Been a Coinbase maxi, and here’s my 8-year journey showing why nothing else comes close:
Today most of my financial transactions are done within @coinbase ecosystem.
Since forever, Coinbase is the only platform where I feel safe to leave my crypto on the exchange.
Since 8 years ago, Coinbase was the only platform I buy/sell crypto from.
Since 6 years ago, Coinbase was the only on and off ramp I use to get onto @ethereum mainnet for defi and trading erc20 altcoin not listed on CEX.
Since 4 years ago, I store most of my $USDC on coinbase so I don’t have to worry about depositing into short term treasury.
Since 2 years ago, Coinbase incubated base, and most of my onchain activity since then was on base.
Since 1 year ago, Coinbase launched @Morpho vault. This is when I moved my $USDC from wallet to coinbase so that can use onchain lending and borrowing within coinbase app.
Since last year, Coinbase derivatives became my only perp platforms to trade and hedge against market volatility.
Since 6 months ago, all my daily living expenses are now on Coinbase Amex card earning 4% on $BTC reward while my free cash is getting the best yield available and now at 3.5% just for parking your cash there.
Since last month, I have been slowly moving my stocks from robinhood/fidelity to @coinbase where I have now 200k stock position on Coinbase and growing significantly on each red day like today. I have also participated on prediction market and find it sometimes even more reward than trading altcoins. Knowledge pays!
Really proud of what the team build and continue to thrive and iterate!
There is no 2nd best, last but not the least- Keep “chadding”, TYBG💙
I’m not terribly surprised by this, nor do I think it’s a major indictment of tokenized equities.
For many issuers, this likely came out of the blue. They’re being asked to make a decision about a fundamental shift in how their shares are traded and settled, without much time to understand the implications.
It’s a major leap, not unlike the transition from paper stock certificates to electronic shares.
Opting out for now isn’t necessarily opposition to tokenization. They just need time.
All these are true
- ai isn’t in a bubble, demand to go parabolic in the next decades or so.
- ai hasn’t gone thru the period when hyperscaler ain’t paying to acquire new users.
- user retention is low.
- public sector/equity market are funding for the lags of infrastructure in the US. (Slow data center built out, lack of cheap energy) at very expensive rates as cost to borrow is too high.
- accounting “game” being played in these neocloud companies as I believe asset depreciation is being understated.
- ai isn’t like pure tech company, a pure tech company margin is high, new user marginal cost is low/none. This isn’t the case for ai. Each new user needs computation power and this industry is in between heavy asset and tech.
- thru the maturing process, many of these companies will go to zero. After that, the winner to take all.
Fact number 4,876 that tells you we’re not in an AI bubble
The market is still modeling the demand from chat
It does not yet understand the growth curve to model for agents, as we’re just 2 months since grok bot launched and less for Muse and Dots
Agents are the next inflection point
Think about what just happened with ChatGPT in the last 3 years
We will do it again at a larger scale with agents
More demand, more token usage, more bottlenecks, more earnings
Stablecoins are becoming core payments infrastructure. We said it before @money2020. We’re saying it after, too.
Highlights:
→ Interactive touchscreen demo showcasing payment acceptance, fully managed wallets, and cross-border money movement
→ Four live Shopify merchants using USDC checkouts
→ @alecglovett, @ShanAggarwal, and more Coinbase leaders onstage
Allez USDC, curated by @AllezLabs, has earned its depositors over $1.5M in interest since it opened on Kamino in April 2025
Borrowers across Kamino's markets pay that interest, against collateral from SOL and BTC to tokenised assets like ONyc and sUSDai
With the vault curator allocating for the best risk-adjusted yield
It goes into the price of every vault share, so each deposit grows as it comes in
Here’s how it works
Polls show what people say.
Prediction markets provide real-time probabilities.
See who’s predicted to win in the midterms with the live Coinbase Midterms Dashboard.
Introducing: Financial Statements for Protocols
Find out how profitable a protocol like @HyperliquidX@solana@ethereum@Pumpfun and more are.
Get started: https://t.co/lXIXd50vKw
@teddyfuse Yes... and imo it was a clear story of Binance seeing sell pressure and Coinbase holding the line with positive net taker flow over the past 72 hs.
https://t.co/DS0qPdGKhJ
US domestic flows had a good showing during today's price downturn.
Coinbase net taker flow has been positive over the past 72 hours. Binance heavily negative.
Millions of Americans use digital assets to pay, save, and invest, but our tax code hasn’t kept pace. Everyday transactions can create complex reporting obligations and burdensome compliance costs, leading to lost money and endless forms when tax season rolls around. It's time for Congress to modernize the tax code with clear, workable rules that reflect how digital assets are actually used.