Share
Share this article
Copy linkX (Twitter)LinkedInFacebookEmail
Markets
Share
Share this article
Copy linkX (Twitter)LinkedInFacebookEmail
Coinbase named a top three 2026 fintech pick
Markets
Share
Share this article
Copy linkX (Twitter)LinkedInFacebookEmail
Coinbase named a top three 2026 fintech pick
Coinbase named a top three 2026 fintech pick at Clear Street
For feedback or concerns regarding this content, please contact us at crypto.news@mexc.com
Coinbase named a top three 2026 fintech pick at Clear Street
The crypto exchange’s tokenization, AI tools, and stablecoin revenue help it stand out in ‘transition year’ for crypto equities, said Clear Street's Owen Lau.
By Helene Braun|Edited by Stephen Alpher
Dec 26, 2025, 3:23 p.m.
Coinbase CEO Brian Armstrong (CoinDesk)
What to know:
- Clear Street analyst Owen Lau named Coinbase (COIN) one of his top three fintech stock picks for 2026, citing its central role in blockchain-based finance.
- Lau maintains a Buy rating on COIN with a $415 price target, pointing to roughly 70% upside driven by stablecoin revenue, regulatory catalysts and new product lines.
- Coinbase’s growing focus on tokenization, payments and AI tools may help it outperform in what Lau calls a “transition year” for crypto equities.
Coinbase (COIN) is one of the top fintech ideas for 2026, according to a new outlook report by Clear Street analyst Owen Lau, who sees the crypto exchange as a central player in the shift toward blockchain-based financial infrastructure.
STORY CONTINUES BELOW
Don't miss another story.Subscribe to the Crypto Daybook Americas Newsletter today. See all newsletters
Sign me up
Lau, who already had a buy rating and a 12-month price target of $415 for COIN — ranked the crypto exchange alongside Nasdaq (NDAQ) and S&P Global (SPGI) as his top three fintech picks going into next year.
Amid a broad post-Christmas crypto selloff on Friday, COIN shares are lower by 2.2% to $234.50.
Lau said that Coinbase is “best positioned to benefit from blockchain adoption and regulatory clarity,” pointing to the company’s growing revenue from subscriptions, stablecoin activity and on-chain financial services. Coinbase’s diversification away from volatile spot trading and deeper involvement in areas like tokenization, payments and derivatives may help it weather crypto cycles better than in the past, he argued.
One key driver, according to Lau, is USDC, the stablecoin that is jointly operated by Circle and Coinbase. Circle shares roughly 50% of its revenue from USDC with Coinbase, yet Coinbase still trades at a discount to Circle based on expected earnings.
Lau also sees multiple other catalysts that could help re-rate Coinbase’s valuation in 2026, including U.S. legislation on crypto market structure and stablecoin frameworks. He also points to the company’s expansion into prediction markets, a potential “superapp,” and AI-based financial tools as new growth levers.
Describing 2026 as a “transition year” for crypto equities — when investors will shift focus from trading volumes to signs of real adoption — Lau believes that Coinbase is well positioned to benefit thanks to its strong balance sheet, international reach and diversified product pipeline.
More For You
State of the Blockchain 2025
Commissioned byInput Output Group
L1 tokens broadly underperformed in 2025 despite a backdrop of regulatory and institutional wins. Explore the key trends defining ten major blockchains below.
What to know:
2025 was defined by a stark divergence: structural progress collided with stagnant price action. Institutional milestones were reached and TVL increased across most major ecosystems, yet the majority of large-cap Layer-1 tokens finished the year with negative or flat returns.
This report analyzes the structural decoupling between network usage and token performance. We examine 10 major blockchain ecosystems, exploring protocol versus application revenues, key ecosystem narratives, mechanics driving institutional adoption, and the trends to watch as we head into 2026.
View Full Report
More For You
Bitcoin’s $70,000 to $80,000 zone highlights gap in historical price support
Five years of CME futures data shows where bitcoin has, and has not, built meaningful price support.
What to know:
- Bitcoin has spent relatively little time between $70,000 and $80,000, just 28 trading days, making that level among the least developed price ranges in terms of historical consolidation and support.
- This lack of time spent is reinforced by Glassnode’s UTXO Realized Price Distribution, which shows limited supply concentrated between $70,000 and $80,000, suggesting that if another pullback occurs, bitcoin may need to consolidate in this zone to establish stronger structural support.
