Crypto exchange Coinbase (COIN) joins Nasdaq (NDAQ) and S&P Global (SPGI) as 2026 fintech picks

Clear Street analyst Owen Lau predicts Coinbase (COIN) will be a leading fintech company in 2026, ranking it alongside Nasdaq (NDAQ) and S&P Global (SPGI) as a top pick. Lau believes Coinbase is well-positioned to benefit from blockchain adoption and regulatory clarity, particularly due to its diversification into areas like tokenization, payments, and derivatives, as well as its revenue from subscriptions and stablecoin activity (USDC). He anticipates that 2026 will be a 'transition year' for crypto equities, with investors focusing on real adoption rather than trading volumes, and Coinbase’s strong balance sheet and international reach will allow it to thrive. Potential catalysts for growth include U.S. crypto legislation, expansion into prediction markets, and AI-based financial tools.

(Source：CoinDesk)