According to @WatcherGuru, Coinbase CEO Brian Armstrong said that in 10 years many more people will use crypto, but they may not know they are using crypto. Source: @WatcherGuru For traders, this aligns with Coinbase’s push to abstract crypto UX via Base (an Ethereum L2) and Smart Wallets, which are designed to make blockchain interactions seamless. Source: Coinbase; Base; Coinbase Developer Blog Because Base settles to Ethereum, more mainstream app activity on Base implies higher Ethereum L1 usage and ETH-denominated settlement costs, a key consideration for ETH exposure. Source: Base; Ethereum documentation Coinbase’s filings state revenues come from transaction revenue and subscription and services, so broader end-user crypto usage expands the addressable revenue base for COIN over time. Source: Coinbase 2023 Form 10-K Traders can monitor Coinbase product announcements and Base network activity to validate this adoption path while positioning around ETH liquidity and COIN catalysts. Source: Coinbase announcements; Base public data

According to the source, Coinbase launched a business platform for small and midsize firms that enables crypto payments, offers stablecoin yields, and connects to accounting software (source: Coinbase). For traders, expanded merchant services can support Coinbase’s subscription and services revenue, a major contributor alongside transaction revenue that includes items like interest income and custodial fees (source: Coinbase Q2 2024 Shareholder Letter). Broader crypto payment acceptance can also lift on-chain activity and settlement flows that historically correlate with Coinbase’s transaction revenue (source: Coinbase 2023 Form 10-K). Near term, watch COIN for potential re-rating as recurring revenue mix grows and track company-reported stablecoin-related assets and interest income as proxies for yield adoption (source: Coinbase Q2 2024 Shareholder Letter).

According to the source, a social media post on Oct 13, 2025 stated that Coinbase CEO Brian Armstrong said the world needs crypto because it guarantees economic freedom, source: Oct 13, 2025 social media post. The post includes no new product launches, regulatory updates, or financial metrics that would serve as immediate catalysts, source: Oct 13, 2025 social media post. For traders, treat this as sentiment-only commentary; Coinbase’s revenue exposure is tied to crypto asset prices and trading volumes rather than executive statements, source: Coinbase 2023 Form 10-K risk factors. The remark aligns with Coinbase’s stated mission to increase economic freedom globally, which frames the long-term adoption narrative but does not change near-term fundamentals, source: Coinbase company mission statement.

According to @iampaulgrewal, Coinbase filed for a national trust company charter with the U.S. Office of the Comptroller of the Currency on Oct 3, 2025. Source: Paul Grewal on X, Oct 3, 2025. According to @iampaulgrewal, the filing was disclosed publicly via X, making it a market-relevant regulatory update that traders can monitor for potential volatility in COIN, BTC, and ETH during U.S. trading hours. Source: Paul Grewal on X, Oct 3, 2025. According to @iampaulgrewal, the post did not announce any approval or operational changes, so positioning should focus on headline-driven flows and order book liquidity rather than assuming licensing outcomes. Source: Paul Grewal on X, Oct 3, 2025.

According to @business, Coinbase said it is seeking a national trust company charter from the Office of the Comptroller of the Currency. Source: Bloomberg (@business), Oct 3, 2025, https://www.bloomberg.com/news/articles/2025-10-03/coinbase-seeks-occ-trust-charter-to-grow-payments-business According to @business, Bloomberg characterized Coinbase as the largest US crypto exchange and reported the filing aims to grow its payments business. Source: Bloomberg (@business), Oct 3, 2025, https://www.bloomberg.com/news/articles/2025-10-03/coinbase-seeks-occ-trust-charter-to-grow-payments-business

According to the source, Coinbase monetizes Bitcoin (BTC)-backed lending primarily by offering Coinbase Prime financing and institutional custody as a technology and prime-brokerage service, generating fee income tied to financing workflows and asset custody rather than retail lending (source: Coinbase Prime Financing product page; Coinbase 2023 Form 10-K). Coinbase discontinued its retail Coinbase Borrow product in 2023, signaling a shift away from direct-to-retail BTC-collateral loans (source: Coinbase Help Center, About Coinbase Borrow retirement). For institutions, Coinbase Credit, Inc. filed a Form D with the U.S. SEC for an institutional lending program, while Coinbase Prime provides collateral management, margining, and liquidation tooling with third-party lenders—structures that can support recurring fee revenue on custody and financing (source: SEC Form D for Coinbase Credit, Inc.; Coinbase Prime Financing documentation). For traders, greater availability of BTC-backed credit tends to increase market leverage and volatility—impacting basis and liquidation dynamics—so tracking Coinbase’s Subscription and Services revenue mix alongside institutional activity can inform positioning in COIN and BTC (source: BIS Quarterly Review 2022 on leverage and crypto market volatility; Coinbase quarterly shareholder letters).

