Bernstein analysts project billions in new prediction market activity around the 2026 FIFA World Cup, flagging Coinbase and Robinhood as the primary platforms positioned to absorb that user influx. Separately, Coinbase launched 'Coinbase for Agents,' a product that lets AI systems autonomously execute crypto trades, process payments, and manage portfolios within user-set boundaries. A new report adds context: roughly one-third of U.S. prediction market volume currently flows through offshore platforms, representing a significant addressable market still up for grabs.
For investors holding COIN, this is a confluence of near-term catalysts — a major sporting event driving retail crypto onboarding, a new AI-native product expanding platform utility, and a structural shift pulling offshore prediction market volume back onshore. If even a fraction of offshore volume migrates to regulated U.S. platforms, Coinbase's transaction revenue and user base metrics could see a meaningful step-up. HOOD is a secondary beneficiary worth watching.
2026 FIFA World Cup begins Jun 11, 2026. COIN next quarterly earnings: next quarterly earnings. Any CFTC or SEC regulatory guidance on U.S. prediction market rules: watch ongoing.
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