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US just legalized crypto perpetual futures — accumulate Coinbase before the volume surge

The top US derivatives regulator just cleared the way for crypto perpetual futures contracts to trade on American exchanges for the first time, with Coinbase and Kalshi named as the first platforms to offer them.

Idea

Perpetual futures are the single most popular crypto trading product worldwide, but until now they've only existed on offshore exchanges. Bringing them to regulated US platforms is a permanent, structural upgrade to Coinbase's revenue potential — not a one-time event. The CFTC specifically named Coinbase as an approved provider, giving it first-mover advantage over rivals. As traders migrate from unregulated platforms to onshore regulated ones, Coinbase should see a meaningful boost in trading volume and fee income over the coming quarters.

Key details

COIN1D#regulatory#crypto#momentum

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