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Coinbase Global, Inc.

COIN

Financial Services

2mo

Coinbase's Vision for the 'Everything Exchange' and Asset Tokenization

Coinbase aims to build the 'everything exchange' to enable trading of all asset classes on crypto rails, starting with over 300 assets listed and plans to integrate decentralized exchanges into the app.
The company is working towards tokenized equities, real-world assets, and prediction markets, with a focus on compliance and global coverage.
Tokenized securities are seen as a way to unlock significant value, with potential to double the current crypto market by capturing just 3% of equities trading.
Coinbase plans to integrate with traditional brokers and emphasizes risk management and custody as key components of this strategy.

Coinbase Global, Inc.

COIN

Financial Services

2mo

Financial Performance Summary

Adjusted net income was $33 million, excluding gains and losses from investment portfolios.
Consumer spot trading volume was $43 billion, down 45%, and consumer trading revenue was $650 million, down 41%.
Headcount increased 8% to just under 4,300 full-time employees.
Institutional spot trading volume was $194 billion, down 38%, with institutional transaction revenue of $61 million, down 38%.
Net income was $1.4 billion, including a $307 million expense from a data theft incident, a $1.5 billion unrealized gain on strategic investments, and a $362 million gain from crypto investment portfolio remeasurements.
Operating expenses were $1.5 billion, including the $307 million data theft expense; excluding this, expenses declined 9%.
Subscription and services revenues were $656 million, with growth in USDC, staking, custody, and Prime financing loan balances offset by asset price headwinds.
Total revenue was $1.5 billion with positive adjusted EBITDA of $512 million.

Coinbase Global, Inc.

COIN

Financial Services

2mo

Total Revenue

$1.5 billion

Total revenue came in at $1.5 billion, with positive adjusted EBITDA of $512 million.

The Bank of New York Mellon Corporation

BK

Financial Services

1w

Digital Asset and Blockchain Innovation Strategy

The company has positioned itself as a leader in digital assets, with investments in custody and tokenization platforms, including being the first U.S. GSIB to custody Bitcoin and other digital assets.
The firm is actively participating in the tokenization of real-world assets, exemplified by its role as investment manager and custodian for Singapore-based Open Eden's tokenized U.S. Treasury Bills Fund.
A collaborative initiative with Goldman Sachs aims to maintain blockchain-based mirror records of money market fund ownership, signaling a strategic move into on-chain financial products.
Robin Vince emphasized that digital assets and stablecoins are integral to the company's future infrastructure, with a focus on enabling client ecosystems rather than issuing proprietary stablecoins.
The company sees digital asset evolution as a long-term opportunity, with investments in technology and talent, including hiring a Chief Product and Innovation Officer specialized in digital assets.

The Charles Schwab Corporation

SCHW

Financial Services

3mo

Schwab's Strategic Response to Emerging Fintech Competitors and Crypto Market

Schwab emphasizes its differentiated platform, broad product offerings, and in-person services as key competitive advantages against emerging firms like Robinhood and Webull.
The firm is actively developing and launching Bitcoin and Ethereum spot trading, expecting these to be significant growth drivers.
Schwab is exploring partnerships and internal development for stablecoins and tokenization, with a focus on regulatory compliance and market readiness.
Management highlights their commitment to innovation while maintaining trust and transparency, positioning themselves as a trusted leader in digital assets.

The Bank of New York Mellon Corporation

BK

Financial Services

3mo

Digital Assets and Stablecoin Market Leadership

The Bank of New York Mellon has positioned itself as a leader in servicing the growing stablecoin market, with recent deals involving Societe Generale and Ripple.
The company acts as reserve custodian for Societe Generale's first USD stablecoin in Europe and as primary custodian for Ripple's US stablecoin reserves.
Early investments in digital assets platform have enabled the company to meet increasing institutional interest and adoption in digital currencies.
Management highlighted the strategic importance of bridging traditional and digital financial ecosystems to unlock new capabilities at scale.
The company is actively involved in custody, issuance, and operational services for stablecoins, emphasizing its role in the evolving digital assets infrastructure.
Leadership sees digital assets as a significant growth opportunity, leveraging their trusted brand and comprehensive service suite.

V

Financial Services

2mo

Visa's Strategic Focus on AI and Stablecoins for Future Payments

Visa is advancing its product development in AI and stablecoins, with a product drop in April showcasing new capabilities.
Visa Intelligent Commerce enables consumers to shop with AI agents, with over 30 partners testing in sandbox and plans for live transaction pilots later this year.
The company sees stablecoins as a solution for emerging markets with volatile fiat currencies and for cross-border money movement, with deployment of stablecoin-linked cards in multiple markets including Africa and Latin America.
Visa has expanded its stablecoin capabilities by adding euro-backed stablecoin EURC and partnering with Paxos for USDG and PYUSD, supporting multiple blockchains and currencies for settlement.

Franklin Resources, Inc.

BEN

Financial Services

2mo

Franklin Templeton's Strategic Focus on Digital Blockchain and Tokenization

Franklin Templeton has been pioneering in blockchain technology since 2018, with a patent on their digital wallet.
Launched the intraday yield feature on the tokenized money market fund Benji in 2025, enabling real-time yield updates and collateral use.
Blockchain's capabilities include ownership verification, executing smart contracts, and facilitating payments, which could disintermediate traditional financial 'toll takers' and reduce transaction costs.
The firm believes blockchain will fundamentally change financial system rails, enabling more efficient, transparent, and accessible investment services.
Active conversations with international and U.S. distributors about white-labeling their blockchain infrastructure, especially following regulatory clarity from the Gensler Act.

The Bancorp, Inc.

TBBK

Financial Services

3mo

Expansion of Fintech Ecosystem with Block and Cash App Partnership

Announced a 5-year expansion of relationship with Block, adding debit and prepaid card issuance for Cash App customers.
Additional services expected to begin as early as Q1 2026.
Program aims to significantly boost GDV and fee growth, leveraging over 50 million Cash App users.
Management emphasizes the strategic importance of this partnership for future revenue and GDV growth.