$DEFI_CEO_
Fading QuicklySnapshot Window: 2026-08-01 05:40 UTC ยท โ Back to Crypto Overview
Social Momentum Summary
Total Engagement - Comments: 10, Retweets: 8, Likes: 28, Impressions: 1096
Verbatim Community Citations & Social Evidence 1 source posts analyzed
As expected, Coinbase sold 100% of their sequencer fees and ETH holdings are flat at 150k All the while they added over $50M of BTC The strategy is clear, and unfortunately it is not a winning one: it is a big missed opportunity
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AI visual note: The image is a financial table titled "CRYPTO ASSETS HELD FOR INVESTMENT" showing Coinbase's crypto holdings (in thousands) as of June 30, 2026 and December 31, 2025, with Bitcoin holdings of 17,311 units (cost basis $1,213,691K, fair value $1,013,166K), Ethereum at 150,279 units (down slightly from 151,175), and total fair value of $1,468,395K. The table supports the post's claim, illustrating that Coinbase's Bitcoin holdings grew by approximately 1,922 units (~$50M+ in added value) while Ethereum units remained essentially flat at ~150k, confirming the strategy of adding BTC while reducing/stagnating ETH exposure during the period.