2025-12-25 08:23:59

The significant difference in the investment logic between CRCL and Coinbase is severely underestimated

There is a fundamental cognitive bias in the market regarding the comparison of these two assets—many people compare them on the same level, which essentially reflects a lack of understanding of their differences.

Frankly speaking, if you truly believe that buying CRCL is less worthwhile than buying Coinbase, you probably haven't understood their respective value propositions. Coinbase, as a compliant exchange stock proxy, represents the process of traditional finance embracing crypto; whereas CRCL represents the native asset properties at the protocol layer.

This is not about which is better, but about the fact that they are fundamentally on different tracks. Using the logic of buying blue-chip stocks to buy early protocol tokens will inevitably lead to incorrect conclusions. The key is to clarify your own investment philosophy—are you seeking financial compliance premiums, or ecosystem growth potential? Neither approach is wrong, but confusing the direction is the real problem.

View Original

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.

12 Likes

Reward
12
6
Repost
Share

Comment

0/400

ChainWanderingPoet

· 8h ago

Wake up, it's really not a big deal at all.

View OriginalReply0

airdrop_whisperer

· 8h ago

There's nothing wrong with what you're saying, but I think most retail investors can't tell the difference between these two lines at all... It was confusing from the very beginning.

View OriginalReply0

LightningSentry

· 9h ago

Well... to be honest, this viewpoint is a bit all over the place, but it does hit the blind spots of many people. I agree that different tracks are indeed different, but it still seems that many retail investors don't understand — maybe they're just too impatient, following whoever's rising quickly and buying in. Regulatory premium vs. ecological potential, this classification is clear, but in practice, it still depends on luck. Actually, instead of fussing over whether CRCL or CB is better, it's better to ask yourself whether you want a guaranteed return or to gamble on the next hot trend. They're two different things. That's correct, but the very fact that such benchmarking discussions exist indicates that the market still lacks liquidity and suffers from serious information asymmetry.

View OriginalReply0

PrivacyMaximalist

· 9h ago

That's right, I'm just wondering why so many people insist on mixing these two together... One is a ticket to traditional finance, and the other is a bet on the protocol layer. Why can't they understand the difference?

View OriginalReply0

StakeTillRetire

· 9h ago

To be honest, the discussion about benchmarking is asking the wrong questions from the start. There are indeed many people who confuse the directions. CRCL and CB are fundamentally two different concepts. It’s ridiculous to compare them together; one is a traditional financial entry ticket, and the other is an protocol ecosystem. How can they be evaluated using the same logic? The key is still to ask yourself what you really want.

View OriginalReply0

RunWhenCut

· 9h ago

Haha, finally someone said it. Before, I saw many people arguing about CRCL vs Coinbase below. Is it really a swap of souls? Different tracks, yet they insist on competing. Are they just asking for a beating? One is a ticket to traditional finance, and the other is a seed player in the ecosystem. Can they be the same? Figure out what you really want before taking action. Don't follow the crowd and buy blindly—that's the real key.

View OriginalReply0