Coinbase Institutional

After a tough few months for crypto markets, we’re cautiously optimistic heading into year-end.The macro backdrop is still fragile and the U.S. economy looks increasingly two-speed, but the $7.5T sitting in money-market funds could spark a reversal once conditions stabilize. This week, we explore the bull and bear cases and what could actually move markets from here.

Episode 2 of On the Record is live. John Dagostino sits down with Sebastian Bea, OLY, President and CIO of ReserveOne, for a conversation that goes straight to where institutional crypto is heading. From his years at BlackRock to his leadership in crypto, Sebastian has seen every type of market cycle. He explains why this moment is different, why ReserveOne’s team is positioned to deliver a multi-asset Digital Asset Treasury (DAT) designed for institutional scale, and why the next wave of institutional capital is finally poised for the taking. If you want a clear read on what is about to matter to institutions, this is the episode to watch. Watch now and let us know what you liked most: https://lnkd.in/gVCxq3dX

Monad ($MON) is now available for custody and trading on Coinbase Prime. Availability of this asset may be restricted based on custodian entity and customer jurisdiction. Learn more: https://lnkd.in/gV2QuMkR

Stablecoins are quickly becoming a critical part of crypto finance. So why do institutions choose USDC on Coinbase?   USDC on Coinbase unlocks fast, global, compliant institutional finance — with custody, liquidity, rewards and seamless access across the Coinbase ecosystem. Coinbase turns USDC into an institutional tool: • Real-time capital deployment • Versatile USDC earnings • Built-in regulatory confidence • One platform, global liquidity Check out our updated website to learn more: https://lnkd.in/gd6yFMrN

Markets are still in risk-off mode as valuation concerns and rate path uncertainty dominate. We break down the signals that actually matter: where positioning has shifted, what’s driving the drawdown, and how investors can recalibrate without getting shaken out. Our research team tackles some of the tough decisions confronting investors in this environment and  surfaces data that helps frame the next few weeks with more clarity than sentiment alone.

John Dagostino, our Head of Strategy, took the stage at Yahoo Finance Invest to break down where digital assets stand today and how to navigate crypto markets during periods of price volatility. For institutional and retail investors, John delivers comprehensive analysis on cryptocurrency markets, covering market structure, regulatory developments, risk frameworks, and strategic considerations essential for institutional participation in the digital asset sector. Watch the interview here: https://lnkd.in/gsyhiBKn

Introducing On the Record with John Dagostino, a series where we sit down with leading institutional voices to discuss how crypto is transforming markets, operations, and capital allocation. In the first episode, John speaks to Pascal St-Jean, President and CEO of 3iQ Corp, for a conversation that cuts through the noise and gets straight into what moves institutional crypto forward. Pascal breaks down what separates real institutional conviction from fair-weather fandom, what it takes to partner with sovereign funds, and what crypto must do better to earn broad institutional allocation. This is the kind of conversation we have every day with clients who are shaping the future of finance. Now you have a front-row seat. Watch now and let us know what you liked most: https://lnkd.in/gsHgUh4U

Inside the 24/7: Getting Ready panel at FIA Expo, Eelke Jan Tuininga, CEO of Coinbase Derivatives, and industry leaders broke down what we’ve learned from running 24/7 trading so far and what it will take to scale. The Drivers: • Heavy retail demand  • Exchange competition  • Perpetual-style futures adoption  • Event contract popularity The Barriers: • Staffing gaps • Regulatory uncertainty • Disconnected systems  • Money movement & liquidity The Unlock:  • USDC as collateral and settlement • Advanced technology • Market-maker programs to drive liquidity • Clearer regulatory guidance Coinbase Derivatives was the first US futures exchange to offer 24/7 trading for margined crypto futures, and we’re committed to helping the industry overcome barriers to scale it.

Congratulations to 21shares US on the launch of their Solana ETF $TSOL - bringing Solana exposure and staking rewards into a familiar, regulated wrapper.  For everyday investors who prefer to participate in the cryptoeconomy via their existing brokerage platforms, this evolution is game changing. Staking vs. Spot: What’s the difference? Staking ETFs are important because they allow end users to access a crypto-native primitive (staking) without ever interacting onchain - bridging crypto-native rewards and traditional market access. This helps investors gain more exposure to digital assets compared to spot ETFs that exclude staking rewards. Coinbase Prime offers integrated custody and staking, with staking workflows available in the Prime UI or via the Prime Public API, plus detailed rewards reporting—designed to support complex ETF operations. As the primary custodian and staking provider on $TSOL, we’re proud to help power the next era of crypto accessibility with integrated custody and staking built for institutions, delivering institutional‑grade security and validator operations.  

At FIA Expo 2025, Boris Ilyevsky, Head of US Derivatives, joined industry peers to discuss how the digital asset trading landscape is evolving and what’s driving growth. Here’s where we’re headed: 1. Institutional Demand: Institutional participation is rising as new players enter and existing ones scale. Growth relies on further regulation and more traditional custodians joining the market. 2. Perpetual-Style Futures Momentum: Boris noted the rapid adoption of Coinbase Derivatives US Perpetual-Style Futures, driven by product simplicity, 24/7 trading, and the avoidance of monthly rollovers. 3. Shift to 24/7 Trading: Markets are transitioning to 24/7 access. With futures traditionally operating on a 23/5 model, weekends are the next logical step. As stablecoins like USDC reach cash equivalence, seven-day margin and collateral processes will follow. 4. Product Innovation: ETFs now hold over 7% of Bitcoin, and retail investors are becoming increasingly sophisticated, driving demand for advanced products and onshore options. The ecosystem is evolving rapidly, and Coinbase is building the infrastructure for its next phase of growth.