Coinbase's valuation could see a significant boost as it becomes a key player in AI agent payments and stablecoin growth. Currently viewed as a brokerage tied to Bitcoin's price, Coinbase is emerging as a foundational infrastructure for AI-native finance. With 92.8% of AI agent payments occurring on its Base platform and 99.8% settled in USDC, Coinbase is positioned to capitalize on the projected $5 trillion AI agent commerce market by 2030. The company's strategic partnership with Circle for USDC distribution and its development of the x402 payment protocol have strengthened its position. As stablecoin supply is expected to reach $3 trillion by 2030, Coinbase's role as a major distributor of USDC and its infrastructure for AI agent payments could drive its valuation to $300 billion by 2031. The CLARITY Act further supports this by establishing a regulatory framework that enhances Coinbase's stablecoin business model.