The Fintech Blueprint

Using macroeconomic and fundamental analysis to understand crypto markets, with Arca CIO Jeff Dorman


Listen Later

Lex chats with Jeff Dorman, CIO at Arca -  an asset management firm that creates and manages institutional grade products using crypto and blockchain technology. Together they discuss key aspects of crypto finance, starting with Jeff's transition into crypto from investment banking, and then delving into the impact of the Fed on financial markets and institutional investment on digital asset trends. Jeff shares insights on the role of digital assets in the context of Ray Dalio's civilizational expansion and debt cycle model and the current macroeconomic landscape. The conversation shifts to the realm of Web3 and DeFi, examining investment challenges amidst market fluctuations. Jeff and Lex further explore token design and regulatory constraints, with a focus on GMX, and discuss the potential of DAO treasuries in the context of activist investing.  

 

MENTIONED IN THE CONVERSATION

 

Arca's Website: https://bit.ly/3pv7iBD

Jeff's LinkedIn profile: https://bit.ly/3psSOlJ

 

Topics: macroeconomics, The Fed, Ray Dalio, Web3, DeFi, Tokenomics, Inflation, DAO, Finance, Markets

 

Companies: Arca, FTX, Alameda, BNB, Binance, GMX, Aragon, NASDAQ

 

ABOUT THE FINTECH BLUEPRINT

 

🔥Subscribe to the Fintech Blueprint newsletter to stay at the forefront of Fintech and DeFi: https://bit.ly/3hyhlC2

 

🤝 Partner with Fintech Blueprint through sponsorships: https://bit.ly/3UZllsV

 

👉 Twitter: https://twitter.com/LexSokolin

 

 

TIMESTAMPS

 

1’14”: Transition into crypto: Reflecting on previous experiences and discussing the draw to Arca

 

6’12”: Dominance of the Fed in financial markets: Exploring the obsession with monetary policy and its impact on fundamental analysis

 

10’35”: Examining correlations in the digital asset space: The impact of institutional investment on portfolio management and market trends

 

16’26”: Assessing the role of digital assets amidst civilizational expansion and debt cycle: A discussion on Ray Dalio's model and its implications for the current macroeconomic environment

 

20’35”: Seeking a macro perspective: An insight into the current economic state, predictions for the upcoming year, and the potential impact of inflation

 

26’23”: Unraveling Web3 and DeFi: Investigating unemployment rates, assessing the performance of Defi protocols, and the challenge of investing amidst fluctuating market conditions

 

35’26”: Exploring token design and regulatory constraints: An insight into GMX and the implications of value accrual mechanisms

 

39’11”: Activist investing in Decentralized Autonomous Organizations: Unleashing the potential of DAO treasuries

 

45’05”: Broadening stakeholder reach in the new financial system: The power of token governance in protocol development

 

47’44”: The channels used to connect with Jeff & learn more about Arca

Disclaimer here — this newsletter does not provide investment advice and represents solely the views and opinions of FINTECH BLUEPRINT LTD.

Contributors: Lex, Laurence, Matt, Farhad, Mike, Daniella

Want to discuss? Stop by our Discord and reach out here with questions.

...more
View all episodesView all episodes
Download on the App Store

The Fintech BlueprintBy Lex Sokolin

  • 5
  • 5
  • 5
  • 5
  • 5

5

16 ratings


More shows like The Fintech Blueprint

View all
This Week in Startups by Jason Calacanis

This Week in Startups

1,271 Listeners

a16z Podcast by Andreessen Horowitz

a16z Podcast

1,014 Listeners

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch by Harry Stebbings

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

503 Listeners

Odd Lots by Bloomberg

Odd Lots

1,774 Listeners

Unchained by Laura Shin

Unchained

1,210 Listeners

Fintech Insider Podcast by 11:FS by 11:FS

Fintech Insider Podcast by 11:FS

189 Listeners

Invest Like the Best with Patrick O'Shaughnessy by Colossus | Investing & Business Podcasts

Invest Like the Best with Patrick O'Shaughnessy

2,289 Listeners

Equity by TechCrunch, Mary Ann Azevedo, Kell, Theresa Loconsolo, Rebecca Bellan, Kirsten Korosec, Devin Coldewey, Margaux MacColl

Equity

340 Listeners

On The Brink with Castle Island by Castle Island Ventures

On The Brink with Castle Island

287 Listeners

Bankless by Bankless

Bankless

1,028 Listeners

Dwarkesh Podcast by Dwarkesh Patel

Dwarkesh Podcast

372 Listeners

Empire by Blockworks

Empire

166 Listeners

Business Breakdowns by Colossus | Investing & Business Podcasts

Business Breakdowns

344 Listeners

Lenny's Podcast: Product | Growth | Career by Lenny Rachitsky

Lenny's Podcast: Product | Growth | Career

1,339 Listeners

Crucible Moments by Sequoia Capital

Crucible Moments

91 Listeners