Coinbase Fumbles AI Agent Stack as Cloudflare and Robinhood Eat Alive
SuhailKakar · x · 2026-08-05
The author argues that Coinbase has severely fumbled its position in the AI agent market despite owning the entire tech stack: crypto users, the wallet, Base, USDC, and x402.
As a result, Cloudflare is currently eating them alive in AI agent infrastructure, while Robinhood is aggressively capturing their finance business.
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