@KatieTalati @LidoFinance @DeriveXYZ @Stacks @doublezero Watch the episode here👇
x.com/i/broadcasts/1…
English
Arca
4.5K posts
Arca
@arca
Arca is an investment firm offering institutional caliber products in the digital asset space. Tweets are not investment or other advice. YMMV.
Los Angeles, CA Katılım Mayıs 2018
249 Takip Edilen16.9K Takipçiler
ICYMI: What’s Driving Token Prices?
Host🎙️@KatieTalati covers:
@LidoFinance — expanding beyond staking into stablecoin and ETH vaults
@DeriveXYZ — routing 25% of net fees to buybacks
@Stacks — upgrade increases speed and capacity for BTC applications
@doublezero — introduces Edge data product and revises validator economics
English
Strategy’s capital structure raises new questions.
This week’s That’s Our Two Satoshis looks at:
• BTC strength partly driven by Strategy purchases and ETFs
• Hyperliquid expanding price discovery across oil, gold, and equities
• Adoption rising, but crypto’s top four tokens poorly linked to adoption
• Strategy’s capital stack raises long-term interest coverage questions
@jdorman81 examines the gap between crypto adoption and token investment theses—and the long-term implications of Strategy’s capital structure.
English
English
ICYMI: What’s Driving Token Prices?
Host🎙️@KatieTalati covers:
@okx — Partnership with ICE may signal ICE international expansion
@Starknet — Developing privacy standard for compliant token shielding
@jito_sol — Acquires SolanaFloor, broadening reach on Solana
@pudgypenguins — Publicly launches browser game Pudgy World
English
Crypto reacting before traditional markets.
This week’s That’s Our Two Satoshis looks at:
• Macro headlines overshadow crypto-specific developments across digital asset markets
• Hyperliquid drives weekend trading with tokenized commodities and equities
• U.S. regulators signal potential approval path for true perpetual futures
• Digital assets front-ran selloff and may front-run recovery
@jdorman81 examines whether digital assets, which front-ran the selloff, may now be front-running the recovery.
English
Great discussion at InnovateDenver on the venture vs. liquid capital dynamic in crypto.
Arca's Head of Research @KatieTalati joined Shane O’Callaghan, Wyatt Khosrowshahi, Wooster Han, and Joshua Rivera to discuss how the imbalance between venture and liquid capital is shaping token launches, pricing, and market structure.
Watch the full panel👇
youtube.com/watch?v=6WENgD…
YouTube
The Tie@TheTieIO
Venture funds have more capital than liquid funds. That imbalance shapes how every token is priced, launched, and traded. Our panel at InnovateDenver, moderated by Shane O’Callaghan (@Karatage_ ), with @KatieTalati (@arca), @wyatt_khos (@CastleIslandVC), @Wooster_Han92 (@hashed_official) and @h_joshua_rivera (@blockchaincap) explored whether liquid strategies can evolve fast enough to compete.
English
English
ICYMI: What’s Driving Token Prices?
Host🎙️@KatieTalati covers:
🌊@0xfluid — Fluid proposes transferring protocol IP to new foundation
🔴@MetaDAOProject — Launches permissionless “Futardio” token launchpad
🟣@aave — Governance standoff may be nearing its end as major delegate exits
English
Weekend volatility, real-time price discovery.
This week’s That’s Our Two Satoshis looks at:
♦️Bitcoin’s sharp weekend swings during Iran strikes
♦️Hyperliquid’s 24/7 tokenized commodity trading
♦️HYPE token surges on elevated fees
♦️Polymarket volumes hit all-time highs
@jdorman81 examines how 24/7 crypto markets handled geopolitical risk while traditional markets were closed, highlighting real-time risk management versus forced downtime.
English
English
ICYMI: What’s Driving Token Prices?
Host🎙️@KatieTalati covers:
🪙@Pumpfun — Introduces “Cashback Coins” fee model
🪙@eulerfinance — Adds Securitize tokenized assets as collateral
🪙@coinbase — Rolls out stock trading to U.S. users
English
When everything trades the same.
This week’s That’s Our Two Satoshis looks at:
▶️Correlations spike as dispersion disappears across sectors
▶️HNT supply burns outpace issuance amid limited news
▶️Uniswap fee switch expansion reshapes LP economics
▶️Tokenized equities could raise dispersion versus native tokens
@jdorman81 examines adoption versus token value accrual as institutional structure increases, with additional observations from Arca’s Director of Research @KatieTalati on this year’s ETHDenver.
English