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Three regulatory actions this week advanced Bitcoin's institutional infrastructure at the federal and state level: the CFTC cleared the first regulated domestic Bitcoin perpetual futures contract, Coinbase became the first regulated U.S. broker to route institutions into global crypto derivatives, and Texas moved its signed reserve law into operational planning by naming an advisory committee and issuing an RFP for direct on-chain custody.
Perpetual Bitcoin Futures Are Now Legal on a Regulated U.S. Exchange — a Derivative That Has Only Existed Offshore
On May 29, the CFTC approved KalshiEX's BTCPERP contract under Section 5c(c)(4) of the Commodity Exchange Act, making KalshiEX the first designated contract market in the United States to list a perpetual futures product referencing Bitcoin's spot price. The contract trades in units of one ten-thousandth of a bitcoin, settles in cash, runs 24 hours a day seven days a week, and carries no expiration date — the structural feature that distinguishes perpetuals from quarterly futures and has made them the dominant derivative instrument on offshore venues. The Commission determined BTCPERP complies with all applicable Core Principles for designated contract markets; CFTC Chairman Mike Selig called the approval a "major step forward" for U.S. crypto policy. Perpetual futures have accounted for the majority of Bitcoin's global trading volume for years but operated exclusively on offshore, largely unregulated exchanges — leaving U.S. participants without regulated domestic access. Kalshi stated its intention to expand crypto perpetuals to more than a dozen digital currencies, subject to further regulatory review.
The approval moves a derivative that drives the majority of Bitcoin's global notional volume — long dominated by Binance, Bybit, and OKX — onto a venue subject to U.S. federal oversight for the first time.
Coinbase Became the First Regulated U.S. Broker Cleared to Route Institutions Into Global Bitcoin Derivatives
CFTC staff issued a no-action position on May 28 to Coinbase Financial Markets, Inc. — a registered futures commission merchant — confirming that perpetual futures products Coinbase intends to offer through Deribit FZE, an affiliated foreign board of trade, qualify as foreign futures under Commission Regulation 30.1. The letter also permits Coinbase Financial Markets to post customers' digital assets, including bitcoin and payment stablecoins, as margin collateral for these products. Coinbase Financial Markets is now the first CFTC-regulated FCM to provide U.S. institutions with access to global cryptocurrency options and perpetual futures, routing positions through Coinbase Bermuda. Deribit options are live at launch, with perpetual futures and broader collateral types to follow; institutional onboarding has opened, with retail access described as a future phase. Offshore derivatives platforms collectively process trillions of dollars in annual notional volume — a market previously accessible to U.S. participants only through unregulated or intermediary channels.
The letter creates the first fully regulated pathway for U.S. institutions to access the offshore Bitcoin derivatives market at scale, through a federally supervised intermediary.
Texas Is Moving Its Bitcoin Reserve From an ETF Into Direct On-Chain Custody — the First State to Reach This Stage
Acting Texas Comptroller Kelly Hancock named the five-member Strategic Bitcoin Reserve Advisory Committee on May 28 and simultaneously published RFP 908-26-1778WS, seeking a qualified custodian to take direct possession of the state's bitcoin holdings. Texas currently holds approximately $10 million in bitcoin through the iShares Bitcoin Trust (IBIT), authorized under Senate Bill 21, signed by Governor Greg Abbott in June 2025; the RFP would replace that ETF exposure with direct on-chain custody under institutional-grade key management and operational controls. Committee members include Laurie Dotter, chair of the Employees Retirement System of Texas Investment Advisory Board; Jamie McAvity, founder of bitcoin mining operator Cormint Data Systems; and SMU law professor Carla Reyes, a sitting member of the CFTC's Innovation Advisory Committee. Vendor proposals are due June 15, with the custodian transition targeted for August 2026. No other U.S. state has advanced a signed Bitcoin reserve law to the custody procurement stage.
The RFP moves Texas from indirect fund exposure to sovereign on-chain ownership — establishing a procurement template that other states with pending reserve legislation can follow.
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