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A top Wall Street research desk just reiterated a 90% upside target on Coinbase (COIN), even after the stock has slumped about 11% over the past year and trades roughly 29% below its all‑time high while Bitcoin is already back above the $91K zone. Bernstein is sticking with a Street‑high $510 price target, arguing that markets are still mispricing Coinbase as a simple trading‑fee machine, when in reality it’s quietly morphing into an “everything exchange” with diversified revenues.​
Their thesis: COIN is steadily shifting away from pure spot trading toward a broader stack — stablecoin revenue (USDC), custody, staking, infra fees, derivatives, token launches and Base (its L2) — all of which add stickier, more recurring income on top of cyclical trading. The Base network is now processing millions of transactions per day and feeding back sequencer fees, while new products like tokenized assets, prediction markets and expanded derivatives aim to capture flows that would otherwise go to offshore venues or fintechs like Robinhood.​
Despite this, most investors still treat every non‑trading revenue line as “just more crypto beta,” pricing COIN as if its fate is 1:1 tied to Bitcoin’s next swing. Bernstein’s argument is that if U.S. regulation keeps normalizing (ETFs, tokenization, clearer rules), Coinbase’s platform role gets re‑rated more like a full‑stack financial marketplace than a boom‑and‑bust exchange — and that’s where the 90% upside comes from.​
So the real question: is this just another over‑optimistic Wall Street note on a stock that already ran… or the kind of underappreciated setup where COIN ends up doing 2x–3x from here if the “everything exchange” thesis and next crypto cycle both hit at the same time — could this be one of the stealth 5–10x plays of the next bull phase while everyone else only watches BTC?

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BlackRock just confirmed what crypto has been shouting for years: the next big trade is tokenizing everything.
BlackRock CEO Larry Fink is now openly saying we’re at “the beginning of the tokenization of all assets” — from real estate and bonds to equities — and positioning the firm to play a central role in that shift. The $13T asset manager is no longer just “crypto‑curious”; its leadership is framing tokenization as the upgrade to the entire financial plumbing, promising 24/7 markets, instant settlement, and dramatically lower costs compared with today’s slow, T+2 legacy rails. For crypto natives, that sounds a lot like TradFi finally admitting the future sits on-chain.​
This isn’t just talk. BlackRock already launched its tokenized money market fund BUIDL, which has grown past $2B and trades on public blockchain infrastructure, proving institutions will use real‑world asset (RWA) tokens when the yield, compliance, and plumbing are right. Fink has floated the idea of “repotting” traditional ETFs and other funds into tokenized versions, tapping into an estimated multi‑trillion‑dollar pool of digital wallets worldwide and potentially unlocking faster collateral reuse, intraday liquidity, and more granular risk management. At the same time, research cited by tokenization advocates shows tokenized assets can improve liquidity metrics versus traditional wrappers by double‑digit percentages, reinforcing the economic case rather than just the tech hype.​
Executives across BlackRock have also started signaling that tokenization is the logical “next leg” after spot Bitcoin ETFs — not a side bet. The firm is exploring tokenized funds tied to real‑world assets like stocks and credit, subject to regulatory approval, and pushing the narrative that blockchains can cut frictions in settlement, corporate actions, and even proxy voting. Put simply, if BlackRock and peers like Franklin Templeton push a significant share of their product shelves on‑chain over the next decade, the demand for secure, scalable base layers and DeFi liquidity will not be a niche story — it becomes core market infrastructure.​
For the crypto market, this is a massive tell. The world’s largest asset managers are effectively saying: Bitcoin and ETH ETFs were just the opening act — the real game is putting trillions in traditional assets onto blockchains. That means more on‑chain RWAs, more tokenized treasuries, more institutional stablecoin rails, and more demand for secure L1s and L2s that can plug into this new financial stack. The only real questions now are how fast regulation catches up, which chains become the main settlement hubs, and who captures the fee stream from this on‑chain capital markets layer.​
So here’s the speculative angle for traders: if BlackRock’s tokenization push actually moves even a small slice of the $100T+ traditional asset base on‑chain over the next cycle, does that become the catalyst that finally takes crypto from a few trillion to tens of trillions in value — could this be the narrative that quietly sets up the next 5–10x across the strongest blockchain and RWA ecosystems?

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$AI + Blockchain pushing new innovation. Volume rising, sentiment strong, and the trend looks ready for another breakout. Smart tech, smart move.
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