Coinbase posted a weaker-than-expected Q2—and the market noticed. But Oppenheimer’s Owen Lau argues the big picture might be more nuanced.
In this interview, Lau and Unchained’s Steven Ehrlich unpack:
- What really drove the revenue miss
- Why Coinbase’s bank partnerships could matter more than people realize
- How its infrastructure strategy is taking shape
And what clues Q3 might already be offering
