Crypto Exchanges

Story: Gemini’s 80% Valuation Drop Sparks Acquisition Speculation Over Custody Assets

By Dan Saada

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What Makes Gemini Worth Buying at This Price. The custody piece is probably the biggest draw. Secure storage for digital assets is genuinely…

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The Harder Questions Around Any Deal. Still, buying Gemini wouldn't be simple. The broader crypto market has been volatile, and…

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Broader Context: Distressed Crypto Assets Draw Buyers. It's worth remembering that the crypto industry has seen this pattern before.

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Gemini's market value has collapsed. The crypto exchange now sits at roughly $753 million — down 80% from where it traded after its IPO — and that number is pulling fresh…

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The drop is steep enough that people are starting to look at Gemini less as a struggling exchange and more as a bundle of assets that might be worth more to someone else. Licenses.

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That's the part that's murky. Gemini hasn't said anything publicly about acquisition talks, and no potential buyer has stepped forward.

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The licenses matter too. Crypto regulation is still a mess in a lot of jurisdictions, but Gemini has spent years accumulating the approvals it needs to operate. That's not nothing.

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And then there's the customer side. Gemini has built relationships over time, and those relationships are sticky in ways that raw user numbers don't fully capture.

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Related: XRP Targets $7 as Google Gemini and Standard Chartered Align on Bullish Forecast

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There's also the question of why Gemini's valuation fell so hard in the first place. An 80% drop isn't just market noise.

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Gemini's silence on the whole thing is notable. Companies that are actively in talks usually go quiet. Companies that aren't in talks sometimes go quiet too.

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It's worth remembering that the crypto industry has seen this pattern before. Platforms that looked shaky on paper ended up getting absorbed by larger players who wanted the…

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What's clear is that the assets Gemini has built — the custody systems, the licenses, the customer relationships — are real.

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Read also: Saylor Defends Bitcoin Against Calacaniss Criticism as Price Hits $80,000

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The market is watching the valuation closely. At $753 million, Gemini is probably cheap enough to be interesting to a certain kind of buyer.

The Currency Analytics

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