According to Ki Young Ju (@ki_young_ju), Circle’s price-to-earnings (P/E) ratio has soared to 2,950x, compared to Coinbase’s 58x, highlighting a significant valuation gap between major crypto companies. This extreme P/E ratio signals heightened market expectations for Circle and its USDC stablecoin, affecting investor sentiment across crypto equities and stablecoin-related assets. Traders should note that such stretched valuations may lead to increased volatility and potential corrections as the market reassesses growth prospects, according to the data shared on Twitter.

According to Cas Abbé on Twitter, Binance's spot and futures trading volume is reported to be 40 times higher than Coinbase, yet Binance's token (BNB) is valued at $95 billion, compared to Coinbase's $62 billion valuation with $1.5 billion in trading volume (Source: Cas Abbé, June 1, 2025). This significant discrepancy in trading activity versus token valuation suggests that BNB may be undervalued relative to its trading volume, which could present a trading opportunity for cryptocurrency investors. The comparison of BNB as a potential $1 trillion asset trading at a 10x discount is especially relevant for traders seeking assets with growth potential based on exchange activity metrics.