As I know $COIN (-7,3%) we will fall to +-0 by 10 p.m. today, but as a shareholder this news is incredibly good to see.

Podcast episode 78: "Buy High. Sell Low."

Subscribe to the podcast to help Münzi rise to 400$.

00:00:00 Market overview

00:12:40 Palo Alto Networks $PANW (-3,05%)
$CRWD (-6,19%)

00:29:00 Nebius Group $NBIS (-13,18%)$TEM

00:52:00 Coinbase & Bitcoin $COIN (-7,3%)
$BTC (+0,53%)

01:17:00 Election programs: The Left, BSW, Volt

Spotify $SPOT (-3,66%)

https://open.spotify.com/episode/5u7nL29RbT9cZrVDZ9ATv0?si=0gSaCyjvTBKwHvkcFkVFlw

YouTube $GOOGL (-2,28%)
$GOOG (-2,32%)

https://youtu.be/Y0dcaNwLfW8

Apple Podcast $AAPL (+0,26%)

https://podcasts.apple.com/us/podcast/folge-78-coinbase-palo-alto-nebius-wahlprogramme/id1695869891?i=1000693370783

#podcast
#bitcoin
#coinbase
#krypto
#spotify

Valentine's Day + Gamestop to invest in cryptocurrency + Coinbase Global Q4 earnings with revenue increase + Nestle raises dividend despite profit decline + Cisco raises full-year revenue forecast + Producer prices in the US rise more than expected

Meme stock giant Gamestop $GME (-1,75%)considers investment in Bitcoin$BTC (+0,53%)

• Gamestop is rumored to be exploring possible investments in bitcoin to expand its financial horizons, according to people with knowledge of the situation who spoke to CNBC.
• Stock rallies strongly.
• https://news.bitcoin.com/de/bericht-behauptet-dass-meme-aktienriese-gamestop-die-zuweisung-von-bitcoin-in-die-schatzkammer-in-erwaegung-zieht/

Coinbase Global $COIN (-7,3%)Q4 earnings with revenue increase

• Coinbase Global (COIN) on Thursday reported fourth-quarter diluted earnings of $4.68 per share, up from $1.04 a year earlier.
• Analysts polled by FactSet had expected $2.11.
• Revenue for the quarter ended Dec. 31 was $2.27 billion, up from $953.8 million a year earlier.
• Analysts polled by FactSet had expected $1.84 billion.
• The company said it expects first-quarter subscription and services revenue of $685 million to $765 million.
• Shares rose nearly 2% in after-hours trading.

Nestle $NSRGY (+4,01%)increases dividend despite profit decline

• Nestle, the world's largest food manufacturer, wants to increase its dividend despite the recent difficult times.
• It is to be increased by five centimes to 3.05 francs, the producer of brands such as Kitkat and Nespresso announced in Zurich on Thursday.
• This will be the 29th consecutive increase in the dividend, despite a fall in sales and profits last year.
• The Group recently struggled with weak demand, high costs and the strong Swiss franc.
• Sales fell by 1.8 percent year-on-year to 91.4 billion Swiss francs in 2024.
• Adjusted for exchange rate changes and acquisitions and disposals of business units, however, Nestle grew by 2.2 percent compared to the previous year.
• The so-called organic growth is made up of price adjustments of 1.5 percent and volume increases (RIG) of 0.8 percent.
• Growth was therefore slightly better than experts had expected.
• The dividend is also a tad higher than expected.
• For 2025, the management continues to forecast an improvement in organic sales growth compared to 2024.
• The underlying operating profit margin is expected to be 16.0 percent or higher.
• In the medium term, Nestle wants to return to values of over 17 percent.
• Organic sales growth is expected to be "4 percent plus in a normal business environment".
• As already announced at the Investor Day in November, the Group intends to save around 2.5 billion Swiss francs by the end of 2027.
• The savings will be used to finance higher investments in marketing.

Cisco $CSCO (-0,55%)raises sales forecast for the full year

• Cisco Systems raised its full-year revenue forecast on Wednesday, banking on higher demand for its cloud networking devices amid a boom in artificial intelligence technology.
• The company expects revenue of between $56 billion and $56.5 billion for fiscal 2025, compared with its previous forecast of $55.3 billion to $56.3 billion.
• Analysts on average expect 55.99 billion dollars, according to data compiled by LSEG.

