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Yep. It seems crazy - if you take all the stock market brokers and exchanges and compare it to the full stock market, their value is only a tiny part.

However for crypto exchanges ... well ... what is going on here?



One reason certainly is that Coinbase charges very high fees, namely around 0.6% of the traded amount. The other reason is that crypto is traded a lot. If 1/6 of the entire crypto market cap trades on Coinbase every quarter (and that seems to be the case), then Coinbase has earnings of 0.1% of the entire crypto market cap every quarter, or 0.4% per annum. Apply a 25 P/E ratio, and you get a value for Coinbase of 10% of the crypto market cap.


Maybe because traditional investments have a lot of uses. Since crypto is pretty much just speculative right now, it makes sense that the exchanges are the ones capturing that value.


>what is going on here?

FOMO.




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