股的目标价为500美元，是华尔街最高的股票之一。</blockquote></p><p> D.A. Davidson analyst Christopher Brendler also views the launch of an NFT platform positively, noting that fees on NFT trading should be higher margin than institutional trading for Coinbase.</p><p><blockquote>D.A.Davidson分析师Christopher Brendler也积极看待NFT平台的推出，并指出NFT交易的费用应该高于Coinbase的机构交易。</blockquote></p><p> “They’re a little late to NFTs, but it’s also very early on in this area,” he told <i>Barron’s.</i> Brendler has a Buy on the stock too, with a $400 target.</p><p><blockquote>“他们对NFT的研究有点晚，但在这一领域也处于早期阶段，”他告诉<i>巴伦周刊。</i>Brendler也买入该股，目标价为400美元。</blockquote></p><p> Even if NFTs don’t take off on Coinbase, the company may still capitalize off their growth. Coinbase Ventures, an affiliated venture capital fund, participated in OpenSea’s second round of seed funding in 2018, according to dealroom.co.</p><p><blockquote>即使NFT没有在Coinbase上起飞，该公司仍可能利用其增长。据dealroom.co称，附属风险投资基金Coinbase Ventures在2018年参与了OpenSea的第二轮种子融资。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/coinbase-global-stock-nfts-51634145353?mod=hp_LATEST\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COIN":"Coinbase Global, Inc."},"source_url":"https://www.barrons.com/articles/coinbase-global-stock-nfts-51634145353?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103962579","content_text":"Coinbase Global is jumping into non-fungible tokens, or NFTs, aiming to expand its revenue base beyond cryptocurrency trading. But investors shouldn’t expect the new product to move the stock, at least in the near term.\nCoinbase (ticker: COIN) said on Tuesday that it plans to launch a market for minting, auctioning, and trading NFTs, including a user-friendly interface and social media features.\nNFTs are digital collectibles—anything from a tweet to a piece of art or music. Owners of NFTs have property rights to the digital asset, enabling it to be authenticated and traded through the use of a “smart contract.” NFTs are generally based on the Ethereum blockchain, and some have sold for millions of dollars.\nNFT trading volume hit $10 billion in the third quarter, according to BTIG analyst Mark Palmer. The largest trading platform is Opensea, which processed $3.4 billion of volume in August and $2.8 billion over the last 30 days, according to Dappradar.com. Opensea charges a 2.5% seller fee to auction an NFT; after that, a seller may lower the fee or maintain 2.5% for subsequent sales.\nSome analysts don’t see NFTs generating substantial revenue for Coinbase. The company reported transaction revenue of $1.9 billion in the second quarter, almost entirely from retail trading and related areas. Another $103 million in revenue came from sources such as custodial fees, subscriptions, and other services.\n“NFTs won’t move the needle for them,” says Mizuho Securities analyst Dan Dolev. Trading commissions are falling and becoming commoditized, he argues. Coinbase will face ongoing price pressure in core retail trading, even as it builds out an institutional platform and other services.\n“I don’t think this will help them change the narrative, which is the specter of declining transaction revenue as crypto becomes more commoditized,” he says.\nDolev is one of the few analysts with a Hold rating on the stock. His price target is $220, well below recent prices around $249.\nBTIG’s Mark Palmer, however, is far more bullish, viewing NFTs as another arrow in Coinbase’s revenue quiver.\nThe company was recently blocked by regulators from launching crypto lending products, but it’s developing other revenue streams, such as prime brokerage and custody services. NFTs are one more way for the company to bring in retail users, says Palmer.\n“It’s important step to the diversification of their revenue streams, especially given their continued reliance on transaction fees,” Palmer said in an interview. He adds that Coinbase has a “massive footprint” with11% of the world’s crypto assets on its platform, primarily in Bitcoin and Ethereum.\n“An exchange with 11% of all the crypto assets in the world has already demonstrated its reach,” he says. “Now it will have the opportunity to introduce NFTs to investors who may have not had any experience with them.”\nOne more reason to launch NFTs is fending off competition from apps like PayPal (PYPL), Square (SQ), and Robinhood Markets (HOOD). Those companies are expanding with cryptocurrency services, aiming to boost engagement with their apps and keep users in the fold.\n“A bundled offering is going to be much stickier,” says Palmer. “Ultimately, certain parts of the platform will be loss leaders but they’ll promote engagement that will result in higher revenue overall,” he says of Coinbase.\nPalmer has a $500 target on the stock, one of the highest on Wall Street.\nD.A. Davidson analyst Christopher Brendler also views the launch of an NFT platform positively, noting that fees on NFT trading should be higher margin than institutional trading for Coinbase.\n“They’re a little late to NFTs, but it’s also very early on in this area,” he told Barron’s. Brendler has a Buy on the stock too, with a $400 target.\nEven if NFTs don’t take off on Coinbase, the company may still capitalize off their growth. Coinbase Ventures, an affiliated venture capital fund, participated in OpenSea’s second round of seed funding in 2018, according to dealroom.co.","news_type":1,"symbols_score_info":{"COIN":0.9}},"isVote":1,"tweetType":1,"viewCount":864,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":6,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/825308140"}
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