#Coinbase

76 articles tagged #Coinbase — curated RWA tokenization coverage.

Aave v4 on Base draws $4.7 million in Coinbase tokenized stock deposits
Stocks

Aave v4 on Base draws $4.7 million in Coinbase tokenized stock deposits

Aave V4 launched an Equities Hub on the Base blockchain on September 25, 2026, allowing non-US users to use Coinbase-issued tokenized stocks as collateral for USDC loans. The platform saw rapid adoption, with total deposits reaching $9 million by October 1, doubling from the previous week. Meta and Nvidia tokenized shares currently account for half of the total collateral deposited in the isolated market. Risk management firm LlamaRisk established conservative collateral factors between 65% and 79% to mitigate volatility risks. The integration utilizes Chainlink price feeds, which operate on a 24/5 schedule, creating a potential liquidity risk during weekend market closures. This development highlights the growing trend of bringing traditional equity assets into decentralized finance protocols. However, the exclusion of US users underscores the ongoing regulatory uncertainty surrounding the tokenization of securities. The success of this hub demonstrates significant investor appetite for leveraging high-conviction tech stocks within onchain lending environments.

cryptobriefing.com·Oct 9, 20267.5
Base creator Jesse Pollak says equities and non-dollar stablecoins will lead upcoming ‘tokenization supercycle’
Infrastructure

Base creator Jesse Pollak says equities and non-dollar stablecoins will lead upcoming ‘tokenization supercycle’

Base creator Jesse Pollak predicts a forthcoming tokenization supercycle driven primarily by tokenized equities and non-dollar stablecoins. Coinbase recently launched tokenized stocks on the Base network, which currently generate between $70 million and $100 million in daily trading volume. The platform currently supports 50 listed stocks with plans to expand to 250 by the end of the month. Pollak emphasizes that tokenized equities provide superior accessibility and 24/7 liquidity compared to traditional markets. Additionally, Base is diversifying its stablecoin offerings to include 32 assets across 21 currencies to cater to global demand for local currency rails. The network is shifting its strategic focus toward specialized infrastructure for trading, payments, and financing to support this growth. This evolution highlights a broader industry trend where Layer 2 networks are pivoting from generic blockspace to high-utility financial applications.

The Block·Oct 9, 20267.5
Base Unveils 26 New Tokenized Stocks
Stocks

Base Unveils 26 New Tokenized Stocks

Base, the Ethereum Layer 2 blockchain incubated by Coinbase, has officially expanded its ecosystem by launching 26 new tokenized stocks. This initiative allows users to trade fractional shares of prominent companies directly on-chain, marking a strategic effort to bridge traditional financial assets with decentralized infrastructure. By integrating these assets, Base aims to democratize access to investment opportunities and enhance platform versatility for both retail and institutional participants. The move is designed to drive increased trading volume and user engagement within the Base ecosystem as the broader market observes shifting momentum. This development reflects a growing industry trend of bringing real-world equities onto blockchain frameworks to provide greater portfolio diversification. While the broader crypto market currently exhibits mixed signals, the introduction of these tokenized instruments is intended to invigorate on-platform activity. The long-term impact of this expansion will depend on user adoption rates and the platform's ability to maintain liquidity for these new offerings.

cryptonews.net·Oct 5, 20266.5
Coinbase Bets on Centrifuge to Make the S&P 500 Trade Like Crypto
Stocks

Coinbase Bets on Centrifuge to Make the S&P 500 Trade Like Crypto

Coinbase has acquired a strategic equity stake in Centrifuge and designated it as the preferred tokenization infrastructure for the Base network. This partnership centers on the deSPXA fund, a licensed tokenized S&P 500 product developed by Centrifuge and Janus Henderson under an agreement with S&P Dow Jones Indices. By tokenizing the claim on the underlying fund as an ERC-20 asset, the collaboration enables 24/7 trading and instant liquidity, bypassing traditional brokerage hours. The integration of these assets into Compass Labs' developer tools further allows AI agents and fintech applications to execute complex transactions programmatically. While competitors like Robinhood and Ondo focus on synthetic equity wrappers, Centrifuge’s licensed approach provides a unique regulatory moat for the Base ecosystem. This move signals Coinbase's intent to institutionalize onchain finance by prioritizing compliant, index-backed assets over derivative alternatives. The development marks a significant shift toward making traditional financial benchmarks natively programmable and accessible within the decentralized finance landscape.

