The UX for Coinbase app/Smart Wallet + Base + USDC is great now, significantly superior to the incumbent market leaders Binance + Tron + USDT, plus a fraction of the cost. With the Stage 1 upgrade soon, technically it'll be a decisively superior solution (of course, even moreso with Stage 2). Yet, the real solution will be an international network of aggressive business development and marketing onboarding merchants and users from the countries where B/T/T alliance has significant marketshare - Turkey, Argentina, Thailand etc. Breaking these network effects is a very steep battle that requires significant local investment and must not be underestimated.

Coinbase is too Americanized tbh

It wouldn’t make a good candidate to service those regions

The reason USDT adoption is big outside of the US is because it’s not based in the US

I don't disagree; you're right. Still, I see how services like whatsapp/paypal spread globally and think the US has a massive opportunity to inject an american app into economies across the world. US intelligence would surely love for coinbase to be the defacto global retail bank.