Coinbase CEO：传统金融对加密仍存认知分化，公司被华尔街低估

链捕手

Feb 18

ChainCatcher 消息，Coinbase 首席执行官 Brian Armstrong 在 X 平台发文回应“为什么华尔街总是误解或低估 Coinbase”，他表示当前传统金融机构对加密行业呈现明显分化趋势，一部分领先金融机构正积极拥抱加密资产，目前已有五家全球系统重要性银行（GSIB）开始与 Coinbase 展开合作，同时约一半大型金融机构正加速布局加密业务并招聘相关人才。

随着监管清晰度逐步提升，传统金融对加密行业的接受度正持续提升。但与此同时，仍有部分机构保持观望甚至抵触态度，这部分机构的职业路径长期建立在传统金融体系之上，因此天然对加密带来的结构性冲击持怀疑态度，类似于出租车行业面对 Uber、酒店行业面对 Airbnb、以及航天行业面对 SpaceX，加密货币正在直接颠覆华尔街，所以华尔街有些人误解加密货币/Coinbase 也就不足为奇。

此外，Brian Armstrong 还披露了 Coinbase 的业绩数据，包括 2025 年总交易量同比增长 156% 且市场份额实现翻倍、平台托管资产规模三年增长 3 倍、当前已有 12 款产品年化收入超过 1 亿美元等，投资者应关注公司长期执行能力与业务兑现记录，而非单纯依赖分析师模型预测，同时由于 GAAP 净利润包含公司持有加密资产的未实现损益，因此调整后净利润更能反映真实经营状况。

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