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Coinbase, Circle shares positioned for crypto recovery as estimates stabilize: William Blair

The Block·September 22, 2026·1 min read
Coinbase, Circle shares positioned for crypto recovery as estimates stabilize: William Blair

William Blair says Coinbase offers an attractive entry after a 31% rise, though it trims its EBITDA estimate. The firm sees USDC growth driving Circle's next leg as crypto estimates stabilize. COIN shares are positioned for a recovery, with analysts balancing valuation against growth prospects in the digital asset market.

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