TLDR Tech / Fintech
Repricing Coinbase for the agent economy
The market still undervalues Coinbase by viewing it primarily as a crypto exchange instead of as financial infrastructure for AI-native commerce. Coinbase's vertically integrated stack — USDC, Base, and x402 — is uniquely suited for a future where autonomous AI agents transact continuously using stablecoins for low-cost, machine-native payments.
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