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Coinbase in Exclusive Late-Stage Talks to Buy BVNK for About $2 Billion

Stablecoin revenue now accounts for roughly one-fifth of Coinbase’s business.

Overview

  • The company has exclusive negotiating rights following a competitive process, with due diligence underway and a potential closing by late 2025 or early 2026, according to reports.
  • Sources place the prospective price in a $1.5–$2.5 billion range, and they caution the terms could change and the deal may still fall through.
  • BVNK, founded in 2021 in London, provides fiat–stablecoin payment rails and compliance tooling for merchants and institutions, with backing from Citi Ventures, Visa and Haun Ventures.
  • Coinbase Ventures is already an investor in BVNK, and an acquisition would push Coinbase further into payments and settlement infrastructure beyond trading.
  • USDC-related activity and interest income contributed about 20% of Coinbase’s Q3 revenue, a driver for pursuing stablecoin rails as card networks and banks expand similar capabilities.