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Will COIN's New Index Combining Mag 7 and Crypto Futures Power Growth?

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Key Takeaways

  • Coinbase will debut an equity index future blending Mag 7 stocks and crypto ETFs.
  • The move expands COIN's U.S. derivatives platform beyond single-asset offerings.
  • Q2 trading volume rose 4.9% to 237M, with revenues up 3.2% to $1.5B year over year.

Coinbase Global Inc. (COIN - Free Report) is set to launch a unique equity index future that provides exposure to Mag 7 stocks, as well as crypto futures. The latest move seems aligned with CEO Brian Armstrong’s broader vision of building Coinbase as the industry’s premier “everything exchange.” The new product will be launched on Sept. 22

This equity index futures will provide exposure to Mag 7 stocks like NVIDIA, Apple, Alphabet, Amazon, Meta Platforms and Tesla, as well as to Coinbase, along with crypto ETFs, including iShares Bitcoin Trust and iShares Ethereum Trust. Per Coinbase, “We’re diversifying our US derivatives platform beyond single-asset offerings for the first time.” 

COIN has been continually pursuing strategic moves, both organic and inorganic, that help it accelerate its trading activities as well as amplify revenues. Recent moves include Derbit buyout, rolling out an integrated decentralized exchange (DEX) trading feature within its main app, launching Base App replacing Coinbase Wallet, directing retirement funds into crypto in Australia, partnering with JPMorgan and PNC Bank to join traditional finance with crypto and many more. 

While total trading volume increased 4.9% year over year to 237 million in the second quarter of 2025, total revenues of $1.5 billion increased 3.2% year over year on higher transaction revenues, subscription and services revenues and other revenues. Given these strategic moves, the crypto leader is well poised to retain the momentum.

What About COIN’s Peers?

Robinhood Market (HOOD - Free Report) continues to diversify its product base to acquire new clients and gain market share. While in August, Robinhood announced the launch of pro and college football prediction markets, in June 2025, the company launched tokenized stocks in the EU to cater to rising demand for cryptocurrency. 

Circle Internet Group (CRCL - Free Report) plans to launch Arc, a Layer-1 blockchain designed for capital markets, payments and FX using USDC by year-end. This initiative seeks to broaden USDC’s applications, enhance mainstream adoption and drive sustainable long-term revenue growth.

COIN’s Price Performance

Shares of COIN have gained 23.1% year to date, outperforming the industry.

Zacks Investment Research
Image Source: Zacks Investment Research

COIN’s Expensive Valuation

COIN trades at a price-to-earnings value ratio of 49.35, above the industry average of 24.5. But it carries a Value Score of F.

Zacks Investment Research
Image Source: Zacks Investment Research

Estimate Movement for COIN

The Zacks Consensus Estimate for COIN’s third-quarter 2025 EPS has moved down 1 cent, while that for fourth-quarter 2025 EPS has witnessed no movement over the past 30 days. The same for full-year 2025 witnessed no movement, while that for 2026 has moved south by 2 cents.

Zacks Investment Research
Image Source: Zacks Investment Research

The consensus estimates for COIN’s 2025 and 2026 revenues indicate year-over-year increases. The consensus estimates for COIN’s 2025 and 2026 EPS indicate a decline.  

COIN stock currently carries a Zacks Rank #3 (Hold). 

You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.


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