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Coinbase Flags ETFs, Stablecoins and Tokenization as 2026 Drivers of Mainstream Crypto Use

Coinbase frames 2026 as a pivot to real‑world use powered by regulated ETFs, stablecoin rules, tokenization.

Overview

  • Coinbase’s David Duong says 2026 adoption will accelerate as ETF approvals speed up, stablecoins feature more in delivery‑versus‑payment, and tokenized collateral gains broader acceptance.
  • Regulatory guardrails in 2025, including the U.S. GENIUS Act and the EU’s MiCA regime, are enabling institutions to link crypto to payments, collateral and settlement workflows.
  • Forbes reports global assets in crypto ETFs and ETPs now exceed $200 billion, signaling deeper institutional participation through regulated investment wrappers.
  • Tokenization is building momentum, with Forbes noting SEC approval for DTCC to offer tokenization services as the market tests blockchain rails for securities and settlement.
  • Coinbase is positioning its platform with an agreement to acquire The Clearing Company and lawsuits against Michigan, Illinois and Connecticut over prediction‑market oversight.