Coinbase Global Inc. (NASDAQ:COIN) is one of the stocks with huge growth potential, according to the media. On January 23, Compass Point lowered its price target on Coinbase Global (NASDAQ:COIN) to $190 from $230 while keeping a Sell rating, citing expected Q4 revenue miss of about 4% across trading and subscription segments, concerns over declining stablecoin revenue in early 2026, and stalled progress on the CLARITY Act. The firm noted Coinbase’s valuation at ~30x estimated 2026 EBITDA versus historical ...

Core Insights - Coinbase is transitioning into an "everything exchange," integrating traditional finance, crypto tools, and onchain infrastructure into a single platform [2][3] Product Announcements - Coinbase introduced several new products, including: - Commission-free stock and ETF trading in the U.S., allowing users to trade equities alongside crypto using USD or USDC [4] - Prediction markets for trading on real-world outcomes like elections and sports through a partnership with Kalshi [4] - Equity futures and perpetuals trading within the main Coinbase app [4] - Solana DEX trading via Jupiter for swapping Solana tokens directly on Coinbase [4] - New borrowing functionality against BTC and ETH holdings [4] - Coinbase Token Sales for ICO launches and early-stage token support [4] - Coinbase Tokenize, an institutional platform for tokenized assets, including tokenized stocks [4] - Global launch of the Base App, available in over 140 countries [4] - Coinbase Business, offering payments, invoicing, and USDC-based tools for companies [4] - Expanded stablecoin and payments APIs, including embedded wallets and custom-branded stablecoins [4] - Coinbase Advisor, an AI-powered assistant for portfolio navigation [5] Strategic Vision - The CEO of Coinbase, Brian Armstrong, emphasized the goal of becoming the 1 financial services app globally, leveraging new releases like stock trading and prediction markets [6] - Coinbase is adopting the "everything app" model similar to Robinhood and others in the industry [6]

Core Viewpoint - Coinbase is expanding its platform to include stock trading, perpetual contracts, and various product features in addition to its existing cryptocurrency trading offerings [1] Group 1: Platform Expansion - Coinbase announced the addition of stock trading and perpetual contracts to its existing cryptocurrency trading platform [1] - The company plans to enhance its futures and perpetual contract offerings [1] - Integration of Solana DEX aggregator Jupiter is planned to support on-chain exchanges of Solana ecosystem tokens in the main application within the coming weeks [1] Group 2: New Services and Tools - Coinbase is launching Coinbase Business aimed at startups and small to medium-sized enterprises [1] - The company introduced an AI-based wealth management tool called Coinbase Advisor [1] Group 3: Asset Structure and Tokenization - Coinbase will advance retail access to tokenized stocks and other real-world assets (RWA) through a new initiative called Coinbase Tokenize [1] - Further details regarding the technical pathways and regulatory arrangements for this initiative are yet to be disclosed [1]

