Coinbase is rolling out a 2026 strategy built on three pillars: expanding the Everything Exchange globally, scaling stablecoins and on-chain payments, and bringing users on-chain through Base and a developer-friendly ecosystem.

The plan positions Coinbase as a global multi-asset platform that blends crypto, traditional assets, and on-chain services, aiming to broaden product scope and accelerate on-chain adoption by 2026.

Prediction markets are a key growth area, backed by partnerships like Kalshi and the anticipated acquisition to enable regulated outcome-based contracts.

Base App combines wallet, trading, and payments, while Coinbase Payments offers merchants a full-stack stablecoin solution for direct settlement.

By late 2025, Coinbase’s assets under management neared $500 billion, a fivefold increase in three years, with derivatives now dominating major trading volumes.

Long-tail assets from Base and Solana are being integrated into Coinbase’s DEX-aggregation to enable cross-chain asset discovery across networks.

Coinbase has already launched a Kalshi-backed prediction market, signaling expanded product capabilities and competitive pressure from other exchanges.

To support growth, the company will increase investment in product quality and automation to improve reliability and scalability, while acknowledging concerns about customer support, security, and data protection.

Stablecoins are a core revenue driver, with USDC-related activities generating hundreds of millions in revenue and contributing significantly to settlement, payments, and treasury use cases.

Armstrong acknowledged slow asset listings and floated outsourcing listings to blockchain/DEX-style mechanisms to foster a free-market approach to token availability.

Coinbase signed a partnership with Google to embed stablecoin payment rails into Google’s open-source AI agent protocol.

Stablecoins and payments are central to the 2026 focus, viewing stablecoins as infrastructure and investing in on-chain settlement tools to cut friction and diversify revenue beyond trading fees.