A compliant platform aims for stablecoin growth and on-chain adoption expansion by 2026

Source: PortaldoBitcoin Original Title: Coinbase eyes growth of stablecoins and onchain adoption in 2026, says Brian Armstrong Original Link: A compliance platform plans to expand its stablecoin supply and increase global onchain adoption in 2026, according to the platform’s CEO and founder.

In the New Year message, the CEO announced the company’s overall goal to become the “world’s leading financial application.” This statement details how the compliance platform aims to approach this goal by 2026, focusing on expanding stablecoins and payments, as well as broadening its global presence in cryptocurrencies, stocks, prediction markets, and commodities.

The CEO also stated that the platform will make “large-scale investments” in automation and product quality, leveraging its Ethereum Layer 2 network and related applications to “bring the world onchain.”

This announcement follows a similar update from David Duong, head of global investment research at the platform, who spoke on New Year’s Eve. He argued that regulatory clarity and institutional adoption are “coming together to make cryptocurrencies a core part of finance.”

Duong also emphasized the role of spot crypto ETFs, stablecoins, and tokenization in driving growth and adoption. He suggested these factors will come together in 2026, “as ETF approvals accelerate, stablecoins play a more important role in the delivery-versus-Payment (DvP) framework, and tokenized collateral gains wider acceptance in traditional trading.”

These statements were made a few months after the platform reported Q3 financial results that exceeded expectations, with quarter-over-quarter revenue growth of 26% to $1.9 billion.

How feasible are these goals?

Although the compliance platform performed well in 2025, some industry commentators believe that the recent statements may be somewhat exaggerated and should be interpreted more as long-term strategies rather than targets for this year.

Anndy Lian, head of digital consulting at the Mongolian Productivity Organization and intergovernmental blockchain advisor, said: “The platform’s goals are directionally reasonable, but they overestimate short-term feasibility; real adoption depends on solving practical problems, not just onboarding users onto the chain.”

Lian agreed that the platform is a “key entry point” for retail and institutional users, but the goal of “bringing the world onchain” oversimplifies the lengthy process of adoption.

He noted that the platform’s strengths lie in infrastructure, such as custody and fiat channels, rather than “building these vertical applications,” and added that the platform’s goals are “only realistic if they allow others to use them — not trying to lead them.”

Nonetheless, Lian’s overall prediction for the crypto industry is that 2026 will emphasize “user-centric practicality.”

“After excessive speculation in previous cycles, 2026 will prioritize accessible non-speculative applications,” he explained, citing examples such as frictionless platforms for international travel rewards using cryptocurrencies, supply chain tracking for ethical procurement, and medical data interoperability via permissioned blockchains.

Lian also suggested that 2026 will see enterprise adoption maturing in finance (such as tokenized assets), healthcare (such as secure patient records), and supply chains (such as provenance verification), but ultimately success will depend on interoperability and regulation.