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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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Produtos e receita

Participação de receita por produto

Composição de receita ($6.6B)

Dados estáticos (carregando finanças em tempo real…)

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

Composição de segmentos e principais clientes

Detalhes do produto

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

Relações da cadeia de suprimentos

Parceiros

Visa Inc.

Coinbase Visa debit card

Impacto: Crypto payment integration

BlackRock, Inc.

BlackRock iShares Bitcoin ETF custody

Impacto: Major institutional custody client

The Goldman Sachs Group, Inc.

Institutional crypto trading integration

Impacto: Institutional client relationship

Contexto macro e de mercado

금융Notícias do setor

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)

Próximos catalisadores

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

Sinais institucionais

InstituiçãoAçãoValorTrimestreData de arquivamento
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↑

Participação institucional

Base 13F · Q1 2026
InstituiçãoVariação% de participaçãoTrim. anteriorAçõesValorSEC
ARK InvestMantida2.40%—5.8M ações$1,800M13F
Millennium ManagementNova posição3.10%—7.4M ações$2,300M13F
FidelityAumentada1.10%—2.7M ações$820M13F
Participação total rastreada: 6.60%Valor total: $4,920MBaseado em SEC EDGAR 13F-HR · atraso de 45 dias

Últimas notícias

Carregando notícias...

Análise IA

Clique em "Obter análise IA" para uma análise da cadeia de suprimentos de Coinbase Global, Inc..

Temas Macro Relacionados

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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 da empresa

Sede

Remote-first (incorporated in Delaware, USA)

Fundada em

2012

Funcionários

3,500+

Score de lacuna de notícias

Score de lacuna68
Lacuna baixaLacuna alta

Atividade IB

78

Score de mídia

32

Posição na cascata

Papel na cascata

mid cap

Atraso típico

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.

Ver cascata completa

Visão geral do setor — 금융

Notícias do setor

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)

Temas principais

  • •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

Próximos catalisadores

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