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Repricing Coinbase For The Agent Economy
AI agents need dollars, wallets, and settlement. Coinbase is building the stack.
2 hrs ago
•
Alex Weseley
4
1
Why Coinbase wins in an AI-native finance world
The bull case for Coinbase as a $300B company in 2031.
May 7
•
Alex Weseley
,
Jon Ma
, and
Andrew Van Aken
13
This Week in Digital Finance
Week ending Tuesday, April 28, 2026
May 1
•
Akhil Vajjhala
7
1
April 2026
AI Data Center Infrastructure
Power, Compute, and the Conversion Opportunity
Apr 28
•
Modular Capital
19
3
The Shape of a Market: The Case for Kraken
The Setup
Apr 24
•
Alex Weseley
14
This Week in Digital Finance
Week ending Saturday, April 18, 2026
Apr 18
•
Alex Weseley
10
Hyperliquid Strategies ($PURR)
The Only DAT With a Productive Underlying Asset
Apr 17
•
Zheng Jie
15
3
Artemis Weekly Digital Finance Fundamentals 2026.4.11
This week: the Iran ceasefire rally, Morgan Stanley's MSBT launch, Strategy at 767K BTC, and the CLARITY Act Senate countdown.
Apr 11
•
Zheng Jie
5
Crypto Factor Model Analysis: Launching Stablecoins 1
An analysis of using stablecoin flows to predict L1 performance.
Apr 10
•
Maggie Schwierking
6
SoFi: Mispriced at the Inflection
A bank-chartered neobank scaling profitability and diversification while trading at a valuation disconnected from its growth profile
Apr 9
•
Mario Stefanidis
12
2
Circle Internet Group ($CRCL)
Stablecoin Expansion & the Emerging Agentic Economy
Apr 7
•
Lucas Shin
15
1
The Financialization of Uncertainty
Prediction markets and the emergence of a new asset class
Apr 6
•
Kaviish
12
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