Crypto Scenario Insights
What happened
Coinbase has introduced a major system update featuring global unified liquidity, an AI advisor, and expanded options trading.
What we think
The most likely outcome is a neutral structural adjustment (60% probability) where institutional capital efficiency improves, resulting in tighter spreads but flat immediate retail trading volume.
Read the analysis
Coinbase's unified liquidity and AI update — Will it catalyze trading volumes or is it just infrastructure optimization?
We explain what happened and what could follow. We do not forecast prices.