Good morning & happy Thursday! Today we're diving into digital asset pioneer Coinbase, which is now replacing the crypto exchange model with a Financial Operating System for AI Agents (Coinbase's System Update with a focus on key products & launches, what does it all tell us & which competitors should worry the most + bonus deep dive into Coinbase's latest financials & how Anthropic wants to be the AI OS for Wall Street inside), and see if Cursor is really SpaceX's Instagram Moment (what's the deal really all about, how it compares to Facebook buying Instagram & what's next + bonus deep dive into SpaceX, and Anthropic, which just Told AI Founders Exactly What to Build in 2026 inside). So let's jump straight into the finnovative stuff '' The news '' While most of the market was debating Bitcoin price targets, digital asset pioneer Coinbase COIN 0.00%' just shipped its most ambitious product wave in the company's history: tokenized 1:1-backed U.S. equities, an SEC-registered AI...
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