Calls
1
Erik Reppel
Head of Engineering at Coinbase Developer Platform
Win Rate
100.0%
return
+9.4%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jun 06
$152.40
+9.4%
Coinbase is well-positioned to benefit from the rise of agentic commerce and internet-native payments because it has a comprehensive stack including USDC, Base network, CDP agentic wallets, Coinbase for business, on-ramps, and the x402 protocol. The ad-funded model breaks for AI agents, and x402 enables micropayments, creating a new revenue stream. Coinbase is analogous to Google which became a trillion-dollar company by embracing open web standards.
Crypto Infrastructure
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Erik Reppel has 1 trade ideas tracked on Buzzberg across 1 tickers since June 2026. Most covered: COIN.
