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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.

Paylaş:
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Ürünler ve Gelir

Ürün Gelir Payı

Gelir Dağılımı ($6.6B)

Statik veri (canlı finansal yükleniyor…)

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

Segment yapısı ve temel müşteriler

Ürün ayrıntıları

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

Tedarik Zinciri İlişkileri

Ortaklar

Visa Inc.

Coinbase Visa debit card

Etki: Crypto payment integration

BlackRock, Inc.

BlackRock iShares Bitcoin ETF custody

Etki: Major institutional custody client

The Goldman Sachs Group, Inc.

Institutional crypto trading integration

Etki: Institutional client relationship

Makro ve piyasa bağlamı

금융Sektör haberleri

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)

Yaklaşan katalizörler

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

Kurumsal Sinyaller

KurumEylemDeğerÇeyrekDosyalama tarihi
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↑

Kurumsal Sahiplik

13F bazlı · Q1 2026
KurumDeğişimSahiplik %Önceki ÇeyrekHisselerDeğerSEC
ARK InvestKorundu2.40%—5.8M hisse$1,800M13F
Millennium ManagementYeni Pozisyon3.10%—7.4M hisse$2,300M13F
FidelityArtırıldı1.10%—2.7M hisse$820M13F
Toplam takip edilen sahiplik: 6.60%Toplam değer: $4,920MSEC EDGAR 13F-HR bazlı · 45 günlük raporlama gecikmesi

Son haberler

Haberler yükleniyor...

AI Analizi

Coinbase Global, Inc. için AI tedarik zinciri analizi almak için "AI Analizi Al"ı tıklayın.

İlgili Makro Temalar

Tüm Temaları Gör

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

Şirket Bilgisi

Merkez

Remote-first (incorporated in Delaware, USA)

Kuruluş

2012

Çalışanlar

3,500+

Web Sitesi

coinbase.com

Haber Boşluğu Puanı

Boşluk Puanı68
Düşük BoşlukYüksek Boşluk

Kurumsal Aktivite

78

Medya Puanı

32

Kaskad Pozisyonu

Kaskaddaki Rol

mid cap

Tipik Gecikme

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.

Tam Kaskadı Gör

Sektör genel bakışı — 금융

Sektör haberleri

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)

Temel temalar

  • •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

Yaklaşan katalizörler

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