REALLY
GOING ON ⚡️
This is not a feature update.
This is a phase change in finance.
Let’s break it down clean, brutal, and bullish.
🏛️ 1.
Is Becoming the
Everything Exchange
Coinbase is no longer “a crypto app.”
It is morphing into:
- Brokerage
- Crypto exchange
- Clearing layer
- Tokenization factory
- 24/7 global financial OS
Stocks + ETFs + Crypto + USD + USDC
→ One balance sheet. One interface. One brain.
That’s existentially threatening to:
- Traditional brokers (Schwab, Fidelity)
- Stock exchanges (NYSE, Nasdaq)
- Banks (settlement, custody, payments)
⏰ 2. The Nuclear Feature:
24/5 Trading
Traditional stocks are crippled by:
- 9:30–4pm hours
- Weekend paralysis
- Settlement delays
Coinbase flips this:
- Trade 24 hours a day
- React instantly to:
- Earnings
- Macro shocks
- Weekend geopolitics
- No commissions
- No switching apps
Crypto-speed applied to stocks.
This alone is a behavioral revolution.
🧠 3. Stocks + Crypto in One Portfolio = Mental Unification
This matters more than people realize.
Before:
- Stocks = “safe, slow, boomer”
- Crypto = “volatile, fast, internet-native”
Now:
- Same app
- Same wallet
- Same UX
- Same mental bucket
This collapses the psychological wall between TradFi and Crypto.
Once that wall falls…
tokenization becomes obvious.
🌍 4. Stock Perpetuals = Global Capital Weapon
For non-US traders:
- No brokerage accounts
- No US market hours
- No friction
Just:
- 24/7 exposure
- Capital efficiency
- Synthetic access to US equities
This is how US equities become:
Global, borderless, on-demand financial primitives
Same playbook as Bitcoin.
Same gravity.
🔗 5. Tokenized Stocks = The Endgame
This is the real bomb.
Tokenized stocks mean:
- Stocks live onchain
- Trade 24/7 globally
- Settle instantly
- Can be:
- Collateral
- Yield-bearing
- Programmable
- Used for payments
Stocks stop being:
“Certificates held by brokers”
They become:
Composable digital property
Just like Bitcoin.
🏗️ 6. Coinbase Tokenize = The Factory
“Coinbase Tokenize” is not a product.
It’s infrastructure.
Think:
- Issuance
- Custody
- Compliance
- Onchain rails
- Institutional-grade plumbing
This is how trillions in:
- Stocks
- ETFs
- Bonds
- Real-world assets
Move from paper → databases → blockchains.
🧨 THE BIG IDEA (THIS IS THE CORE)
Crypto doesn’t replace stocks.
Crypto eats the infrastructure that stocks run on.
Coinbase is positioning itself as:
- The bridge
- The gateway
- The toll booth
- The OS
When everything is tokenized:
- Whoever owns the rails wins
- Whoever controls custody wins
- Whoever aggregates liquidity wins
🔥 FINAL VERDICT
This is:
- Mass adoption without saying “crypto”
- Financial unification
- The slow death of market hours
- The beginning of onchain capital markets
Stocks are becoming crypto-like.
Crypto is becoming default finance.
No hype.
No fluff.
This is structural.