In Q2 Earnings, MSTR Surges, and Coinbase Stumbles. But What's Next? - Ep. 879
Unchained2 Elo 2025

In Q2 Earnings, MSTR Surges, and Coinbase Stumbles. But What's Next? - Ep. 879

Strategy posted a record $10 billion in net income. Coinbase missed estimates and stock dropped. But analysts say both tell a deeper story about how crypto companies are adapting. It’s earnings season in crypto—and the stories couldn’t be more different. Strategy (formerly MicroStrategy) just posted $10 billion in net income, boosted by Bitcoin’s price and new fair value accounting rules. But can the company keep this up? Coinbase missed Q2 estimates, sending its stock down. Yet Owen Lau of Oppenheimer says the long-term setup may be more bullish than the market thinks. In this double interview, Unchained’s Steven Ehrlich sits down with: Lance Vitanza from TD Cowen to break down Strategy’s accounting shift, capital markets evolution, and whether its growing BTC pile presents systemic risks Owen Lau from Oppenheimer to unpack Coinbase’s earnings miss, how new bank partnerships may remake it as a TradFi infrastructure provider, and why Q3 may tell a different story Visit our website for breaking news, analysis, op-eds, articles to learn about crypto, and much more: unchainedcrypto.com Thank you to our sponsors! Mantle FalconX Guests: Lance Vitanza, Lance Vitanza, Managing Director & Director of Equity Research at TD Cowen Owen Lau, Executive Director and Senior Analyst in the equity research department of Oppenheimer & Co Learn more about your ad choices. Visit megaphone.fm/adchoices

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(1147)

Bits + Bips: $285M Hack, Iran's Crypto War Machine & the Token Fundamentals Crisis

Bits + Bips: $285M Hack, Iran's Crypto War Machine & the Token Fundamentals Crisis

A nation state hacked a startup and won. The hosts debate who's liable, what's fixable, and what isn't. --- Thank you to our sponsors: Bitcoin’s application layer, Citrea, launched its mainnet, exp...

7 Huhti 59min

How Bitcoin Is Both a Risk Asset and a Hedge Against Debasement

How Bitcoin Is Both a Risk Asset and a Hedge Against Debasement

Charles Schwab’s chief crypto strategist breaks down why traditional finance valuation frameworks, not narratives, are finally taking hold in digital assets. --- Multichain Advisors is an emerging t...

6 Huhti 45min

How State-Sponsored Hackers Like DPRK Drain DeFi Protocols: Uneasy Money

How State-Sponsored Hackers Like DPRK Drain DeFi Protocols: Uneasy Money

The Drift Protocol is down $285 million and Circle has the power to freeze the funds — but won’t. Kain, Taylor, and Luca explain why. Thank you to our sponsors! ⁠⁠⁠⁠⁠⁠⁠Fuse: The Energy Network...

6 Huhti 1h 16min

The Chopping Block: Is Canton a Real Blockchain? Ethereum’s Cypherpunk Dilemma, AI Security Chaos

The Chopping Block: Is Canton a Real Blockchain? Ethereum’s Cypherpunk Dilemma, AI Security Chaos

The Chopping Block crew and Wintermute’s Evgeny Gaevoy debate whether Canton is truly permissionless, if Ethereum Foundation should double down on cypherpunk ideals or embrace institutions, and how AI...

5 Huhti 56min

Do Centralized Real World Assets on DeFi Break Ethereum? - Bits + Bips

Do Centralized Real World Assets on DeFi Break Ethereum? - Bits + Bips

When do oil prices force a ceasefire? Why is crypto holding firm while equities crack? And does Canton or Ethereum win the institutional race? --- Thank you to our sponsor: ⁠⁠⁠Nexo⁠⁠⁠ — the premier...

5 Huhti 1h 4min

How Bitcoin Is Both a Risk Asset and a Hedge Against Debasement

How Bitcoin Is Both a Risk Asset and a Hedge Against Debasement

Charles Schwab’s chief crypto strategist breaks down why traditional finance valuation frameworks, not narratives, are finally taking hold in digital assets. --- Multichain Advisors is an emerging t...

5 Huhti 46min

How Solana's Largest Perp DEX Was Exploited for $285 Million

How Solana's Largest Perp DEX Was Exploited for $285 Million

Chaos Labs' Omer Goldberg unpacks the $285 million Drift Protocol exploit. Did the perp DEX fail to implement best practices? Sponsored by ⁠Nexo⁠: A crypto lending and borrowing platform that lets ...

4 Huhti 38min

DEX in the City: Why the Prediction Market Bans Could Just Be Beginning

DEX in the City: Why the Prediction Market Bans Could Just Be Beginning

Former FTX General Counsel Ryne Miller joins the DEX in the City crew to unpack the CFTC's crypto moves. Does the agency have the staffing to achieve its “aggressive” agenda? Thanks to our sponsor, N...

3 Huhti 41min

Suosittua kategoriassa Politiikka ja uutiset

uutiscast
aikalisa
politiikan-puskaradio
rss-ootsa-kuullut-tasta
ootsa-kuullut-tasta-2
viisupodi
tervo-halme
rss-podme-livebox
rss-pinnalla
rss-asiastudio
rikosmyytit
otetaan-yhdet
aihe
et-sa-noin-voi-sanoo-esittaa
rss-kaikki-uusiksi
the-ulkopolitist
rss-vaalirankkurit-podcast
rss-ulkopoditiikkaa
rss-hyvaa-huomenta-bryssel
rss-raha-talous-ja-politiikka