Coinbase Is No Longer Just A Crypto Exchange - It's Becoming The AWS Of Finance

Group 1 - The article argues that the perception of Coinbase as merely a "crypto exchange" or a high beta Bitcoin proxy is outdated, suggesting that this view is hindering the market from recognizing its true value [1] - Coinbase is positioned as the default platform for cryptocurrency trading, indicating a significant shift in its market role [1] Group 2 - The author has a technical background in software engineering and has developed an interest in financial markets, particularly in the intersection of software and capital allocation [1] - The analysis focuses on examining tech companies through both technical and fundamental lenses, emphasizing the importance of understanding underlying market mechanisms [1]