startupfortune.com·Oct 5, 20269.0
Coinbase Tokenized Stocks Lead DeFi Deposit Gains, Adding $5.6M Ahead of Robinhood and Binance
Stocks

Coinbase Tokenized Stocks Lead DeFi Deposit Gains, Adding $5.6M Ahead of Robinhood and Binance

Coinbase-issued tokenized equities experienced the highest weekly growth in DeFi deposits among major issuers, recording a $5.6 million increase over a seven-day period. This growth significantly outpaced competitors, with Robinhood-issued stock tokens adding $1.8 million and Binance's bStocks adding $1.6 million in the same timeframe. The data, provided by Token Terminal, tracks net inflows into lending markets and liquidity pools rather than general trading volume. This shift is significant because it indicates that users are increasingly utilizing these tokenized assets as productive collateral or liquidity within decentralized finance protocols. While absolute market leadership remains fluid, the ability of an issuer to attract sticky deposits is a critical indicator of long-term adoption and utility. The trend highlights a growing preference for integrating tokenized equities into on-chain yield strategies and automated market makers. As the sector matures, the issuer that consistently captures these deposits is likely to establish its tokens as the default collateral for on-chain equity exposure.

crowdfundinsider.com·Oct 4, 20267.5
Apple, Nvidia and Tesla Tokenized Stocks Can Now Back USDC Loans on Aave
Stocks

Apple, Nvidia and Tesla Tokenized Stocks Can Now Back USDC Loans on Aave

Coinbase has integrated seven of its tokenized U.S. stock products as collateral assets on the Aave V4 lending protocol deployed on the Base blockchain. Eligible non-U.S. users can now leverage tokenized shares of Apple, Nvidia, Tesla, Amazon, Google, Meta, and Microsoft to borrow USDC. This integration utilizes Chainlink's oracle infrastructure to provide real-time market data feeds directly from Coinbase, ensuring accurate collateral valuation. By enabling these traditional equities to function as collateral within a decentralized finance environment, the move bridges the gap between legacy stock markets and on-chain liquidity. The assets are currently restricted to collateral use only, meaning they cannot be borrowed by users at this time. This development marks a significant expansion in the utility of tokenized securities, allowing investors to maintain exposure to major tech stocks while accessing decentralized credit markets. The deployment on Base highlights the growing trend of institutional-grade assets migrating to high-performance layer-2 networks to enhance capital efficiency.

coinpedia.org·Sep 30, 20267.5
AAVE Price Surges 16% as Tokenized Stocks Enter DeFi — Can AAVE Break $200?
Infrastructure

AAVE Price Surges 16% as Tokenized Stocks Enter DeFi — Can AAVE Break $200?

Aave has launched its Equities Hub on the Base blockchain, enabling eligible non-U.S. users to utilize seven Coinbase-issued tokenized U.S. stocks as collateral for USDC loans. The initial asset lineup includes major equities such as Apple, Amazon, Alphabet, Meta, Microsoft, Nvidia, and Tesla, with Chainlink providing the necessary on-chain pricing infrastructure. This integration marks a significant expansion of Aave's lending utility by allowing investors to access liquidity without liquidating their equity positions. The rollout is restricted to non-U.S. jurisdictions under Regulation S, reflecting the protocol's focus on compliant international growth. Simultaneously, the Aave community is discussing a potential shift in tokenomics, specifically a transition from a buyback program to a permanent token burn mechanism. These developments have contributed to a 16% surge in AAVE's price, signaling strong market interest in the convergence of traditional equity markets and decentralized finance. The combination of new collateral types and potential deflationary token mechanics provides a dual catalyst for the protocol's long-term value capture. This move underscores the broader trend of integrating real-world financial assets into DeFi protocols to enhance capital efficiency.

tradingview.com·Sep 29, 20267.5
Coinbase Tokenized Stocks Go Live as Collateral on Aave V4
Stocks

Coinbase Tokenized Stocks Go Live as Collateral on Aave V4

Coinbase has launched seven tokenized U.S. equities—including AAPLc, AMZNc, and NVDAc—as collateral on the Aave V4 protocol deployed on the Base blockchain. These tokens, issued by Coinbase Onchain SPV Ltd and backed by shares held at Alpaca Securities LLC, allow users to borrow USDC against their equity positions without triggering a taxable sale. The integration utilizes Chainlink oracles for pricing and features a total return mechanism where dividends and stock splits are automatically reinvested. This development marks a significant milestone in the RWA sector by enabling traditional stock exposure to function as active DeFi collateral. While currently restricted to jurisdictions outside the United States, the move aims to bridge a $150 trillion global equities market with onchain lending. The system operates 24/7, though reserves pause during corporate actions to adjust multipliers. Future plans include expanding the list of supported equities and integrating the GHO stablecoin into the lending ecosystem.

