JPMorgan analysts upgraded Coinbase with a December 2026 price target of $404, citing a potential Base network token valued between $12 billion and $34 billion. The bank highlighted Base's growth to over $5 billion in total value locked and shifts in USDC reward distribution as key monetization opportunities.

Stripe could access a market exceeding $350 billion by 2030 through expansion in AI-driven transactions and blockchain payment systems, according to JPMorgan analysts. The fintech company, valued at $107 billion, processed over $1.4 trillion in annual payment volume across 195 countries and turned profitable in 2024.