On today's episode of Empire, Jason and Santiago are joined by Jeff Dorman, CIO of Arca. Jeff is a prominent crypto investor known for his fundamental analysis, contrarian bets and ability to simplify crypto's arcane topics.
In this episode, Jeff explains crypto's response to macro, why fundamentals matter, equity tokenization, crypto's most exciting developments and more. Don't miss Jeff's insights on where crypto is headed next!
BTC/NASDAQ correlation: https://www.bloomberg.com/news/articles/2022-04-11/bitcoin-s-correlation-with-big-tech-increases-to-record-chart
Follow Jeff on Twitter: https://twitter.com/jdorman81
Follow Empire on Twitter: https://twitter.com/theempirepod
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(01:27) The Real Reason Crypto Is Correlated To The NASDAQ
(04:27) Is The Fed In Control of Inflation?
(09:02) Crypto's Strength During Macro Turbulence
(13:04) The Ownership Narrative
(15:25) Everything Is Based On Trust
(18:12) Ownership and Aligned Incentives
(25:27) Liquidity Incentives
(33:57) Paraswap Ad
(35:06) CeFi Merging With DeFi
(39:32) What Is Jeff Excited About?
(44:09) DeFi Is Boring But Works
(47:42) Tokens That Accrue Value
(49:50) Business Development in Crypto
(54:38) How To Value Layer One Blockchains
Disclaimer: Nothing said on Empire is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.