Summary of Coinbase Global (NasdaqGS:COIN) 2025 Update Company Overview - **Company**: Coinbase Global - **Event**: 2025 Update / Briefing - **Date**: December 17, 2025 Key Points Industry Insights - **Financial System Update**: Coinbase aims to modernize the outdated financial system using cryptocurrency, addressing issues like high fees, delays, and unequal access faced by 87% of Americans [2][3][4] - **Crypto Adoption Phases**: The company is focusing on three phases of crypto adoption: investment, financial services, and a developer platform [5][6] Product Developments - **Crypto Assets Growth**: Coinbase has grown its assets on the platform by 5x over the past three years, reaching over $500 billion in Q3 [4] - **Stock Trading Launch**: Coinbase has introduced stock trading, allowing users to trade equities alongside cryptocurrencies in a single account [9][10] - **Equity Perpetuals**: The platform will offer 24/7 access to trade equities with leverage, enhancing trading efficiency [11] - **Prediction Markets**: New prediction markets have been launched, enabling users to trade on various global events [12] - **Derivatives Trading**: Coinbase now allows U.S. traders to access futures and perpetual futures directly on the platform, with plans to expand offerings [13][14] - **Decentralized Exchange (DEX) Trading**: Users can trade millions of assets through decentralized exchanges, including Solana assets [15][16] - **Token Sales Platform**: A new platform for token sales has been introduced, allowing early access to popular projects [17][18] Financial Services Expansion - **Direct Deposit Feature**: Users can set up direct deposit into Coinbase, automatically investing in chosen assets [19] - **Lending and Staking**: Customers can lend USDC and stake assets like Ethereum, earning significant rewards [20][21] - **Borrowing Options**: Users can borrow against their crypto assets, accessing liquidity at competitive rates [22][23] User Experience Enhancements - **Pay Tab**: A new feature allows users to send crypto instantly and for free using phone numbers or emails [24] - **Coinbase One Card**: Users can earn Bitcoin rewards on everyday purchases, with significant earnings reported [25] New Innovations - **Coinbase Advisor**: An AI-powered financial advisor that helps users manage their portfolios and provides actionable insights [26][27] - **Coinbase Business**: Aimed at companies, this service simplifies crypto integration for businesses, with over 1,600 companies already using it [31][32] Infrastructure and Developer Tools - **Coinbase Developer Platform (CDP)**: New APIs have been launched to facilitate custody, payments, trading, and stablecoin integration for businesses [39][40] - **Custom Stablecoins**: Businesses can create their own branded stablecoins backed by USDC [46] Self-Custodial Solutions - **Base App**: A self-custodial wallet that supports multiple networks and offers a user-friendly experience for managing assets [48][61] Future Vision - **Creator Economy**: The Base App aims to empower creators by allowing them to tokenize their content and earn directly from their audience [50][59] - **Global Accessibility**: Coinbase is focused on making its services available globally, enhancing economic freedom through crypto [48][62] Additional Insights - **Market Trends**: The shift towards crypto is seen as a response to the inefficiencies of traditional financial systems, with a growing number of users seeking better financial outcomes [9][10] - **Customer Engagement**: The introduction of features like the Pay tab and the Coinbase One Card reflects a commitment to enhancing user engagement and satisfaction [24][25] This summary encapsulates the key developments and strategic directions of Coinbase Global as discussed in the 2025 update, highlighting the company's commitment to transforming the financial landscape through innovative crypto solutions.

This is actually a REALLY big move from Coinbase.Invoicing directly from coinbase business accounts.Payment via stablecoins && easy payment options for it all.Coinbase is REALLY going after the entire finance stack with these announcements.From user to business and every step inbetweenEasy (@EasyEatsBodega):Companies and Businesses can now leverage accounts directly with Coinbase.Coinbase Business was released in Beta earlier this year.1,600 companies using it today.Today, Coinbase Business is no longer in ...

Companies and Businesses can now leverage accounts directly with Coinbase.Coinbase Business was released in Beta earlier this year.1,600 companies using it today.Today, Coinbase Business is no longer in Beta.&& now open for ALL Businesses to sign up. https://t.co/iMWCz3jPUoEasy (@EasyEatsBodega):Coinbase, rolling out AI to improve financial education.'Coinbase Advisor'Designed to help users manage their financial life.Creates allocation management / risk tolerance and the AI model is created by Portfolio ma ...

Core Insights - Coinbase is expanding its services beyond cryptocurrency by allowing customers to trade stocks and engage in prediction markets through a partnership with Kalshi, indicating a shift towards becoming a broader financial platform [1][2][3] Group 1: Stock Trading Features - The new stock trading feature is a significant development for Coinbase, as it tests the company's ability to leverage its strong crypto brand to enter other financial sectors [3] - Initially, Coinbase will offer a curated list of major stocks and ETFs, with plans to expand to thousands of stocks in the coming months. Stock trading will be available 24/5 with no trading fees [4] - Coinbase plans to introduce perpetual futures for stocks early next year, which will be available outside the U.S. This derivative allows traders to hold options that do not expire [4] Group 2: Market Context and Future Prospects - The launch of stock trading coincides with a growing trend in the financial market towards tokenization, which involves converting various assets into tokens for blockchain trading, enhancing settlement speed and collateral efficiency [5] - Major firms like BlackRock are already offering tokenized versions of Treasury bills and money-market funds, suggesting that tokenized stock offerings could gain rapid traction, aligning with Coinbase's expertise in the crypto space [5]

