Show notes
Crypto sentiment is extremely low, but is the market completely wrong? While X is flooded with doomsday takes, Jeff Dorman, CIO of Arca, argues that the real fundamentals of crypto are stronger than ever.In this episode, Jeff breaks down why investors are overlooking key signals—like growing regulatory clarity, the tokenization of real-world assets, and institutional interest—and how memecoins have hijacked the broader market narrative. He pushes back on claims that there are no fresh narratives and explains why the current climate reminds him of previous market mispricings that turned into massive opportunities.He also dives into the potential of tokenized assets, why crypto adoption is way ahead of where people think, and why he believes the industry keeps making the same mistakes when it comes to marketing its breakthroughs.Show highlights:2:03 - How dishonest takes are flooding the crypto sentiment, according to Jeff6:13 - Whether memecoins are to blame for the poor market sentiment13:17 - Why Jeff feels that the crypto investment thesis is still very strong26:55 - Why layer 1s are very hard to invest in30:57 - Laura and Jeff’s disagreement about what would it take for a blockchain to winVisit our website for breaking news, analysis, op-eds, articles to learn about crypto, and much more: unchainedcrypto.comThank you to our sponsors!Somnia NetworkGuestJeff Dorman, Chief Investment Officer and Co-Founder at ArcaPrevious appearance on Unchained: Crypto Prices Are Way Down. Is It Time to Buy the Dip?LinksUnchained: Arca: “That’s Our Two Satoshis” - I’m Fed Up with the Misinformation by Jeff Dorman, CFA Learn more about your ad choices. Visit megaphone.fm/adchoices
