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Coinbase Global, Inc.

COINintermediary

Coinbase is the largest U.S.-based cryptocurrency exchange, serving as the primary on-ramp for both retail and institutional investors entering the digital asset space. Its role as custodian for most spot Bitcoin ETFs and its USDC stablecoin partnership with Circle position it as critical infrastructure for the crypto ecosystem.

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Produk & Pendapatan

Pangsa Pendapatan Produk

Komposisi Pendapatan ($6.6B)

Data statis (memuat keuangan langsung…)

Transaction Revenue (55%)
Stablecoin Revenue (USDC) (20%)
Blockchain Rewards (Staking) (15%)
Other (Subscriptions, Services) (10%)

Komposisi segmen dan pelanggan utama

Detail produk

Retail Trading40%

Consumer cryptocurrency trading platform for Bitcoin, Ethereum, and 250+ assets

Institutional (Coinbase Prime)30%

Custody, trading, and staking services for hedge funds, corporates, and sovereigns

Stablecoin & Blockchain Services20%

USDC partnership, Base L2 chain, and developer platform

Hubungan Rantai Pasok

Mitra

Visa Inc.

Coinbase Visa debit card

Dampak: Crypto payment integration

BlackRock, Inc.

BlackRock iShares Bitcoin ETF custody

Dampak: Major institutional custody client

The Goldman Sachs Group, Inc.

Institutional crypto trading integration

Dampak: Institutional client relationship

Konteks makro dan pasar

금융Berita sektor

금리 인하 사이클 + 자본시장 회복 — IB 수수료·대출 스프레드 동시 개선

Fed Funds Rate

4.25~4.50%

M&A 거래 규모 (2026Q1)

$842B (+34% YoY)

은행 NIM (평균)

2.85%

신용카드 연체율

3.2% (10년 최고)

Katalis mendatang

◆JPM·BAC·GS·MS Q1 실적 (2026.04.14~17)◆Fed FOMC 회의 (2026.05, 06)◆Basel III Endgame 최종 규정 확정

Sinyal Institusional

InstitusiTindakanNilaiKuartalTanggal pengajuan
BlackRockaccumulating$70M2024.062024-08-13↑
BlackRockaccumulating$30M2024.062024-08-13↑
BlackRockreducing$6M2024.062024-08-13↓
BlackRockreducing$2M2024.062024-08-13↓
BlackRockreducing$4M2024.062024-08-13↓
BlackRockaccumulating$54M2024.062024-08-13↑
BlackRockreducing$14M2024.062024-08-13↓
BlackRockaccumulating$833M2024.062024-08-13↑
BlackRockaccumulating$999M2024.062024-08-13↑
BlackRockaccumulating$59M2024.062024-08-13↑
BlackRockaccumulating$94M2024.062024-08-13↑
BlackRockaccumulating$33M2024.062024-08-13↑
BlackRockaccumulating$65M2024.062024-08-13↑
BlackRockreducing$166K2024.062024-08-13↓
BlackRockaccumulating$134M2024.062024-08-13↑
BlackRockreducing$10M2024.062024-08-13↓
BlackRockreducing$2M2024.062024-08-13↓
BlackRockreducing$8M2024.062024-08-13↓
BlackRockreducing$2M2024.062024-08-13↓
BlackRockreducing$24M2024.062024-08-13↓
Vanguard Groupreducing$112M2025.122026-01-29↓
Vanguard Groupreducing$80M2025.122026-01-29↓
Vanguard Groupreducing$22M2025.122026-01-29↓
Vanguard Groupreducing$287M2025.122026-01-29↓
Vanguard Groupaccumulating$5.5B2025.122026-01-29↑
State Streetaccumulating$2.1B2025.122026-02-13↑
Wellington Managementaccumulating$5M2025.122026-02-17↑
Wellington Managementaccumulating$805K2025.122026-02-17↑
FMR (Fidelity)accumulating$194M2025.122026-02-17↑
FMR (Fidelity)accumulating$3M2025.122026-02-17↑
FMR (Fidelity)accumulating$17M2025.122026-02-17↑
FMR (Fidelity)accumulating$62M2025.122026-02-17↑
FMR (Fidelity)accumulating$2M2025.122026-02-17↑
FMR (Fidelity)accumulating$900K2025.122026-02-17↑

Kepemilikan institusional

Basis 13F · Q1 2026
InstitusiPerubahan% kepemilikanKuartal sblmSahamNilaiSEC
ARK InvestDipertahankan2.40%—5.8M saham$1,800M13F
Millennium ManagementPosisi baru3.10%—7.4M saham$2,300M13F
FidelityDitingkatkan1.10%—2.7M saham$820M13F
Total kepemilikan terlacak: 6.60%Total nilai: $4,920MBerdasarkan SEC EDGAR 13F-HR · keterlambatan 45 hari

Berita terkini

Memuat berita...

Analisis AI

Klik "Dapatkan Analisis AI" untuk analisis rantai pasok Coinbase Global, Inc..

Tema Makro Terkait

Lihat Semua Tema

Dark Pools & HFT

Institutional investors trade in shadow markets invisible to retail. HFT extracts value in microseconds. The game is rigged by design — and 13F filings are one of the few windows into their moves.

Dark poolHigh-frequency tradingInformation asymmetry

Info Perusahaan

Kantor Pusat

Remote-first (incorporated in Delaware, USA)

Didirikan

2012

Karyawan

3,500+

Situs Web

coinbase.com

Skor Kesenjangan Berita

Skor Kesenjangan68
Kesenjangan RendahKesenjangan Tinggi

Aktivitas Institusional

78

Skor Media

32

Posisi Kaskade

Peran dalam Kaskade

mid cap

Keterlambatan Tipikal

2-5 trading days

Coinbase Custody and Prime brokerage are the institutional-grade infrastructure layers for TradFi's crypto adoption. When Visa/Mastercard validate crypto settlement rails, COIN's institutional custody revenue outlook expands materially.

Lihat Kaskade Lengkap

Gambaran umum sektor — 금융

Berita sektor

금리 인하 사이클 + 자본시장 회복 — IB 수수료·대출 스프레드 동시 개선

Fed Funds Rate

4.25~4.50%

M&A 거래 규모 (2026Q1)

$842B (+34% YoY)

은행 NIM (평균)

2.85%

신용카드 연체율

3.2% (10년 최고)

Tema utama

  • •금리 인하 → 모기지·기업대출 수요 회복 기대
  • •M&A·IPO 재개 — Goldman·Morgan Stanley IB 수수료 급증
  • •핀테크 규제 완화 기대 — Block·Affirm·Upstart 수혜

Katalis mendatang

  • ◆JPM·BAC·GS·MS Q1 실적 (2026.04.14~17)
  • ◆Fed FOMC 회의 (2026.05, 06)