BULLISH 📈 : Coinbase Stablecoin Revenue Could Surge 7x Under GENIUS Act

Coinbase (COIN) is poised to benefit significantly from the United States' GENIUS Act, a comprehensive crypto legislation signed into law in July 2025. This act establishes a federal framework for stablecoin issuance and oversight.

Key Points

In 2025, Coinbase's revenue from stablecoins increased by 48% to $1.35 billion, representing 19% of its total annual revenue.
This revenue is less volatile than trading fees, deriving from interest on reserves backing Circle’s USDC, primarily invested in US Treasuries.
Stablecoin income remained stable even as Bitcoin (BTC) prices fell sharply in late 2025.
The GENIUS Act removes barriers for USDC usage, potentially increasing its adoption in cross-border payments and merchant settlements.
Bloomberg analysts suggest that under favorable conditions, Coinbase's USDC-related revenue could grow two to seven times its current level.
Ongoing negotiations on the CLARITY Act might affect customer reward programs, but regulatory clarity should still support stablecoin growth.

Coinbase

Coinbase's stock (COIN) surged by 22%, reaching $185 during recent trading sessions.