Producer prices in the USA rise more than expected

• In the USA, producer prices have risen more strongly than expected.
• In January, the prices that manufacturers charge for their goods rose by 3.5 percent year-on-year, according to the US Department of Labor in Washington on Thursday.
• Economists had only expected 3.3 percent.
• The last time the rate was higher was in February 2023, when the core rate, which excludes volatile prices for energy and food, was 3.6 percent in January.
• Economists had expected just 3.3 percent.
• According to economists, the core rate better reflects the price trend.
• Compared to the previous month, producer prices rose by 0.4 percent.
• An increase of 0.3 percent had been expected here.
• The core rate rose by 0.3% month-on-month, as expected.
• Producer prices influence consumer prices, on which the US Federal Reserve bases its monetary policy.
• In January, the inflation rate in the US was 3.0%, above the Fed's inflation target of 2%.
• Inflation has recently proved to be stubborn.
• Economists therefore do not expect further interest rate cuts until the end of the year.

Friday: Stock market dates, economic data, quarterly figures

Valentine's Day, think of your loved ones and not just your shares :)

• ex-dividend of individual stocks
• Siemens EUR 5.20
• Shell 0.72 USD
• Eli Lilly 1.50 USD
• Chevron Corporation 1.71 USD
• 3M USD 0.73
• Amgen USD 2.38
• Starbucks USD 0.61

• Quarterly figures / Company dates USA / Asia
• Untimed: Moderna quarterly figures

• Quarterly figures / Company dates Europe
• 07:00 Safran annual results
• 08:00 Hermes International| Natwest Group annual results
• 11:00 Borussia Dortmund result 1H

• Economic data

11:00 EU: GDP (2nd release) 4Q Eurozone PROGNOSIS: 0.0% yoy/+0.9% yoy 1st release: 0.0% yoy/+0.9% yoy 3rd quarter: +0.4% yoy/+0.9% yoy

14:30 US: Retail Sales January FORECAST: -0.2% yoy previous: +0.4% yoy Retail Sales ex Motor Vehicles FORECAST: +0.3% yoy previous: +0.4% yoy

14:30 US: Import and export prices January import prices PROGNOSE: +0.3% yoy previous: +0.1% yoy

15:15 US: Industrial Production and Capacity Utilization January Industrial Production PROGNOSE: +0.3% yoy previous: +0.9% yoy Capacity utilization PROGNOSE: 77.7% previous: 77.6%

16:00 US: Inventories December FORECAST: -0.1% yoy previous: +0.1% yoy

20:15 US: Fed Dallas President Logan, speech at Southern Methodist University event

Podcast episode 74 "Buy High. Sell Low."

Subscribe to the podcast to prevent AI from becoming Terminator Skynet.

00:00:00 DeepSeek panic #deepseek

00:24:00 Market trends Nasdaq 100 and S&P 500, FED / FOMC

00:30:00 Nvidia, AMD, ASML $NVDA (-3,63%)
$AMD (-2,29%)
$ASML (-0,72%)

00:41:40 Microsoft $MSFT (-1,57%)

00:47:40 Alphabet $GOOG (-2,32%)
$GOOGL (-2,28%)

00:50:50 Vistra Corp $VST (-7,68%)

00:57:00 DeepSeek in a practical test compared to OpenAI, xAI / Grok and Gemini

01:11:20 Bitcoin, Coinbase, MicroStrategy, Robinhood Markets $BTC (+0,53%)
$COIN (-7,3%)
$MSTR (-6,56%)
$HOOD (-7,16%)

Spotify

https://open.spotify.com/episode/1pLsuf12M2BaEQi86Dbg6d?si=DFHLqOk1QU2gewOB1ldfaw

YouTube

https://youtu.be/iGZNFQvkayk

Apple Podcast

https://podcasts.apple.com/us/podcast/folge-74-deepseek-ai-nvidia-asml-amd-microsoft-alphabet/id1695869891?i=1000686140692

#podcast
#spotify
#bitcoin
#openai
#grok
#xai
#scalai
#perplexityai
#gemini
#ai
#ki
#halbleiter
#semiconductor
#etf
#etfs

The SEC has finally repealed the controversial SAB 121 directive, which made the custody of $BTC (+0,53%) and cryptocurrencies virtually impossible for traditional banks in the USA. This has resulted in a kind of monopoly position for $COIN (-7,3%) which therefore, for example, all $BTC (+0,53%) of the spot ETFs and $MSTR (-6,56%) were allowed to store them. This will most likely change in the future.

Furthermore, loans collateralized with Bitcoin will now be possible, which could be another potential price driver.

This directive should have been repealed last year. However, President Joe Biden vetoed it shortly before it was due to take effect.

https://www.sec.gov/rules-regulations/staff-guidance/staff-accounting-bulletins/staff-accounting-bulletin-122

$BTC (+0,53%)
$SOFI (-4,68%)
#bitcoin

Banks can now offer secure storage solutions for cryptocurrencies, serving institutional clients, private investors and businesses who want to store their digital assets in a trusted location.

