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TEXXR

Chronicles

The story behind the story

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Sensor Tower: US app installs of Coinbase, eToro, and FTX grew collectively by 279% week over week on Super Bowl Sunday; Coinbase grew 309% and eToro grew 132%

Lo más importante de hoy, en 20 segundos: Samuel Wan / CryptoSlate : Critics say “Crypto Bowl” ads promoted FOMO, not the future Tweets: @jayhadhope : Twitter/tech news echo chamber is dunking hard on that Meta Super Bowl ad... Here's what actually happened: People talked about being moved to tears from it AND Quest 2 moved from 5th to 4th place on Amazon Best Sellers (US / Video Games) list & 80s Nostalgia wins again (TM) https://twitter.com/...

TechCrunch Sarah Perez

Context & Ripple Effects

FTX and Crypto.com had already signaled a Super Bowl customer-acquisition push while crypto tokens were falling, and the first post-game reports showed Coinbase jumping from 186th to second in the US App Store after its QR-code spot. Sensor Tower's install data puts scale behind that initial App Store surge: Coinbase, eToro and FTX collectively saw a sharp week-over-week increase.

The episode also extends a longer pattern in which Coinbase's user base can amplify its market influence, described in earlier coverage as the “Coinbase effect”. Here, the immediate mechanism is mass-market advertising rather than a token listing.

First-order effects

  • Coinbase's 309% US install increase and eToro's 132% increase give the exchanges a substantially larger pool of newly acquired app users immediately after the game.
  • FTX shares in the reported 279% collective install increase, validating its participation in the same Super Bowl advertising window even though Sensor Tower did not provide its individual growth rate.

Second-order effects

  • The measured response gives Coinbase, eToro and FTX evidence that the planned Super Bowl ad spend translated into app-acquisition momentum, raising pressure on rival exchanges to compete for mainstream consumer attention through similarly large campaigns.
  • Coinbase's outsize gain relative to eToro makes creative execution and app-store conversion—not simply appearing in the broadcast—a more visible competitive differentiator among exchange marketers.

Third-order effects

  • If major sports broadcasts repeatedly produce app-install spikes, crypto-exchange competition may become more dependent on consumer-brand advertising budgets, widening the advantage of platforms able to fund national campaigns.
  • The reliance on FOMO-oriented promotion highlighted in the article sharpens the crypto legitimacy gap: growth campaigns can expand reach while intensifying scrutiny of how exchanges market speculative products.

The trend: Crypto exchanges are using mass-market event advertising to turn brand visibility into mobile acquisition, with conversion performance increasingly shaping competitive position.

Discussion

  • @jayhadhope @jayhadhope on x
    Twitter/tech news echo chamber is dunking hard on that Meta Super Bowl ad... Here's what actually happened: People talked about being moved to tears from it AND Quest 2 moved from 5th to 4th place on Amazon Best Sellers (US / Video Games) list & 80s Nostalgia wins again (TM) http…