From Coinbase Super Bowl ad to upcoming earnings report, with crypto M&A expert Christian Lopez

February 19, 2026, 12:40PM EST
From Coinbase Super Bowl ad to upcoming earnings report, with crypto M&A expert Christian Lopez
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  • Cohen & Company Capital Markets Blockchain Head Christian Lopez on crypto M&A, stablecoin wars, tokenized equities, and why Bitcoin may be our generation’s generational wealth play.

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Episode 61 of The Crypto Beat was recorded with Tim Copeland, Kelvin Sparks, and Christian Lopez, Head of Blockchain and Digital Assets at Cohen & Company Capital Markets.

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In episode 61 of The Crypto Beat, Kelvin and Tim were joined by Christian Lopez of Cohen & Company Capital Markets to discuss why mid-scale crypto companies face a "consolidate or die" moment as big banks prepare to enter the space post-regulation. He explains how stablecoin yields could disrupt traditional banking's cost-of-capital advantage, and makes the case that Bitcoin is this generation's store of value — the way gold was for grandparents and homes were for parents.

OUTLINE
00:00 - Introduction
01:57 - Coinbase Super Bowl Ad
04:00 - Crypto's Perception Gap
07:00 - Buy vs. Build for TradFi
12:28 - Consolidation & IPO Pipeline
17:26 - Private Market Exits
19:46 - Tokenized Equities
24:32 - Stablecoin Regulation Battle
30:23 - Bitcoin Bear Market Drivers
35:50 - Generational Wealth & Bitcoin


Guest links:
Christian Lopez - linkedin.com/in/christianjlopez/

Tim Copeland - ⁠⁠⁠x.com/timccopeland⁠⁠⁠
Kelvin Sparks -⁠ x.com/imyoungsparks

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