Peter Christiansen

I wanted to talk about -- dig a little bit in your thoughts longer-term perhaps on the adjacency of B2B payments, even treasury management solutions

plans for the assumed debt from the transaction. And if you could potentially size the interest expense impact

is it more about new logo adds from their customer set or do you see upside more a function of scaling their solutions

would changes in stablecoin rewards policy lead to changes in contractual revenue share mechanics with Circle?

The debate further argues that L2s should focus on value-added features, including AI, privacy, et cetera. What's Coinbase's view on the Base L2 value prop going forward

How would you assess where Coinbase is in terms of its operating infrastructure today? Redundancy? And how are you thinking about investments there going forward?

In light of the data breach incident this quarter, how is Coinbase now thinking about its customer service strategy?

how do you juxtapose doing all these different services, servicing different sorts of customers against potential legislation down the line where you may be limited in certain functions

how do crypto natives build up the value proposition for consumers to trade on crypto native solutions? How does that value proposition or that differentiation evolve versus all-in-one TradFi kind ...

I was hoping you'd talk a little bit about pricing. I mean you mentioned multifamily ASPs, I guess, are a positive there

Can you walk us through the next 12, 18 months, if we could just double-click on how you envision Matterport being integrated

can you just walk us through the mix of the assumption on property growth versus pricing

you called out 80% year-over-year growth, which is pretty impressive. Should we think that there's been a bit of a build

I was just curious if we could just drill down into the assumption on first time mandates. I guess there's a lot of confidence there

I was just talking just like to hear any color on your ability to pass on value-based pricing across a number of your products

Should we take today's call as a signal to the market that, yes, Strategy Inc is willing to be more proactive with its capital stack

how would strategy's capital allocation framework or possibly if it would change, if the next Fed share is perceived to be less independent

I was just wondering if we could do a little bit of a dive on the 401 business. It's something I don't think that's been called out in particular recently

Just curious if there's any sense of how seasonal hiring is shaping up? I know it was a bit of an issue in the December quarter

do you see a role for S&P on on-chain credit assessment or Oracle style type of verification? Or is the strategy more to be a layer removed from direct protocol integration?

In terms of the grade of realization you see happening in '25. And if you could talk to how you see some of the elements of the Vitality Index or some of these AI products contributing to synergy r...