Arca retweeted
Lynq goes live July 15. The real-time, interest-bearing settlement network—developed by @arca, @tassatgroup, and @tZERO—has support from
@B2C2Group, @CryptoCom, @FalconXGlobal , @GalaxyHQ, @FireblocksHQ, @wintermute_t, @avax, and @usbank
Learn more: lynq.network/lynq-sets-july-…
#DigitalAssets #Settlement #Fintech #Yield #LynqLaunch
Arca retweeted
Are We Back in a Bull Market… or Getting Baited? w/ @arca CIO @jdorman81
93% of $HYPE revenue goes to buying back its token. This is what real tokenomics looks like. Jeff Dorman explains why it’s one of the few tokens doing it right.
Tune in to know more
⏱ TIME POINTS ⏱
00:00 – Intro
01:18 – Jeff’s base case: where we are in the current crypto cycle
05:31 – Explaining the sentiment gap between institutions and retail investors
10:42 – How the FTX collapse still impacts market psychology
14:17 – Which token categories Jeff believes will outperform this cycle
19:47 – Ledn
20:23 – Coinshift
21:04 – Jeff breaks down his investment thesis on $HYPE
26:54 – The challenges and future use cases of tokenization
31:12 – Why token buybacks matter
33:23 – Where Jeff sees the best investment opportunities in DeFi
39:27 – Will L1s or applications outperform in the next phase?
41:47 – Trade on OKX and win your share of 60,000 USDT!
Arca retweeted
We’re excited to welcome @KatieTalati, Director of Research at @arca, as a speaker at InnovateToronto.
Katie identifies and analyzes digital asset and blockchain opportunities, investment structures, and macroeconomic influencers for Arca’s suite of actively-managed funds.
Arca retweeted
Crypto Sentiment Is Down Bad. But Is It Time to Go All In?
🔥 This was one of the more fun episodes I’ve recorded … because I ended up debating my guest!
@jdorman81 and I disagreed on a lot, including:
🐶 Are memecoins really to blame for sentiment?
🏆 Are RWAs actually the key to crypto’s success?
This one was fun. Let me know who you side with! 👀
Timestamps:
📉 2:03 Why Jeff says crypto sentiment is being distorted by dishonest takes
🔄 4:04 Pushing back against the claim that there are no fresh narratives
🐶 6:13 Are memecoins dragging down the market’s perception?
💡13:17 Why Jeff believes the crypto investment thesis remains strong
🇺🇸 19:23 Why Jeff thinks the launch of $TRUMP and $MELANIA was actually good for crypto
🏗️ 26:55 The challenges of investing in layer 1 blockchains
⚖️ 30:57 My debate with Jeff on what it takes for a blockchain to win
Thank you to @SomniaNetwork for sponsoring this episode!
Arca retweeted
Thanks to @jdorman81 & @Arca for having us on this week’s That’s Our Two Satoshis LIVE to dive into our 2025 predictions for DeFi
Watch our conversation on-demand:
youtube.com/watch?v=su-mEENY…
Arca retweeted
Enjoyed giving some predictions for 2025 which included:
* On regulatory front, FIT21 getting some positive redrafts due to more pro-crypto policymakers in office —>
* Leading to better token issuance than the market has seen in the past few years
* Rise of AI Agents: talked about @virtuals_io @ai16zdao (Eliza) and the potential growth of the market size
* Agent to Agent interactions like LUM leading the way to more intersections in IP, DeSci and more.
* A consumer app reaching 100M users (that’s isn’t Coinbase) due to improved infra, account abstraction. How @Polymarket @farcaster_xyz have shown that better UI/UX does make a difference, esp in native mobile applications.
Thank you @jdorman81 for hosting!
