In this episode, Ben sits down with Jeff Dorman, Co-Founder of Arca and CIO of the firm's Digital Assets Fund. Jeff has two decades of portfolio management and trading experience, and now as CIO at Arca manages all aspects of portfolio sizing, trading, and risk management.
Let's get into it.
Timestamps
1:59 What is your background?
5:12 How important is understanding the technical underpinnings of blockchain when investing?
8:04 How have you ported over your traditional finance training to digital asset investing?
11:36 What would be an example of a valuation framework you applied to a digital asset?
18:17 What arguments do you hear from TradFi execs on why they don't like crypto?
22:42 What is the misalignment with Cardano's valuation vs. Coinbase's?
27:03 Operation Chokepoint. Real or fake FUD?
29:05 Tokens as securities. Real or fake FUD?
30:25 Tether. Real or fake FUD?
32:31 Where are we in the cycle from a macro perspective?
37:15 How has Arca effectuated change via governance?
41:50 What activism is Arca pursuing with DYDX?
45:09 How can traditional corporates leverage tokens to align customers and owners?
48:35 What would your 30 second pitch to a Fortune 100 company be like on why they should launch a token?
49:27 What is your most contrarian take in crypto?
51:27 What is your most contrarian take outside of crypto?
51:59 Where can people find out more about you?
Resources Mentioned
Token Terminal: Fundamentals for Crypto
Antifragile by Nassim Nicholas Taleb
Arca Gnosis (GNO) Proposed Changes
Connect with the guest
Follow Jeff on Twitter https://twitter.com/jdorman81
Follow Arca on Twitter https://twitter.com/arca
Arca’s homepage https://www.ar.ca/
Disclaimer
Ben Jacobs is a partner at Scenius Capital Management. All views expressed by Ben and the guests of this podcast are solely their opinions and do not reflect the opinions of Scenius Capital Management. Guests and the host may maintain positions in the assets or funds discussed in this podcast. You should not treat any opinion expressed by anyone on this podcast as a specific inducement to make a particular investment or follow a particular strategy but only as an expression of their personal opinion. This podcast is for informational purposes only.