Coinbase just changed the game.
Yesterday, the company unveiled a sweeping set of new features designed to turn Coinbase into the “Everything Exchange” for global finance.
They’re rolling out 24-hour stock trading, prediction markets, and a broad range of new futures products. They’re also opening access to cryptocurrencies that previously required self-custody wallets, alongside launching a new business platform focused on faster, more efficient global payments using crypto and stablecoins.
CEO Brian Armstrong has been clear about the ambition: make Coinbase the place to trade everything.
From memecoins, to prediction markets, and all the way to traditional stocks.
Heading into the back half of the 2020s, I think Coinbase becomes one of the premier financial institutions in the world, and I wouldn’t be surprised to see the stock trade north of $1,000.
The chart supports the story. COIN has built a massive post-IPO base that looks primed for a major move.
At the same time, I’m seeing a powerful institutional shift toward tokenization and on-chain settlement.
Just last week, the SEC enabled the DTCC - an institution that moved $3.6 quadrillion in 2024 alone - to bring its custodied assets onto blockchain rails.
This week, the UK announced a crypto-friendly regulatory framework, aligning closely with the approach emerging under the Trump administration in the U.S.
This is no longer a future narrative. It’s happening, and it’s happening globally.
While Bitcoin, Ethereum, and much of the crypto market look quiet on the surface, the developments underneath - especially this week - are anything but.
I’m going live in one hour for Crypto After Dark.
There’s a lot to unpack.
Join me live. I’ll be opening the floor to questions.
Because the opportunities forming in crypto are massive, if you know how to navigate them.
From where the sun rises first,
Louis Sykes
Senior Crypto Analyst, All Star Charts
