The TVL for @MorphoLabs is up ~100% since the start of the year.Top 3 chains that drive Morpho's growth: @ethereum, @base, and @HyperliquidX.Morpho grew TVL from $0 to $10B+ in 3 years. https://t.co/3QUKW0oYuo ...

base has 8 million monthly active dex users through coinbase who never touched metamask. every other l2 requires wallet downloads seed phrases and bridge tutorials. base tokens pumped 187% in one day because coinbase can push any project to millions with one app update. optimism arbitrum and polygon combined don't have this distribution. when base token launches those 8 million users get airdropped without knowing what a wallet is. that's the unfair advantage vcs are frontrunning at $50b valuations. ...

Key Takeaways Coinbase applied for an OCC charter to grow its crypto custody and related banking services.The move aligns with CEO Brian Armstrong's goal of building an "everything exchange."COIN continues diversifying via Base network, equity index futures, and global expansion.Coinbase Global Inc. (COIN) is intensifying its focus on staying aligned with CEO Brian Armstrong’s broader vision of becoming the industry’s premier “everything exchange.” In its recent initiative, the crypto leader applied for the ...

base exploring token launch could drop $3.5-7b to early users. bigger than arbitrum and optimism combined. jesse pollak requesting community input isn't community building it's airdrop qualification mapping. aerodrome morpho zora volume gets tracked. base app has 35k users vs 1m waitlist. coinbase keeps sequencer control regardless. farm now ask questions later ...

Core Insights - Coinbase aims to integrate every global currency onto its layer-2 blockchain, Base, by the end of next year, promoting the issuance of stablecoins in various countries [1][3] - The stablecoin market has seen significant growth, with a 45% increase in market value in 2025 and over 73% year-over-year growth [2] - Currently, $298 billion of the $299 billion in stablecoins are pegged to the US dollar, indicating a substantial opportunity for other currencies to enter the crypto economy [3] Group 1: Coinbase's Strategy - Coinbase's Base blockchain currently hosts over $5.3 billion in crypto across more than 700 applications, positioning it as one of the largest blockchains [1] - The organization is encouraging businesses, including banks and fintech companies, to consider issuing stablecoins pegged to local currencies [2] - The goal is to facilitate easier on-chain transactions for users by allowing payments and loans in familiar local currencies, enhancing user experience [4] Group 2: Market Opportunities - By integrating local currencies into a global economy on Base, Coinbase aims to reduce cross-border financial barriers, making capital access and remittances easier for countries [5] - The adoption of alternative stablecoins is framed as a means to enhance local sovereignty and support economic growth in various countries [5] - The ambitious goal of integrating multiple currencies is expected to accelerate the global transition to on-chain financial systems [6]

Core Thesis - Coinbase Global, Inc. is experiencing growth driven by onchain transparency and stablecoin revenue, with a current share price of $320.07 and trailing and forward P/E ratios of 30.84 and 46.51 respectively [1] Financial Performance - Coinbase reported Q2 revenue of $1.497 billion, slightly below the Street's estimate of $1.594 billion, with trading revenue being the largest segment at $710 million, despite a 41% decline in total volumes from Q1 [2] - Retail trading volumes accounted for 20% of activity, generating $645 million at a 1.4% take rate, while institutional trading contributed $65 million [2] Revenue Breakdown - The fastest-growing component was stablecoin revenue, with USDC's market cap increasing by 36.7% to $60 billion, leading to an estimated $396 million in revenue for Coinbase [3] - Blockchain rewards, primarily from ETH staking, added $159 million, while Coinbase's Layer 2, Base, contributed $57.82 million from transaction fees [3] - Other subscription and service revenue totaled $117 million, down from Q1, while interest income rose by 12% to $72 million due to an expanded treasury position [3] Business Model Diversification - The combination of trading, staking, stablecoin, Base, subscriptions, and interest sources illustrates the diversification of Coinbase's revenue model, highlighting a structural advantage in utilizing transparent onchain data for revenue estimation [4] Comparative Analysis - A bullish thesis on Coinbase shares similarities with a previous analysis on Robinhood Markets, emphasizing the importance of onchain transparency and stablecoin-driven growth [5]

Weekly Project Updates: Vitalik Issues Statement in Support of Base, WLFI Launches Buyback, Uniswap's Quarterly Trading Volume Hits All-Time High, Plasma Announces Imminent Mainnet Beta Launch, etc https://t.co/WF1wMhI2K1 https://t.co/SZhNNDKXlI ...

RT Bitget South Asia (@BitgetIndia)4 Onchain portals just opened:ETH ⚡ SOL 🚀 BSC 🐉 Base 🔮Only one takes you to WAGMI land 🌎… the others? NGMI pits 😵‍💫Which portal are YOU ape-ing into & why? 👇💰 100 USDT loot up for grabs1️⃣ Follow @BitgetIndia & RT2️⃣ Join TG group 👉 https://t.co/4IzGOG7Kqk3️⃣ Join TG channel 👉 https://t.co/EdIGbDTWYO4️⃣ Your answer + Tag 2 frens#BitgetOnchain | #Web3 #Crypto $ETH $BASE $SOL $BNB ...

Real-world asset specialist Centrifuge has launched what it calls the first licensed S&P 500 index fund on blockchain rails, opening one of the world’s most recognized equity benchmarks to on-chain investors. The Janus Henderson Anemoy S&P 500 Fund, dubbed SPXA, went live on Thursday on Base, an Ethereum layer-2 network developed by crypto exchange Coinbase. The offering is the first tokenized index fund licensed by the S&P Dow Jones Indices. It allows the S&P 500, a wide basket of the largest publicly t ...

RT BeInCrypto (@beincrypto)🔥 @bitgetglobal Becomes First Exchange to Offer All Cryptos on Four Major Chains in One AccountBitget Onchain now supports Ethereum, Solana, BSC, and Base, giving users seamless access to millions of tokens in one account. With AI powered Onchain Signals, Bitget fuses CEX security with DEX diversity.🔗 https://t.co/oX2JhR5rq1 ...