Trader consensus on Polymarket prices a 91% implied probability that Coinbase (COIN) will miss Q1 2026 GAAP earnings estimates around $0.23–$0.36 per share, driven primarily by slumping crypto trading volumes amid a Q1 "crypto winter" that saw total market cap drop 20% to $2.4 trillion. Analysts like Oppenheimer slashed volume forecasts to $211 billion from $244 billion, projecting sharp revenue declines versus prior quarters, compounded by recent Barclays downgrade to underweight citing profitability risks and COIN's 29% YTD share price drop. While subscription and services revenue guidance of $550–$630 million offers some stability via custody and stablecoin fees, a beat could materialize from superior cost controls or underestimated non-transaction growth ahead of the May 7 report.
Experimental AI-generated summary referencing Polymarket data. This is not trading advice and plays no role in how this market resolves. · Updated$12,233 Vol.
$12,233 Vol.
$12,233 Vol.
$12,233 Vol.
If Coinbase releases earnings without GAAP EPS, then the market will resolve according to the GAAP EPS figure reported by SeekingAlpha. If no such figure is published within 96h of market close (4:00:00pm ET) on the day earnings are announced, the market will resolve to “No”.
If the company does not release earnings within 45 calendar days of the estimated earnings date, this market will resolve to “No.”
Note: Subsequent restatements, corrections, or revisions made to the initially announced GAAP EPS figure will not qualify for resolution, except in the case of obvious and immediate mistakes (e.g., fat finger errors, as with Lyft's (LYFT) earnings release in February 2024).
Note: The strike prices used in these markets are derived from SeekingAlpha estimates, and reflect the consensus of sell-side analyst estimates for GAAP EPS.
Note: All figures will be rounded to the nearest cent using standard rounding.
Note: For the purposes of this market, IFRS EPS will be treated as GAAP EPS.
Note: For the purposes of this market, GAAP EPS refers to diluted GAAP EPS, unless this is not published, in which case it refers to basic GAAP EPS.
Note: All figures are expressed in USD, unless otherwise indicated.
Note: For primarily internationally listed companies, this market refers specifically to the shares traded in the United States on U.S. stock exchanges such as the NYSE or Nasdaq. In cases where the company trades in the U.S. through an American Depositary Receipt (ADR) or American Depositary Share (ADS), this market will refer to the ADR/ADS.
Market Opened: Apr 23, 2026, 5:24 PM ET
Resolution Source
https://seekingalpha.com/Resolver
0x65070BE91...If Coinbase releases earnings without GAAP EPS, then the market will resolve according to the GAAP EPS figure reported by SeekingAlpha. If no such figure is published within 96h of market close (4:00:00pm ET) on the day earnings are announced, the market will resolve to “No”.
If the company does not release earnings within 45 calendar days of the estimated earnings date, this market will resolve to “No.”
Note: Subsequent restatements, corrections, or revisions made to the initially announced GAAP EPS figure will not qualify for resolution, except in the case of obvious and immediate mistakes (e.g., fat finger errors, as with Lyft's (LYFT) earnings release in February 2024).
Note: The strike prices used in these markets are derived from SeekingAlpha estimates, and reflect the consensus of sell-side analyst estimates for GAAP EPS.
Note: All figures will be rounded to the nearest cent using standard rounding.
Note: For the purposes of this market, IFRS EPS will be treated as GAAP EPS.
Note: For the purposes of this market, GAAP EPS refers to diluted GAAP EPS, unless this is not published, in which case it refers to basic GAAP EPS.
Note: All figures are expressed in USD, unless otherwise indicated.
Note: For primarily internationally listed companies, this market refers specifically to the shares traded in the United States on U.S. stock exchanges such as the NYSE or Nasdaq. In cases where the company trades in the U.S. through an American Depositary Receipt (ADR) or American Depositary Share (ADS), this market will refer to the ADR/ADS.
Resolution Source
https://seekingalpha.com/Resolver
0x65070BE91...Trader consensus on Polymarket prices a 91% implied probability that Coinbase (COIN) will miss Q1 2026 GAAP earnings estimates around $0.23–$0.36 per share, driven primarily by slumping crypto trading volumes amid a Q1 "crypto winter" that saw total market cap drop 20% to $2.4 trillion. Analysts like Oppenheimer slashed volume forecasts to $211 billion from $244 billion, projecting sharp revenue declines versus prior quarters, compounded by recent Barclays downgrade to underweight citing profitability risks and COIN's 29% YTD share price drop. While subscription and services revenue guidance of $550–$630 million offers some stability via custody and stablecoin fees, a beat could materialize from superior cost controls or underestimated non-transaction growth ahead of the May 7 report.
Experimental AI-generated summary referencing Polymarket data. This is not trading advice and plays no role in how this market resolves. · Updated



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