Blockonomi·Sep 25, 20268.5
Coinbase Tokenized Stocks Just Passed $1B in Volume on Base. The Real Story Is What Comes Next.
Stocks

Coinbase Tokenized Stocks Just Passed $1B in Volume on Base. The Real Story Is What Comes Next.

Coinbase has achieved a significant milestone on its Base network, recording over $1 billion in decentralized exchange volume for tokenized US equities within its first month of operation. This volume, primarily driven by the Aerodrome DEX, represents an 830% month-over-month surge for non-US users. Unlike competitors using synthetic certificate-backed structures, Coinbase utilizes the B20 standard to provide direct 1:1 share ownership, granting holders actual voting and dividend rights. The platform leverages Alpaca Securities as a regulated broker-custodian under the Abu Dhabi Global Market framework to ensure compliance. Following the SEC's issuance of a five-year Innovation Exemption on September 17, 2026, Coinbase is now positioned to transition these tokenized equity services to the US market. This development highlights a strategic shift where infrastructure is built offshore to validate demand before moving onshore under regulatory guidance. The integration of Chainlink data feeds and DeFi protocols like Aave demonstrates how on-chain composability can coexist with traditional equity rights, setting a new precedent for market structure.

forkast.news·Sep 25, 20268.5
Crypto's Next Catalyst Could Be Tokenized Stocks: Clear Street Raises Bullish, Coinbase Targets
Stocks

Crypto's Next Catalyst Could Be Tokenized Stocks: Clear Street Raises Bullish, Coinbase Targets

Clear Street has raised price targets for Coinbase and Bullish, citing the potential for accelerated adoption of tokenized stocks following the legislative setback of the CLARITY Act. Analyst Owen Lau suggests that the failure of this specific regulatory framework will likely incentivize market participants to expedite product development over the next two years. Coinbase is actively positioning itself as an 'Everything Exchange' by filing with the CFTC to list cash-settled, perpetual-style futures on 50-60 major U.S. equities, including Apple, Microsoft, Nvidia, and Tesla. This strategic move aims to disrupt traditional market structures by providing retail traders with early access to IPO allocations and tokenized financial instruments. The firm maintains that brokers and trading venues are increasingly prioritizing the tokenization of securities to bypass regulatory hurdles. By integrating primary financial market access with crypto-native infrastructure, Coinbase and Bullish are attempting to bridge the gap between traditional equity markets and digital asset platforms. This shift underscores a broader industry trend where crypto exchanges are evolving into comprehensive financial service providers that challenge established brokerage models.

stocktwits.com·Sep 22, 20267.0
Key facts: William Blair Sees COIN Trough; COIN Adds Tokenized Stocks
Stocks

Key facts: William Blair Sees COIN Trough; COIN Adds Tokenized Stocks

Coinbase has significantly expanded its platform capabilities by integrating traditional financial assets, including the launch of 1:1 tokenized stocks for non-U.S. users. These tokenized assets, which include major equities like Nvidia, Apple, and Tesla, now support dividends, voting rights, and utility as collateral for on-chain lending protocols such as Aave. On-chain data indicates rapid adoption, with the number of holders for these tokenized positions surging by thousands of percent to reach approximately 46,700 users. Beyond tokenized equities, Coinbase has introduced synthetic exposure to private companies through pre-IPO derivatives and a new IPO allocation feature managed via Apex Clearing. While these initiatives signal a strategic pivot toward becoming a comprehensive multi-asset platform, analysts at William Blair project a revenue trough for the company in 2026. The firm also faces regulatory headwinds, with recent market-structure discussions impacting investor sentiment. This expansion represents a critical shift in the RWA market, as a major centralized exchange bridges the gap between traditional stock markets and decentralized finance infrastructure.

tradingview.com·Sep 22, 20267.5
Nvidia, Apple Drive Demand for Coinbase-Issued Tokenized Stocks— Brian Armstrong Notes 'Good Traction So Far'
Stocks