Core Insights - Coinbase Global (COIN) has launched Coinbase Business in Singapore, marking its first international market outside the United States and part of its international expansion strategy [1][7] - The platform aims to facilitate the use of digital assets for payments, treasury management, cross-border settlements, and payroll, leveraging the Coinbase-backed stablecoin USDC and a partnership with Standard Chartered [1][7] - International operations contributed 16.8% to total revenues in 2024, a significant increase from 2023, indicating a shift towards diversifying revenue sources away from U.S. operations [3] International Expansion - COIN's international operations now include markets such as Australia, Brazil, Kenya, the European Union, India, Japan, the Philippines, Indonesia, Singapore, the United Kingdom, and Switzerland [2] - The company has obtained Virtual Asset Service Provider registration in Argentina and re-entered the Indian market, including an investment in CoinDCX [2] Revenue Diversification - The increase in international revenue contributions reflects COIN's strategy to reduce dependence on U.S. operations, with international revenues nearly tripling year over year [3] - The company is positioning itself to capitalize on the growing adoption of cryptocurrency in Asia, particularly through its operations in Singapore [1][3] Competitive Landscape - Circle Internet Group (CRCL) and Robinhood Markets (HOOD) are also expanding internationally, enhancing their positions in the global fintech landscape [4][5] - Circle's expansion focuses on regulated digital markets, while Robinhood aims to tap into global retail investing demand [4][5] Financial Performance - COIN shares have gained 14.4% year to date, outperforming the industry [6] - The current price-to-earnings ratio for COIN is 46.36, significantly above the industry average of 24.19, indicating a potentially expensive valuation [8] Earnings Estimates - The Zacks Consensus Estimate for COIN's fourth-quarter 2025 EPS remains unchanged, while the full-year 2025 estimate has increased by 0.4% [9][10] - The consensus estimates for COIN's revenues indicate year-over-year increases for 2025, but a decline is expected for 2026 EPS [10]

Core Insights - Coinbase aims to become a comprehensive platform for various asset classes, expanding beyond cryptocurrency to include derivatives, equities, and commodities [4][6] - The company is actively pursuing acquisitions and partnerships to enhance its offerings and capitalize on the growing interest in stablecoins and tokenized assets [10][12] Group 1: The Everything Exchange - Coinbase is developing a one-stop shop for all asset types, including plans for derivatives trading, which constitutes about 80% of global crypto trading volume [4][6] - The company is seeking SEC approval for tokenized stock trading, allowing users to trade blockchain-based tokens representing equities [5][6] - In July, Coinbase launched perpetual futures trading in the U.S., offering up to 10 times leverage to investors [7] Group 2: Coinbase Business - Coinbase Business targets small and midsize enterprises, providing instant settlements and interest generation on USDC balances [8][9] - By the end of October, Coinbase Business had onboarded 1,000 businesses, with another 1,000 on the waitlist [9] Group 3: Strategic Acquisitions - Coinbase's acquisition of Echo, an on-chain early investment platform for $375 million, enhances its ability to support crypto projects in raising capital [10][11] - This acquisition complements the earlier purchase of Liquifi, a token management platform, aligning with Coinbase's vision for tokenized assets [11] Group 4: Payment Partnerships - The Genius Act has facilitated the growth of the stablecoin market, which J.P. Morgan Global Research estimates could reach $750 billion [12][13] - Coinbase is forming partnerships with financial institutions, including Citigroup, to develop digital asset payment solutions [13] Group 5: Future Outlook - Coinbase's strategic moves aim to reduce reliance on trading revenue, which constituted over 50% of its Q3 2025 revenue, by diversifying income streams [14]

🇸🇬 LATEST: Coinbase Business is launching in Singapore, its first market outside the US.Will Asia become the next hub for crypto-powered businesses? https://t.co/acxJ3Ik4kv ...