Crypto Scenario Insights

Coinbase enters traditional brokerage and AI advisory — structural shift or retail distraction?

What happened

Coinbase has launched a major product expansion including stock trading, options, pre-IPO perpetuals, and an SEC-registered AI advisor.

What we think

The most likely outcome is a neutral-to-mildly bullish response (60% probability) where broader crypto spot prices remain flat due to depressed global CEX trading volumes, while localized ecosystems like Solana and USDC…

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Coinbase enters traditional brokerage and AI advisory — structural shift or retail distraction?

We explain what happened and what could follow. We do not forecast prices.

Read the full analysis