Arca retweeted
Will be speaking to @joshua_j_lim today at 4pm EST (1pm PST) on our "That's Our Two Sats" live show (available on our @arca feed or later on our Youtube channel youtube.com/playlist?list=PL…)
If you want to understand $BTC options on $IBIT... tune in
1/ sorry for the long thread: I’ve had many convos around the SEC approval of IBIT options. my smart colleagues in the industry (h/t @dgt10011) have written great commentary around it...
my own views are more nuanced and tempered, but as always expect the unexpected in crypto:
Arca retweeted
enjoyed talking crypto with @jdorman81 on @Arca's That's Our 2 Satoshis ... thanks for letting me invite myself on!
youtu.be/aotlyHPEso0?si=pQsX…
Arca retweeted
Picked the brains of the @arca team:
@jreinberg13 - future of $SOL vs $ETH
@MichalBene - Stablecoins
@Nick_Hotz - stats driven analysis of what causes big crypto breakouts to the upside
@GoForWes - why the future has to be non-partisan
Good stuff
ar.ca/blog/picking-winners-s…
Arca retweeted
Really enjoyed this conversation with @ElliotGChun. We discussed when and how Web2 companies will enter the crypto markets, and how to fix some of the broken VC/Exchange/MM token launches.
Arca retweeted
Our team recently interviewed @Arca Labs President Jerald David about the launch of the Arca U.S. Treasury Fund on Securitize’s secondary market.
“This isn't just another listing; it's a major milestone for finance as a whole. I’m personally thrilled because ‘trade, transfer and redeem’ is what we set out to do in 2018 when we first conceived the idea for the Fund.”
Check out the full Q&A with Jerald: hubs.li/Q02K-sft0
The fund is open to retail investors via our web portal. Create your Securitize iD or log in to your existing account and start investing today: hubs.li/Q02K-thN0
Arca retweeted
💪 @jdorman81 of @arca is buying the dip and explains why he's still bullish despite the market crash.
🔍 He also breaks down the 3 key indicators to watch: Japanese equities, ETF inflows, and Fed reassurances.
🎧 Listen now: bit.ly/3WT21lq
Arca retweeted
Arca Labs President Jerald David recently talked about the importance of the @Arca U.S. Treasury Fund launch on Securitize’s secondary market.
“This is a super important development as it shows there are regulatory compliant ways whereby digital asset securities can be utilized in ways that people envisioned when they first started thinking about blockchain back in 2015 or 2016.”
Read more from @shannybasar on @marketsmedia: marketsmedia.com/arcas-token…
The fund is open to retail investors via our web portal. Create your Securitize iD or login to your existing account and start investing today: hubs.li/Q02Jy0k_0
Arca retweeted
Notes from @MichalBene on his experience at ETH CC 7, and thoughts on how crypto will reach to Biden dropping out of the race
ar.ca/blog/notes-from-the-et…
![“That’s Our Two Satoshis” - Notes From The EthCC[7] Conference](https://pbs.twimg.com/card_img/2116983330067374080/35H9SVsq?format=jpg&name=800x419)
Arca retweeted
📢 Big news: The @Arca U.S. Treasury Fund is now tradable on Securitize’s SEC-registered secondary market, expanding liquidity options for retail investors and enhancing the accessibility of tokenized real world assets.
🧵 Here’s a thread that highlights the significance of our fund’s launch.
Arca retweeted
Going live at 4pm EST to discuss "That's Our Two Satoshis"... and why July 2024 looks a lot like July 2021
ar.ca/blog/the-2021-redux
and why crypto equity investors are more right than token investors right now
Arca retweeted
Next week at OpenFi @EthCC:
🎙Panel:
@shiftyhorse, @Elixir_Capital
@reganbozman, @lattice_fund
@MichalBene, @arca
Anar Bayramov, @Rockaway_X
Topic: Discover trends, future use cases, and the impact of VCs on OpenFi and beyond.
🎟 Sign up now: lu.ma/OpenFi
Arca retweeted
This was a good one with @krugermacro .... always great to hear his takes on $BTC, macro, and TA. Well rounded investor with good insights as always.
Thanks for joining Alex!
Arca retweeted
Live now with Jeff
Going live at 4pm EST (1pm PST) with @krugermacro to discuss crypto markets
Stream it live here nitter.cf/arca