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Bullboard - Stock Discussion Forum Voyager Digital Ltd VYGVQ

GREY:VYGVQ - Post Discussion

Voyager Digital Ltd > Coinbase AUM
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Post by nozzpack on Mar 04, 2021 2:04pm

Coinbase AUM

A good rule of thumb for estimating AUM is the 10% rule.

That is,revenues are 10 % of AUM.

Voyager is slightly above this at the moment ( 11.5% ).

Coinbase reported $1.28 billion in 2020 revenues which implies an average AUM of about $13 billion in 2020.

We don't know revenues in the first two months of 2021: but doubling to $2.6 billion run rate might not be unreasonable.

This would imply an current AUM in the $25 billion to $30 billion range..
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