For Fund Analysts
Research companies with source-backed context
Ask about a company, compare its mentions with peers, and bring dated findings into your investment memo.
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Used Perception integration, used a tool
- Searching available tools: Perception get earnings intelligenceResult
Perception get earnings intelligenceResult- Done
Coinbase · Q2 2026
- Q1 2026
- 44%
- Q2 2026
- 48%
Revenue mix
Coinbase reported that 88% of net revenue came from activities beyond BTC spot trading.
Stablecoin balances
Average USDC held in Coinbase products reached $20 billion.
3 sources
[1] Coinbase · Q2 earnings release30 Jul 2026[2] Coinbase · earnings presentation, slide 2630 Jul 2026[3] Coinbase Q2 call · transcript30 Jul 2026Company-reported figures. Revenue beyond BTC spot includes trading in other assets. Revenue share can rise while absolute revenue falls; read the full results for context.
Open related prompt
Claude is AI and can make mistakes. Please double-check responses.
Illustrative chat. Saved research · 23 Sep 2026
Ask your own question with Perception connected to your AI.
The Perception app
See which stories are drawing coverage
Narratives groups related coverage into stories with mention counts, sentiment, and evidence. Open one to check its sources before it goes into a memo.
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PerceptionNarratives moving now
Company Analysis
How is the market perceiving this company?
Review company mentions by outlet and date. Compare the tone and recurring themes across consistent time windows, then open the articles behind each finding.
What is the media saying about Strategy? How has sentiment shifted over the past 90 days, and which outlets are driving the mentions?
Used Perception integration, used a tool
- Searching available tools: Perception search mentionsResult
- Perception search mentionsResult
- Done
One launch, three useful sources
Morpho explains the product: USDC borrowed against BTC, with the rate and repayment date fixed from the outset.
The Block reports that Coinbase added fixed-rate loans through Morpho Midnight.
Yahoo Finance carries the launch in its crypto markets coverage.
3 sources
[1] Morpho · launch announcement22 Sep 2026[2] The Block · product reporting22 Sep 2026[3] Yahoo Finance · markets coverage22 Sep 2026Selected mentions retrieved through Perception on 27 Sep 2026.
Claude is AI and can make mistakes. Please double-check responses.
Illustrative chat. Saved research · 27 Sep 2026
Ask your own question with Perception connected to your AI.
Used Perception integration, used a tool
- Searching available tools: Perception compare entitiesResult
- Perception compare entitiesResult
- Perception search mentionsResult
- Done
Two routes into agent payments
Circle · developer tools
Agent Stack combines wallets, paid-service discovery, and a CLI for agents transacting in USDC.
Fireblocks · payment providers
Its suite gives fintechs and payment providers merchant payment acceptance and wallets with delegated spending permissions for agents.
2 sources
[1] Circle · Agent Stack announcement11 May 2026[2] Fireblocks · Agentic Payments Suite20 May 2026Comparison of company announcements. The distinction describes product positioning; adoption and performance require further evidence.
Open related promptClaude is AI and can make mistakes. Please double-check responses.
Illustrative chat. Saved research · 23 Sep 2026
Ask your own question with Perception connected to your AI.
Competitive Analysis
Compare company strategies
Compare what companies are building, who their products serve, and the evidence behind their stated priorities.
How do Circle and Fireblocks approach agent payments? Compare their products, intended customers, and original announcements.
Bring the mentions record into your diligence: company developments, historical context, competing interpretations, and the original sources.
Ask your first company question
Connect Perception to your AI and start with a company you follow.
Free MCP includes 5 free weighted credits per day. Dashboard access requires a paid plan.