According to the source, Coinbase’s on-chain lending has reached $1 billion and management is now targeting $100 billion with “hockey-stick” growth. Source: Brian Armstrong, Coinbase CEO, public statement on Sep 30, 2025. For trading, the $100 billion target signals an aggressive scale-up in on-chain financing that traders should watch for in COIN’s revenue mix and upcoming disclosures. Source: Brian Armstrong, public statement on Sep 30, 2025. Crypto market participants can track utilization and lending rates tied to Coinbase’s on-chain financing as indicators of institutional demand that could influence liquidity conditions. Source: Brian Armstrong, public statement on Sep 30, 2025.

According to the source, Coinbase CEO Brian Armstrong described the Digital Asset Market Clarity Act as a "freight train" with strong bipartisan momentum and said it aims to clarify U.S. crypto rules and protect builders, signaling potential progress on regulatory clarity that traders track closely; source: social media post dated Sep 20, 2025. The source did not include bill text, committee calendar, vote schedule, or cosponsor counts, indicating no immediate regulatory change is confirmed yet; source: same social media post dated Sep 20, 2025. Traders should monitor introduction status, committee markup, and floor scheduling on Congress.gov to gauge timing risk and potential policy-risk repricing in U.S. crypto assets and Coinbase (COIN); source: Congress.gov legislative process overview.

According to the source, Coinbase CEO Brian Armstrong said NBA star Kevin Durant has regained access to a Coinbase account that had been locked for nearly a decade, based on a social media update dated Sep 19, 2025 (source: social media post, Sep 19, 2025). The source did not disclose any BTC balance, transaction history, or wallet identifiers tied to Durant, leaving no on-chain or PnL data to analyze at this time (source: social media post, Sep 19, 2025). With no disclosed flows or amounts, this is a sentiment-driven headline; traders can monitor BTC spot volumes, intraday volatility around U.S. hours, and Coinbase (COIN) sentiment for any short-term attention effects (source: disclosure status in the social media post, Sep 19, 2025).

According to the source, Coinbase confirmed via email to media on Thursday that NBA star Kevin Durant has regained access to his Coinbase account (source: Coinbase confirmation to media, Sep 19, 2025).

According to the source, a new court filing alleges an insider retained data for over 10,000 Coinbase customers on a personal phone since September 2024 and sold photos of customer information to external hackers for $200 each (source: court filing). Historically, exchange-related breach headlines have coincided with short-term centralized exchange net outflows and elevated BTC and ETH realized volatility, which can lift near-dated downside hedging demand (source: Chainalysis 2023 Crypto Crime Report; Kaiko market structure research). Traders should monitor Coinbase netflows and BTC/ETH exchange balances for stress signals (source: Glassnode; Nansen), COIN option implied volatility and skew for event-risk pricing (source: CBOE), and official service/security updates that could impact withdrawals or KYC remediation timelines (source: Coinbase status page).

According to @sundarpichai, Coinbase has extended its x402 protocol to AP2, and he stated that the best way to build the agent ecosystem is open and together in an X post on Sep 16, 2025, providing an on-record acknowledgment of Coinbase’s agent-related protocol work relevant to crypto payments and AI agents according to @sundarpichai.

According to @hyperbolic_labs, the company launched the Hyperbolic Partner Program offering a 1% commission on revenue for partners, positioning its offering for sales-driven growth in AI compute services (source: @hyperbolic_labs, Aug 11, 2025). According to @hyperbolic_labs, it provides GPU infrastructure for AI and machine learning workloads, confirming active enterprise-facing AI compute capabilities (source: @hyperbolic_labs, Aug 11, 2025). According to @hyperbolic_labs, named clients include Coinbase, NYU, and Hugging Face, directly tying its AI infrastructure to a major crypto exchange’s technology stack via Coinbase (source: @hyperbolic_labs, Aug 11, 2025). For traders, the key crypto-market angle is the confirmed enterprise AI compute usage by Coinbase, linking AI infrastructure spend with exchange operations and providing a reference point when assessing AI-exposed equities like COIN and broader AI-compute demand around the crypto ecosystem (source: @hyperbolic_labs, Aug 11, 2025).

