Coinbase Could Hit $300 Billion as AI Agents Reshape Finance: Artemis

May 8, 2026 - 05:15
Coinbase Could Hit $300 Billion as AI Agents Reshape Finance: Artemis
Artemis CEO Jon Ma released an open-source Coinbase (COIN) financial model on Thursday. The bull case projects a $300 billion market cap for the exchange by 2031. The thesis frames Coinbase as the central winner of AI-native finance. It assumes stablecoin scale, agentic commerce revenue, and a shift toward subscription services through 2031. Stablecoin and...

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