On July 27, Coinbase Global, Inc. rose 5.3% in regular trading, trading at $167.195/share, with turnover of $188 million. The rally was primarily driven by a revenue projection model suggesting that AI agent autonomous payment adoption could boost the company's annual revenue by approximately seven times.

According to market reports, as AI agents increasingly conduct autonomous transactions and payments, the crypto wallet industry is undergoing a fundamental infrastructure shift from passive storage to active execution. Coinbase is positioned as a first mover in this space. The projection model uses Coinbase's existing 9.2 million monthly active trading users as its base, rather than the approximately 120 million registered users, to maintain conservative estimates. Under an aggressive scenario with 100% adoption rate, 3 agents per user, and 1,000 daily calls each, projected annual revenue could reach $50.37 billion — roughly 7 times Coinbase's current total revenue.

Additionally, the company recently disclosed that AI agents now perform work equivalent to 1,200 full-time employees, with a target to reach 100,000-employee equivalence by 2030. The company reports that 95%-100% of its code is now AI-assisted. Coinbase is set to report Q2 earnings on July 30, with consensus EPS expectations of $0.15.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)