Financial Services
Coinbase
The largest US cryptocurrency exchange, undergoing a broad shift toward an AI-native operating model. Coinbase cut roughly 14% of its workforce (about 700 employees) in May 2026 as part of an AI-driven restructuring expected to save approximately $500 million annually, reported Q1 2026 revenue of $1.41 billion (a 21% year-over-year decline amid softer crypto market conditions) with a $394 million net loss, and disclosed that USDC and its Base blockchain now power the vast majority of on-chain stablecoin transactions used by autonomous AI agents.
Leading Indicators
Hiring and patent filing trends — the underlying numbers Momentum is computed from. Insider filing activity is tracked separately under Sources below.
Additional Intelligence Signals
Patent citation lineage, earnings-call mentions, and federal contract disclosures — automatically collected, not yet visible anywhere else on the site.
Sources
Every claim traced to a primary source — evidence, recent activity, and insider filing behavior, all in one place.
Evidence
3 sources · 1 government/SEC filing · 67% avg. source confidence
- U.S. Securities and Exchange Commission (EDGAR) — Coinbase Global FY2025 Annual Report (Form 10-K), filed with the SEC95% source confidence
- CNBC — Coinbase Q1 2026 revenue falls 21% to $1.41B amid crypto downturn and AI restructuring56% source confidence
- Coinbase Investor Relations — Average USDC held on Coinbase reaches $19B, over 25% of total outstanding USDC50% source confidence
Latest Activity
Insider Filing Activity
Counts filing frequency only — transaction direction/size wasn't parseable from the sampled filings · sourced from SEC EDGAR · as of Jul 28, 2026
Dependency Map
What Coinbase depends on below, and who depends on Coinbase above — click any node to make it the new center, 2 levels deep.
Connection type
Click any node to make it the new center. Scroll to zoom, drag to pan.
The Story So Far (last 6 months)
Auto-generated from this entity's dated milestones, relationship updates, and sourced evidence — not AI-written, just sorted.
Coinbase's Timeline
A sourced, dated history of Coinbase's key moments — founding to present.
Jan 2012 · Founded
Coinbase was founded as a cryptocurrency exchange and custody platform.
May 2026 · Cuts 14% of workforce in AI-driven restructuring
Coinbase cut roughly 14% of its workforce (about 700 employees), citing a combination of market volatility and AI rapidly changing how the company operates, as part of a broader shift toward an AI-native operating model expected to bring approximately $500 million in annual cost reductions and guiding to $4.3-4.6 billion in full-year 2026 adjusted expenses.
Jun 2026 · Launches AI investment tools, tokenized equities and pre-IPO futures
Coinbase launched AI-powered investment tools, tokenized equities fully backed by underlying shares, and pre-IPO perpetual futures tied to high-profile private AI firms, while reporting that USDC and Base power the majority of on-chain stablecoin transactions used by AI agents, with agents using USDC 99% of the time and over 90% of agent transactions occurring on Base.