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 Entrou em Mayıs 2018
250 Seguindo16.8K Seguidores
A historic stock rally is hard to ignore
This week’s That’s Our Two Satoshis looks at:
• Recent equity rally ranks among strongest periods since 1950
• Retail trading and 0DTE options driving unusual market activity
• Bearish positioning and short squeezes accelerating equity moves
• Crypto upside has lagged equities despite a supportive backdrop
@jdorman81 reviews a historic equity surge and what it may signal for crypto relative performance.
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ICYMI: What’s Driving Token Prices?
Host🎙️@KatieTalati covers:
@bittensor — subnet departures expose governance control and emission allocation risks
@Dolomite_io — large borrower position backed by illiquid collateral stresses lending pool
@Scroll_ZKP — loss of core application reduces fee revenue and prompts cost restructuring
@CoWSwap — DNS attack compromises frontend access while backend remains secure
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Markets are waiting, but for what?
This week’s That’s Our Two Satoshis looks at:
• Strong growth across perp DEXs, stablecoins, and RWAs
• Crypto markets increasingly price geopolitical events in real time
• Institutional adoption accelerating across ETFs, custody, tokenization
• Adoption growth continues diverging from token price performance
@jdorman81 examines adoption trends versus muted price performance across markets.
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ICYMI: What’s Driving Token Prices?
Host🎙️@KatieTalati covers:
@DriftProtocol — sophisticated exploit combining social engineering, timing, and access
@ethena — USDe expands into new yield sources beyond ETH and BTC
@Lighter_xyz — Telegram integration enables native perp trading within wallet
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The investable token universe is smaller than it appears.
This week’s That’s Our Two Satoshis looks at:
• Bitcoin shrugs off macro risks and quantum concerns
• Crypto markets remain flat despite strong adoption trends
• Most tokens fail to capture value from underlying growth
• Only a small subset of tokens appear truly investable
@jdorman81 examines the disconnect between blockchain adoption and token value capture.
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On Monday, Arca welcomed over 150+ family offices, allocators, and builders to its Digital Assets Summit, FO256, in West Palm Beach.
Arca's view: both sides of the market are maturing.
Capital is becoming more disciplined and informed. Builders are increasingly focused on durability and real-world use cases.
The discussions pointed to a clearer direction — the ecosystem is evolving in a more thoughtful and sustainable way.
Thank you to everyone who joined us!
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ICYMI: What’s Driving Token Prices?
Host🎙️@KatieTalati covers:
@aave — launches V4 (“Aave Pro”) aimed at real-world credit markets
@AerodromeFi — plans Velodrome merger and real-time rewards distribution
@CantonNetwork — announces partnerships with LayerZero and Visa
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Crypto sentiment vs reality diverging
Arca Research Analyst Topher Macpherson guest authors this week’s That’s Our Two Satoshis, covering:
• Sentiment weakens as external adoption continues accelerating
• Core issue remains token design and misaligned incentives
• Bear market reflects self-correction, not structural failure
• Tokenomics drives outcomes: Hyperliquid vs Worldcoin divergence
@TopherGMI takes a closer look at how markets validate adoption while rejecting flawed token value capture models.
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