I am really curious as to what their spend looks like. Is it going to be the SV usual "exactly every extra dollar is spent on marketing" type of a deal? They probably don't need to do that.
Balance sheet may be interesting too. Are they "invested" in any of the cryptos? Also, is the USDC on their balance sheet, and even if not (I'm guessing not) does USDC carry (in any shape or form) Coinbase's credit risk? Finally it would be interesting to see if there are any ongoing regulatory/litigation threats that we haven't heard about yet.
And yes, rev growth, yada yada.