The 'Washington power leverage inserted into the heart of crypto, Coinbase's compliance moat is being fortified.'

On June 13, 2025, Coinbase dropped a bombshell: former Obama campaign manager David Plouffe joined its global advisory board. This veteran Democrat who helped Obama reach the White House and established connections for Binance in North America is now betting on Coinbase, sending signals that go far beyond the surface — the crypto war has escalated from technical skirmishes to top-level power games.

1. Plouffe's Value: Three Key Cards of a Political 'Black Box Operator'

Revolving Door Power Leverage

Plouffe's resume is a textbook case of politics and business: he managed Obama's 2008 campaign, harvesting swing states using big data; during his time at the White House, he pushed for the JOBS Act to loosen corporate financing; in 2024, he became a global advisor for Binance, leading its compliance efforts in the U.S. This is not just a nominal role; he is a 'nuclear-level chip' for Coinbase in navigating the regulatory deep waters.
Bipartisan Lobbying Network

Having just assisted Harris's campaign, he turned to join Coinbase, which has close ties to Trump (the Trump family owns shares in a Bitcoin mining business). Coinciding with Trump's push for a $5 million immigration 'golden visa' and Biden's faction strongly promoting the GENIUS stablecoin bill, Plouffe can directly influence the policy balance of both parties.

2. Coinbase's Strategy: Political Capital Overwhelming Three Battlefields

Compliance Arms Race

Recently expanded its advisory board dramatically (bringing in four national security experts, including a former Defense Secretary in May), aiming directly at:

Resolving the SEC's crackdown on staking services (staking revenue accounted for 18% in Q1 2025);
Pushing for exemptions for exchanges from issuing rights under the stablecoin bill (Tether's market cap may exceed $2 trillion);
Clearing antitrust hurdles for the $2.9 billion acquisition of Deribit — if successful, Coinbase will monopolize 70% of the compliant derivatives market in the U.S.


Positioning at Traditional Financial Gateways

Strategically timed to capture two major benefits:

After being included in the S&P 500, stock prices surged 8%, attracting hundreds of billions in passive allocations from index funds;
Goldman Sachs lowered the U.S. recession probability to 30% and cut tariffs between the U.S. and China by 90%, creating a need for new capital inflows — Plouffe's connections can accelerate pension and endowment fund entry.

3. Retail Arbitrage Guide: Three Knives in the Power Game

Betting on Compliance Leaders

Short-term focus on the stock price correlation of Coinbase (COIN): if Plouffe drives a breakthrough in derivatives, COIN could replicate a 15% one-day surge following the acquisition of Deribit in May.
On-chain Sniping of Political Whales

Using Nansen to track Washington KOL associated addresses (such as *@Plouffe domain ETH wallets); when the net outflow of BTC from Coinbase exceeds 15,000 coins in a single day, it often signals impending favorable policy (e.g., a net outflow of 21,000 coins before the SEC settlement in March 2025).
Geopolitical Hedge Combination

Amid the flames of war in the Middle East (Israeli airstrikes on Iran triggering BTC to spike to $83K), political resource stocks become a safe haven:

Long COIN + Short high-energy-consuming mining companies (like Hut 8, as Iranian oil blockades may cause their shutdown price to drop below $85K);
Allocate to Trump concept coins ($TRUMP) to hedge against Biden-related regulatory risks.


Ultimate Scenario: The Fuse Ignited by Plouffe

Within 90 days: Propel Coinbase to obtain its first federal derivatives brand approval, with COIN stock price aiming for $300 (current price $226);
Short Sellers' Grave: If Trump wins, Coinbase may take control of the U.S. digital dollar pilot, and the strike price for BTC bullish options could be adjusted up to $150K;
Nuclear Explosion Risk: If lobbying fails, the SEC may sue staking services starting Q3, triggering regulatory FUD panic.
#美国加征关税 #以色列伊朗冲突 $ETH

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