Owen Lau
Executive Director and Senior Analyst at Oppenheimer. He discusses the acquisition of Deribit by Coinbase and the crypto derivatives market.
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30 snips
Aug 2, 2025 • 52min
In Q2 Earnings, MSTR Surges, and Coinbase Stumbles. But What's Next? - Ep. 879
Lance Vitanza, Managing Director at TD Cowen, joins Owen Lau, Executive Director at Oppenheimer & Co., to delve into the earnings season of crypto companies. They discuss Strategy's impressive $10 billion net income driven by Bitcoin and new accounting rules, while Coinbase's disappointing results spark debates on its future after missed estimates. Vitanza highlights systemic risks tied to Bitcoin holdings, while Lau presents a bullish outlook on Coinbase, emphasizing the potential of new banking partnerships and upcoming market shifts.
30 snips
May 9, 2025 • 43min
Coinbase Acquired Deribit for $2.9 Billion. Here’s Why It Matters - Ep. 831
Owen Lau, Executive Director and Senior Analyst at Oppenheimer, shares insights on Coinbase’s groundbreaking $2.9 billion purchase of Deribit, the largest deal in crypto history. He discusses the strategic significance of Deribit’s position in the derivatives market and its implications for Coinbase’s dominance. Lau highlights how the derivatives market is outpacing spot trading and predicts industry consolidation. He also explains Coinbase's decision to primarily use stock in the acquisition and what this means for future revenue and competition among smaller exchanges.
