1. Coinbase is expected to exceed Wall Street revenue estimates by 26% and EPS estimates by 407% for Q4 2024. 2. Consumer volumes surged in Q4 2024, supported by institutional adoption and diversified revenue streams. 3. FASB accounting changes are expected to boost profits by an additional ~$600M. 4. Coinbase's anticipated inclusion in the S&P 500 in March will trigger significant buying from ETFs and mutual funds, driving at least $2.5 billion in demand.