Nvidia, Apple Drive Demand for Coinbase-Issued Tokenized Stocks— Brian Armstrong Notes 'Good Traction So Far'

Coinbase CEO Brian Armstrong reported significant growth in the firm's tokenized stock offerings, which are issued on the Base blockchain for eligible non-U.S. users. The platform experienced a 9,697% surge in token holders over a single month, reaching a total of 46,700 users. These tokens provide 1:1 backing for major equities like NVIDIA, Apple, and Tesla, granting holders full dividend and voting rights. A key utility of these assets is their ability to serve as collateral for on-chain lending protocols such as Aave, bridging traditional equity markets with decentralized finance. The broader tokenized stock market has reached a valuation of $3.4 billion with $70 billion in monthly volume. This expansion is supported by a recent SEC decision to establish a five-year temporary regulatory pathway for trading tokenized U.S. stocks on blockchain venues. Armstrong indicated that Coinbase intends to expand this tokenization model to include private companies, U.S. Treasuries, and investment funds in the future. This development signals a shift toward integrating traditional financial instruments into 24/7 blockchain-based trading environments.

benzinga.com·Sep 22, 20268.0
Coinbase Shares Rise as Bitcoin Tops $85,000; IPO Access, SEC Tokenization in Focus
Infrastructure

Coinbase Shares Rise as Bitcoin Tops $85,000; IPO Access, SEC Tokenization in Focus

The U.S. Securities and Exchange Commission (SEC) issued a five-year Innovation Exemption on September 17, establishing a regulatory framework for venues trading tokenized National Market System stocks. This framework provides conditional relief from exchange definitions for platforms utilizing permissioned automated market makers, provided tokenized securities mirror the rights of traditional assets. While the exemption does not grant Coinbase specific operational approval, analysts at Bernstein suggest it positions the firm to compete in the emerging U.S. tokenized-equity market. Coinbase is currently expanding its 'Everything Exchange' strategy, which aims to integrate stocks, derivatives, and tokenized assets alongside its existing crypto services. The company already offers offshore tokenized stocks on the Base blockchain, though these remain restricted for U.S. users. Market participants view this regulatory clarity as a significant step toward bringing 24/7 price discovery and on-chain liquidity to traditional equities. Consequently, Coinbase shares and related tokenized instruments like COINB saw positive price movement following the announcement.

thecryptobasic.com·Sep 21, 20268.0
Coinbase, Robinhood, Circle could be early winners of SEC's tokenized
Stocks

Coinbase, Robinhood, Circle could be early winners of SEC's tokenized

The U.S. Securities and Exchange Commission has introduced a five-year innovation exemption allowing for the trading of tokenized U.S. stocks on public blockchains via automated market makers. This regulatory framework mandates that tokens must preserve essential shareholder rights, including voting and dividends, while imposing strict caps on trading volume and the number of eligible securities. Analysts from Goldman Sachs and Citizens identify Coinbase, Robinhood, and Circle as primary beneficiaries of this shift toward onchain securities. Coinbase is positioned to leverage its institutional custody services and the Base blockchain, though it may need to adapt its central limit order book infrastructure to align with the SEC's AMM-focused requirements. Robinhood is expected to evolve its existing offshore derivative-based stock tokens to meet these new compliance standards, potentially utilizing its Arbitrum-based Robinhood Chain. Circle stands to benefit as USDC becomes a preferred asset for settlement and collateral within these emerging onchain markets. While traditional exchanges like Nasdaq and ICE face limited immediate impact due to current volume caps, this development marks a significant step toward integrating regulated equity markets with blockchain technology. The ability for issuers to opt-out of third-party tokenization adds a layer of corporate control that addresses previous industry criticisms.

