David Nage

David Nage, a VC Portfolio Manager at Arca, and Lawson Bae, Founder of Relayzero, dive into the heated bidding war between LayerZero and Wormhole over Stargate DAO. They analyze LayerZero's shocking $110 million bid and its implications for valuing DApps as real businesses. The discussion highlights how traditional business principles are seeping into crypto strategies, the importance of transparency in DAO acquisitions, and the potential for a consolidation wave in the industry. Tune in for insights on this pivotal moment in crypto M&A!

Ryan Rasmussen, Head of Research at Bitwise, and David Nage, Portfolio Manager at Arca, share their insights on the crypto market's surprising downturn in 2025 and their optimistic outlook for 2026. They discuss the implications of Vanguard's major crypto pivot and explore whether Bitcoin's classic four-year cycle is coming to an end due to institutional adoption. The duo also delves into the transformative potential of tokenization and the role of stablecoins in the financial ecosystem, likening stablecoin evolution to the early days of email.

David Nage, a VC at Arca with deep insights into crypto investments, discusses the latest market tumult sparked by Trump's controversial posts about a crypto reserve. He critiques the inclusion of Cardano and XRP, favoring Bitcoin as a prime candidate for national reserve status. Nage also shares skepticism about the guest list at the White House Crypto Summit, suggesting it's skewed toward centralized interests. With ongoing market struggles, he explores possible catalysts for recovery and the intersections of politics with digital assets.