Coinbase Global (NASDAQ: COIN) – Investment Thesis: Scaling the Crypto Economy with Institutional Precision
Vision & Positioning Coinbase Global, Inc. was founded in 2012 with a bold mission: to increase economic freedom in the world . Today, it stands as the most trusted platform for individuals and institutions to buy, sell, store, and build with crypto. Headquartered in Wilmington, Delaware, Coinbase has evolved into a full-stack financial infrastructure provider for the global crypto economy. The company’s platform supports a wide range of services: Retail and institutional trading across thousands of crypto assets. Custody, payments, and developer tools for building crypto-native applications. Enterprise-grade infrastructure for secure asset management and blockchain integration. Strategic Highlights (2025) “Everything Exchange” Strategy: Coinbase now supports over 40,000 tradable assets in the U.S., positioning itself as the most comprehensive crypto marketplace. Deribit Acquisition: Boosted derivatives volume to $840 billion , expanding Coinbase’s footprint in institutional ...