Arca

Arca is an investment firm offering institutional caliber products in the digital asset space. Tweets are not investment or other advice. YMMV.

[Arca @arca]

Read more here👇
https://t.co/Vo74ZcR5zI

[Arca @arca]

Crypto lost the election. The investment opportunity remains intact.

This week’s That’s Our Two Satoshis looks at:

• The Democratic sweep complicates crypto legislation and increases congressional scrutiny
• Political spending proves insufficient to overcome broader voter dissatisfaction
• Regulators retain authority to advance key digital asset rules
• The investment thesis for stablecoins, payments, DeFi, and tokenization remains intact

@jdorman81 examines what the midterm results could change for crypto—and why the industry’s long-term investment thesis shouldn’t depend on which party controls Washington.

[Arca @arca]

What’s shaping the next phase of the digital asset landscape?

Arca's CIO, @jdorman81, joined @therollupco to discuss the latest developments and perspectives across crypto.

🎙️Tune in to his conversation starting at 1:26:58 mark:
https://t.co/mVpeJXndXB

[The Rollup @therollupco]

Happy Thursday, live from Tokenization Tower

We're all gonna die. Lol. What a morning, we saw US tech stocks lose $1.3 trillion in 30 minutes & the Nasdaq 100 is on track for its worst day since April 2025.

Some big liquidation event certainly just hit the tape.

Lots to cover today...

Frank Chaparro of GSR joins us in studio on capital markets after the blue wave.

Then, Jeff Dorman of Arca on the protocols with real revenue, real buybacks and real customers.

Great show today, the line-up is in:

1:30 PM ET @fintechfrank - @GSR_io
2:00 PM ET @jdorman81 - @arca

See you on the show.

[Arca @arca]

Read more here👇
https://t.co/UIE59GO562

[Arca @arca]

Binance was hacked. Blockchain wasn’t.

This week’s That’s Our Two Satoshis looks at:

• Record Binance hack exposing centralized exchange security and custody risks
• Blockchain transparency helping investigators trace billions in stolen assets
• Human vulnerabilities remaining the weakest link across financial institutions
• Institutionalization raising the bar for security, custody, and risk management

@jdorman81 examines why the record Binance breach is a failure of centralized security and controls—not blockchain technology—and why it could accelerate crypto’s institutional maturation.

[Arca @arca]

Read more here 👇
https://t.co/pAn17Hmac6

[Arca @arca]

Wall Street’s response to crypto is becoming increasingly divided.

This week’s That’s Our Two Satoshis looks at:

• Banks push for restrictions on third-party stablecoin rewards.
• 22 companies object to tokenized versions of their shares.
• JPMorgan expands two tokenized money-market funds onto Solana.
• Adoption does not translate into gains for every cryptocurrency.

@jdorman81 examines how these developments reflect a broader shift toward on-chain finance.

[Arca @arca]

Read more here 👇
https://t.co/QxirCM8y2R

[Arca @arca]

Crypto is starting to trade more like traditional markets.

This week’s That’s Our Two Satoshis looks at:

• Macro pressure finally catching up with crypto prices
• Bitcoin holding up as smaller tokens absorb most of the selling
• Digital assets increasingly trading on distinct fundamentals
• Strong earnings expected even as equity markets and crypto prices fall

@jdorman81 examines why the recent correction may say more about the macro environment and risk appetite than deteriorating crypto fundamentals—and why price and value are not the same thing.

[Arca @arca]

Read more here👇
https://t.co/vYdGXZhvlv

[Arca @arca]

Crypto investing is becoming easier to underwrite.

This week’s That’s Our Two Satoshis looks at:

• Public equities offering exposure to companies building the industry
• Existing tokens connecting real revenues to tokenholder value
• New tokens designed around sustainable economic utility from inception
• Legacy tokens that could gain significant relevance with redesigned tokenomics

@jdorman81 examines why the crypto investment opportunity is becoming clearer as more businesses and tokens develop identifiable economic value.

[Arca @arca]

@KatieTalati @ether_fi @safe @near_intents Watch the full episode here 👇
https://t.co/9q5ja1lpGL

[Arca @arca]

ICYMI: What’s Driving Token Prices?

Host 🎙️@KatieTalati covers:

@ether_fi — launches its own stablecoin with Ethena and integrates MoonPay payments
@safe — crypto investor Greenfield Capital files complaint and calls for board changes
@near_intents — swap product exploited for $3.8M, with funds later returned

[Arca @arca]

What's Driving Token Prices? https://t.co/9q5ja1lpGL

[Arca @arca]

Read more here 👇
https://t.co/yNYbP1XTUn

[Arca @arca]

Crypto is acting strangely rational.

This week’s That’s Our Two Satoshis looks at:

• Crypto holding up despite an increasingly hostile macro backdrop
• BTC and ETH lagging revenue-generating application tokens
• Stablecoins keeping more capital inside the crypto ecosystem
• DEXs gaining share as trading activity moves on-chain

@jdorman81 examines why this rally is becoming harder to explain through the old crypto playbook of macro conditions, Bitcoin leadership, and retail speculation.

[Arca @arca]

Read more here👇
https://t.co/70UJhNuLId

[Arca @arca]

Token design has long reflected regulatory uncertainty.

This week’s That’s Our Two Satoshis looks at:

• SEC staff guidance on token buybacks and functionality
• How regulation shaped governance-token design
• Connecting protocol economics to token value
• Questions around value capture and token economics

@jdorman81 examines the tension between protocol success and token value capture.

[Arca @arca]

@KatieTalati @ZetaChain @avax @binance @circle Watch the episode here 👇
https://t.co/spPKpKm5Ov

[Arca @arca]

ICYMI: What’s Driving Token Prices?

Host 🎙️@KatieTalati covers:

@ZetaChain — winding down L1, moving to Solana, and focusing on Anuma/AI
@avax — Avalanche summit draws attention to NYSE, Hyundai, and RWA lending
@binance / @circle — Binance invests $100M in Circle and expands USDC partnership
@grass — independent report shows the project generated $14M in H1 revenue