BTCC / BTCC Square / Coinbase News /
Coinbase Doubles Down on Bitcoin Strategy with Major Q3 Accumulation

Coinbase Doubles Down on Bitcoin Strategy with Major Q3 Accumulation

Published:
2025-11-06 08:07:25
18
3

Coinbase CEO Brian Armstrong has reinforced the cryptocurrency exchange's long-term commitment to Bitcoin following impressive third-quarter 2025 results. The company demonstrated its bullish stance by adding 2,772 BTC to its corporate treasury during the quarter, bringing its total Bitcoin holdings to 14,548 BTC valued at approximately $1.6 billion. This strategic accumulation solidifies Coinbase's position as the ninth-largest corporate Bitcoin holder globally. The move comes amid a 25% revenue surge in Q3 2025, highlighting the company's confidence in Bitcoin's long-term value proposition. Armstrong's announcement signals that despite market fluctuations, Coinbase remains committed to Bitcoin as a core asset in its corporate strategy. The substantial investment reflects both the company's financial strength and its belief in cryptocurrency's future role in the global financial ecosystem. This accumulation strategy positions Coinbase alongside other major corporations that have integrated Bitcoin into their balance sheets, demonstrating institutional confidence in digital assets. The timing of this announcement, coupled with strong quarterly performance, suggests Coinbase is leveraging its financial success to strengthen its Bitcoin position during what many analysts consider a crucial period for cryptocurrency adoption. This move may influence other publicly traded companies to consider similar Bitcoin accumulation strategies, potentially creating a ripple effect across corporate treasury management practices.

Coinbase CEO Signals Long-Term Bitcoin Commitment After Strong Q3 Earnings

Coinbase CEO Brian Armstrong has reaffirmed the exchange's bullish stance on Bitcoin, announcing plans to further increase its holdings following a 25% revenue surge in Q3 2025. The Nasdaq-listed company added 2,772 BTC last quarter, bringing its total holdings to 14,548 BTC worth approximately $1.6 billion at current prices.

The strategic accumulation positions Coinbase as the ninth-largest corporate Bitcoin holder globally, surpassing notable firms like Tesla and Galaxy Digital. Armstrong's public declaration on social media platform X emphasizes institutional confidence in Bitcoin's long-term value proposition, stating simply: "We keep buying more."

Quarterly financials reveal $1.9 billion in revenue, driven by institutional trading demand and successful expansion into derivatives markets. The exchange's growing BTC treasury coincides with broader cryptocurrency market recovery, suggesting renewed corporate interest in digital asset accumulation strategies.

Coinbase Q3 Earnings: Armstrong's Playful Remark Triggers Prediction Market Payouts

Coinbase CEO Brian Armstrong turned a routine earnings call into an unexpected windfall for prediction market traders. During the Q3 update, Armstrong deliberately namechecked major crypto assets—Bitcoin, Ethereum, blockchain, staking, and Web3—after learning traders were wagering on his word choices. The move instantly settled contracts on platforms like Kalshi and Polymarket.

The exchange reported serious financial gains alongside the levity. Transaction revenue surged 37% year-over-year to $1 billion, signaling robust recovery in crypto trading activity. Armstrong later joked about the incident on social media, earning praise from industry figures like Anthony Pompliano for blending market awareness with humor.

Web3's Centralized Weak Spot: Cloud Outages Expose DeFi's Hidden Dependencies

The October 20 AWS outage revealed crypto's dirty secret: decentralized apps remain chained to centralized infrastructure. When Amazon's US-EAST-1 region stuttered, Coinbase's API choked, Infura and Alchemy posted incident alerts, and wallets froze—all while underlying blockchains hummed along unaffected.

Behind Web3's decentralization theater lies a fragile stack of Web2 relics. Frontends lean on S3 buckets and Cloudflare. RPC gateways like Infura nest inside AWS. The Graph's indexers and Fireblocks' custody solutions add more single points of failure. Like dominos, these layers collapsed simultaneously during DynamoDB's hiccup.

The incident underscores crypto's paradoxical infrastructure—decentralized at the protocol level, yet hopelessly dependent on Big Tech's cloud triopoly. Until developers address these choke points, DeFi's resilience remains more marketing than reality.

Crypto: Key Senate Negotiations Underway Despite the Shutdown

Republican lawmakers are pushing forward with ambitious crypto legislation despite the federal government shutdown. Key senators aim to pass a landmark digital assets law by the end of 2025, with bipartisan negotiations led by John Boozman progressing rapidly. The CLARITY Act, passed in the House earlier this year, serves as the foundation for the Senate's Responsible Financial Innovation Act.

Brian Armstrong of Coinbase revealed that 90% of crypto-related points have already been agreed upon in the Senate. This regulatory momentum persists even as budget deadlock paralyzes other Washington operations. The Senate Agriculture Committee's determination reflects the growing political urgency around establishing clear rules for digital assets.

Hedera (HBAR) Holds Steady Above Key Support Amid Market Volatility

Hedera's HBAR has demonstrated resilience, stabilizing above the $0.16 support level despite broader market fluctuations. The altcoin currently trades NEAR $0.19 on Coinbase, reflecting a 4.94% daily decline as traders digest post-ETF sentiment shifts.

Market analysts highlight the $0.16 zone as a critical support area, with historical data showing consistent buyer interest at this level. The recent price action—including a sharp downside wick followed by quick recovery—suggests strong accumulation behavior. CryptoPulse notes this consolidation between $0.16-$0.20 could FORM a foundation for future upside if selling pressure subsides.

November's market structure will prove decisive. Traders are monitoring whether HBAR maintains this consolidation range or breaks toward the $0.20 resistance level. The asset's ability to defend its support during volatility signals underlying strength, though broader crypto market trends remain a key variable.

Coinbase CEO's Earnings Call Remarks Spark Market Manipulation Debate

Brian Armstrong, CEO of Coinbase, ignited controversy during the company's third-quarter earnings call by referencing prediction markets in his closing remarks. His casual mention of key crypto terms—Bitcoin, Ethereum, blockchain, staking, and Web3—instantly resolved live contracts on Polymarket and Kalshi, affecting roughly $90,000 in wagers.

The incident divided observers. Crypto-native traders dismissed it as a lighthearted jab, while critics saw it as a breach of market integrity. The CEO of a publicly traded financial firm openly influencing niche markets raises questions about the industry's maturity and suitability for institutional capital.

Kalshi, a CFTC-regulated platform, had listed contracts tied to Coinbase's earnings call content. Armstrong's deliberate inclusion of the terms flipped pending bets, demonstrating how easily prediction markets can be swayed by influential figures.

|Square

Get the BTCC app to start your crypto journey

Get started today Scan to join our 100M+ users

All articles reposted on this platform are sourced from public networks and are intended solely for the purpose of disseminating industry information. They do not represent any official stance of BTCC. All intellectual property rights belong to their original authors. If you believe any content infringes upon your rights or is suspected of copyright violation, please contact us at [email protected]. We will address the matter promptly and in accordance with applicable laws.BTCC makes no explicit or implied warranties regarding the accuracy, timeliness, or completeness of the republished information and assumes no direct or indirect liability for any consequences arising from reliance on such content. All materials are provided for industry research reference only and shall not be construed as investment, legal, or business advice. BTCC bears no legal responsibility for any actions taken based on the content provided herein.