Coinbase Global (Coin) was redesigned in Q2

Patient Capital Management, a value investment company, published the second quarter of 2025 investor's letter “Patient Capital Opportunity Equity Strategy”. A copy of the letter can be downloaded here. The strategy achieved an overall return of 15.3% of the fees in the quarter compared to the undisclosed benchmark of the strategy in the quarter, the return of 10.9% of the S&P 500 index. According to a three-factor performance description model, the selection effect contributed positively to the performance of the portfolio, which was partially compensated for by allocation and interaction effects. You can also check the top 5 of the funds in 2025 to know your best selection.

In the second quarter of 2025 Investor Letter, the Equity strategy of patient capital Opportunity stocks such as Coinbase Global, Inc. (Nasdaq: Moin) emphasized. Coinbase Global, Inc. (Nasdaq: Coin) based in New York, New York, offers a platform for crypto -assets. The one -month return of Coinbase Global, Inc. (Nasdaq: Coin) was 33.20%, and its shares have increased by 59.34% of their value in the past 52 weeks. On July 17, 2025, Coinbase Global, Inc. (Nasdaq: Moin) with $ 410.75 per share with a market capitalization of 104.62 billion US dollars.

The equity strategy for patient capital opportunities explained in the second quarter of 2025 investor's letter:

“Coinbase Global, Inc. (Nasdaq: Coin) recovered in the second quarter and pursued the strength in both Bitcoin and in the wider cryptocurrency market. We believe that it is still early inner in ours for institutional introduction and exposure to digital assets, and Coinbase is constantly strengthening its position as a platform of choice within the crypto ecosystem. The latest improvements in the wallet, the base platform and the USD coin could help to trigger a broader recording. In addition, the adoption of the Genius Act by the Trump government in June together with Trump's April-Executive Order, which launched a strategic Bitcoin reserve, is a decisive change in the direction of a crypto-loving regulatory framework. We are encouraged by the continued investment of Coinbase in innovation, of which we believe that it will further expand its competition ditch over time. “

A admission of someone who safely accepts crypto assets as a payment and shows the company's payment solutions.

Coinbase Global, Inc. (Nasdaq: Coin) is not on our list of the 30 most popular shares under hedge funds. According to our database, 66 hedge fund portfolios held Global, Inc. (Nasdaq: Coin) at the end of the first quarter of Coinbase, which was 69 in the previous quarter. While we recognize the potential of the coin as an investment, we believe that certain AI shares offer higher upward potential and form a less downward risk. If you are looking for an extremely undervalued AI population that also benefits significantly from tariffs from the Trump era and the onshoring trend, you will find our free report on the Best short-term AI.