コインベースの株価は金曜日、予想を下回る第1四半期決算やAmazon Web Services（AWS）の障害による数時間にわたる取引停止を受け、セッション中の安値から10％回復した。ビットコインは8万ドル台を維持し、一部のアルトコインは5〜12％の上昇を記録した。
コインベースが発表した3月31日までの四半期の純損失は3億9410万ドル（1株当たり1.49ドル）で、利益を見込んでいたアナリストの予想を下回った。収益は14億1000万ドルとなり、予想の15億2000万ドルを下回った。これは、コンシューマー向け現物取引高が前四半期比で35％減少したことによるものである。また同社は今週初め、全従業員の約14％にあたる約660人の人員削減を発表した。
ユーザーは、決算ミスとAWS障害を経たコインベースの株価反発や、ビットコインの8万ドル維持、アルトコインの上昇について指摘しつつ、AWSへのインフラ依存に対する批判や、人員削減の強調、プラットフォームの回復力への疑問を投げかけている。
Coinbase rebounds as altcoins surge with bitcoin holding above $80,000
— Phantom Echo (@PhantomEcho007) 2026年5月8日
Exchange access can unlock fresh local liquidity. I would not chase the first candle; the cleaner trade is confirmation after the listing impulse holds above VWAP/support.#Coinbase #COIN #Crypto #AI… pic.twitter.com/WJYwMe69Al
Coinbase outage hits at the worst possible time for COIN.
— Patt is taking a nap (@pattisme_) 2026年5月8日
The largest US crypto exchange put markets into “Cancel Only” mode after a major service disruption left users unable to execute trades for several hours. Coinbase said customer funds were safe, but its status updates… pic.twitter.com/YycSFf1ix9
Just in: Coinbase had a rough week.
— Times ² (@TimesSquared) 2026年5月8日
Tuesday May 5: 700 humans let go. AI taking over. Non technical teams shipping production code to production.
Wednesday May 7: Platform offline. Users being liquidated. Status page reads "degraded performance due to AWS outage." For more… pic.twitter.com/q5uXFLACQJ
Coinbase resumed trading after hours-long AWS outage. Centralized cloud dependency = single point of failure even in decentralized protocols. Multi-cloud architecture now table stakes for uptime SLAs.
— Michael Martino (@battista212) 2026年5月8日
Coinbase restored trading after AWS outage in Northern Virginia disrupted services. Used cancel-only, auction mode before full recovery. Multi-zone AWS failure exceeded redundancy design. #Coinbase #AWS #CryptoExchange pic.twitter.com/qQluBimGGq
— Asher (@nq6mi) 2026年5月8日
AIによるレポート AIによって生成された画像
Bitcoin stayed above 80,000 dollars on Friday while altcoins led gains across crypto markets. Coinbase shares recovered 10 percent from session lows after the exchange reported a quarterly loss.
Coinbase announced a $667 million net loss for the fourth quarter of 2025, marking its first quarterly deficit since 2023. The loss stemmed primarily from non-cash write-downs on its cryptocurrency holdings and strategic investments, despite record highs in trading volume and market share. Total revenue fell 21.6% year-over-year to $1.78 billion, missing analyst expectations.
AIによるレポート
The cryptocurrency market has staged a broad rally after days of selling pressure, with bitcoin reclaiming levels around $65,000 to $66,000. Ethereum and XRP also advanced, pushing toward $1,900 and $1.40 respectively, amid signs of technical recovery. Analysts caution that the bounce may lack fundamental drivers and face resistance ahead.
Robinhood Markets reported fourth-quarter revenue of $1.28 billion for 2025, falling short of analyst forecasts of $1.33 billion, primarily due to a 38% drop in crypto trading revenue to $221 million. Despite the miss, earnings per share of $0.66 exceeded expectations of $0.63. The results highlight the impact of a broader crypto market downturn on the trading platform's business.
AIによるレポート
On February 11, 2026, Bitcoin dropped below $66,000 for the third consecutive session, reversing a recent rally amid stronger-than-expected U.S. jobs data that diminished hopes for Federal Reserve rate cuts. Other cryptocurrencies like Ethereum, XRP, and Dogecoin also fell, signaling waning investor interest in the sector. While some on-chain indicators show accumulation by larger holders, analysts warn of potential further downside.