Core Insights - Coinbase Global (COIN) is expected to report third-quarter 2025 results on October 30, with revenues estimated at $1.7 billion, reflecting a 44.1% year-over-year increase [1] - The consensus estimate for earnings is $1.06 per share, indicating a 71% increase from the previous year [1][2] - The earnings surprise history shows COIN has beaten estimates in three of the last four quarters, with an average surprise of 310.23% [2] Financial Estimates - Current quarter earnings estimate is $1.06 per share, unchanged from the previous week, but up from $1.01 a month ago [2] - The Zacks Consensus Estimate for trading volume is 299 million, representing a 61.6% increase year-over-year [5] - Transaction revenues are estimated at $939 million, indicating a 63.9% increase from the prior year [8] - Subscription and services revenues are projected to be between $665 million and $745 million, with a consensus estimate of $712 million [9] Performance Drivers - Increased volatility in crypto markets is expected to drive higher trading volumes and revenues [5][6] - The addition of Deribit is anticipated to enhance revenue streams and attract institutional investors [7] - Growth in stablecoin adoption and international expansion are likely to support COIN's trading fees and overall revenue [7][17] Cost Management - COIN expects sales and marketing expenses to range between $190 million and $290 million due to increased digital marketing spending [10] - Technology and development expenses are projected to be between $800 million and $850 million, driven by higher headcount [11] - The company is focused on operational efficiency and disciplined cost control to enhance profit margins [19] Market Positioning - Coinbase is positioned to benefit from increased crypto asset volatility and rising prices, with a strategy to expand its market share in both U.S. spot and derivatives markets [17][20] - The company aims to establish itself as a comprehensive exchange for various crypto assets, supported by acquisitions and product diversification [18] - Despite a premium valuation, the company maintains a relatively strong debt position and improving liquidity [19][21]

RT Emmett Gallic (@emmettgallic)Update: They sent the 970 $BTC ($110M) to Coinbase Prime.This is Sequan's first sale since they acquired the Bitcoin Treasury Strategy https://t.co/IkzNBAHUef ...

Coinbase Global (COIN) is a leading cryptocurrency exchange platform that enables individuals and institutions to buy, sell, store, and trade digital assets such as Bitcoin (BTCUSD), Ethereum (ETHUSD), and Solana (SOLUSD). Operating across over 100 countries, Coinbase serves more than 100 million verified users, offering services through its retail app, institutional trading platform, and blockchain infrastructure tools. As one of the most trusted names in crypto finance, Coinbase emphasizes regulatory com ...

RT s4mmy (@S4mmyEth)Citi + @coinbase x402 = InsaneWhile this announcement is focused on stablecoin utility + adoption, Citi is no stranger to AI infraImagine agents being spun up for each client, autonomously managing client portfolios using x402 micropayments to optimize ROI for the best yieldThis was the landscape from June 2024, let alone October 2025: ...

RT s4mmy (@S4mmyEth)Citi + @coinbase x402 = InsaneWhile this announcement is focused on stablecoin utility + adoption, Citi is no stranger to AI infraImagine agents being spun up for each client, autonomously managing client portfolios using x402 micropayments to optimize ROI for the best yieldThis was the landscape from June 2024, let alone October 2025: ...

Group 1 - Trump plans to nominate a successor for the Federal Reserve Chair by the end of the year, with candidates generally open to cryptocurrencies [1] - Bitwise's spot Solana staking ETF (BSOL) is set to launch, being the first U.S. exchange-traded product to hold and stake 100% of SOL, with an annual yield of approximately 7% [1] - Bitcoin ETFs have seen a net inflow of $26.9 billion this year, primarily driven by BlackRock, which accounted for a net inflow of $28.1 billion [2] Group 2 - The Hong Kong Securities and Futures Commission is initiating a tender for a virtual asset trading monitoring system, expected to be completed by mid-next year [3] - Citigroup is collaborating with Coinbase to explore stablecoin-based cross-border payment solutions, aiming to enhance the efficiency and speed of currency exchanges for corporate clients [3]

🚨 🚨 🚨 633 #BTC (73,439,453 USD) transferred from unknown wallet to Coinbase Institutionalhttps://t.co/lu6ZmxCJ4e ...

You can explore 𝙢𝙞𝙡𝙡𝙞𝙤𝙣𝙨 of assets on Coinbase now. ...

🔥 UPDATE: Coinbase has spent billions acquiring over 40 crypto startups, including Deribit and Echo in 2025.With $10B on hand, Coinbase is accelerating toward its goal of becoming crypto’s universal platform. https://t.co/e3uKaTTuav ...

As Coinbase leans into its Bitcoin-backed lending product, the exchange is offering customers competitive rates by connecting them with lightly vetted pools of capital, which don’t require people to provide personal information before funds are disbursed to Americans. Although the exchange’s competitors have attained state-by-state licenses to provide similar services, Coinbase’s product isn’t subject to the same potential barriers because the company is acting as a technology provider—and not lending custo ...