COIN
0 deep-dives · 22 policy notes
What has moved COIN
19 dated calls from the policy coverage · 7 positive · 5 negative · 7 watch
- Positive2026-10-19inferred
Bitcoin up 1.67% with the VIX down 11% is the risk-appetite combination that drives crypto-linked transaction revenue
Policy Pulse - Global Spillover - 19 Oct 2026 - Watch2026-10-13
A well-capitalised issuer walking away from the category is a competitive signal, not a volume signal: the fee war is now the entry barrier
Policy Pulse - Trump / US Watch - 13 Oct 2026 - Watch2026-10-09
Small August 10 crypto pair — Strategy bought, Coinbase sold — as the listed crypto complex sold off far harder than the tokens
Policy Pulse - Trump / US Watch - 09 Oct 2026 - Negative2026-10-08
The leveraged listed proxies are trading as high-beta duration instruments: they fell three to ten times as much as the underlying tokens on the same day
Policy Pulse - Global Spillover - 08 Oct 2026 - Negative2026-10-08
The listed crypto complex is falling much harder than the tokens — Strategy -6.79% and Coinbase -3.92% — as rates volatility repriced leverage
Policy Pulse - Trump / US Watch - 08 Oct 2026 - Positive2026-10-07
Regulatory clarity on staking structures supports the largest US-listed staking business and product breadth
Policy Pulse - Trump / US Watch - 07 Oct 2026 - Positive2026-10-06
The US commodities regulator proposed new federal crypto oversight rules — a formalisation signal for listed crypto intermediaries
Policy Pulse - Global - 06 Oct 2026 - Positive2026-10-02
Rate-sensitive retail-brokerage and crypto-adjacent platforms are direct beneficiaries of a Fed pause. Robinhood also carries the Trump Accounts auto-enrolment tailwind (see below)
Policy Pulse - Trump / US Watch - 02 Oct 2026 - Watch2026-10-02
The meme-coin gala and the Trump Accounts programme keep a steady flow of Trump-branded financial product news in the tape. DJT separately carries the TAE fusion S-4 and the Truth API legal overhang
Policy Pulse - Trump / US Watch - 02 Oct 2026 - Watch2026-10-01
Unrelated to the tariffs but part of the same Washington dynamic: the Senate has adjourned until November 9, so the CLARITY Act and any digital-asset framework are frozen until after the midterms
Policy Pulse - Global Spillover - 01 Oct 2026 - Watch2026-10-01
The relevant money is the crypto PAC spend in Ohio and the composition of the next Senate, not the trading ban. The CLARITY Act already died on cloture in September and the industry's stated Plan B is rulemaking at the SEC and CFTC — a slower, less binary path
Policy Pulse - Trump / US Watch - 01 Oct 2026 - Positive2026-09-30
Risk-on read-across from the MSTR accumulation; the earlier Q1 filing showed nine separate Coinbase buys
Policy Pulse - Trump / US Watch - 30 Sep 2026 - Negative2026-09-16
Legislative clarity is now deferred to agency rulemaking with no timeline; Coinbase fell about 10% and Circle 8-11% on the vote
Policy Pulse - Global Spillover - 16 Sep 2026 - Negative2026-09-16
The single most policy-levered US crypto equity lost the legislative framework that would have cemented federal oversight; ~10% down and now fully dependent on SEC rulemaking timelines
Policy Pulse - Trump / US Watch - 16 Sep 2026 - Watch2026-09-16
Coinbase appears repeatedly in the disclosed accounts (purchases in the $50,001-$100,000 and $100,001-$250,000 bands) — a disclosed holding in a name whose regulatory fate the filer's own administration controls
Policy Pulse - Trump / US Watch - 16 Sep 2026 - Positive2026-09-15
A market-structure statute is the sector's biggest 2026 catalyst; BTC was up about 1.9% into the vote
Policy Pulse - Global Spillover - 15 Sep 2026 - Positive2026-09-15
A market-structure statute is the sector's single biggest catalyst of 2026; BTC was up about 1.9% into the vote
Policy Pulse - Trump / US Watch - 15 Sep 2026 - Watch2026-09-11
Retail-cash events historically show up first in trading volumes and risk appetite
Policy Pulse - Trump / US Watch - 11 Sep 2026 - Negative2026-09-04
Bitcoin -3%, crypto stocks -5% as rate-hike bets rose
Policy Pulse - Trump/US - 04 Sep 2026
Mentioned in Policy Pulse
Policy Pulse - Global Spillover - 19 Oct 2026
The waiver suspended China's exposure on the same terms as India's and left the statutory machinery delegated to the USTR, while INTC rose 4% on a JPMorgan upgrade and STLA bore the brunt of French protests that took the DAX down 1.39%.
