According to @MilkRoadDaily, Robinhood HOOD has risen almost 8.5 times more than Coinbase COIN in 2025, signaling a pronounced relative momentum shift toward HOOD among crypto-exposed equities traders, source: @MilkRoadDaily on X, Sep 30, 2025. The post characterizes the move as a Robinhood rally and argues market attention is underweight HOOD versus COIN, underscoring a notable 2025 year-to-date performance spread between the two stocks, source: @MilkRoadDaily on X, Sep 30, 2025.

According to the source, Vitalik Buterin voiced support for Coinbase’s Base Layer-2, calling it “doing things right” despite community concerns about centralization. Source: social post dated Sep 23, 2025. For trading, the endorsement bolsters the Ethereum L2 adoption narrative that ultimately settles activity on Ethereum, linking L2 growth to ETH fundamentals and throughput. Source: Ethereum.org Layer 2 documentation. Base has no native token, so direct market exposure is typically via ETH and Coinbase stock (COIN), given Base is incubated by Coinbase. Source: Base official documentation.

According to the author, the dilution of cypherpunk ideals in the crypto industry, such as Coinbase's political sponsorships and Ripple's lobbying efforts, could heighten regulatory scrutiny and create market uncertainty, potentially leading to increased volatility for assets like BTC and XRP.