AB Kuai.Dong|12月 06, 2025 07:40
Tracked and broke down some of Coinbase's trending market opinions from this year, mainly sourced from their historical monthly reports.
So far, the accuracy is around 62%. I guess their analysts have access to a lot of internal exchange data, which they use as a reference to form their views.
Right now, they believe the market will recover in December, based mainly on:
· Improved on-exchange liquidity conditions
· Confirmed Fed rate cut this month
· AI bubble hasn’t burst yet
The first point about improved on-exchange liquidity seems to be based on internal data, and it’s quite similar to Tom Lee’s opinion from a few days ago.
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