Coinbase Global, Inc.
COINintermediaryCoinbase 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.
製品と売上
製品別売上シェア
売上内訳 ($6.6B)
静的データ（リアルタイム財務ロード中…）
セグメント構成と主要顧客
製品詳細
Consumer cryptocurrency trading platform for Bitcoin, Ethereum, and 250+ assets
Custody, trading, and staking services for hedge funds, corporates, and sovereigns
USDC partnership, Base L2 chain, and developer platform
サプライチェーン関係
マクロ・市場概況
금리 인하 사이클 + 자본시장 회복 — IB 수수료·대출 스프레드 동시 개선
Fed Funds Rate
M&A 거래 규모 (2026Q1)
은행 NIM (평균)
신용카드 연체율
次の主要イベント
機関投資家シグナル
| 機関 | アクション | 価値 | 四半期 | 申告日 |
|---|---|---|---|---|
| BlackRock | accumulating | $70M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $30M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $6M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $2M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $4M | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $54M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $14M | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $833M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $999M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $59M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $94M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $33M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $65M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $166K | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $134M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $10M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $2M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $8M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $2M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $24M | 2024.06 | 2024-08-13↓ |
| Vanguard Group | reducing | $112M | 2025.12 | 2026-01-29↓ |
| Vanguard Group | reducing | $80M | 2025.12 | 2026-01-29↓ |
| Vanguard Group | reducing | $22M | 2025.12 | 2026-01-29↓ |
| Vanguard Group | reducing | $287M | 2025.12 | 2026-01-29↓ |
| Vanguard Group | accumulating | $5.5B | 2025.12 | 2026-01-29↑ |
| State Street | accumulating | $2.1B | 2025.12 | 2026-02-13↑ |
| Wellington Management | accumulating | $5M | 2025.12 | 2026-02-17↑ |
| Wellington Management | accumulating | $805K | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $194M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $3M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $17M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $62M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $2M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $900K | 2025.12 | 2026-02-17↑ |
機関保有状況
13F基準 · Q1 2026| 機関 | 変化 | 保有比率 | 前四半期 | 保有株数 | 評価額 | SEC |
|---|---|---|---|---|---|---|
| ARK Invest | 維持 | 2.40% | — | 5.8M株 | $1,800M | 13F |
| Millennium Management | 新規取得 | 3.10% | — | 7.4M株 | $2,300M | 13F |
| Fidelity | 増加 | 1.10% | — | 2.7M株 | $820M | 13F |
最新ニュース
AI分析
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関連マクロテーマ
全テーマを見る企業情報
ニュースギャップスコア
機関活動
78
メディアスコア
32
カスケードポジション
カスケード内の役割
mid cap
典型的な遅延
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.
完全なカスケードを見るセクター概況 — 금융
セクターニュース금리 인하 사이클 + 자본시장 회복 — IB 수수료·대출 스프레드 동시 개선
Fed Funds Rate
M&A 거래 규모 (2026Q1)
은행 NIM (평균)
신용카드 연체율
主要テーマ
- •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
次の主要イベント
- ◆JPM·BAC·GS·MS Q1 실적 (2026.04.14~17)
- ◆Fed FOMC 회의 (2026.05, 06)