{"version":"market-claims.v1","claim":{"id":"mcl_898a2550c15d6fc689","url":"/trace/claims/mcl_898a2550c15d6fc689","status":"PUBLISHED","claimType":"DIRECTIONAL_THESIS","direction":"LONG","claimText":"Armstrong names the three trends he is building Coinbase around (all assets on-chain, prediction markets, stablecoin payments), and Coinbase is the one listed pure-play that monetizes every one of those rails. The non-obvious link is that these are not generic crypto trends but Coinbase's own 2026 roadmap, so betting the trends is mechanically a long COIN bet.","confidence":0.72,"expert":{"slug":"allin","displayName":"All-In Podcast","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/acfd1290-a","url":"/trace/experts/allin","claimed":false},"primaryEntity":{"kind":"ASSET","assetClass":"EQUITY","symbol":"COIN","name":"COIN","exchange":null,"confidence":0.78},"evidence":{"evidenceUrl":"https://youtube.com/watch?v=-yrLEKjMyrM&t=943s","sourceUrl":"https://youtube.com/watch?v=-yrLEKjMyrM","timecode":"15:43","startMs":943000,"endMs":null,"excerpt":"I think that yeah, the biggest trends are all assets are coming on chain for trading. Um prediction markets are growing like crazy and stable coin payments are growing like crazy. Those are the probably the three biggest trends in crypto right now."},"performance":{"entryPrice":218.1,"currentPrice":null,"returnPct":null,"relativePct":null,"method":"PASTE_AUTHOR_PRICE"},"resolutionStatus":"OPEN","ambiguityNotes":null,"horizon":"multi-year","isExplicitTrade":false,"notFinancialAdvice":true,"disclaimer":"AISO tracks public statements, not verified portfolio positions. This is not financial advice."},"expert":{"slug":"allin","displayName":"All-In Podcast","kind":"PERSON","status":"UNCLAIMED","avatarUrl":"/api/avatars/acfd1290-a","url":"/trace/experts/allin","claimed":false},"source":{"platform":"YOUTUBE","title":"Coinbase CEO Top 3 Crypto Trends for 2026 + More from Davos","sourceUrl":"https://youtube.com/watch?v=-yrLEKjMyrM","publishedAt":"2026-01-23T18:59:38.000Z"},"evidence":{"evidenceUrl":"https://youtube.com/watch?v=-yrLEKjMyrM&t=943s","sourceUrl":"https://youtube.com/watch?v=-yrLEKjMyrM","timecode":"15:43","startMs":943000,"endMs":null,"excerpt":"I think that yeah, the biggest trends are all assets are coming on chain for trading. Um prediction markets are growing like crazy and stable coin payments are growing like crazy. Those are the probably the three biggest trends in crypto right now.","quote":"I think that yeah, the biggest trends are all assets are coming on chain for trading. Um prediction markets are growing like crazy and stable coin payments are growing like crazy. Those are the probably the three biggest trends in crypto right now.","speaker":"Brian Armstrong"},"entities":[{"kind":"ASSET","assetClass":"EQUITY","symbol":"COIN","name":"COIN","exchange":null,"confidence":0.78}],"marketData":{"entry":{"price":218.1,"currency":"USD","observedAt":"2026-01-23T18:59:38.000Z","method":"PASTE_AUTHOR_PRICE"},"current":null,"returnPct":null},"snapshots":[{"kind":"ENTRY","symbol":"COIN","assetClass":"EQUITY","price":218.1,"probability":null,"currency":"USD","provider":"paste.trade","providerSymbol":"xyz:COIN","observedAt":"2026-01-23T18:59:38.000Z","method":"PASTE_AUTHOR_PRICE","returnPct":null,"relativePct":null}]}