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Coinbase (COIN) CEO Brian Armstrong on Thursday night laid out three priorities that will shape the company’s direction in 2026, doubling down on the narrative of making Coinbase an “everything exchange.”
In a post on X, Armstrong said the company’s main focus is expanding access to crypto, equities, prediction markets, and commodities across spot, futures, and options trading. The company announced a partnership with Kalshi and the rollout of event-based contracts on its platform less than a month ago, around the same time as peer Gemini (GEMI).
COIN’s stock edged 0.25% lower in after-hours trade amid weakness in the broader market. On Stocktwits, retail sentiment around the crypto exchange remained in ‘bearish’ territory over the past day.
Armstrong stated that the company’s second priority centers on scaling stablecoins and payments, an area he has previously also pressed as critical to Coinbase’s long-term growth. Stablecoins are increasingly being used for cross-border transfers, on-chain settlement, and payments tied to decentralized applications, especially after the passage of the GENIUS Act in mid-2025.

Coinbase is closely linked to Circle’s (CRCL) USDC ecosystem. Retail sentiment around the stablecoin on Stocktwits improved to ‘neutral’ from ‘bearish’ territory over the past day. Meanwhile, Circle’s stock edged 0.6% lower in after-hours trade, with retail sentiment in ‘extremely bearish’ territory over the past day.
The third pillar of Coinbase’s 2026 roadmap focuses on onboarding more users and developers to on-chain products through Coinbase’s developer tools, the Base blockchain, and the Base app.
Armstrong said the company is investing heavily in product quality and automation across these initiatives, with the goal of lowering friction for developers and end users. He framed the effort as part of a broader push to make Coinbase the “number one financial app in the world.”
Read also: Crypto Adoption Grows, So Do The Scams – And Bitcoin ATMs Are Ground Zero, Says FBI
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