Coinbase Expands “Everything Exchange” With U.S. Stock Trading, CEO Brian Armstrong Says

Coinbase is advancing its “Everything Exchange” strategy to expand beyond cryptocurrency trading into stocks, prediction markets and derivatives, with CEO Brian Armstrong describing the goal as becoming the “account financiera principal” for users’ financial lives.

“Coinbase now offers trading of U”

Bitcoin News

TIKR ties the push to a sharp jump in performance, saying revenues in the last twelve months rose 115% to 7.370 millones de dólares and that operating income swung to a profit of 2.250 millones de dólares in the last year.

Bitcoin News

The same TIKR analysis frames the stock’s valuation gap by contrasting Wall Street’s aggressive view that the action could reach 342 $ in 12 months with its own more conservative target of 341 dólares by the end of 2029.

TIKR’s model projects a 11,7% revenue growth rate through 2029 and a 23,1% net income margin, implying an annualized return of 10,9% from the current 227 dollars.

In parallel, Bitcoin News says Coinbase opened U.S. stock trading to everyone in the United States on February 24, adding trading of U.S. stocks and ETFs alongside cryptocurrencies as part of the same “Everything Exchange” expansion.

Armstrong’s public “eight-point blueprint” for upgrading global finance centers on tokenization of real-world assets, 24/7 global trading, stablecoin payments, AI-powered compliance, open access, capital formation, regulation and sound money.

Blockonomi says Armstrong called for real-world asset tokenization that would put “real estate, stocks, bonds, and funds on-chain,” and it also highlights his push for “24/7 global trading” to pool global liquidity across asset classes.

Blockonomi

TradingView adds that Armstrong’s priorities track Coinbase’s product roadmap, including alignment with Coinbase’s March rollout of stock perpetual futures for non-US traders in 26 European countries and its earlier launch of perpetual futures contracts for institutional clients via Coinbase International Exchange.

On payments, TradingView says Coinbase partnered with Singapore fintech Nium in April to integrate USD Coin stablecoin settlement across more than 190 countries, and it links the stablecoin push to cross-border payouts on demand.

TradingView also reports that Armstrong’s “sound money” point drew pushback from Pierre Rochard, with Rochard stating that “Bitcoin should be the top priority, rather than left for last.”

Cointelegraph and TradingView both describe Coinbase’s push to expand access and infrastructure, including Coinbase launching Kalshi-powered prediction markets in all 50 US states in January and pairing that expansion with lobbying for the Digital Asset Market Clarity Act.

“Brian Armstrong's 8-point finance vision”

Cointelegraph

Cointelegraph says Armstrong reported that CLARITY was “closer than ever in early May” after Senate compromises on stablecoin yield and decentralized finance provisions, and it adds that Coinbase championed the GENIUS Act signed into law in July 2025 to establish federal stablecoin oversight with one-to-one dollar backing requirements.

On payments and cross-border settlement, Cointelegraph repeats that Coinbase partnered with Singapore fintech Nium in April to integrate USD Coin settlement across more than 190 countries, and it also cites a June 2025 collaboration with Shopify and Stripe to roll out USDC payments to millions of merchants across 34 countries.

For AI and risk controls, Cointelegraph says Coinbase backed the x402 payment protocol in May, adding batch settlement to enable AI agents to authorize micropayments below $0.0001, and it notes the feature launched weeks after Armstrong cut 14% of Coinbase's workforce.

The stakes for Coinbase’s roadmap also show up in TIKR’s framing of the valuation model, which assumes a 35,7x exit PER and concludes “El modelo señala "Comprar",” while the same TIKR piece emphasizes that its target of 341 dollars for 2029 differs from Wall Street’s 342 dollars view for 2026.