Coinbase

includes Coinbase NFT, Coinbase App, Coinbase Japan

26 statements across 10 episodes · 11 bullish · 3 bearish · 6 people on the record · first statement Nov 16, 2024 by John Coogan · said 153 times in 47 episodes since 2024 · across every show →

Mentions by year, the whole family

brought up most by John Coogan (51), Brian Armstrong (27), Jordi Hays (23), Shaun Maguire (5), Nic Carter (3), Bridget Harris (2), Zachary Perret (1), Martin Shkreli (1)

tap a year for its mentions
00501010020202420252026episodesmentions
01020202420252026episodes it came up in
002.510520202420252026episodesmentions per episode
2026 26 mentions in 11 episodes 2 per episode
2025 83 mentions in 19 episodes 4 per episode
2024 44 mentions in 17 episodes 3 per episode

every mention, scene by scene, with the transcript →

Everything said about Coinbase, oldest first

Nov 16, 2024
Assertion Contradicted
Coogan: Coinbase offered a 1 BTC referral bonus during YC Summer 2012
“In our YC batch, the referral bonus for going on Coinbase at the time was one Bitcoin.”
John Coogan Nov 16, 2024 ▶ 1:32:23 What is the TRUMP BUBBLE? (ep11)
Nov 23, 2024 positive
Opinion
Stablecoins Are Ideal for Executing Trustless After-Hours Peer-to-Peer Transactions
“If you're trying to, you know, make any type of major transaction peer to peer after hours and want to do so in a trustless way, stable coins are a fantastic way to do that.”
Jordi Hays Nov 23, 2024 ▶ 2:17:58 FACT CHECKERS vs. tech article (ep14)
Nov 23, 2024 positive
Opinion
The Winklevoss Twins Deserve More Credit for Reinventing Themselves in Crypto
“They do not get enough credit for reinventing themselves. And running it back. Like a massive way. And it's honestly, if companies like Coinbase were not so dominant. From a narrative standpoint, they would get even more credit.”
Jordi Hays Nov 23, 2024 ▶ 7:05 FACT CHECKERS vs. tech article (ep14)
Nov 23, 2024 negative
Insight
Liquid Retail Assets Create Counterproductive Distractions for Early-Career Professionals
“One big problem with liquid assets is they command a lot of attention, right? When you have your Robin Hood or your Coinbase or your whatever kind of going up and down on a day to day basis, there's this idea that you should sort of fixate on it and like try t…”
Jordi Hays Nov 23, 2024 ▶ 1:45:32 FACT CHECKERS vs. tech article (ep14)
Nov 23, 2024 bullish
Prediction Not checkable as stated
Everyday Consumers' First Non-Speculative Crypto Use Will Be Large Purchases
“I can actually see that happening where somebody's first time like really using crypto other than to speculate is like making a big purchase like a car.”
Jordi Hays Nov 23, 2024 ▶ 2:18:26 FACT CHECKERS vs. tech article (ep14)
Nov 30, 2024 bullish
Prediction Not checkable as stated
Hays: Stablecoin merchant adoption will rise via Bridge and Stripe
“Strong like infrastructure Platforms like Bridge, and especially the amount of investment that I imagine Stripe will put behind Bridge going forward, like merchant adoption will go up. Coinbase, you know, recently, you know, last week ran that ad, you know, sh…”
Jordi Hays Nov 30, 2024 ▶ 1:23:57 Taylor Lorenz Trades Teams (ep16)
Mar 6, 2025 positive
Prediction Not checkable as stated
Harris: SEC under new administration will stop targeting Coinbase and Uniswap
“I don't think they'll be issuing Wells notices at random to, like, Coinbase and Uniswap, because that's just dumb, but, like, they will be actually going after, like, legit scams.”
Bridget Harris Mar 6, 2025 ▶ 15:10 Bridget Harris breaks down the Prime Intellect deal and the broader sentiment in crypto today.
May 31, 2025 neutral
Disclosure
Armstrong: I Voted Against Coinbase Launching USDC
