Emilie Choi on payments
From Coinbase Global Inc ($COIN) Q3 2025 Earnings Call · · Castify Earnings Call
“We're also integrating payments into our retail app for Coinbase and into the new Base app. So I think that'll be powerful and then we can be one of the only companies that can start to connect these businesses and consumers together, right? In the two-sided market and Shopify is an example of that where we're powering USDC checkout for their merchants.”
On , Emilie Choi, President & Chief Operating Officer at Coinbase Global, spoke about payments during Coinbase Global Inc ($COIN) Q3 2025 Earnings Call on Castify Earnings Call.
About Emilie Choi
On Coinbase’s third-quarter 2025 earnings call, President and Chief Operating Officer Emilie Choi participated in discussions about the company’s performance and strategy. Choi noted that Coinbase has faced competition across different products and customer segments since its founding, and that the company’s goal is to deliver “the most trusted and easiest to use products” while continuing to grow market share and trading volumes. She also referenced the company’s development of a dedicated relationship manager function for large traders, describing it as an example of the company “maturing” and “courting the best customers.” During the call, Choi and other executives outlined Coinbase’s push toward an “Everything Exchange” that aims to bring every asset class on chain, including prediction markets and tokenized stocks, and reiterated the view that the majority of global payments will shift to stablecoins over time. The company also announced a protocol called X42 that attaches stablecoin payments to web requests, enabling AI agents to make payments directly through the internet. The call concluded with Choi acknowledging that she had been tracking a prediction market about what Coinbase would say on the earnings call, and she inserted the words “Bitcoin, Ethereum, blockchain, staking, and web 3” before the end of the session.