On Twitter, Coinbase crossed out the name “Coinbase Wallet” and replaced it with TBA (To Be Announced).

This is likely what we talked about during one of our wallet-related streams. I think they’re aiming for a FinTech Social Super App concept. My bets on what it might include:

✔️ A wallet where you can store literally everything — stocks, crypto, stablecoins, NFTs.
✔️ The ability to perform all sorts of operations with those assets: swaps, lending, DeFi, etc.
✔️ Payment capabilities via linked card or crypto QR codes.
✔️ A mini app ecosystem, like in Telegram, where any developer can build their own app.
✔️ A friend/contact list for instant transfers of anything.
✔️ A social element — maybe a messenger, maybe an integrated Farcaster.

If this is the direction, I think the stock could soar to a new ATH (previous was $430). And it would mean Coinbase is stepping into the ring with X and Sam Altman’s WorldApp.