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.
產品與營收
產品營收佔比
營收結構 ($6.6B)
靜態數據（加載即時財務…）
業務部門構成與主要客戶
產品詳情
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
供應鏈關係
宏觀與市場背景
금리 인하 사이클 + 자본시장 회복 — IB 수수료·대출 스프레드 동시 개선
Fed Funds Rate
M&A 거래 규모 (2026Q1)
은행 NIM (평균)
신용카드 연체율
近期催化劑
機構訊號
| 機構 | 操作 | 價值 | 季度 | 申報日期 |
|---|---|---|---|---|
| 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↑ |
機構持股狀況
13F基準 · Q1 2026| 機構 | 變動 | 持股比例 | 上季度 | 持股數 | 市值 | SEC |
|---|---|---|---|---|---|---|
| ARK Invest | 維持 | 2.40% | — | 5.8M股 | $1,800M | 13F |
| Millennium Management | 新建倉 | 3.10% | — | 7.4M股 | $2,300M | 13F |
| Fidelity | 增持 | 1.10% | — | 2.7M股 | $820M | 13F |
最新新聞
AI 分析
點擊「取得 AI 分析」以獲得 Coinbase Global, Inc. 的 AI 供應鏈分析。
相關宏觀主题
查看所有主题企業資訊
新聞盲區評分
機構活動
78
媒體評分
32
連鎖位置
連鎖中的角色
mid cap
典型延遲
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.
檢視完整連鎖分析行業概況 — 금융
行業新聞금리 인하 사이클 + 자본시장 회복 — IB 수수료·대출 스프레드 동시 개선
Fed Funds Rate
M&A 거래 규모 (2026Q1)
은행 NIM (평균)
신용카드 연체율
核心主題
- •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
近期催化劑
- ◆JPM·BAC·GS·MS Q1 실적 (2026.04.14~17)
- ◆Fed FOMC 회의 (2026.05, 06)