Coinbase has been named one of the three fintechs to watch in 2026 by Owen Lau of Clear Street, in a report selected alongside Nasdaq and S&P Global. The report positions Coinbase as a core player in the shift toward blockchain-based financial infrastructure, with upside tied to broader real-world blockchain adoption and clearer U.S. regulation. Lau maintains a Buy rating with a 12-month price target of $415, arguing Coinbase’s revenue mix is diversifying, strengthening its long-term competitive position.
Analysts note that growth from subscriptions, the USDC stablecoin, and on-chain financial services reduces reliance on the volatility of spot trading. USDC is highlighted as a key growth driver, and Coinbase and Circle jointly operate the stablecoin; Circle reportedly accounts for roughly half of the revenue. These dynamics underpin the view that Coinbase is expanding beyond traditional trading into diversified, income-generating services.
Leave a Reply