Calls
2
Owen Lau
Managing Director and Senior Analyst, Clear Street
Win Rate
50.0%
return
+0.6%
Loading charts...
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Aug 03
$151.88
-0.4%
Coinbase reported a weak quarter with low trading volume and no near-term catalyst from the CLARITY Act. However, management reduced headcount by 14% and can further control expenses to maintain positive adjusted EBITDA. Multiple catalysts exist including prediction markets, tokenized equities, pre-IPO perks, B2B stablecoin payments, and agent convert, which could drive the next wave of blockchain adoption. The analyst has a $24 price target.
Crypto Infrastructure
Long
Aug 03
$57.48
+1.6%
Stripe and Advent made a $60.50 per share bid for PayPal, which the board rejected. The CEO indicated the company is open to evaluating opportunities, suggesting the door is not closed. Ongoing negotiations could lead to a higher offer; if the bid price rises closer to $70, a deal could happen, providing upside from current levels.
Payments & Fintech
Showing 2 of 2 calls · sorted by mentions
Choose a mentions count to open ticker posts.
Owen Lau has 2 trade ideas tracked on Buzzberg across 2 tickers since August 2026. Most covered: COIN, PYPL.
