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$CRCL · Coinbase reignites USDC with Circle: stablecoins as crypto's 'next killer app'
now playing · $CRCL
$COIN···bullish· high· posbrian armstrong
Armstrong repositions Coinbase as the 'everything exchange': tokenized stocks, perps, prediction markets and agentic economy
Coinbase broadens from crypto exchange to full financial infrastructure: tokenized stocks as true securities (not derivatives), unifying global liquidity after US approval brings…
$BTC···bullish· high· posbrian armstrong
Armstrong: Base is now the largest chain for spot Bitcoin, Ethereum and major crypto trading
Bitcoin remains a core asset of the 'real crypto' (Bitcoin, Ethereum, Solana) that Coinbase defends. Jesse Pollak adds that Base is now the world's largest chain for spot trading…
$ETH···bullish· high· posbrian armstrong
Armstrong and Pollak: Ethereum core to the Coinbase stack with Base (L2) capturing trading and tokenization
Ethereum is part of the core trio (BTC, ETH, SOL) Armstrong considers real crypto. Base, Coinbase's L2 on Ethereum, captures more and more activity: tokenized stocks, payments, ag…
$SOL···bullish· mediumbrian armstrong
Armstrong includes Solana in the core trio of 'real crypto' alongside BTC and ETH
Solana is explicitly cited as part of the real crypto core, versus the noise of the rest of the market. Coinbase acknowledges its structural relevance in the major ecosystem, vali…
$CRCL···bullish· high· posmolly
Coinbase reignites USDC with Circle: stablecoins as crypto's 'next killer app'
Circle (USDC issuer, originally a JV with Coinbase) has been a huge success and the commercial partnership has been renewed after dissolving the JV. USDC underpins the agentic inf…