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TEXXR

Chronicles

The story behind the story

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Coinbase says it received a license to operate in Bermuda; source: the company plans to launch an offshore derivatives exchange in Bermuda as soon as next week

Coinbase has received a license to operate in the off-shore haven of Bermuda, signaling that the company is doubling-down on plans …

Fortune Jeff John Roberts

Context & Ripple Effects

The Bermuda license marked an early step in Coinbase's effort to build an international derivatives business while its U.S. regulatory position was under pressure. The plan was quickly operationalized through the launch of Coinbase International Exchange for international perpetual-futures trading.

Later Bermuda approval to offer perpetual futures to non-U.S. retail users broadened the exchange's intended customer base, showing the initial license was a foundation for a progressively wider offshore product rollout.

First-order effects

  • Coinbase can establish a Bermuda operating presence and move ahead with its planned offshore derivatives exchange, subject to the terms of its authorization.
  • International users gain a prospective Coinbase venue for derivatives products outside the U.S. market.

Second-order effects

  • The launch gives Coinbase another route to serve non-U.S. derivatives demand as it tussles with U.S. regulators, separating that activity from its domestic platform.
  • Bermuda's regulator becomes a key gatekeeper for Coinbase's international product expansion; later approval for non-U.S. retail perpetuals illustrates how product scope depends on local permissions.

Third-order effects

  • If major exchanges continue to build country-specific regulated operations, crypto derivatives distribution is likely to become more jurisdictionally segmented rather than centered on a single global platform.
  • The pattern shifts competitive advantage toward firms able to secure and maintain multiple licenses, though the eventual scope remains dependent on each regulator's treatment of retail derivatives.

The trend: This is one step in crypto exchanges' broader move to assemble regulated international derivatives networks market by market.

Discussion

  • @dogebnborg @dogebnborg on x
    Coinbase lost market share by playing it safe with US regulators. Now they're done playing nice and ready to shake things up. I'm glad it's finally happening! 🚨🚨🚨 BREAKING: Coinbase gets Bermuda license, plans to launch an offshore exchange in coming weeks
  • @alanzibel Alan Zibel on x
    Nothing to see here. Nothing sketchy about this company at all. https://twitter.com/...
  • @sassal0x @sassal0x on x
    Congrats Gensler, you pushed Coinbase offshore https://twitter.com/...
  • @fintechfrank Frank Chaparro on x
    Can confirm this is true More details coming ... https://twitter.com/...
  • @wmougayar William Mougayar on x
    Not the least surprised. https://twitter.com/...
  • @bowtiedbull @bowtiedbull on x
    Man lol! That sure worked out last time... https://twitter.com/...
  • @mdudas Mike Dudas on x
    “⁦@coinbase⁩ plans to launch an offshore derivatives exchange in Bermuda as soon as next week” https://fortune.com/...
  • @haider @haider on x
    Welcome to the “onshore/offshore” club SMH https://twitter.com/...
  • @coinbase @coinbase on x
    1/ More than halfway through our 8-week international expansion drive we wanted to give you an update on how we are doing. Read more 👇 https://www.coinbase.com/...
  • @crypto_mckenna McKenna on x
    Evidence of the beginning capitulation of crypto companies recognising the US is not accommodating to crypto in any capacity. Strange that the super power with the world reserve currency is not accommodating to something that disrupts their power. Who would have thought? https://…
  • @fundiescapital @fundiescapital on x
    If $COIN goes mostly offshore to get ‘regulatory clarity’ will they be a bigger or smaller company with a much diminished US customer list? I'm sure that Wells notice has nothing to do with it. https://fortune.com/...
  • @positivecrypto Philip Swift on x
    This is a big play from coinbase 👀 https://fortune.com/...
  • @chainlinkgod @chainlinkgod on x
    The systemic shift of US-based crypto firms moving off-shore due to domestic regulatory hostility has begun It's a shame it's had to come this, but ultimately not surprising one bit You can't kill crypto, but you can seed the benefits to other nations https://fortune.com/...
  • @spaghettiboyx69 @spaghettiboyx69 on x
    Lmao. This was predicted in the book The Sovereign Individual. The more the USA tries to regulate or ban crypto, the more that big players leave the USA. https://twitter.com/...
  • @capitolistpig @capitolistpig on x
    Because things are going so well for $COIN here at home ! https://twitter.com/... https://twitter.com/...
  • @adamscochran Adam Cochran on x
    Soooooo next Coinbase shareholder meeting is at the new Bermuda office, right @emiliemc? https://twitter.com/...