Policy Pulse - Trump / US Watch - 13 Oct 2026
Goldman beat on a 72% surge in equities revenue while JPMorgan missed its first quarter in three years. Trump floated a US diesel export cap five days before the Graham Act's October 18 deadline, hitting VLO and PSX, and Trump Media pulled three crypto ETF filings as DJT fell 5% on a 32% approval rating.
Policy Pulse - Trump / US Watch - 09 Oct 2026
Trump's August disclosure logged 517 trades, including a Dell sale on the same day he handed Dell a medal and Nvidia bought before he decorated Jensen Huang; Washington simultaneously froze Microsoft and Adobe out of the green-card PERM programme, and SpaceX's USD 8 billion spectrum buy hit T-Mobile, Verizon and AT&T while lifting tower REITs.
Policy Pulse - Global Spillover - 08 Oct 2026
Brent rose 4.25 percent to USD 104.5 after Axios reported the Pentagon has been told to prepare for a possible resumption of major combat operations in Iran and Tropical Storm Isaias shut in a quarter of Gulf of Mexico output, positive for XOM, CVX and ONGC and negative for DAL, IOC and BPCL; hawkish September FOMC minutes kept the 10-year near 5.28 percent and the 30-year at 2002 levels, and India joined the US-led 15-country excess-capacity initiative while a Section 301 investigation into India's own industrial policies remains live.
Policy Pulse - Trump / US Watch - 08 Oct 2026
Trump's August financial disclosure showed 517 trades including the largest single position of the month, up to USD 25 million of META, plus USD 1-5 million of SPCX notes bought two days before a national space transportation policy targeting 1,000 launches a year by 2030; completion of Trump Accounts auto-enrolment for nearly 70 million children is positive for HOOD and SCHW. The indefinite de minimis suspension reaches its October 22 compliance date, positive for LLY, MRK and PFE by removing personal-importation arbitrage and negative for WMT and TGT on per-parcel cost.
Policy Pulse - Trump / US Watch - 07 Oct 2026
Trump unveiled Anduril's USD 3.7 billion Arsenal-2 submarine shipyard at Sparrows Point with a Navy contract of up to USD 2.9 billion and announced a 40 percent US government stake in the operating subsidiary, a 15 percent lift to Virginia-class production capacity that is positive for NUE and STLD on naval steel while leaving incumbents GD and HII two-sided as a new component competitor enters. The August trade deficit widened to USD 105.6 billion, the widest since Liberation Day, on record imports led by semiconductors and nonmonetary gold, positive for NVDA, AMD and NEM. The IRS issued a staking safe harbour, positive for COIN and HOOD.
Policy Pulse - Global - 06 Oct 2026
Brent fell back below USD 100 to USD 98.33 as Hormuz transits and the Saudi East-West pipeline recovered and the G7's 100-million-barrel release began flowing - a cost tailwind for IOC, BPCL and INDIGO and a headwind for ONGC and XOM. The S&P 500 and Nasdaq printed new records on Tuesday as the 10-year Treasury eased to 5.26% from a 19-year high of 5.35%, the euro hit a 17-month low on French fiscal stress, and BMI Research raised its Q4 2026 Brent forecast to USD 107 a barrel while Kenanga went to USD 91 for 2026.
Policy Pulse - Trump / US Watch - 02 Oct 2026
September payrolls came in at just 29,000 against an 84,000-90,000 consensus with unemployment at 4.2% and July revised into a loss, taking the October Fed hike off the table and sending Treasury yields tumbling from a 24-year high. Trump announced on Truth Social that Europe will release emergency diesel stocks, pushing Brent below $100 and lifting DAL, UAL, CCL and RCL while pressuring XOM and CVX. Greer closed the G20 in Milwaukee with no timetable for US-China tariff cuts, and the July disclosure showed Trump's team sold up to $25 million each of AMZN and MSFT.
Policy Pulse - Global Spillover - 01 Oct 2026
G20 trade ministers endorsed a Milwaukee Framework on steel overcapacity as Greer put the MFN principle itself up for review, while a Section 301 overcapacity probe covering 16 economies including India remains the unexercised risk to SUNPHARMA, WELSPUNLIV and BHARATFORG. Brent went back above $100 on China's fuel-export halt, lifting XOM and CVX against DAL and CCL, the US 10-year held near 5.28% after its biggest quarterly gain since 1994, and Micron's blowout quarter drove a 2.9-3.3% Nikkei rally.
