Why Coinbase Is Incredibly Mispriced | Matt Hougan, Ryan Rasmussen

<p>Matt Hougan and Ryan Rasmussen from Bitwise join us to discuss their views on Coinbase, L2 valuations, the institutional investor landscape and more! And as usual, we start the episode with our analyst bullpen to discuss Ethereum's client failures, Pulse Chain's ponzi, Lido's new update and Tether's attestation report.</p><p>- -</p><p>Timestamps:</p><p>(00:00) Introduction</p><p>(01:05) Hot Seat/Cool Throne</p><p>(26:10) Interview Start: Institutional Investor Sentiment</p><p>(37:23) Regulation Outlook</p><p>(40:59) The Coinbase Bull Case</p><p>(49:26) L2 Valuations: Arbitrum vs Optimism</p><p>(51:49) Implications of USDC’s Depeg</p><p>(57:11) The De...