Coinbase Global (COIN) forecasts first-quarter 2026 subscription and services revenue of $550-$630 million. The transaction revenue is expected to be around $420 million.
The company has publicly withdrawn its support for the proposed stablecoin regulations. The stance shift may affect legislative momentum and investor sentiment as policymakers reassess crypto regulatory timelines and enforcement priorities.
The update underscores strong top-line momentum for the platform as it continues to grow its services business while maintaining its crypto-focused transaction flow. Analysts and investors will be watching for downstream effects on market dynamics and regulatory discourse, as Coinbase’s position could influence how the industry negotiates stability, compliance, and potential policy changes moving forward.
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