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Eens coinbase gaat noteren zal men vergelijken en inzien dat Voyager minstens 100 cad waard is!!
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Voor veel cryptofans vliegt Voyager Digital nog onder de cryptoradar maar de awareness van hun excellente service tov Coinbase die met veel trompetgeschal naar Nasdaq gaat een dezer dagen.
Voyager Digital’s growth is largely undetected by the market at this time and we think this is a boon to our readers. With Goldman Sachs leading the IPO, Coinbase will be fully priced by the time it hits the market and we are not keen on direct listings as they did not perform well for retailers if we look at Spotify and Slack. At that price and under those terms, we will not be considering Coinbase as we feel our money is better spent on other stocks, crypto and blockchain companies that are less hyped.
Coinbase also now has a competitor (Voyager) undercutting them on commissions and on the breadth of tokens. For most crypto investors, the process of holding tokens securely in cold storage is easy enough, and therefore, Voyager Digital is likely to be very popular despite the lack of insurance on crypto.
In our opinion, Voyager is a serious competitor to Coinbase – and most certainly to Robinhood. For our goals and desired gains in the I/O fund, we will take the 10 forward P/S on a company growing rapidly rather than an overpriced DPO at a much higher valuation.
Eventually, Voyager’s growth will settle but we think the value proposition of undercutting Coinbase on commissions will continue to help the app take market share in the word-of-mouth community of crypto traders.
Gemini does well for the high-dollar crypto investors, but this is not the same crowd as Voyager Digital. We see Voyager Digital as a competitor to Robinhood and Coinbase at an attractive market cap. We like the management and the diversification with stablecoins, as the Fed and Big Tech are likely to support stablecoins as time goes on. Therefore, Voyager offers exposure to both and has global expansion on the horizon.