For VCs & Investors
Follow the mentions around your portfolio
Compare the companies and sectors on your watchlist. See which topics appear in their mentions and keep the original sources beside your investment thesis.
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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
Run a media scan on a company
Search a company in the Perception app to see 30 days of coverage by day and outlet. Open any day to read the headlines and posts behind it.
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PerceptionHow the Coinbase story spread Aug 28–Sep 26
1,585mentions in this period
Portfolio mentions
Follow the mentions around your portfolio
Review changes in how portfolio companies and protocols are discussed. Trace policy, product, and management developments to the sources behind them.
See portfolio monitoringUsed Perception integration, used a tool
- Searching available tools: Perception search mentionsResult
- Perception search mentionsResult
- Done
From client demand to portfolio research
2018 · demand
Larry Fink says he has heard no client demand for cryptocurrency exposure.
January 2024 · access
BlackRock launches IBIT on Nasdaq, bringing Bitcoin exposure into brokerage accounts.
December 2024 · portfolio research
BlackRock publishes a framework for assessing Bitcoin’s contribution to portfolio risk.
3 sources
[1] Bloomberg · original Larry Fink interview16 Jul 2018[2] BlackRock · IBIT launch release on Nasdaq11 Jan 2024[3] BlackRock Investment Institute · portfolio researchDec 2024Selected public statements and company publications, 2018–2024. The 2018 interview concerns cryptocurrency generally. This timeline describes public positioning.
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.
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.
Due Diligence
Cited company research for your investment memo
Compare product strategies and intended customers across a defined peer set. Check the announcements and bring the relevant evidence into your IC memo.
See the research hubBring more context to your next investment memo
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