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Coinbase is Growing Up: From Trading Frenzy to Crypto Infrastructure Giant

Coinbase is Growing Up: From Trading Frenzy to Crypto Infrastructure Giant

KAHROS Team

TL;DR

Quick Summary

  • Coinbase (COIN) is shifting from a pure trading-dependent exchange to a broader crypto infrastructure and services platform with more recurring revenue.
  • The company is reopening onboarding in India and pushing globally, aiming to be the rails between traditional finance, crypto, and developers.
  • COIN has become a high-beta, index-owned name that reflects both crypto sentiment and broader risk appetite, not a niche side bet anymore.

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