“USDC, I will tell you, I actually voted no on USDC to like, which was a terrible, now it's like almost a billion dollars of revenue or something for us.”
Brian Armstrong May 31, 2025 ▶ 1:17:50 Weekend Special: Elon Recap, Balaji, Chris Dixon, Brian Armstrong, Crypto Day + Thiel Fellows
May 31, 2025 neutral
Assertion Supported
Armstrong: Coinbase Issued a $20 Million Bounty to Catch Extortionists
“We put out a twenty million dollar bounty for any information leading to their arrest. And conviction.”
Brian Armstrong May 31, 2025 ▶ 1:26:29 Weekend Special: Elon Recap, Balaji, Chris Dixon, Brian Armstrong, Crypto Day + Thiel Fellows
May 31, 2025
Assertion Not checkable as stated
Armstrong: Coinbase Super Bowl ad drove 20-30M visits in 20 seconds
“So our site actually crashed because we got about, like, 20, it was like 20 or thirty million visits in, in 20 seconds, like, and we knew there was gonna be a big surge, and so we had, like, I think the first page loaded and it was heavily cached, but then lik…”
Brian Armstrong May 31, 2025 ▶ 1:33:26 Weekend Special: Elon Recap, Balaji, Chris Dixon, Brian Armstrong, Crypto Day + Thiel Fellows
May 31, 2025 positive
Assertion Not checkable as stated
Armstrong: Coinbase onboarded 100% of engineers to AI coding tools
“We onboarded all of our engineers to co-pilot and cursor and everything like that. So we got a hundred percent of them onboarded.”
Brian Armstrong May 31, 2025 ▶ 1:21:01 Weekend Special: Elon Recap, Balaji, Chris Dixon, Brian Armstrong, Crypto Day + Thiel Fellows
May 31, 2025 neutral
Assertion Partly supported
Armstrong: Early Coinbase referral program paid $10 in Bitcoin per user
“If you invited your friend and they onboarded They got 10 dollars of bitcoin, and you got 10 dollars of bitcoin. And at the time, that was like about one bitcoin.”
Brian Armstrong May 31, 2025 ▶ 1:06:49 Weekend Special: Elon Recap, Balaji, Chris Dixon, Brian Armstrong, Crypto Day + Thiel Fellows
May 31, 2025 positive
Assertion Not checkable as stated
Armstrong: AI Now Handles Roughly 60% of Coinbase Support Inquiries
“Our customer support, I think like maybe 60% of inquiries are being answered by AI now, which is really good.”
Brian Armstrong May 31, 2025 ▶ 1:21:10 Weekend Special: Elon Recap, Balaji, Chris Dixon, Brian Armstrong, Crypto Day + Thiel Fellows
May 31, 2025 neutral
Prediction Not checkable as stated
Balaji: Markets Will Split Between US-Regulated and Global Products
“And the space is partitioned in an interesting way, and I think many other things will partition this way into like a US and a global, right? Like the USDC coin or the USDC asset is like US regulated, and then USDT is like intentionally non-US regulated, right…”
Balaji Srinivasan May 31, 2025 ▶ 27:59 Weekend Special: Elon Recap, Balaji, Chris Dixon, Brian Armstrong, Crypto Day + Thiel Fellows
Jun 4, 2025 positive
Disclosure
Coinbase greenlights internal projects with a single sponsor's approval
“So we actually set up this thing called we call it, like, Next Bets, and twice a year, anybody in the company can come pitch it's, like, a group of people, we call it, like, internal venture capital, and they're basically the people who run different product g…”
Brian Armstrong Jun 4, 2025 ▶ 9:06 Coinbase CEO Explains the Future of Crypto
Jun 4, 2025 bullish
Prediction Open · timeframe Jun 2030
Armstrong: Most traditional securities will be tokenized on-chain within five years
“So I actually think, like, most traditional securities are going to get tokenized on chain in the next five years.”
Brian Armstrong Jun 4, 2025 ▶ 11:27 Coinbase CEO Explains the Future of Crypto
Jun 4, 2025
Assertion Supported
Armstrong: Attackers demanded $20 million extortion payment from Coinbase
