Coinbase Global Coin定於5月19日進入標準普爾500指數，取代Discover Financial Services

該股票在新聞中飆升了24％，這是自唐納德·特朗普（Donald Trump）當選勝利之後的第二天以來最尖銳的集會。

Coinbase Global COIN is set to enter the S&P 500 Index on May 19, replacing Discover Financial Services, which is in the process of being acquired by Capital One Financial. The stock soared 24% on the news, marking the sharpest rally since the day after President Donald Trump’s election victory.

Coinbase Global Coin定於5月19日進入標準普爾500指數，取代了Discover Financial Services，該服務正在被Capital One Financial收購。該股票在新聞中飆升了24％，這是自唐納德·特朗普（Donald Trump）當選勝利之後的第二天以來最尖銳的集會。

In fact, Coinbase has now become the first digital asset player to be included in the benchmark S&P 500 index. Investors could tap the opportune moment with the help of the ETFs having a substantial allocation to the largest U.S. cryptocurrency exchange. These include First Trust SkyBridge Crypto Industry & Digital Economy ETF CRPT, Global X Blockchain ETF BKCH, Fidelity Crypto Industry and Digital Payments ETF FDIG, iShares Blockchain and Tech ETF IBLC and Bitwise Crypto Industry Innovators ETF BITQ.

實際上，Coinbase現在已成為第一個包括在基準標準普爾500指數中的數字資產播放器。投資者可以在ETF的幫助下利用合適的時刻，該ETF分配了大量分配給美國最大的加密貨幣交易所。其中包括第一信任Skybridge Crypto行業和數字經濟ETF CRPT，全球X區塊鏈ETF ​​BKCH，Fidelity Crypto行業和數字支付ETF FDIG，ISHARES區塊鍊和Tech ETF IBLC和Bitwise Crypto行業創新者ETF BITQ。

What Does This Mean for COIN?

這對硬幣意味著什麼？

Coinbase's addition to the S&P 500 underscores a broader acceptance of cryptocurrency-related companies in mainstream finance. The move will attract new investors to the company, who would indirectly purchase the company through financial products invested in the S&P 500.

Coinbase在標準普爾500指數中的增加強調了對主流金融中與加密貨幣相關的公司的更廣泛接受。此舉將吸引新的投資者進入該公司，該公司將通過投資於標準普爾500的金融產品間接購買公司。

Several analysts believe the move could drive billions of dollars in fresh capital into COIN stock. Bernstein projects that Coinbase could see up to $16 billion in capital inflows as a direct result of its S&P 500 entry, with a substantial portion coming from passive index funds. Oppenheimer raised the price target for Coinbase to $293 from $269, while maintaining an Outperform rating.

幾位分析師認為，此舉可能會將數十億美元的新資本驅動為硬幣股票。伯恩斯坦（Bernstein）預測，Coinbase可能會看到高達160億美元的資本流入，這是其500標準普爾500指數的直接結果，其中大量來自被動指數基金。 Oppenheimer將Coinbase的價格目標從269美元提高到293美元，同時保持跑贏大盤的評級。

Solid Growth Prospects

穩定的增長前景

Since going public through a direct listing in 2021, Coinbase has become increasingly integrated into the U.S. financial system, driven by Bitcoin's surge in value and regulatory approval for major institutions to launch spot bitcoin ETFs.

自從2021年公開列出直接上市以來，Coinbase越來越多地融入了美國金融體系，這是由於比特幣在價值和監管部門的批准中驅動的主要機構的驅動，以推出現貨比特幣ETF。

The largest U.S. cryptocurrency exchange topped earnings estimates for the first quarter of 2025 while lagging on revenues when it reports last week. It posted earnings per share of $1.94, beating the Zacks Consensus Estimate by 4.9% and increasing 7.6% year over year. Revenues increased 24% year over year to $2.0 billion but missed the Zacks Consensus Estimate by 4.1%.

美國最大的加密貨幣交易所在上週報告時落後於2025年第一季度的收益估計。它的每股收益為1.94美元，擊敗了Zacks共識估算值4.9％，同比增長7.6％。收入同比增長24％，達到20億美元，但錯過了Zacks共識估計的4.1％。

The potential acquisition of Dubai-based Deribit, a major crypto derivatives exchange, for $2.9 billion will provide a boost to the growth and profitability of Coinbase. The transaction, expected to be closed by the end of the year, positions Coinbase as an international leader in crypto derivatives by open interest and options volume. Notably, Deribit is the world’s biggest trading platform for bitcoin options. The deal is the largest in the crypto industry to date.

