Coinbase Institutional

Stablecoins and AI agents are rapidly transforming the global payments landscape for both businesses and consumers. And Coinbase Business is now squarely positioned at the intersection of these two megatrends by allowing businesses to accept payments from AI agents in stablecoins. Meanwhile, understanding how investors are positioned in crypto markets has never been more important. Our research team helps you uncover what’s happening under the surface in our latest Market Positioning Report.  

MARA just secured a $450M bitcoin-backed lending facility from Coinbase Prime, in part to fund its acquisition of Long Ridge Energy, a 505 MW power and digital infrastructure campus. One of the largest crypto-collateralized loans ever originated. Built on the principles we’ve always applied to institutional lending: → Overcollateralized, marked to market daily → Collateral secured in Coinbase Prime Vaults → Substantial due diligence on every borrower → Risk professionals with decades of experience across cycles Institutional bitcoin financing at scale. This is what it looks like in practice.

Capital Q, capital C. For over a decade. Bitwise Asset Management Head of Research Ryan Rasmussen on why Coinbase is the qualified custodian of choice for most crypto ETFs: "That's why you see the majority of Bitcoin, Ethereum, and other single asset spot ETFs using Coinbase. Not only are they a qualified custodian, capital Q capital C, but they've been doing it for a long time, professionally custodying crypto assets on behalf of institutional investors for over a decade. That's really important when you're talking about tens of millions, hundreds of millions, or billions of dollars sitting in these ETFs." When it comes to custody, institutions choose Coinbase.

We published our Q2 financial results last week. In a challenging quarter for crypto markets, Coinbase strengthened its position in both trading and custody. Highlights include: → #1 in U.S. crypto spot trading volume market share → 10.3% crypto trading volume market share, an all-time high (ATH), up from 9.1% last quarter → #1 platform for crypto stored globally This is what a resilient business model looks like in a down market. And it’s the result of years of investment in the infrastructure that institutions actually need. The Everything Exchange. Frictionless global payments. All of finance onchain. That’s what we’re building.

Institutions are about to get access to the entire US large-cap equity market in a single perp-style futures contract. On August 17, we’re launching US500 perp-style futures, giving investors regulated, capital-efficient exposure to 500 of the largest US companies. Alongside our current perp-style contracts (AI10, China10, Defense10, and Tech100), institutions will now have the ability to express both broad-market and targeted sector views within one CFTC-regulated framework.  

You can now get staked ETH and SOL exposure with Morgan Stanley Investment Management. One of the most highly regarded financial institutions in the world, offering crypto ETPs, with staking to provide additional yield. Powered by Coinbase. This is what updating the financial system looks like.

Private market strategies are moving onchain. Today, Coinbase, KAIO, and Mubadala Capital, a $600B AUM sovereign-backed asset manager, launched tokenized access to one of Mubadala Capital’s major private market strategies. We added exposure directly to our balance sheet, making Coinbase one of the first publicly listed companies to use tokenized RWAs as a corporate treasury allocation. The details: → Tokenized Mubadala Capital private market strategy → $75M in onchain TVL at launch → Available across Base, Solana, and Sui → Open to qualified institutional and accredited investors in eligible jurisdictions Regulated RWAs are making institutional products programmable, transparent, and accessible. This is what that looks like.

The latest edition of Charting Crypto is now available. This quarterly publication from Coinbase Institutional and Glassnode provides investors with insights on the data and onchain analytics that are shaping markets today, as well as views from our research team on how they may impact the crypto economy going forward.  Some key highlights are below, and the full report can be downloaded here.

USDC is live as margin collateral in US derivatives clearing, and Coinbase built the infrastructure underneath. Marex now accepts USDC as initial margin for  CFTC-regulated futures and options. Coinbase provides the NYDFS-qualified custody, 1:1 instant conversion, and reporting aligned to clearing standards. Stablecoins have been margin in crypto-native venues for years. Now they're inside traditional clearing: accepted by an FCM, backed by the same custody behind the majority of US spot crypto ETFs. The best collateral moves 24/7, whenever the market does. Learn more: https://lnkd.in/gTqe9SfB

Your digital assets in Europe deserve the same security and regulatory oversight as the rest of your portfolio. Coinbase Luxembourg, our MiCA-licensed entity, delivers it.     Coinbase clients in all 27 EU member states have access to: Segregated custody - your assets are yours. Ring-fenced, audited, protected. Institutional infrastructure - insurance-backed, built to the standards family offices and wealth managers demand. We built Coinbase Custody because institutional investors told us the barrier to digital assets was never conviction. It was confidence that their assets would be held to the same standard as everything else in their portfolio. That barrier is gone. For UHNW individuals, family offices, and wealth management firms looking to allocate to digital assets with full regulatory clarity in Europe, we are here, we are licensed, and we are ready to work with you. Learn more about Coinbase Wealth here: https://lnkd.in/gwXmMBbH