Read full story
Latest Crypto News
Uniswap's token burn, protocol fee proposal backed overwhelmingly by voters
Trust Wallet users lose $7 million to hacked Chrome extension
Bitcoin’s $70,000 to $80,000 zone highlights gap in historical price support
Hong Kong regulators target 2026 legislation for virtual asset dealer and custodian rules
Bitcoin and ether ETFs see outflows ahead of Christmas, led by IBIT and ETHE
XRP ETF net assets cross $1.25 billion milestone, but price-action muted
Top Stories
Trust Wallet users lose $7 million to hacked Chrome extension
Bitcoin’s $70,000 to $80,000 zone highlights gap in historical price support
Uniswap's token burn, protocol fee proposal backed overwhelmingly by voters
Bitcoin briefly trades at $24,000 on Binance’s USD1 pair in flash move
Hong Kong regulators target 2026 legislation for virtual asset dealer and custodian rules
Crypto M&A hits record $8.6 billion in 2025 as Trump’s regulatory stance spurs deals
Market Opportunity
TOP Network Price(TOP)
$0.0000697
$0.0000697$0.0000697
USD
TOP Network (TOP) Live Price Chart
Disclaimer: The articles reposted on this site are sourced from public platforms and are provided for informational purposes only. They do not necessarily reflect the views of MEXC. All rights remain with the original authors. If you believe any content infringes on third-party rights, please contact crypto.news@mexc.com for removal. MEXC makes no guarantees regarding the accuracy, completeness, or timeliness of the content and is not responsible for any actions taken based on the information provided. The content does not constitute financial, legal, or other professional advice, nor should it be considered a recommendation or endorsement by MEXC.
You May Also Like
Etsy witches can apparently turn you into a crypto millionaire for $73
New snake oil? Etsy witches are hawking spells they claim can change the weather on your wedding day, help you with your love life, or fatten your crypto portfolio. Etsy witches have become a massive trend on social media this year — from romance spells to helping manifest fame. Did you know they can also apparently help you become a crypto millionaire? The practice of witchcraft, once punishable by death by fire (or being pushed off a cliff), has become a talking point on TikTok. Online marketplace Etsy, which allows people to sell their handmade beanies and custom dog collars, has become a hub for the spellcasters despite having a ban on “metaphysical services.” Read more
Share
Coinstats2025/10/03 10:08
Ripple CEO Reacts to BBB Rating for Ripple Prime, Lists Three Points It Validates
The post Ripple CEO Reacts to BBB Rating for Ripple Prime, Lists Three Points It Validates appeared on BitcoinEthereumNews.com. Brad Garlinghouse, CEO of Ripple
Share
BitcoinEthereumNews2026/04/03 11:28
REX-Osprey DOJE ETF Launch Drives Dogecoin Surge to $0.28
The post REX-Osprey DOJE ETF Launch Drives Dogecoin Surge to $0.28 appeared on BitcoinEthereumNews.com. DOJE ETF Offers Direct Spot Exposure to Dogecoin In a press release, REX-Osprey announced the launch of the first-ever publicly traded ETF to provide exposure to Dogecoin (DOGE). The latest fund is the REX-OspreyDOGE ETF (CBOE: DOJE), an innovation in the cryptocurrency market. It is a unique exchange-traded fund (ETF) that offers direct spot exposure to Dogecoin, which has gained legendary popularity due to its Shiba Inu mascot and fan base of Shiba Inu followers. The introduction of the DOJE ETF is revolutionary for several reasons. It is the first ETF in the United States that provides investors direct access to the spot price of Dogecoin, a widely known cryptocurrency, which lacks inherent utility. This provides a controlled and smooth method for people to invest into DOGE through a regular brokerage account. Using this new product, REX-Osprey remains on the edge of digital asset integration into the regulated financial frameworks. Greg King, CEO of REX Financial and Osprey Funds, expressed his pride in this achievement: “Investors look to ETFs as trading and access vehicles. The digital asset revolution is already underway, and to be able to offer exposure to some of the most popular digital assets within the protections of the U.S. ’40 Act ETF regime is something REX-Osprey™ is proud of and has worked diligently to achieve.” SSK’s Success Sets the Stage for DOGE ETF Launch The DOJE ETF follows the successful launch of REX-Osprey’s SOL + Staking ETF (SSK) in July 2025. This fund became the first-ever U.S.-listed ETF to offer spot Solana exposure alongside on-chain staking rewards. Since its launch, SSK has been a significant success, accumulating over $275 million in assets under management. REX-Osprey has now expanded its crypto offerings with the addition of both DOGE and XRP ETFs, offering investors more opportunities to diversify their…
Share
BitcoinEthereumNews2025/09/19 00:52
