Ca$htag$: COIN Competition Builds

Coinbase (COIN) is struggling alongside Bitcoin's underperformance in 2026 as retail interest fades and competition intensifies. LikeFolio's Landon Swan highlights weakening engagement, margin pressure from lower fees, and a growing disconnect between COIN and crypto prices, while noting the company’s push into AI and cost cuts as it tries to navigate a prolonged downturn alongside rivals like Block (XYZ) and PayPal (PYPL).

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