Czech National Bank Increases Palantir Stake and Initiates Coinbase Investment Amid Crypto Market Shifts

Key Points

1. The Czech National Bank added 51,732 shares of Coinbase Global, valued at over $18 million, and increased its Palantir holdings by 49,135 shares to a total of 519,950 in Q2 2025.

2. Palantir’s stock surged approximately 80% in the first half of 2025, outperforming the S&P 500, while Coinbase’s inclusion in the S&P 500 index marked a milestone for the crypto industry.

3. Despite a 10% revenue decline to $2 billion in Q1 2025, Coinbase’s earnings per share of $1.94 exceeded analyst expectations, indicating operational efficiency.

4. Coinbase expanded its crypto ecosystem through acquisitions, including Deribit for $2.9 billion and Liquifi, enhancing its derivatives and token management capabilities.

5. The Czech National Bank’s investments reflect a broader trend of integrating cryptocurrency and AI-driven firms into traditional portfolios as regulatory clarity improves.