Yes good points. Though I see this more as Coinbase recognizing that they likely won't stay the number one crypto exchange for much longer and transaction fees are likely going to be coming down. So, they are diversifying their revenue streams to protect themselves when that time comes.
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I think you're right, especially when you combine this news with the announcement that they wil be adding erc20 token support in the coming months; Coinbase is reacting to all this. All things considered: very bullish news indeed :-)