Coinbase Global Coin定于5月19日进入标准普尔500指数，取代Discover Financial Services

该股票在新闻中飙升了24％，这是自唐纳德·特朗普（Donald Trump）当选胜利之后的第二天以来最尖锐的集会。

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定于5月19日进入标准普尔500指数，取代了Discover Financial Services，该服务正在被Capital One Financial收购。该股票在新闻中飙升了24％，这是自唐纳德·特朗普（Donald Trump）当选胜利之后的第二天以来最尖锐的集会。

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.

实际上，Coinbase现在已成为第一个包括在基准标准普尔500指数中的数字资产播放器。投资者可以在ETF的帮助下利用合适的时刻，该ETF分配了大量分配给美国最大的加密货币交易所。其中包括第一信任Skybridge Crypto行业和数字经济ETF CRPT，全球X区块链ETF ​​BKCH，Fidelity Crypto行业和数字支付ETF FDIG，ISHARES区块链和Tech ETF IBLC和Bitwise Crypto行业创新者ETF BITQ。

What Does This Mean for COIN?

这对硬币意味着什么？

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在标准普尔500指数中的增加强调了对主流金融中与加密货币相关的公司的更广泛接受。此举将吸引新的投资者进入该公司，该公司将通过投资于标准普尔500的金融产品间接购买公司。

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.

几位分析师认为，此举可能会将数十亿美元的新资本驱动为硬币股票。伯恩斯坦（Bernstein）预测，Coinbase可能会看到高达160亿美元的资本流入，这是其500标准普尔500指数的直接结果，其中大量来自被动指数基金。 Oppenheimer将Coinbase的价格目标从269美元提高到293美元，同时保持跑赢大盘的评级。

Solid Growth Prospects

稳定的增长前景

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.

自从2021年公开列出直接上市以来，Coinbase越来越多地融入了美国金融体系，这是由于比特币在价值和监管部门的批准中驱动的主要机构的驱动，以推出现货比特币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%.

美国最大的加密货币交易所在上周报告时落后于2025年第一季度的收益估计。它的每股收益为1.94美元，击败了Zacks共识估算值4.9％，同比增长7.6％。收入同比增长24％，达到20亿美元，但错过了Zacks共识估计的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29亿美元的价格收购了迪拜的Deribit，这是一个主要的加密衍生品交易所，将促进Coinbase的增长和盈利能力。该交易预计将在今年年底之前关闭，以开放利益和期权量将Coinbase定位为加密衍生品的国际领导者。值得注意的是，deribit是世界上最大的比特币选项交易平台。该交易是迄今为止加密行业中最大的交易。

ETFs to Buy

购买的ETF

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

First Trust Skybridge Crypto行业与数字经济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行业和数字经济ETF旨在为Skybridge认为正在推动加密货币，加密资产和与数字经济相关的创新的公司提供风险。 Skybridge主要通过“自下而上”的研究来确定证券，重点是寻找在加密行业生态系统中领导的公司。 First Trust Skybridge Crypto行业和数字经济ETF在其篮子里持有25股股票，Coinbase占据了第二个头寸的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行业和数字经济ETF每年从投资者那里收取85个基点。它已在其资产基础上积累了9,950万美元，平均每日交易45,000股。

Global X Blockchain ETF (BKCH)

全局X区块链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区块链ETF试图投资于位置的公司，以从增加的区块链技术中受益，包括数字资产挖掘，区块链和数字资产交易，区块链应用，区块链应用，区块链和数字资产硬件以及区块链和数字资产集成的公司。全球X区块链ETF遵循Solactive区块链指数，并在其篮子中持有28个股票。在这里，Coinbase是顶级公司，占资产的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区块链ETF的资产基础已收集了1.421亿美元，平均每日交易为53,000股。它每年收取50个基士的费用（请参阅：Tech ETFS的关税释放域很好：未来更优惠？）。

Fidelity Crypto Industry and Digital Payments ETF (FDIG)

富达加密行业和数字支付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行业和数字支付ETF向从事与加密货币，区块链技术和数字支付处理有关的公司的公司提供接触。它跟踪Fidelity Crypto行业和数字支付指数，并在其篮子里持有63个股票。 Coinbase以13.7％的份额排名第一。

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行业和数字支付ETF已在其资产基础上累积了1.514亿美元，并以35,000股的平均每日交易。它的年费收取40个基点。

iShares Blockchain and Tech

iShares区块链和技术