• Coinbase股价触及380美元的历史新高，年初迄今上涨53%，引领加密货币股涨势。
• Circle（CRCL）股价上涨10%，在投资者信心不断增强的情况下，延续了IPO后的势头。
• 催化剂包括Coinbase的打包资产发布、欧盟的MiCA许可以及美国永久期货计划。

6月26日星期三，Coinbase股价创下历史新高，收盘前COIN交易价格为每股380美元。该股今年迄今已上涨近53%。

USDC stablecoin issuer Circle (CRCL), which recently went public, also posted strong gains. Shares rose 10% during the day, marking another milestone in its ongoing post-IPO rally.

Coinbase引领美国加密股票反弹

更广泛的激增反映了投资者对加密股票的信心重新增强。监管清晰、产品扩张和机构兴趣不断增长创造了有利的背景。

Coinbase’s rally comes amid a string of high-impact expansion moves. The company launched Cardano和Litecoin的包装版本（cbADA、cbLTC） on its Base Layer-2 network, boosting cross-chain utility.

It also secured a 卢森堡的MiCA许可证, expanding into the regulated EU market. This move signals the exchange’s readiness for regulated crypto growth in Europe. 

该平台还提高了上市率，为其现货市场增加了几种新代币。

Additionally, Coinbase plans to launch CFTC监管的永久期货 for US customers—an institutional-grade trading product that could significantly increase revenue streams.

US Perpetual-Style Futures.
Coming July 21.

→ No quarterly expiration dates
→ Spot price tracking
→ Embedded leverage
→ 24/7 availability

All on a CFTC-regulated US exchange. pic.twitter.com/NKwqyWW4n2

— Coinbase 🛡️ (@coinbase) June 26, 2025

这些事态发展，加上参议院最近通过的《天才法案》的势头，正在帮助重塑市场情绪。

该法案为稳定币提供了联邦指导方针，Coinbase和Circle等公司直接受益。

分析师表示，COIN和CRCL的上涨表明投资者对受监管的加密基础设施持乐观态度。伯恩斯坦最近以其战略定位为由将Coinbase的价格目标提高至510美元。

随着华尔街对加密货币股票重新表现出兴趣，Coinbase和Circle似乎都在引领该行业的夏季突破。