Coinbase-JPMorgan Partnership & Policy Tailwinds
What happened: Coinbase announced a major partnership with JPMorgan Chase, enabling Chase users to buy crypto with credit cards and earn USDC rewards by 2026 Financial Times.
Why it matters: This integration showcases the merging of traditional finance and crypto. Coinbase’s stock surged 52% YTD and gained inclusion in the S&P 500, benefiting from favorable policy signals under the Trump administration.
Looking ahead: Mainstream banking channels are embracing crypto. This could accelerate adoption among retail users and validate crypto as part of everyday finance.