以29億美元的價格收購了迪拜的Deribit，這是一個主要的加密衍生品交易所，將促進Coinbase的增長和盈利能力。該交易預計將在今年年底之前關閉，以開放利益和期權量將Coinbase定位為加密衍生品的國際領導者。值得注意的是，deribit是世界上最大的比特幣選項交易平台。該交易是迄今為止加密行業中最大的交易。

ETFs to Buy

購買的ETF

First Trust SkyBridge Crypto Industry & Digital Economy ETF (CRPT)

First Trust Skybridge Crypto行業與數字經濟ETF（CRPT）

First Trust SkyBridge Crypto Industry and Digital Economy ETF is designed to provide exposure to companies that SkyBridge believes are driving cryptocurrency, crypto assets and digital economies-related innovation. SkyBridge identifies securities primarily via “bottom up” research focused on finding companies leading in the crypto industry ecosystem. First Trust SkyBridge Crypto Industry & Digital Economy ETF holds 25 stocks in its basket, with Coinbase occupying the second position at 17.8% share.

First Trust Skybridge Crypto行業和數字經濟ETF旨在為Skybridge認為正在推動加密貨幣，加密資產和與數字經濟相關的創新的公司提供風險。 Skybridge主要通過“自下而上”的研究來確定證券，重點是尋找在加密行業生態系統中領導的公司。 First Trust Skybridge Crypto行業和數字經濟ETF在其籃子裡持有25股股票，Coinbase佔據了第二個頭寸的17.8％。

First Trust SkyBridge Crypto Industry & Digital Economy ETF charges 85 bps in fees per year from investors. It has amassed $99.5 million in its asset base and trades in an average daily volume of 45,000 shares.

First Trust Skybridge Crypto行業和數字經濟ETF每年從投資者那裡收取85個基點。它已在其資產基礎上積累了9,950萬美元，平均每日交易45,000股。

Global X Blockchain ETF (BKCH)

全局X區塊鏈ETF（BKCH）

Global X Blockchain ETF seeks to invest in companies positioned to benefit from the increased adoption of blockchain technology, including companies in digital asset mining, blockchain and digital asset transactions, blockchain applications, blockchain and digital asset hardware, and blockchain and digital asset integration. Global X Blockchain ETF follows the Solactive Blockchain Index and holds 28 stocks in its basket. Here, Coinbase is the top firm, accounting for 12.5% of the assets.

全球X區塊鏈ETF試圖投資於位置的公司，以從增加的區塊鏈技術中受益，包括數字資產挖掘，區塊鍊和數字資產交易，區塊鏈應用，區塊鏈應用，區塊鍊和數字資產硬件以及區塊鍊和數字資產集成的公司。全球X區塊鏈ETF遵循Solactive區塊鏈指數，並在其籃子中持有28個股票。在這裡，Coinbase是頂級公司，佔資產的12.5％。

Global X Blockchain ETF has gathered $142.1 million in its asset base and trades in an average daily volume of 53,000 shares. It charges 50 bps in annual fees (see: Tariff Relief Bodes Well for Tech ETFs: More Upside Ahead?).

Global X區塊鏈ETF的資產基礎已收集了1.421億美元，平均每日交易為53,000股。它每年收取50個基士的費用（請參閱：Tech ETFS的關稅釋放域很好：未來更優惠？）。

Fidelity Crypto Industry and Digital Payments ETF (FDIG)

富達加密行業和數字支付ETF（FDIG）

Fidelity Crypto Industry and Digital Payments ETF offers exposure to companies engaged in activities related to cryptocurrency, blockchain technology and digital payments processing. It tracks the Fidelity Crypto Industry and Digital Payments Index and holds 63 stocks in its basket. Coinbase takes the top spot with a 13.7% share.

Fidelity Crypto行業和數字支付ETF向從事與加密貨幣，區塊鏈技術和數字支付處理有關的公司的公司提供接觸。它跟踪Fidelity Crypto行業和數字支付指數，並在其籃子裡持有63個股票。 Coinbase以13.7％的份額排名第一。

Fidelity Crypto Industry and Digital Payments ETF has accumulated $151.4 million in its asset base and trades in an average daily volume of 35,000 shares. It charges 40 bps in annual fees.

Fidelity Crypto行業和數字支付ETF已在其資產基礎上累積了1.514億美元，並以35,000股的平均每日交易。它的年費收取40個基點。

iShares Blockchain and Tech

iShares區塊鍊和技術