Forget Tech Stocks: The Crypto Infrastructure Play Wall Street Is Overlooking
2026-03-02 07:47:00 ET
According to many Wall Street analysts, Coinbase Global (NASDAQ: COIN) is nothing more than a cryptocurrency exchange. When markets are up, Coinbase performs well. When markets are down, Coinbase performs poorly.
But maybe it's not that simple. From my perspective, Coinbase is the crypto infrastructure play Wall Street is overlooking. If that's the case, then it could be significantly undervalued.
The term "crypto infrastructure" can mean a lot of different things to a lot of different people. For me, it refers to all the foundational technologies that power the crypto and blockchain ecosystem . And it's here that Coinbase continues to play an important role, developing the technologies, tools, and platforms for both retail and institutional investors.
NASDAQ: COIN
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