Coinbase Targeting Stablecoin Growth, Onchain Adoption in 2026: Brian Armstrong

Crypto speech Coinbase is aiming to standard up its stablecoin offerings and summation onchain adoption worldwide successful 2026, according to CEO and laminitis Brian Armstrong.

In New Year’s Day tweet, Armstrong declared that the company’s overarching purpose is to marque Coinbase “the #1 fiscal app successful the world.”

The station unpacked however Coinbase aims to determination person to this extremity successful 2026, with the institution focusing connected scaling stablecoins and payments, portion besides expanding its beingness globally successful crypto, equities, prediction markets and commodities.

Armstrong besides affirmed that the speech volition beryllium making “major investments” successful automation and merchandise quality, and that it volition harness its Ethereum layer-2 web Base and Base App to “bring the satellite onchain.”

The station follows a akin New Year’s Eve update from David Duong, Coinbase’s Global Head of Investment Research, who argued that regulatory clarity and organization adoption “are converging to marque crypto portion of the fiscal core.”

Duong besides highlighted the relation of spot crypto ETFs, stablecoins and tokenization successful driving maturation and adoption, suggesting that these factors volition harvester successful 2026 “as ETF support timelines compress, stablecoins instrumentality a larger relation successful delivery-vs-payment (DvP) structures, and tokenized collateral is recognized much broadly crossed accepted transactions.”

These remarks besides travel a mates of months aft Coinbase posted better-than-expected Q3 fiscal results, which reported a 26% quarter-on-quarter summation successful revenue, astatine $1.9 billion.

September besides brought quality that the speech is considering launching a autochthonal token for Base, though it clarified that determination is nary definite timeline for immoderate specified imaginable launch.

Coinbase Beats Q3 Forecasts arsenic Transaction Revenue Jumps to $1 Billion

While Coinbase did person a affirmative 2025, immoderate manufacture commentators suggest that Brian Armstrong’s latest tweet whitethorn person been intentionally hyperbolic, and should beryllium taken possibly much arsenic a semipermanent strategy than arsenic goals for this year.

“Coinbase’s aims are directionally dependable but overstate near-term feasibility; existent adoption hinges connected solving existent problems, not conscionable moving users onchain for its ain sake,” said Anndy Lian, an intergovernmental blockchain advisor and presently the Chief Digital Advisor astatine the Mongolia Productivity Organization.

Speaking to Decrypt, Lian agreed that Coinbase is simply a “critical onramp” for retail and institutions, but that its stated purpose of ‘bringing the satellite onchain’ oversimplifies the drawn-out process of adoption.