CoinDesk Podcast Network

UNCHAINED: Crypto Prices Are Way Down. Is It Time to Buy the Dip?

Listen Later

Jeff Dorman from Arca breaks down the recent crypto crash, its causes, and whether buying the dip is a smart move.


The recent crypto crash has left many investors questioning the way the market is going. In this episode, Jeff Dorman, chief investment officer at Arca, provides a deep dive into the factors behind the crash, the macroeconomic influences at play, and why he remains optimistic despite the downturn. Expressing surprise at Ethereum's underperformance this year, he describes how the Democrats’ handling of crypto is an own goal, and how TradFi and DeFi differ from each other during market upheavals.

Show highlights:

  • The two main reasons the markets crashed this past weekend
  • How the macro environment has affected crypto lately and why the market has gotten “way ahead of itself”
  • Why ETH was down so much, more than other cryptocurrencies
  • The “most important” shift in crypto policy that has occurred this year
  • The Japanese yen carry trade that was one of the key factors in the market meltdown
  • Whether Genesis distributing $4 billion in assets had an impact on the market
  • Why Jeff believes that the data we have today does not point to a recession in the U.S.
  • Why Jeff says he’s “buying the dip”
  • Crypto as a political issue and why he thinks Harris winning would not be as bad for crypto as many believe
  • Why bitcoin doesn’t always act as a hedge against equity-related or geopolitical risk, in Jeff’s opinion
  • What Jeff thinks about the proposals for the U.S. government to buy bitcoin for a strategic reserve
  • The stark contrast between TradFi giants halting trading and the permissionless nature of DeFi

    • Visit our website for breaking news, analysis, op-eds, articles to learn about crypto, and much more: unchainedcrypto.com

    Thank you to our sponsors!

    • Polkadot
    • Token 2049


      • Guest:

      • Jeff Dorman, Chief Investment Officer at Arca.
      • Previous appearances on Unchained:
      • How Elon Musk Pushed DOGE Up and BTC Down, With Arca's Jeff Dorman
      • 3 Things SushiSwap Needs to Get in Order, According to Arca


        • Unchained Podcast is Produced by Laura Shin Media, LLC. Distributed by CoinDesk.

        See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

        ...more
        View all episodesView all episodes
        Download on the App Store
        CoinDesk Podcast NetworkBy CoinDesk
        • 4.7
        • 4.7
        • 4.7
        • 4.7
        • 4.7

        4.7

        641 ratings

        More shows like CoinDesk Podcast Network

        View all
        The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network by The Investor's Podcast Network

        The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network

        3,367 Listeners

        Unchained by Laura Shin

        Unchained

        1,208 Listeners

        Real Vision: Finance & Investing by Real Vision Podcast Network

        Real Vision: Finance & Investing

        905 Listeners

        CRYPTO 101 by Bryce Paul & Brendan Viehman

        CRYPTO 101

        40 Listeners

        The Breakdown by Blockworks

        The Breakdown

        739 Listeners

        The Pomp Podcast by Anthony Pompliano

        The Pomp Podcast

        1,840 Listeners

        Thinking Crypto News & Interviews by Tony Edward

        Thinking Crypto News & Interviews

        248 Listeners

        Bitcoin News Alerts | Daily BTC Macro Signal by Bitcoin News Alerts

        Bitcoin News Alerts | Daily BTC Macro Signal

        601 Listeners

        What Bitcoin Did by Danny Knowles

        What Bitcoin Did

        278 Listeners

        Bankless by Bankless

        Bankless

        1,050 Listeners

        The Wolf Of All Streets by Scott Melker

        The Wolf Of All Streets

        238 Listeners

        All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

        All-In with Chamath, Jason, Sacks & Friedberg

        10,201 Listeners

        Coin Stories with Natalie Brunell by Natalie Brunell

        Coin Stories with Natalie Brunell

        443 Listeners

        Raoul Pal: The Journey Man by Real Vision Podcast Network

        Raoul Pal: The Journey Man

        130 Listeners

        Simply Bitcoin by Simply Bitcoin

        Simply Bitcoin

        105 Listeners