Coinbase Stock Soars After BIG Policy Win

Coinbase’s inclusion in TIME 100 and its strategic moves in regulation and global expansion position it as a leading powerhouse reshaping the crypto industry.

Published by Ecem EFE

2 July 2025, 13:47 published Updated 2 July 2025, 13:47

Coinbase Stock Target Raised to $510 — Here’s Why

Coinbase Stock – Crypto exchange Coinbase has made a dazzling entrance into this year’s TIME 100 Most Influential Companies list as a top disruptor. The company gained attention for its pivotal role in shaping U.S. crypto policies and its influence during former President Donald Trump’s reelection campaign. This milestone pushed Coinbase’s stock price from around $303 to a peak of $382, sparking increased investor interest.

Coinbase’s Market Success and S&P 500 Milestone

TIME highlighted that in May, Coinbase became the first crypto stock added to the S&P 500 index, signaling its significant influence in Washington D.C.’s crypto policy landscape. Following this, Coinbase shares surged sharply. Bernstein analysts hailed Coinbase as the “Amazon of crypto financial services,” reflecting its expanding ecosystem beyond a simple trading platform.

Bernstein analyst Gautam Chhugani raised Coinbase’s price target from $310 to $510 and maintained an Outperform rating. He emphasized Coinbase’s evolution into a provider of a comprehensive suite of financial infrastructure services.

Coinbase’s Leading Services and Position in Crypto Ecosystem

Coinbase currently operates the largest stablecoin business among exchanges and serves as the custodian for most U.S. spot Bitcoin ETFs. As the only crypto company in the S&P 500, Coinbase continues to diversify into areas such as institutional custody, blockchain infrastructure (Base), and prime brokerage, reinforcing its reputation as crypto’s closest equivalent to Amazon.

Regulatory Edge: GENIUS Act and Policy Momentum

One key driver of Coinbase’s recent stock surge was the U.S. Senate’s passage of the GENIUS Act, which provides federal regulation for stablecoins, bringing clarity to the market. This legislation places Coinbase in a highly advantageous position among U.S.-based crypto platforms.

CEO Brian Armstrong revealed on social media that Coinbase now supports crypto integration for nearly 200 financial institutions, including banks, brokerages, and fintech firms, highlighting its expanding institutional footprint.

Major Expansion in Europe: MiCA License and EU Headquarters

Beyond U.S. success, Coinbase has made a major move in Europe by securing a crucial MiCA license in Luxembourg on June 20. This license allows Coinbase to legally offer digital asset services across the European Union under the bloc’s new regulatory framework. The company also announced it would establish its EU headquarters in Luxembourg, strengthening its global leadership position.

SEC Talks and Tokenized Equity Trading

In the U.S., Coinbase is reportedly negotiating with the SEC to gain approval for tokenized equity trading. This initiative would put Coinbase in direct competition with fintech brokers like Robinhood, expanding its product offerings and market reach.

White House Recognition and Political Support

Coinbase’s political influence was further spotlighted at the recent State of Crypto Summit, where former President Donald Trump pledged to implement “clear and simple market frameworks” to ensure the U.S. leads in Bitcoin and blockchain innovation. TIME Magazine recognized Coinbase this year as a key player in shaping crypto regulation in Washington.

Crypto Stock Rally Spurs Industry Momentum

The rally in Coinbase’s stock has fueled broader gains in crypto-adjacent stocks, supported by increasing institutional adoption of Bitcoin and stablecoin regulations. Analysts like Sean Farrell of Fundstrat suggest there’s still significant upside potential for Coinbase despite the strong rally.

Coinbase: The Financial Operating System for Decentralized Finance

With its expanding product portfolio, global expansion, and regulatory achievements, Coinbase is evolving beyond a cryptocurrency exchange into the financial operating system of the decentralized world.

Conclusion: Coinbase Paving the Way for Crypto’s Future

Coinbase’s inclusion in the TIME 100 list, its historic place in the S&P 500, and its strategic moves across the U.S. and Europe signal a new era in crypto finance. As one of 2025’s most influential companies, Coinbase continues to shape the future of the cryptocurrency industry and remains firmly in the spotlight for investors and market watchers alike.

Disclaimer: This article is for informational purposes only and does not constitute investment advice. Cryptocurrencies and stocks, particularly in micro-cap companies, are subject to significant volatility and risk. Please conduct thorough research before making any investment decisions.