I've put my thoughts in my recent article.

In a short term, COIN perspectives are good. Coinbase is generating some insane revenue at the moment. At the same time a lot of tech companies that have their stocks growing, show negative revenue reports. Until we hit another crypto winter, Coinbase should look like a true brilliant on the market. In a long term, the success will be defined by crypto adoption and concurrence with DeFi sector.

As in general, I think this is a bullish event for BTC. Economic papers are posting this all over the places. Crypto market needs this attention.