When Will Crypto Stocks Break Free From Bitcoin? - Bits + Bips

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Can crypto equities finally break free from Bitcoin’s shadow? Analyst Owen Lau explains why the correlation may be living on borrowed time. 🔥 EPISODE LINK 🔥 CHECK OUT THE EPISODE LINKS AND DETAILS HERE 👉 https://unchainedcrypto.com/bits-bips/bits-bips-how-stocks-may-decouple-from-bitcoin-and-why-tradfi-should-love-a-hype-dat/ 👈 ➡️ Thank you to our sponsor, Mantle! https://www.mantle.xyz/ Unchained executive editor Steve Ehrlich interviews Owen Lau, Managing Director at Clear Street and one of the most respected analysts covering public crypto companies. They dig into why crypto equities continue to track bitcoin—even when their fundamentals diverge—and what might finally break that correlation. Owen unpacks the growing importance of stablecoin revenue, why Circle and Coinbase are pouring money into long-term infrastructure, how prediction markets may become the next big battleground, and why he believes regulatory clarity could unlock a wave of capital in 2026. Host: ⭐️ Steve Ehrlich, Executive Editor at Unchained Guest: ⭐️ Owen Lau, Managing Director at Clear Street Timestamps: 📹 0:00 Introduction 📈 1:23 Owen’s outlook on crypto stocks—and what really drives them today 🔀 5:19 Why Coinbase’s stock is struggling while revenue goes up 🚀 7:47 Why so many crypto companies are spending heavily to expand distribution 💥 10:58 Whether the 10/10 crash changed how analysts evaluate public crypto companies 🎯 14:41 Will public crypto companies enter prediction markets next? 🏦 17:02 How Coinbase and Circle are positioning themselves in this emerging area ⚖️ 23:00 What Citadel Securities’ push for SEC regulation of DeFi means for the industry 📜 24:55 How a market structure bill could reshape the outlook for altcoins 💼 27:03 Would a public crypto company buy a DAT trading below its NAV? 📉 28:59 Has the window for crypto IPOs already closed? _______________________________________________________ #bitcoin #ethereum #crypto #cryptocurrencies ++++++++++++++++++++++++++++++++++++++++++++++++ Subscribe to our channel! CHECK OUT THE CRYPTOPIANS → https://www.youtube.com/watch?v=DFzunCFXrv4 WEBSITE → https://unchainedcrypto.com UNCHAINED DAILY NEWSLETTER → https://unchainedcrypto.beehiiv.com/subscribe/ LAURA'S TWITTER → https://x.com/laurashin UNCHAINED TWITTER → https://x.com/unchained_pod FACEBOOK → https://www.facebook.com/unchainedwithlaurashin INSTAGRAM → https://www.instagram.com/laurashin/?hl=en LINKEDIN → https://www.linkedin.com/in/laurashin/ MERCHANDISE → https://unchainedpodcast.company.site/ ++++++++++++++++++++++++++++++++++++++++++++++++ NEW EPISODES OF UNCHAINED EVERY TUESDAY AND FRIDAY! ALONG WITH BITS & BIPS AND THE CHOPPING BLOCK Apple → https://podcasts.apple.com/us/podcast/id1123922160?ls=1 Spotify → https://open.spotify.com/show/1cJrrfGY1SKBIRn5noKSAf?si=6SI4qIcRTEO7EhOe0V9n4w RSS Feed → https://feeds.megaphone.fm/LSHML4761942757 YOUR NO-HYPE RESOURCE FOR ALL THINGS CRYPTO!