- The GENIUS Act benefited Coinbase stock with 147.88% growth.
- Circle’s market position improved significantly.
- Stablecoin policy clarity enhances U.S. market.
Coinbase shares surged to their highest levels since 2021 following the U.S. Senate’s passage of the GENIUS Act in June 2025, a significant development for stablecoins.
The passage of the GENIUS Act by the U.S. Senate marks a major milestone for stablecoin regulation, prompting significant market optimism and stock value increases.
Coinbase’s stock increased nearly 148%, from $142.58 to $353.43, marking a new high. This dramatic rise highlights growing confidence in regulated stablecoins. Brian Armstrong, Coinbase’s CEO, helped guide the company’s recent strategic focus on regulatory compliance, elevating its market status.
The GENIUS Act provides a regulatory framework for stablecoins, moving significant institutional support. Institutional analysts such as Bernstein upgraded their Coinbase stock price target to $510, indicating investor confidence. Anthony Pompliano, a well-known crypto entrepreneur, noted, “Wall Street wants Bitcoin and crypto assets.”
Following the passage of the stablecoin bill, Coinbase and Circle, a co-issuer of USDC, are at the forefront of a strengthened regulatory environment. Circle’s shares also experienced a significant rise post-IPO.
The stablecoin bill’s approval and subsequent market reactions bolster U.S. cryptocurrency interests. Enhanced clarity in regulation has driven an increase in DeFi protocols’ total value locked and on-chain liquidity, benefiting Coinbase’s core financial strategies.
Insightful analyses suggest Bitcoin and Ethereum have followed this bullish momentum. Past trends indicate market strength following regulatory focus on stablecoins, leading to increased activity in digital asset trading and decentralized finance ecosystems.