“They sent us this demand once, once we were, you know, they realized they'd been found out, and customers were kind of getting educated about this they sent us this demand for twenty million dollars, or we're gonna release all this information.”
Brian Armstrong Jun 4, 2025 ▶ 14:22 Coinbase CEO Explains the Future of Crypto
Jun 4, 2025
Disclosure
Armstrong: Coinbase is working with SEC task force on tokenizing securities
“We, we've been working a little bit with, like, the SEC task force on this and trying to find the right path to do it.”
Brian Armstrong Jun 4, 2025 ▶ 11:33 Coinbase CEO Explains the Future of Crypto
Jun 4, 2025 positive
Assertion Not checkable as stated
Armstrong voted against USDC, which now makes Coinbase ~$1B in revenue
“USDC, I will tell you, I actually voted no on USDC to like, which was a terrible, now it's like almost a billion dollars of revenue or something for us.”
Brian Armstrong Jun 4, 2025 ▶ 9:33 Coinbase CEO Explains the Future of Crypto
Jun 4, 2025
Assertion Not checkable as stated
Coinbase's $20 million extortion bounty generated 5,000 tips and 70 leads
“So we had like maybe 5000 like tips or inquiries like come into the email that we put out there. Most of it was junk, and we kind of wheeled it down. There's about like 70 or so credible leads, I would say.”
Brian Armstrong Jun 4, 2025 ▶ 15:23 Coinbase CEO Explains the Future of Crypto
Jun 4, 2025 negative
Disclosure
Armstrong admits Coinbase NFT and Japan expansion both flopped
“We launched Coinbase NFT, and it was pretty much a flop. Like, we launched Coinbase in Japan. We invested all this money and time, like, Didn't work for a bunch of reasons. I can tell you if you want and we shut that down”
Brian Armstrong Jun 4, 2025 ▶ 18:28 Coinbase CEO Explains the Future of Crypto
Jun 4, 2025 positive
Disclosure
Armstrong: Coinbase developing AI agent checkout solutions with USDC on Base
“We're working on a couple of checkout type solutions with other players that we'll announce soon where the AI agent can actually get through the checkout flow in many of these e-commerce sites and pay with USDC on base.”
Brian Armstrong Jun 4, 2025 ▶ 12:22 Coinbase CEO Explains the Future of Crypto
Oct 22, 2025 neutral
Assertion Supported
Hays: Coinbase is acquiring Cobie's Echo for $375 million
“Coinbase and Kobe announced that Coinbase is acquiring Echo. Yes. Echo is an angel list like platform for crypto. So they help groups of people invest in different projects. Yep. They paid three hundred and seventy five million. And so you can think of this as…”
Jordi Hays Oct 22, 2025 ▶ 9:17 OpenAI Drops A Web Browser? Our Reactions | Diet TBPN
Oct 30, 2025 neutral
Disclosure
Sequoia passed on Coinbase because buying Bitcoin directly seemed better
“It's actually a big part of why Sequoia passed on Coinbase in the time.”
Shaun Maguire Oct 30, 2025 ▶ 12:47 Sequoia Capital Partner Shaun Maguire Live on TBPN
Jan 24, 2026 neutral
Assertion Supported
Coinbase Establishes Advisory Board on Quantum Computing and Blockchain
“So Coinbase established an independent advisory board on quantum computing and blockchain.”
John Coogan Jan 24, 2026 ▶ 22:05 China’s acquisition spree, TikTok reaches U.S survival deal, Tech Giants hit by spying | Diet TBPN
Feb 3, 2026 negative
Assertion Supported
Hays: Jeffrey Epstein Invested in Coinbase at a $400M Valuation
“Looking back and seeing, seeing even, even after the original conviction, how many companies he was able to get in, he got into Coinbase at 400.”
Jordi Hays Feb 3, 2026 ▶ 19:42 Moltbook goes viral, $100B OpenAI-Nvidia deal stalled, SpaceX merges with xAI | Diet TBPN
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