$COIN
To maintain the orange scenario, the price should ideally stay above the green support line. https://t.co/H3dmeL4fu0
$COIN
To maintain the orange scenario, the price should ideally stay above the green support line. https://t.co/H3dmeL4fu0
"The agentic economy could be larger than the human economy." - Brian Armstrong
And yet... $COIN is trading just above where it was in December 2023.
The market isn't pricing in what is being built here.
McKinsey estimates AI agents could mediate $3-5T of global commerce by 2030. Every single one of those transactions needs a payment rail.
Crypto rails are the only infrastructure to do this. And Coinbase is the best positioned public company building it.
$COIN has launched:
-> x402 Protocol (Sept 2025)
-> Agentic Wallets (Feb 2026)
Early days. But it's early days of a huge theme.
$COIN at December 2023 prices. Building the payment infrastructure for a $3-5T economy.
Just seems like a risk/reward bet heavily skewed to bulls.
COINBASE $COIN CEO BRIAN ARMSTRONG: "THE AGENTIC ECONOMY COULD BE LARGER THAN THE HUMAN ECONOMY."