Yup, looking forward to the income statement. And not just the spend, it would be interesting to see how much do they earn from idle cash vs commissions. Taking spread on idle cash vs money markets / fed funds is actually the main source of revenue for many brokerages.

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.