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Arca
@
arca
Los Angeles, CA
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Arca is a full-service investment management firm offering institutional-caliber products to confidently gain exposure to digital assets.
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920
Tweetovi
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181
Pratim
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1.820
Osobe koje vas prate
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Jeff Dorman, CFA
@jdorman81
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17 h |
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Crypto gains may seem unsustainable, but most YTD winners actually had real catalysts. Tech startups raise new money at higher valuations purely due to KPI growth too. But watch out for rising leverage!
ar.ca/blog/crypto-ma…
This & more in "That's Our Two Satoshis" via @arca
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Jeff Dorman, CFA
@jdorman81
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28. sij |
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3) I disagree w/ @twobitidiot here though:
While true that no one cares about $ETC, $BCH, $BSV, $EOS, etc; growth is happening from traditional II's is in verticals/strategies that they understand - for example Distressed / Value / Event investing
ar.ca/blog/crypto-ma…)
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Jeff Dorman, CFA
@jdorman81
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28. sij |
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1) Agree w/ @twobitidiot but for different reasons
First, crypto "fund managers" rarely talk to actual institutional investors. LPs who were already in crypto & simply recycled $BTC & $ETH profits into crypto funds are not representative of true II's (Pensions, endowments, etc) twitter.com/spencernoon/st…
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David Nage🎯
@DavidJNage
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27. sij |
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New Base Layer w/@jalak from @futurepvc
Amazing chat w/an amazingly experienced investor; we talk changing narratives, '19 w/Libra & DCEP to '20 & what she's expecting. Also talk @BitPesa, global adoption & more
iTunes: tinyurl.com/y39kslqe
Spotify: tinyurl.com/suq27yg pic.twitter.com/k9KgktUUxB
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Josh Deems
@Josh_Deems
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27. sij |
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Seconding
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David Nage🎯
@DavidJNage
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27. sij |
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Jeff Dorman, CFA
@jdorman81
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27. sij |
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Crypto activism, distressed & value-investing are coming to #crypto, & the complexity of this non-$BTC part of the market is creating fascinating investing opportunities.
This & more in "That's Our Two Satoshis" via @arca ar.ca/blog/crypto-ma…
(S/O to @MichaelNov_KV)
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Jeff Dorman, CFA
@jdorman81
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24. sij |
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Perhaps real investors are beginning to allocate after finishing 18-36 months of due diligence (how long it actually takes), while other early investors (HNWs/VCs) are realizing that "2 guys & a TradingView account w/ no experience" is not the best way to gain exposure to crypto.
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Jeff Dorman, CFA
@jdorman81
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24. sij |
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I applaud everyone who is entrepreneurial & following a passion. But apprenticeships are underrated. Young traders/PMs shouldn’t be in such a hurry to run a book w/out proper training.
Doctors don’t operate on real patients right away. Managing client money is a learned skill.
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Jeff Dorman, CFA
@jdorman81
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22. sij |
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The crypto rally is being led by "bottom feeders", & the world debt crisis is getting worse. This is precisely why $BTC will likely be the world’s reserve currency, sooner than you think.
This and more in this week's That's Our Two Satoshis via @arca
ar.ca/blog/crypto-ma…
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Jeff Dorman, CFA
@jdorman81
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21. sij |
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Per earlier foreshadowing... here is the result of this week’s writing process.
ar.ca/blog/crypto-ma…
(Took about 2.5 hours to write this one — it’s a bit longer than usual)
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Arca
@arca
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21. sij |
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It was disclosed. twitter.com/crypto_alex17/…
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Michael Nov
@MichaelNov_KV
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21. sij |
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Great to see @arca continuing to bring their financial service experience to crypto 👌👌 twitter.com/Crypto_Alex17/…
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David Martin
@mrtn_dvd
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20. sij |
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#HODL $BNB? Check out this analysis by @arca -- well done. @BinanceAmerica twitter.com/Crypto_Alex17/…
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CZ Binance
@cz_binance
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21. sij |
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Very insightful.
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Alex Woodard
@Crypto_Alex17
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20. sij |
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To conclude even without 10ks we can take @binance burns and learn a great deal about the overall health of the company.
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Alex Woodard
@Crypto_Alex17
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20. sij |
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Disclosure: Arca holds a position in BNB
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Alex Woodard
@Crypto_Alex17
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20. sij |
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With the most recent @binance token Burn of 2,216,888 BNB for ~$38m I wanted to walk through how we @arca interpret these numbers
Thread Below👇 pic.twitter.com/B2VSslCiFZ
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Jeff Dorman, CFA
@jdorman81
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20. sij |
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6) This week's themes are:
a) The crypto "loser" rally (which I already alluded to here twitter.com/jdorman81/stat…)
b) Inflation and debt are ugly beasts -- when and how does this end?
Sign up here to read it when it's posted ar.ca/newsletter
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Jeff Dorman, CFA
@jdorman81
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20. sij |
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1) About to start writing our weekly "That's Our Two Satoshis" crypto market recap (available via @arca at ar.ca/blog). This usually takes me 2 hours to write, but involves a lot of setup during the week.
For those interested in writing more, here's how I do it:
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