According to @MilkRoadDaily, an interview with Base founder Jesse Pollak highlights Coinbase’s 2025 plan to disrupt finance, social, and payments, asserting the platform might help users ditch their bank, TikTok, and Shopify; source: @MilkRoadDaily on X, Aug 8, 2025. According to @MilkRoadDaily, the post contrasts Coinbase’s 2012 role in helping users buy Bitcoin (BTC) with a 2025 vision of broader on-chain services; source: @MilkRoadDaily on X, Aug 8, 2025. According to @MilkRoadDaily, the time points shared include a segment at 00:55 titled Coinbase’s Mission, signaling a focus on banking, social media, and e-commerce verticals via Base that could shape ecosystem developments; source: @MilkRoadDaily on X, Aug 8, 2025.

According to @rovercrc, Coinbase will add DEX trading to the Coinbase app, enabling users to trade millions of assets on Base; the post did not include an official Coinbase announcement link for verification. Source: Crypto Rover (@rovercrc) on X, Aug 8, 2025. Base is Coinbase’s Ethereum Layer-2 that settles to Ethereum and uses ETH as gas, so any DEX activity on Base consumes ETH and occurs on-chain. Source: Base documentation by Coinbase. For trading, monitor COIN for premarket and options flow reaction, and track Base network activity (transactions, gas used, and DEX volumes) and ETH on-chain metrics to assess adoption if the feature launches. Sources: Nasdaq for COIN trading and options data; BaseScan for Base network metrics; community analytics such as Dune and DeFiLlama for DEX volumes. Wait for confirmation via Coinbase’s official blog or newsroom before sizing positions based on this headline. Source: Coinbase corporate communications.

According to @rovercrc, Coinbase has announced plans to raise $2 billion through the issuance of convertible notes. This major fundraising move is likely to impact both the COIN stock price and broader cryptocurrency market liquidity, as such capital raises may be used for strategic expansion, operational scaling, or future acquisitions. Traders should monitor Coinbase's next steps, as the additional capital could influence the platform's growth, trading volumes, and overall market sentiment. Source: @rovercrc.

According to Cas Abbé, Coinbase plans to raise $2 billion through convertible notes to offset dilution and strengthen its technology infrastructure. This move could enable Coinbase to pursue potential acquisitions of crypto tokens, which may influence the liquidity and pricing of key digital assets. Traders should monitor reaction in COIN stock and major cryptocurrencies for volatility following this funding announcement (source: Cas Abbé).

According to @MilkRoadDaily, Coinbase (COIN) reported Q2 earnings yesterday with total revenue of $1.5 billion, falling short of the $1.59 billion expected by analysts. This earnings miss led to a 14% decline in COIN’s stock price today. Despite the setback, @MilkRoadDaily highlights ongoing bullish sentiment due to Coinbase’s efforts to expand its trading platform, especially by adding leveraged crypto trading products. This strategic move could strengthen Coinbase’s market position and impact overall crypto market liquidity and trading volumes in the near term. Source: @MilkRoadDaily.

According to @moonshot, cryptocurrency exchange Coinbase (COIN) has acquired LiquiFi, a token management platform, to simplify on-chain development and token launches for crypto startups. The move, which aims to streamline processes like token vesting and compliance, contributed to a 1% rise in COIN shares during pre-market trading. In separate M&A news, crypto firm Unicoin has agreed to purchase a 51% stake in Diamond Lake Minerals for a deal potentially worth over $70 million. The acquisition will pivot Diamond Lake to focus on building a corporate treasury with emerging altcoins, a strategy inspired by MicroStrategy's Bitcoin (BTC) approach. However, this development occurs as Unicoin and its CEO face an ongoing lawsuit from the U.S. Securities and Exchange Commission (SEC) for alleged securities fraud, which the company's CEO has publicly dismissed as 'blatantly false'.

According to @OnchainDataNerd, cryptocurrency exchange Coinbase (COIN) has acquired token management platform LiquiFi to simplify on-chain development and token launches for crypto startups. The move, which follows rival Binance's launch of a token incubation platform, contributed to a 1% rise in COIN shares during pre-market trading, as stated in a Coinbase blog post. In separate news, a group of hedge fund executives plan to raise $100 million to purchase Binance's BNB token as the primary treasury asset for a Nasdaq-listed shell company, according to a Bloomberg report. This would be the first instance of a public company adopting BNB as a reserve currency, offering stock investors indirect exposure. This initiative aligns with a broader trend where publicly-listed companies now hold over 834,779 BTC, valued at more than $83.8 billion, as per BitcoinTreasuries data. According to market data, the BNBUSDT pair is currently trading at $658.25.