Analysis
Funds are buying crypto stocks. Are they exposed to less risk — or more?
Crypto stocks promised investors a regulated way to ride the Bitcoin cycle, but 2026 data shows many added a second layer of company-specific risk instead.
Coinbase
Latest stories
Exchanges
Coinbase helped build USDC – Why is it now backing the stablecoin trying to replace it, Open USD?
Coinbase’s role in Open USD gives the new consortium added weight as Circle defends USDC’s liquidity and distribution moat.
Exchanges
European crypto users are being paid to move before MiCA closes the door
OKX, Coinbase, Kraken and SwissBorg are using incentives to capture deposits from platforms facing MiCA restrictions.
People
Trump family’s $2.3B crypto windfall matched by $2.25B in investor losses, Reuters finds
The family’s ventures out-earned major digital asset companies while more than 1 million buyers sat on roughly $2.3 billion in losses.
Taxes
Congress is weighing whether crypto tax relief should stop at stablecoins
A June 9 Ways and Means hearing pushes crypto policy into the tax code, where small payments, stablecoin use, network fees, mining, staking, and donations all face the same usability test.
Exchanges
Banks pushed Congress to kill stablecoin yield with CLARITY Act – Coinbase may have found the loophole
Coinbase and Ethena could turn idle USDC balances into activity-based yield, challenging banks as lawmakers move to limit passive stablecoin rewards.
Regulation
Trump order puts Kraken, Ripple, Coinbase and Circle in line for Fed payment rails
Trump’s executive order asks the Fed to review whether crypto and fintech firms can gain broader access to core dollar payment rails.
ETF
Bitcoin ETF flows reverse as US funds shed $1B amid inflation fears
US spot Bitcoin ETFs lost roughly 14,000 BTC this week, ending a six-week inflow streak as hotter inflation data forced markets to reassess risk exposure.
People
Trump family trust bought Coinbase and these crypto-related stocks in Q1, ethics filing shows
Disclosures show exposure to Coinbase, MARA and Strategy as the administration pushes a friendlier framework for digital assets.
Enterprise
Circle adds $3 billion Wall Street Arc token risking an uncomfortable rivalry with Coinbase
A longtime stablecoin partnership is entering a new phase as Circle seeks to own more of the infrastructure around USDC.
Exchanges
Coinbase went down for over 5 hours after missing earnings. Bulls still see a path to $300 billion by 2030
Coinbase to aggressively pivot toward stablecoins and autonomous commerce to achieve $300 billion market cap by the end of 2030.
Analysis
Grayscale moves away from Coinbase for new ETF product – Is Wall Street building a post-Coinbase custody map?
Grayscale’s decision to swap Coinbase for Anchorage in a new ETF filing is small on paper and significant in context because it shines a light on how much of Wall Street’s Bitcoin wrapper still depends on one custodian.
