Market PositioningCoinbase is well positioned to benefit from the enactment of the crypto market structure bill, which could provide much-needed regulatory certainty for digital assets in the U.S.
New Revenue StreamsThe introduction of Coinbase Payments for USDC stablecoin transactions represents a new, scalable revenue stream that could help diversify beyond crypto trading volumes.
Regulatory DevelopmentsThe recent regulatory development and Circle IPO have boosted investor sentiment on stablecoin business outlook and valuation.