CoinDesk·Sep 20, 20268.5
Key facts: NASDAQ:COIN Seeks Exchange for Futures; Tokenized Stocks
Infrastructure

Key facts: NASDAQ:COIN Seeks Exchange for Futures; Tokenized Stocks

Coinbase has filed Form 1-N with the SEC to register Coinbase Derivatives as a national exchange, aiming to list security futures and eventually offer tokenized stocks in the U.S. market. This strategic move follows the SEC's issuance of a five-year Innovation Exemption specifically designed for tokenized securities venues. The proposal seeks to introduce cash-settled perpetual futures on large-cap U.S. stocks, allowing for leveraged long and short exposure without scheduled rollovers. By pursuing this regulatory pathway, Coinbase intends to bridge the gap between traditional equity markets and blockchain-based trading infrastructure. The initiative complements the company's broader expansion into regulated derivatives, including recent launches of crypto and commodity futures in Canada. If approved, this would represent a significant shift in how retail and institutional investors access equity exposure through on-chain venues. The development highlights the ongoing institutional push to integrate tokenized financial instruments into the regulated U.S. securities framework.

tradingview.com·Sep 19, 20268.0
Coinbase Says Its Tokenized Stocks Set the Standard — But Nasdaq Is Backing a Rival
Stocks

Coinbase Says Its Tokenized Stocks Set the Standard — But Nasdaq Is Backing a Rival

Coinbase is positioning its tokenized stock offerings as the industry standard by providing 1:1 backed securities that include full voting rights and dividend distributions for non-U.S. investors. Unlike synthetic derivatives that merely track price, these tokens represent a beneficial claim on underlying shares held in bankruptcy-remote custody. The assets are designed to function within the Base ecosystem, enabling 24/7 trading, lending, and collateral usage. Simultaneously, Nasdaq is intensifying the competition by investing $100 million into Payward, the parent company of Kraken, to develop Nasdaq Equity Tokens. This partnership aims to launch a regulated infrastructure for tokenized equities by the second quarter of 2027. While Coinbase focuses on deep integration with DeFi protocols and Chainlink oracles, Nasdaq is prioritizing the connection between blockchain assets and traditional financial markets. This rivalry highlights a broader shift in the RWA sector, where the primary value is moving from simple asset issuance to the development of robust, cross-market infrastructure. The outcome of this battle will likely determine how traditional securities are bridged into an always-on, programmable financial system.

tradingview.com·Sep 18, 20268.0
Is Solana the Biggest Winner From the SEC’s Tokenized Stock Rule? $465 Million of Stocks Already Trade There
Stocks

Is Solana the Biggest Winner From the SEC’s Tokenized Stock Rule? $465 Million of Stocks Already Trade There

The SEC issued an Innovation Exemption on September 17, 2026, establishing a formal framework for trading tokenized National Market System stocks without requiring registration as a national securities exchange. This regulation mandates that tokens must be backed one-for-one by actual shares, provide full shareholder rights, and operate on permissioned, US-incorporated venues. Solana currently holds approximately $465 million in tokenized equities, representing nearly half of the $1 billion market, but much of this volume consists of synthetic products that do not qualify under the new rules. Platforms like Solana and Robinhood must now restructure their offerings to meet strict compliance standards, including identity verification and issuer notification requirements. Coinbase is positioned as a potential leader due to its existing one-for-one backed model, while Circle's newly launched Arc mainnet, supported by institutional validators like BlackRock and ICE, introduces a new competitive layer. The ultimate success of these blockchains will depend on their ability to adapt to these requirements and gain consent from S&P 500 issuers. This regulatory shift marks a transition from a legal gray area to a defined, five-year trial period for tokenized equity trading in the United States.

finance.yahoo.com·Sep 18, 20268.5
Morpho Opens Borrowing Against Coinbase's Tokenized Stocks
Stocks

Morpho Opens Borrowing Against Coinbase's Tokenized Stocks

Morpho has launched lending and borrowing markets on the Base blockchain that allow users to pledge Coinbase-issued tokenized stocks as collateral for USDC loans. The platform currently supports five specific stock tokens, including Apple, Alphabet, Nvidia, Meta Platforms, and SpaceX, with borrowing activity concentrated in variable-rate markets. Steakhouse Financial acts as the primary curator for these markets, with its high-yield USDC vaults providing the vast majority of liquidity. While the total outstanding supply of these tokenized stocks on Base is approximately $11.4 million, current borrowing against them on Morpho remains modest at roughly $54,652. These markets utilize Chainlink price feeds to manage collateralization, with liquidation loan-to-value ratios set between 62.5% and 77%. Access is strictly restricted to non-U.S. persons, aligning with the regulatory framework established by Coinbase Onchain SPV Ltd. This development represents a significant step in integrating traditional equity exposure into decentralized finance protocols, enabling investors to leverage their positions without liquidating assets. The expansion highlights the growing utility of tokenized real-world assets within the Base ecosystem.

thedefiant.io·Sep 18, 20267.5

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