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.
产品与营收
产品营收占比
营收构成 ($6.6B)
静态数据（加载实时财务…）
业务板块构成与主要客户
产品详情
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
供应链关系
宏观与市场背景
금리 인하 사이클 + 자본시장 회복 — IB 수수료·대출 스프레드 동시 개선
Fed Funds Rate
M&A 거래 규모 (2026Q1)
은행 NIM (평균)
신용카드 연체율
近期催化剂
机构信号
| 机构 | 操作 | 价值 | 季度 | 申报日期 |
|---|---|---|---|---|
| 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↑ |
机构持股情况
13F基准 · Q1 2026| 机构 | 变动 | 持股比例 | 上季度 | 持股数 | 市值 | SEC |
|---|---|---|---|---|---|---|
| ARK Invest | 维持 | 2.40% | — | 5.8M股 | $1,800M | 13F |
| Millennium Management | 新建仓 | 3.10% | — | 7.4M股 | $2,300M | 13F |
| Fidelity | 增持 | 1.10% | — | 2.7M股 | $820M | 13F |
最新新闻
AI 分析
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相关宏观主题
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新闻盲区评分
机构活动
78
媒体评分
32
连锁位置
连锁中的角色
mid cap
典型延迟
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.
查看完整连锁分析行业概况 — 금융
行业新闻금리 인하 사이클 + 자본시장 회복 — IB 수수료·대출 스프레드 동시 개선
Fed Funds Rate
M&A 거래 규모 (2026Q1)
은행 NIM (평균)
신용카드 연체율
核心主题
- •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
近期催化剂
- ◆JPM·BAC·GS·MS Q1 실적 (2026.04.14~17)
- ◆Fed FOMC 회의 (2026.05, 06)