Coinbase is set to evolve from a traditional crypto exchange into an AI-native financial infrastructure. The company plans to leverage USDC liquidity, Base settlement, and AI agent payment coordination through x402/MPP, alongside the development of a developer ecosystem with CDP/AgentKit and Agentic.Market. This strategy aims to create a four-layer network encompassing stablecoins, payments, wallets, and discovery. By 2031, Coinbase projects a market valuation of $300 billion, driven by stablecoin economics and long-term revenue from AI agent payments.