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Benchmark: Coinbase is transitioning from a crypto brokerage to a “full-stack exchange”; target price remains at $270
Svmuu News: Benchmark announced that it is maintaining its “Buy” rating and $270 price target for Coinbase, implying an upside potential of approximately 59.5% compared to its Tuesday closing price of $169.27.The firm noted that Coinbase’s latest “System Update” indicates the company is accelerating its transformation from a crypto trading platform into an “everything exchange” that bridges traditional finance and the on-chain economy. Analyst Mark Palmer, author of the report, stated that this product update—which covers tokenized U.S. stocks, stock and crypto options, pre-IPO perpetual contracts, prediction markets, AI-driven investment tools, Agent payment infrastructure, and retail financial products—signals the company’s continued expansion of its business scope. Key developments highlighted by Benchmark also include: approval by the U.S. CFTC to operate as a regulated futures commission merchant (FCM); global derivatives capabilities acquired through the purchase of Deribit; and the incorporation of crypto perpetuals and options into its compliance framework, thereby enabling cross-market liquidity integration. Furthermore, the company’s initiatives in the Base ecosystem, prediction markets, and AI-powered agent payments are seen as key indicators of its evolution from “spot crypto trading” to a comprehensive on-chain financial infrastructure. (The Block)
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