Banks are now able to offer crypto solutions 🚀

Reminder: $SOFI (-4,68%) was essentially forced to divest its crypto business in order to obtain its banking license.

$SOFI (-4,68%)
$JPM (-0,57%)
$MS (-1,6%)
$WFC (-1,02%)
$HOOD (-7,16%)
$COIN (-7,3%)
$ETH (+0,84%)
$C (-1,37%)
$DBK (+0,12%)
$BAC (-0,56%)

Hello Getquin

How is it actually regulated if you have your coins on the exchange, for example at Coinbase $COIN (-7,3%) up to what amount would the coins be $BTC (+0,53%)
$ETH (+0,84%)
$SOL (-3,46%) covered by insurance in the event of a hacker attack, for example?

Are any of you familiar with this or do you think it would be better to store them in a wallet?

Many thanks for your help

Why am I buying my position when it is already up around 200%? There are several points for me:

1. my personal price target for Bitcoin is in the range of USD 120-150 thousand for 2025. the rise in Bitcoin is currently flattening out temporarily.

2. a general increase in the crypto market cap in the new year, not only through Bitcoin but also through an altcoin rally, can drive up Coinbase's crypto portfolio as well as the portfolios of users. An increase in the Coinbase portfolio leads to higher earnings and thus to higher EPS, as unrealized gains are included in the income statement in accordance with US GAAP regulations. In addition, a sale by users results in higher fees due to the volume, not as a percentage but in absolute terms.

3 The Coinbase app was temporarily in first place among financial apps between 20.11 and 12.12 and in the top 5 for the entire period. For me, this indicates a return of retail trading as we knew it from 2021. This trend could of course accelerate next year. Higher transaction volumes and higher user numbers will lead to more revenue, especially if they also opt for services such as Coinbase One or Advanced Trading.

4 Coinbase launched the COIN50 crypto index this year. If next year, after Gary Gensler, we see an SEC that gives more freedom to the crypto sector, then new funds on cryptocurrencies could use this index, which will benefit Coinbase through fees.

5 An earnings beat in the next quarter could well be possible, as the crypto market has grown massively during this period, and with it Coinbase's portfolio.

6) The SEC proceedings against Coinbase are likely to remain in the discovery phase until the second half of 2025. Accordingly, a worst-case scenario here does not overlap with a probable next run up in the crypto market.

These are my thoughts on Coinbase at the moment. I remain bullish for now, but I will certainly take some profits until June, depending on how the market and prices behave. I am not considering selling the full position at any point.

A lot happened in 2024, we had the European Football Championship in our own country, Olympic Games at our neighbors, P-Diddy was arrested, Trump was re-elected (Putin too, by the way)

But
,
we are here at GetQuin, so it's about finance.

S&P500 and MSCI World have performed hugely, BTC has reached new ATHs and suddenly everyone is talking about cryptos again. The community here on GQ has also reached some milestones!

I always like to read along and get motivated by your milestones!

What has happened and changed for me?

I've increased my savings rate and always diligently put aside surpluses (tracked by Finanzguru).

Of course, I also spent and consumed a lot (see post on Finanzguru Wrapped)

• I now ride a gravel bike and the bike + equipment + clothes was quite a lot of money
• There were also vacations, here I would like to warmly recommend Scotland to you all, great landscape and incredibly nice people.

Savings at TR were 2024: 13.568,87€ --- 1130,74€ per month

• Savings plans
• nest egg
• Watch purchase (still to come)
• Daily allowance

The total portfolio value at TR went from ~11.119€ to ~27.911€ (+16.792€)

I have "changed" my strategy to the extent that I save stump $IWDA (-1,03%) and occasionally invest in individual stocks or crypto with "fun money" when the price is right.

I have also tidied up my portfolio and removed positions. Only $COIN (-7,3%) has remained as a reminder not to do anything stupid and to think before you trade (bought IPO hype and was up 15 days in total)

I also want to take long-term profits with my cryptos and shift into $BTC (+0,53%) (I still have a larger position here $ADA (+0,73%) position that is not included in GQ).

So all in all, I am satisfied with 2024 and motivated to save even more in 2025!

Savings rates will be adjusted and $IWDA (-1,03%) and I am slowly noticing the compound interest effect (a 1-3% fluctuation in the portfolio suddenly makes more of a difference than last year)

How was your year? What has changed for you and how have you adjusted your outlook for 2025?

Feel free to write your opinions below. Have I forgotten anything or is there anything else that interests you?

Happy New Year to you all.

Kisses,

Larry