coinbase

According to Onchain Lens monitoring, BlackRock (0x4a2...b82) deposited 2,563 BTC (worth $172 million) and 49,852 ETH (worth $97.19 million) to Coinbase, with the possibility of depositing more assets in the future.

Coinbase Chief Legal Officer paulgrewal.eth posted on the X platform stating that a U.S. court noted in its relevant ruling that ordinary users might perceive Kalshi's products as "similar to sports betting, if not indistinguishable," but the court emphasized that this perception does not alter its legal attributes, as "a three-hour game and the Titans winning that game both constitute the occurrence of an event," and the relevant contracts still fall under "swaps," which are exclusively under the jurisdiction of the Commodity Futures Trading Commission (CFTC).paulgrewal.eth believes that this ruling means that even if a product is similar to sports betting in form or experience, as long as its structure meets the definition of swaps and is traded on a regulated exchange, it remains subject to the CFTC regulatory framework.

According to Coinglass data, the Coinbase Bitcoin Premium Index has been in negative premium for 36 consecutive days, currently reported at -0.0467%. This exceeds the approximately 30 days of consecutive negative premium during the "1011 crash" period and is also the longest "negative streak" since May 2023.The Coinbase Bitcoin Premium Index is used to measure the difference between the Bitcoin price on Coinbase and the global market average price. A negative premium typically reflects significant selling pressure in the U.S. market, a decline in investor risk appetite, increased market risk aversion, or capital outflows.

Coinbase's Chief Legal Officer paulgrewal.eth posted on the X platform that the U.S. court noted in its relevant ruling that ordinary users might perceive Kalshi's products as "similar to sports betting, if not indistinguishable," but the court emphasized that this perception does not change its legal attributes, as "a three-hour game and the Titans winning that game both constitute the occurrence of an event." The relevant contracts still fall under "swaps," which are exclusively under the jurisdiction of the U.S. Commodity Futures Trading Commission (CFTC).paulgrewal.eth believes that this ruling means that even if a product is similar to sports betting in form or experience, as long as its structure meets the definition of a swap and is traded on a regulated exchange, it remains subject to the CFTC regulatory framework.

According to crypto journalist Eleanor Terrett, the known attendees of the third meeting on stablecoin yield issues include Coinbase Chief Legal Officer Paul Grewal, Ripple Labs Chief Legal Officer Stuart Alderoty, a16z Crypto Policy Director Miles Jennings, and other representatives from the banking industry.Previous reports indicated that the third meeting on stablecoin yield issues is scheduled to take place at 9:00 AM Eastern Time (10:00 PM Beijing Time) at the White House, with a small group of representatives from the cryptocurrency and banking industries in attendance.

According to Decrypt, Coinbase CEO Brian Armstrong stated, "Quantum computing will not destroy blockchain. Coinbase has been very proactive in this regard. Coinbase has established a quantum advisory board and maintains regular contact with major blockchain network development teams to discuss pathways to upgrade to a post-quantum encryption world. We will continue to monitor this issue, and I believe it is entirely solvable."

According to Onchain Lens monitoring, BlackRock has just deposited 1,270 BTC (approximately $84.92 million) and 15,409 ETH (approximately $30.22 million) into Coinbase, and may continue to add more deposits.

According to Cointelegraph, U.S. Senator Bernie Moreno stated that the cryptocurrency market structure bill, the CLARITY Act, is expected to pass in Congress before April. Moreno mentioned in an interview with CNBC that there is now a clear path for the bill's advancement.Coinbase CEO Brian Armstrong, in the same interview, stated that there were previously disagreements regarding the interest-bearing provisions for stablecoins and regulatory jurisdiction, but all parties are currently seeking a "win-win" solution. The report noted that the stablecoin yield provisions are one of the main points of contention in the bill's progress.Moreno also expressed that he does not believe the results of the midterm elections will affect the bill's passage. Previously, officials from the White House also expressed positive expectations for the bill's advancement earlier this year.

According to The Block, Coinbase announced that it has added XRP, Dogecoin (DOGE), Cardano (ADA), and Litecoin (LTC) as collateral assets for its on-chain crypto collateralized lending product provided by the DeFi protocol Morpho. Eligible U.S. users (excluding New York State) can now borrow up to $100,000 USDC without having to sell the aforementioned tokens.Previously, the product supported Bitcoin and Ethereum as collateral, with Bitcoin allowing a maximum loan of $5 million USDC and Ethereum allowing a maximum loan of $1 million USDC.Coinbase stated that the on-chain lending service operates on the Morpho protocol on the Base network, and to date, the total loan issuance has exceeded $1.9 billion. The company charges a one-time borrowing fee, which is included in the loan principal.

Battery Ventures' representative portfolio includes Coinbase, Databricks, Affirm, Shopify, and Wayfair.

Coinbase CEO Brian Armstrong responded on social media to the question "Why is Coinbase always misunderstood or underestimated by Wall Street," stating: "I do believe Coinbase is a misunderstood company. This is a classic 'innovator's dilemma.' On one hand, the smartest traditional financial institutions are fully embracing the crypto industry. Five globally systemically important banks (GSIB) have begun collaborating with Coinbase. Many large financial institutions are also hiring crypto talent. As regulations become clearer, we see that about 50% of large financial institutions are actively embracing this trend. On the other hand, the other half is still lagging behind and resistant. The most disruptive innovations in the world almost always follow a similar pattern. Whether it's Uber, Airbnb, autonomous driving, AI applications, or SpaceX's impact on NASA. The crypto industry is directly disrupting Wall Street, so it's not surprising that some Wall Street people misunderstand crypto and Coinbase. The smart ones will embrace it, while the laggards will be eliminated. Coinbase and the crypto industry have never been in a stronger position than now. For investors to achieve excess returns, they must be 'both early and right.' Coinbase is still undervalued, and this is not yet a consensus among traditional analysts. I suggest focusing on what the company commits to do and whether it delivers, rather than just looking at whether analysts' models predict 'beats' or 'misses.' Additionally, our GAAP net profit includes unrealized gains and losses on held crypto assets, so adjusted net profit should also be considered (even in a down market, we were still profitable last quarter, and there has been some misunderstanding about this in the media)."

