Coinbase Comes for All of Finance
Crypto

The Breakdown

Coinbase Comes for All of Finance

The BreakdownDec 19, 2025

AI Summary

Coinbase announced its most ambitious product overhaul, adding commission-free stock trading, prediction markets, Solana on-chain trading, custom stablecoins, streamlined derivatives, and an AI advisor, positioning itself as an all‑in‑one exchange and a vertically integrated financial institution. The episode argues that criticism from crypto purists overlooks the broader shift of crypto assets merging into mainstream finance, rather than a retreat from the space. It highlights how these moves signal crypto’s evolution into a full‑service financial platform, blurring the line between traditional and decentralized markets.

Episode Description

Coinbase closes the year with its biggest product overhaul ever, launching commission-free stock trading alongside prediction markets, on-chain Solana trading, custom stablecoins, simplified derivatives, and an AI-powered advisor—signaling a clear ambition to become an everything exchange and a vertically integrated financial institution. The episode unpacks why the crypto-native backlash misses the larger transformation underway, and why this move looks less like a retreat from crypto and more like crypto dissolving into mainstream finance.

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Show Notes

Coinbase closes the year with its biggest product overhaul ever, launching commission-free stock trading alongside prediction markets, on-chain Solana trading, custom stablecoins, simplified derivatives, and an AI-powered advisor—signaling a clear ambition to become an everything exchange and a vertically integrated financial institution. The episode unpacks why the crypto-native backlash misses the larger transformation underway, and why this move looks less like a retreat from crypto and more like crypto dissolving into mainstream finance.

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