Coinbase Global, Inc.
COIN
You’ve read what changed. Here’s whether the market is confirming it.
Jodie situation report
Coinbase Global, Inc.'s move is being confirmed by its market group.
The latest filing evidence is available. 5 of 11 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 14 directly disclosed connections are confirming.
- Revenue decreased 30.5% versus the comparable filing period.
- At least 2 of 11 durable members become active together.
- A filing-linked outsider such as BTGO begins moving with the group.
- Filing reports a $122.6 million increase in cash used to originate fiat and payment stablecoin loans.
Invalidation: This identity theme becomes less useful if activity narrows to one or two names instead of remaining broad across the cohort.
Who this business touches
The relationships behind COIN
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
CRCLCircle Internet Group, Inc.investeeMay 7, 2026 ▾
“net changed for the three months ended March 31, 2026 as compared to 2025, primarily due to a gain on the sale of a portion of our investment in Circle Internet Group, Inc.”
SHOPShopify Inc.partnerJul 31, 2025 ▾
“We also deepened financial utility with payment focused innovations like Coinbase Business, USDC integration with Shopify, and the announcement of the Coinbase One Card.”
Depended on by
CRCLCircle Internet Group, Inc.partnerMay 11, 2026 ▾
“A few of our strategic partners include Coinbase, who provides a variety of products and services that support the growth and utility of USDC, and Binance, who makes USDC extensively available across its full suite of products and services and adopts USDC as…”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 12 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
COIN is currently a Participant in the organic co-movement group Quantum Technology. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.