Cryptocurrency exchange Coinbase (COIN) could be one of the biggest corporate 
beneficiaries of the United States’ first comprehensive crypto legislation, 
the GENIUS Act, which was signed into law in July 2025 and established a 
federal framework for stablecoin issuance and oversight. Coinbase Stablecoin 
Revenue Jumps 48% According to Bloomberg analysts Paul Gulberg and Samuel 
Radowitz, the new framework may significantly strengthen Coinbase’s fast- 
growing stablecoin business, particularly if adoption of dollar-backed tokens 
expands into mainstream payments. Related Reading: Bitcoin May Be In A Price 
Slump—But Adoption Is In A Bull Market In 2025, Coinbase generated an 
estimated $1.35 billion in revenue tied to stablecoins, a 48% increase from 
$911 million in 2024. That segment represented 19% of the company’s total 
annual revenue, underscoring how important stablecoins have become to the 
exchange’s overall business model. Unlike trading fees, which tend to rise and 
fall sharply alongside crypto market volatility, stablecoin-related income is 
derived from interest earned on reserves backing Circle’s USDC. Those reserves 
are primarily invested in US Treasuries and other low-risk instruments, 
producing yield. Coinbase receives a significant share of that interest 
income, making the business more predictable and generally higher margin than 
transaction-based revenue. The importance of this revenue stream became 
particularly evident in late 2025. During a period when Bitcoin (BTC) and 
broader crypto prices declined sharply, and Coinbase’s fourth-quarter revenue 
dropped 20%, income generated from stablecoins remained comparatively stable. 
Paul Gulberg and Samuel Radowitz argue that this consistency could become even 
more meaningful if regulatory clarity accelerates broader USDC adoption. 
GENIUS Act Expected To Accelerate USDC Growth The GENIUS Act is central to 
that outlook. By providing a national regulatory structure for stablecoin 
issuers, the legislation could remove barriers that have limited the use of 
USDC in areas such as cross-border payments and merchant settlements. If 
businesses and financial institutions adopt stablecoins more widely for real- 
world transactions, the overall supply of USDC could expand substantially. An 
increase in USDC circulation would require additional reserves to back those 
tokens, which in turn would generate more interest income from the underlying 
Treasury holdings. Because Coinbase shares in that yield, greater adoption 
directly translates into higher potential revenue. Bloomberg analysts estimate 
that under favorable conditions, Coinbase’s USDC-related revenue could grow by 
two to seven times its current level. Related Reading: Expert Forecasts $5 
Trillions Pouring Into Crypto Post CLARITY Act Passage Yet, reaching the upper 
end of that projection depends on whether Coinbase can continue offering 
rewards to customers who hold USDC. If customer reward mechanisms remain in 
place, analysts believe USDC adoption could accelerate more rapidly. However, 
even if those programmes are limited or scaled back in the ongoing 
negotiations on the CLARITY Act, the clearer regulatory environment created by 
the GENIUS Act is still expected to support meaningful growth in stablecoin 
usage. At the time of writing, the exchange’s stock, trading under the ticker 
name COIN, surged towards $185 during Wednesday&#8217;s trading session, marking a 
22% increase in the 24-hour time frame. Featured image from OpenArt, chart 
from TradingView.com

Coinbase Stablecoin Revenue Could Surge 7x Under GENIUS Act, Bloomberg Analysts Say

The Swiss crypto bank will handle strategic asset allocation for corporate 
crypto treasuries and is already actively managing $200 million in volume at 
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South Korean authorities have arrested two suspects in connection with the 
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FG Nexus has sold 7,550 ETH, extending a string of liquidations after 
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Ethereum Treasury Firm Down $82 Million After Sales Ethereum treasury firm FG 
Nexus has offloaded another 7,550 […]

FG Nexus Dumps 7,550 ETH as Losses Reach $82 Million

An editor affiliated with YouTube star MrBeast has been fined more than 
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company found he engaged in insider trading tied to event contracts related to 
the creator’s content.…

Cryptocurrency price in ARS