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!

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.

David Nage, a former family office investor and now Principal at Arca, discusses the intriguing shift of family offices toward digital assets. He shares his journey from skepticism to enthusiast, highlighting the nuances of blockchain technology. The conversation delves into how younger generations are shaping investment strategies, the rise of cryptocurrency funds, and the challenges novice investors face. Nage emphasizes the evolving landscape as family offices begin to embrace digital currencies and blockchain innovations.