COIN Stock Price Dips Amid Ongoing Iran War and Rising Oil Prices

The COIN stock price has pulled back from its highest point in recent weeks as concerns about the crypto industry remain amid the ongoing Iran war.

Crude oil prices have surged due to the conflict, with Brent and West Texas Intermediate (WTI) rising to $100 and $95 respectively. This could lead to a surge in inflation, making it difficult for the Federal Reserve to cut interest rates, according to an analyst who predicts inflation will hit 3.4% if oil prices remain above $95.

Soaring crude oil prices and inflation would be bearish for the crypto market and Coinbase's core business. As such, a drop in crypto prices could put pressure on its transaction volume, which rose to $982 million in Q4'25 from $1.5 billion in Q4'24.