According to Coinglass data, the Coinbase Bitcoin Premium Index has been in negative premium for 34 consecutive days, currently reported at -0.0545%, exceeding the approximately 30 days of consecutive negative premium during the "1011 crash."The Coinbase Bitcoin Premium Index is used to measure the difference between the Bitcoin price on Coinbase and the global market average price. A negative premium typically reflects significant selling pressure in the U.S. market, a decrease in investor risk appetite, heightened market risk aversion, or capital outflows.

According to Onchain Lens monitoring, BlackRock deposited 2,494.6 BTC into Coinbase, worth $168.39 million, and may continue to deposit further.

According to The Block, the latest disclosed documents show that Ark Invest, led by Cathie Wood, purchased 41,453 shares of Coinbase (COIN) stock on Tuesday, totaling approximately $6.9 million, reversing a trend of selling earlier this month.Specifically, three ETFs under Ark made the following purchases:ARKK bought 29,689 shares (approximately $4.9 million);ARKW bought 7,525 shares (approximately $1.2 million);ARKF bought 4,239 shares (approximately $704,000).Previously, from February 5 to 6, Ark had sold a total of 119,236 shares of Coinbase stock, valued at approximately $17.4 million, during a general pullback in crypto-related stocks. During this period, Ark reallocated some funds to the crypto trading platform Bullish and increased its position for more than ten consecutive trading days.According to the disclosures, as of February 18, Coinbase was the seventh largest holding in ARKK and ARKW, with weights of 4% and 3.7%, respectively; it was also the third largest holding in ARKF, with a weight of 5.6%.On the fundamentals, Coinbase's revenue for the fourth quarter of 2025 is projected to be $1.8 billion, a decrease of 5% quarter-over-quarter, with a net loss of $667 million, primarily due to an unrealized loss of $718 million from its crypto asset portfolio and a strategic investment loss of $395 million.In terms of stock price, Coinbase closed up 1% on Tuesday at $166.02, with a cumulative increase of 8.4% over the past five trading days, but it is still down 28% year-to-date, having retraced about 56% from its historical peak.

Coinbase CEO Brian Armstrong posted on the X platform responding to "why Wall Street always misunderstands or underestimates Coinbase." He stated that there is a clear trend of differentiation among traditional financial institutions regarding the crypto industry, with some leading financial institutions actively embracing crypto assets. Currently, five globally systemically important banks (GSIBs) have begun collaborating with Coinbase, while about half of large financial institutions are accelerating their involvement in crypto business and hiring related talent.As regulatory clarity gradually improves, the acceptance of the crypto industry by traditional finance continues to rise. However, at the same time, some institutions remain cautious or even resistant. These institutions have long built their career paths on the traditional financial system, and therefore are naturally skeptical of the structural disruptions brought by crypto. Similar to how the taxi industry faced Uber, the hotel industry faced Airbnb, and the aerospace industry faced SpaceX, cryptocurrencies are directly disrupting Wall Street, so it is not surprising that some people on Wall Street misunderstand cryptocurrencies/Coinbase.Additionally, Brian Armstrong revealed Coinbase's performance data, including a 156% year-over-year increase in total trading volume by 2025 and a doubling of market share, a threefold growth in the scale of assets under custody on the platform over three years, and currently 12 products with annualized revenue exceeding $100 million. Investors should focus on the company's long-term execution capabilities and business performance records, rather than solely relying on analyst model predictions. Furthermore, since GAAP net profit includes unrealized gains and losses from the company's held crypto assets, adjusted net profit better reflects the true operational status.

According to on-chain analysis platform Onchain Lens, BlackRock has transferred approximately 1,700.93 bitcoins (worth about $115 million) and 22,661 ethers (worth about $44.55 million) to Coinbase exchange.

According to Coinglass data, the Coinbase Bitcoin premium index has been in negative premium for 33 consecutive days, currently reported at -0.0477%, setting the longest "consecutive negative" record since 2023, surpassing the approximately 30 days of consecutive negative premium during the "1011 crash."The Coinbase Bitcoin premium index is used to measure the difference between the Bitcoin price on Coinbase and the global market average price. A negative premium typically reflects significant selling pressure in the U.S. market, a decline in investor risk appetite, heightened market risk aversion, or capital outflows.

According to Arkham data, at 16:58, 173 BTC (worth approximately 11.88 million USD) were transferred from Coinbase to multiple addresses, including deposit addresses for Binance and Bybit.

According to Onchain Lens monitoring, a certain whale deposited a total of 732,481 Base chain AI tokens VVV into Coinbase in the past 24 hours, worth 3.03 million dollars, making a profit of 1.77 million dollars.The whale initially withdrew 763,725 VVV from Coinbase, worth 1.56 million dollars at the time, and sold them after staking for 6 months.

Coinbase CEO Brian Armstrong posted on social media, "According to our data, retail investors on the Coinbase platform are showing remarkable resilience in the current market environment. 1. Buying the dip: Retail investors have increased their holdings of Bitcoin (BTC) and Ethereum (ETH). 2. Strong holding (diamond hands): The vast majority of customers have holdings equal to or exceeding the levels of December 2025."