Question · Q3 2025
Guruwan Farinah inquired about the potential capital efficiencies offered by cross-margining capabilities with options now live, specific near-term opportunities for expanding relationships with stablecoin issuers like Circle for tokenized money market products, and when perpetual futures revenue is expected to turn positive.
Answer
CEO Tom Farley detailed the capital efficiencies derived from Bullish's single matching engine and global order book, enabling smart portfolio margining for options and other derivatives. He noted that tokenization of various assets opens new opportunities across liquidity services and the exchange, following customer demand. Regarding perpetual futures, he reiterated that specific revenue guidance is not provided but pointed to monthly exchange data for tracking progress, expecting 2026 to be a better year.
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