Coinbase Global, Inc. (COIN): A Bull Case Theory

We came across a bullish thesis on Coinbase Global, Inc. on Stock Region Research’s Substack by Stock Region. In this article, we will summarize the Bulls’ thesis on COIN. Coinbase Global, Inc.’s share was trading at $375.07 as of June 26^th. COIN’s trailing and forward P/E ratios were 70.50 and 64.94, respectively, according to Yahoo Finance.

Coinbase has emerged as a pivotal player in the crypto ecosystem, recently making headlines for assisting law enforcement in recovering $225 million in stolen cryptocurrency. This move reinforces its strong emphasis on security and compliance, critical pillars in an industry often scrutinized for regulatory lapses.

Such actions not only enhance Coinbase’s credibility but also position it as a trusted partner in the evolving digital asset landscape. Further elevating its strategic profile, Coinbase has partnered with Mastercard and Chainlink in a transformative alliance aimed at enabling more than 3 billion Mastercard holders to make direct on-chain crypto purchases. This initiative could significantly expand crypto adoption by integrating it seamlessly with traditional payment infrastructure, effectively revolutionizing how digital assets are accessed and used globally.

Coinbase’s role as a conduit between decentralized finance and conventional financial institutions continues to strengthen as it builds institutional trust and product depth. With a growing suite of institutional services and a reputation for regulatory alignment, Coinbase is increasingly seen as a foundational piece in the future architecture of global finance.

As the lines between crypto and traditional finance blur, Coinbase’s ability to scale its platform while maintaining compliance could unlock substantial long-term value. The company’s proactive stance in security, regulatory engagement, and ecosystem partnerships suggests that $COIN isn’t just riding the crypto wave—it’s helping to shape the next financial era. For investors, Coinbase offers both a growth story and a long-term structural play on the mainstreaming of crypto finance.

Previously, we covered a bullish thesis on S&P Global Inc. by Quality Equities in May 2025, which highlighted the company’s dominant role in financial infrastructure, strong recurring revenues, and strategic clarity post the mobility spin-off. The company’s stock price has depreciated by approximately 0.6% since our coverage. This is because the thesis hasn’t yet played out. Stock Region shares a contrarian view but emphasizes Coinbase’s role in crypto-native financial infrastructure.

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Disclosure: None. This article was originally published at Insider Monkey.