ChainCatcher 消息，据 The Block 报道，研究机构 Bernstein 维持对 Robinhood 和 Coinbase 的“优异表现”评级并表示加密牛市仍处早期， Robinhood 第二季度收入同比增长 46%，加密交易量同比增长 32%。
Coinbase 则与摩根大通达成战略合作，允许大通银行客户直接关联 Coinbase 账户，并可将奖励积分1:1兑换为 USDC。
Bernstein 分析师表示，尽管 Robinhood 和 Coinbase 股价今年已显著上涨，但当前加密货币牛市仍处于早期阶段。其中，Robinhood 股价年内涨幅超 175%，Coinbase 涨幅达 47%，相比之下比特币和以太坊今年分别上涨 27%和 15%。
Bernstein 认为，Coinbase 正在成为传统银行接入区块链金融基础设施的核心平台，这一趋势将加速 USDC 在支付和储蓄领域的主流应用。
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