Flowvium

Company Comparator

Side-by-side analysis of supply chain position, institutional signals, and news gap scores.

VS

Market Cap Tier

MidvsLarge

Chain Role

intermediaryvsleader

Gap Score

68vsN/A

IB Activity

78vsN/A

Revenue Mix Comparison

COIN
MSTR
COI

Coinbase Global, Inc.

COIN · financials

intermediaryMid ($1B+)
Full profile

About

Coinbase is the largest U.S.-based cryptocurrency exchange, serving as the primary on-ramp for both retail and institutional investors entering the digital asset space. Its role as custodian for most spot Bitcoin ETFs and its USDC stablecoin partnership with Circle position it as critical infrastructure for the crypto ecosystem.

Founded

2012

Employees

3,500+

Headquarters

Remote-first (incorporated in Delaware, USA)

Revenue

$6.6B

Transaction Revenue55%
Stablecoin Revenue (USDC)20%
Blockchain Rewards (Staking)15%
Other (Subscriptions, Services)10%

News Gap Signal

Gap Score (silence = signal)68
IB Activity Score78
Media Coverage Score32

IB Activity: HIGH

Institutional Signals

accumulating$70M

BlackRock

2024-08-13

accumulating$30M

BlackRock

2024-08-13

reducing$6M

BlackRock

2024-08-13

Key Relationships

V· Visa Inc.
partner
BLK· BlackRock, Inc.
partner
GS· The Goldman Sachs Group, Inc.
partner
MST

MicroStrategy Incorporated

MSTR · technology

leaderLarge ($10B+)
Full profile

About

MicroStrategy has transformed from a business intelligence software company into the world's largest corporate Bitcoin holder. CEO Michael Saylor's strategy to issue equity/debt to buy Bitcoin makes it a de facto Bitcoin proxy stock.

Founded

1989

Employees

1,700

Headquarters

Tysons, VA

Revenue

$0.5B

Product Licenses20%
Subscription Services35%
Other Services45%

News Gap Signal

No news gap data tracked for this ticker.

Institutional Signals

No 13F signals on record for this ticker.

Cascade Patterns

Not featured in any tracked cascade patterns.

Key Relationships

MARA· MARA Holdings, Inc.
competitor