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Coinbase misses Q2 revenue estimates, but stablecoin growth, policy wins offer hope

2025-07-31 22:12:12

Main Idea

Coinbase missed Q2 2025 revenue estimates due to declining transaction volumes, but saw growth in stablecoin-related income and celebrated significant policy wins for the crypto industry.

Key Points

1. Coinbase reported $1.5 billion in Q2 revenue, below analysts' expectations of $1.56-$1.59 billion, with adjusted net income at $0.12 per share, far below the projected $1.49 per share.

2. Transaction revenue dropped sharply due to falling spot crypto trading volumes, but subscription and services revenue declined only 6% to $656 million, supported by stablecoin growth.

3. Stablecoin-related revenue rose 12% to $332 million, with USDC being a primary contributor.

4. Coinbase shares fell over 8% in after-hours trading following the earnings report.

5. The company highlighted policy wins, including the GENIUS Act for stablecoin adoption and the CLARITY Act for crypto market structure, alongside product launches like Base App and plans for an 'everything exchange' platform.

Description

The crypto exchange missed revenue estimates for Q2 2025, with transaction volumes falling sharply. Still, steady growth in stablecoin-related income offered some relief.

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