Policy Pulse - Trump / US Watch - 01 Oct 2026
Trump Media filed the S-4 for its all-stock merger with TAE Technologies, turning DJT into one of the first publicly listed commercial fusion developers. The White House Super Intelligence order added no compliance burden on NVDA, AVGO and MSFT, while the Senate killed the Stop Insider Trading Act 53-47 and the July disclosure showed pure buys in SO and PSA. Boeing took a $20bn-plus Navy F/A-XX award against NOC, and Micron's blowout quarter lifted Nasdaq futures as Brent went back above $100.
Policy Pulse - Trump / US Watch - 30 Sep 2026
Core PCE cooled to 3.0% and cut the priced odds of an October hike from 71% to 35%, sending short-dated yields lower and equity indices higher, while the Section 301 forced-labour tariffs - 10-12.5% on 86 countries covering 99.4% of US imports - went before the Court of International Trade and Trump credited a $15bn Iowa steel mill to his 50% steel tariffs. Canada's $1bn alcohol and dairy import ban is live, and the July 278-T showed 1,156 trades including Strategy bought at the 2026 lows.
Policy Pulse - Global Spillover - 16 Sep 2026
Brent held above USD 108 after Saudi Arabia's East-West pipeline went offline, the Fed is set to deliver its first hike since 2023 with a 25bp move 94% priced, and the BoJ meets September 17-18 expected to lift rates to a 31-year high of 1.25%. ONGC and OIL gain on the crude bid while IOC, BPCL and HINDPETRO absorb negative marketing margins.
Policy Pulse - Trump / US Watch - 16 Sep 2026
The Senate kills the CLARITY Act 49-50, sending COIN down ~10% and CRCL 8-11% and closing crypto's legislative route for 2026, while a 25bp Fed hike is 94% priced into tonight's decision with the 10-year at 4.995%. Trump's $1.4bn crypto income and the bill's blind-trust ethics clause made this a leader-trade story.
Policy Pulse - Trump / US Watch - 15 Sep 2026
Trump rejected Anthropic's AI slowdown call outright - 'whoever wins AI wins' - removing policy risk from the NVDA/AVGO/VRT capex trade even as the 10-year crossed 5% and hike odds topped 90% into tomorrow's FOMC. Canada's Section 338 product changes took effect today (ATVs and dairy in, road salt and cement out) and the Senate holds its 60-vote CLARITY Act test this afternoon (COIN, HOOD).
Policy Pulse - Trump/US - 04 Sep 2026
Hot Aug jobs report (+162K vs 53K est) lifts Sept rate-hike odds to 63% - stocks open lower, yields jump. SNOW +17% and PLTR +8% keep software bid. Brent eases to ~USD 95; BUY XOM, SELL DAL.
Policy Pulse - Trump/US - 28 Aug 2026
Trump disclosed 1000+ trades in June including LMT, NOC, GD, RTX, PLTR, NFLX, DIS. Also signed Lake America EO amid Canada trade war.
Policy Pulse — Trump Stock Trades & US-Canada Trade War — 24 Aug 2026
Trump's June disclosure reveals 1,051 trades worth 8M-63M: sold META, bought BRK.B/V/MA/HD; DJT Q2 loss 38M; US-Canada 50% tariffs escalate trade war
Policy Pulse — Trump/US — 21 Aug 2026
Canada trade deal deadline looms with 50% Section 338 tariffs set for Aug 22; deal very close with auto tariffs potentially cut to 15%; Trump hosts crypto summit, DJT Truth API generating revenue
Policy Pulse — Trump / US — 11 Aug 2026
Trump Media posts 238M Q2 loss as its crypto bet backfires, but Truth API lands 10+ paying HFT clients (60-100K/mo) and BTC treasury tops 900M; Trump 'low-keying it' on Iran keeps crude near 90
Policy Pulse — Trump / US — 04 Aug 2026
Trump Media (DJT) -4% on 0M Q2 loss and delayed crypto-ETF; Trump warns Iran talks are 'last chance' as oil rebounds 1.4%. DJT Hold, energy bounces (XOM), airlines dip (DAL).
Policy Pulse — Trump — 15 Jul 2026
Trump primetime address July 16 + Section 122 tariff expiry July 24 + pharma onshoring deadline July 31 create 9-day policy window — XOM, LLY, BA positioned for key outcomes.
Policy Pulse — Trump — 14 Jul 2026
Trump's $81B tariff refunds and new exemption EO signal shifting trade stance — tailwinds for mega-cap importers (AAPL, MSFT, LLY), crypto platforms (COIN, MSTR), and energy (XOM).