Coinbase

“John D. Agustinino argues that Bitcoin may be fundamentally better positioned now than when it was making all-time highs. That is a bold claim.”

“So So full disclosure, Jane Street is a customer of Coinbase. So So if you think I'm being biased, you think I'm being biased.”

“the story there is that we're just going to keep seeing a maturity of Bitcoin related products because they can use the under the ETF as the underlying asset rather than Bitcoin spot itself.”

“And not to mention now that Morgan Stanley's in the game and and we're happy to be a custodian for them, you've got 16 to 20,000 uh highly trained financial adviserss that are now finally allowed to go talk about this product.”

“the Bitcoin ETF was the best ETF launch of all time and no one was allowed to make a phone call on it.”

“I give I give Bitwise credit... they were doing the hard work, you know, five, seven years ago.”

“I think Coinbase, uh, has a full prime offering now. And I think, you know, you probably couldn't say that a year ago.”

“the yield from Coinbase or Kraken or any of these other protocols comes from yield on stable coins or excuse me, comes from DeFi protocols.”

“Coinbase is testing AI agents that show up in Slack email at work just like a human teammate.”

“when you see debasement, when you see rising government debts, when you see that more people want to move assets across borders, that's going to increase the value of something like Bitcoin.”

“Michael Sailor just announced another week of buying billions of Bitcoin. In this case, this week, Sailor announced buying $2.54 billion worth more Bitcoin.”

“Fidelity, one of the largest financial services companies in the world, agrees with Sailor. Basically, Fidelity gives a presentation here on why every company needs to get in the Bitcoin game.”

“Another big reason why Bitcoin and crypto is pumping today because Morgan Stanley has just revealed their Bitcoin public address.”

“Bitcoin in particular is this non you know non-s sovereign global decentralized asset that can really provide value to people's portfolios in small doses as a unique asset sort of like how gold doesn't behave like stocks or bonds.”

“Bitcoin in particular is this non you know non-s sovereign global decentralized asset that can really provide value to people's portfolios in small doses as a unique asset sort of like how gold doesn't behave like stocks or bonds.”

“Bitcoin is driven by its own rules and its own drivers predominantly which is greater geopolitical or inflation risk.”

“Bitcoin can actually easily reach $1 million in the future if you understand where the demand verticals are going to come from.”

“all you need to get to a million dollar Bitcoin is for the store of value market to continue to grow the way it's been growing for the last 20 years.”

“If that continues for the next 10 years and Bitcoin ends up with like 15-17% of the market, it's at 6% today.”

“Progress on the regulatory front, if we do get good news on the Clarity Act, that would significantly accelerate that.”

“Charles Schwab shares their Bitcoin, ETH, and crypto risk management video.”

“Right now, nearly every altcoin on the planet is getting destroyed. You already know that.”

“a Hyperliquid 16 vezes. Então aqui a gente tá falando de um produto com ampla capacidade de crescimento.”

“there's a reason why Robin Hood there's a reason why Coinbase built on Ethereum. They want the inherent security.”

“this is why both Circle and Coinbase stock dropped”

“Coinbase has informed the Senate staff. It cannot support the specific language.”

“Coinbase's X42 program alone has now processed over 50 million transactions.”

“The one to be on the lookout for is X42 protocol. This here is an open standard development by Coinbase and it repurposes the old HTTP 402 payment required status code.”

“the Coinbase premium index remains green on the high time frames and we've also seen corrections off of that.”

“Brian Armstrong is the co-founder and CEO of Coinbase, the largest publicly listed crypto exchange in the US.”

“Coinbase Institutional ran a sarcastic model in December of 2025... and landed at $1.2 trillion as their central case.”

“We saw our subscription and services revenue hit a new all-time high of $748 million.”

“our institutional trading revenues, they grew over 120% in the quarter.”

“Yeah, well, we just announced um stock trading on Coinbase, Prediction Markets, um back in December, and we've seen really rapid growth of that since then.”

“we've tried to be a bridge between the crypto world and the existing traditional financial world.”

“Coinbase has talked about tokenizing assets. So that could be a piece of real estate, a piece of art, game assets, stocks, bonds. There's a lot of potential value in tokenizing assets...”

“the balance sheet also has about $6 billion in net cash when you add the cash USDC and then subtract out the debt. So, it's a phenomenal balance sheet for Coinbase.”

“Less than one month ago, Coinbase launched what they're calling Agentic Wallets, purpose-built financial accounts for autonomous AI agents.”