🥛 Coinbase's biggest update ever 🔥

GM. This is Milk Road, the crypto newsletter that wakes you up faster than your stop losses triggering.

Here’s what we got for you today:

✍️ Coinbase's biggest update ever
🎙️ The Milk Road Show: Why Smart Money Is Choosing Coinbase: It’s More Than Just Crypto Now w/ John D’Agostino
🍪 Former PumpFun dev gets 6yrs

Launching The Energy Network on Solana, Fuse Energy has just secured $70M in Series B funding. Discover the future of energy now.

Prices as of 2:00 PM ET. Trade today with Milk Road Swap.

EVERYTHING YOU MISSED FROM YESTERDAY’S COINBASE EVENT 🤯

Last night, Coinbase held their ‘System Update’ event – and boy was it a doozy!

Some of the announcements you will have heard already. Some were leaked ahead of time. Others will come from left of field.

However you choose to slice it – our bet is you’re going to walk away more bullish on Coinbase than you were before.

Here’s what you missed:

1. Stock trading on the Coinbase app

You’ll now be able to buy stocks with USD or USDC, 24hrs a day, five days a week, all from the same account you use to trade crypto (no transfers or switching needed).

Oh, and – you’ll also be able to make fractional share purchases on selected assets (e.g. Buy half a share of TSLA).

All of the above is U.S.-only for now, but will likely roll out worldwide as soon as they can swing it.

Source: Coinbase

2. Stock & crypto perps

Stock perps will be available worldwide, as of early next year, while crypto perps are now live in the U.S..

That means you can/will soon be able to trade crypto and stocks with leverage.

Aka: you can borrow money to increase your trade sizes, and significantly increase the chances of your girlfriend leaving you after you gamble away your shared savings.

Source: Coinbase

3. Prediction markets

Coinbase announced at the event that Kalshi-powered prediction markets were ‘Now available directly in the Coinbase app’.

…but the site says ‘Coming soon’ – so, not sure who’s right here.

I just checked my app and couldn’t find it – but I’m in New York and we’re not legally allowed to have any sort of fun with crypto, so maybe it's just me?

Source: Coinbase

The crazy part of all of this? We’ve barely broken the back of all the announcements made by Coinbase yesterday.

Keep scrolling to the next article to get the rest!

FUSE ENERGY RAISES $70M AT A $5B VALUATION

Is this the most legit energy company to ever enter crypto?

Fuse Energy is a $400M ARR utility powering 200,000+ homes, today announcing a $70M series B at a blockbuster $5B valuation.

This comes after the recent beta launch of The Energy Network, a new digital layer engineered to scale our grids and save billions in costs.

And now, it’s building its momentum:

Today raised $70M in Series B led by Lowercarbon and Balderton
Now valued at $5B
Launched beta on Solana
Received landmark no-action letter from the SEC last month
Planning listings for early 2026

A new foundation for the grid is coming.

Check out their announcement here and follow Fuse on X for updates.

EVERYTHING YOU MISSED FROM YESTERDAY’S COINBASE EVENT (P2) 🤯

Ok, back to it!

Here’s everything else Coinbase was putting down last night:

4. Coinbase Tokenize

This is a single interface allowing institutions to tokenize Real World Assets (stocks, funds, private companies, etc.) on Base Chain – all while meeting regulatory requirements, right out of the box.

Plus, as a nice little bonus: they’ll get instant distribution to millions of Coinbase users.

Source: Coinbase

5. The Base App: unlocked worldwide

The Base App’s full product suite is now out of early access and available to anyone/everyone worldwide – that means:

Permissionless trading: Access/trade any asset, on any platform built on Base Chain
Messaging: a private chat interface where you can send money to friends and (eventually) create in-group betting markets (!)
Social: A single feed where every post is a coin that can be bought/sold – e.g. My sh*tpost from this morning hit a $47 market cap 👇

Source: Base App

6. Coinbase Advisor

Get institutional-grade briefings anytime, from the Coinbase Advisor AI assistant.

E.g. Tap a news headline and ask, "How does this affect me?" to get instant, actionable recommendations, based on your holdings.

Source: Coinbase

Ok, we’re running out of line space here…

Time for a lightning round – here’s everything else that was covered, in 5 bullet points:

Automated allocations: Set up a weekly direct deposit and have Coinbase auto-buy a basket of tokens/stocks using different percentage allocations
DEX trading on Solana: Trade any Solana-based token from your Coinbase app (powered by Jupiter)
Token sales: Access regulated Initial Coin Offerings once a month
Coinbase business: Pay employees worldwide, instantly and for near-free, using crypto
Developer platform: A single interface for any company (of any size) to access tooling that lets them store, pay, and trade crypto

Phew, ok! We got through it.

Our takeaway:

Coinbase just became the world’s stickiest financial app.

If you’re a new user starting out your investing journey on Coinbase – there’s going to be very little reason to ever leave.

P.S. Want our thesis on the future of Coinbase? Read this report!

CRYPTO PRO “WHERE ARE WE IN THE CYCLE?” INDICATORS 🤔

Ever heard the term ‘Doldrums’? It’s not so much a term, as it is an actual place.

It’s this spot in the Pacific Ocean where there’s almost no wind, so if you’re in a sail boat – you’ll want to avoid it (otherwise you can get stuck).

Anyways… it feels like we’re in the crypto Doldrums right now.

Ever since late November, BTC has been stuck in a range of roughly $80-90k.

… so how/when do we get out of it? Let’s check in with our cycle indicators.

The goal is to spot the bull market peak before the inevitable bear market hits your bags hard.

Since timing the top perfectly is almost impossible, we use various indicators to give us a better shot at taking profits before the music stops.

⚠️ CLICK HERE to view the Crypto PRO “Where Are We In The Cycle” Indicators.

GO CRYPTO PRO AND UNLOCK:

Full access to the 6 bull market peak indicators above to help you spot the bull market top 📈
Weekly reports that help you spot early trends, navigate the markets by limiting risk & catch those sweet cha-ching moments 💰
Access to the PRO Community, where the Milk Road crew & 1000s of fellow PROs talk crypto. 🫂

GO PRO TODAY