"The Bull Market is Intact for the Next 10 to 20 Years; We are in a Secular Shift:" Arca's Jeff Dorman
The Defiant28 Touko 2021

"The Bull Market is Intact for the Next 10 to 20 Years; We are in a Secular Shift:" Arca's Jeff Dorman

In this week’s episode, I interview Jeff Dorman, chief investment officer at Arca, an investment management firm focusing on digital assets. Jeff has been valuing assets for the past 20 years, from investment-grade bonds, to high-yield debt and equities, and now he’s doing the same for crypto. We talk about the recent selloff and he thinks the big crash is over but that doesn’t mean we’ve seen the market bottom. Still, Jeff says this is a buying opportunity and he gives insights into which sectors will outperform and underperform. He believes we’re heading to a 10 to 20-year secular bull market in crypto, where there will be a decoupling of sectors and where DeFi continues to grow.


Big thanks to our sponsors:

  • Kyber, whose Dynamic Market Maker, or DMM, is designed to react to market conditions to optimize fees, maximize returns
  • Balancer, one of the leading DeFi automated market makers (AMM) for multiple tokens. Dive into their pools at https://balancer.finance/!
  • Enzyme provides an easy way to build, scale and monetize DeFi investment strategies
  • Kraken, consistently rated the best and most secure cryptocurrency exchange, which can get you from fiat to DeFi
  • Aave, an open source and non-custodial liquidity protocol where users can earn interest on deposits and borrow assets

Jaksot(326)

How Avalanche is Tackling the Blockchain Trilemma

How Avalanche is Tackling the Blockchain Trilemma

Avalanche says it can finally square the circle: sub‑second finality, a large decentralized validator set, and thousands of sovereign L1s connected through native messaging for shared liquidity.In the...

14 Loka 202526min

What Crypto VCs Want Now | Aryan Sheikhalian

What Crypto VCs Want Now | Aryan Sheikhalian

Crypto’s next chapter isn’t a shinier coin—it’s invisible rails. In this episode, we sit down with Aryan Sheikhalian, Research Lead at CMT Digital, to unpack the shift from “crypto as an asset” to cry...

10 Loka 202546min

Solana vs. Bitcoin: Why Pantera Capital is All In | Paul Veradittakit

Solana vs. Bitcoin: Why Pantera Capital is All In | Paul Veradittakit

In this episode of The Defiant Podcast, we sit down with Paul Veradittakit, Managing Partner at Pantera Capital, to discuss the explosive growth of Solana, the future of stablecoins, and the evolution...

6 Loka 202535min

Can Crypto Be Trusted? Ben Nadareski’s Answer to the Skeptics

Can Crypto Be Trusted? Ben Nadareski’s Answer to the Skeptics

In this episode of The Defiant Podcast, we sit down with Ben Nadareski, CEO and Co-Founder of Solstice Labs, to explore DeFi on Solana and why it’s becoming a magnet for institutional adoption. Ben sh...

3 Loka 202546min

StarkWare Bets on Becoming Bitcoin's Execution Layer, Not on Attracting Corporate Chains

StarkWare Bets on Becoming Bitcoin's Execution Layer, Not on Attracting Corporate Chains

In this episode of The Defiant Podcast, we sit down with Eli Ben-Sasson, co-founder and CEO of StarkWare, to explore how StarkNet is revolutionizing blockchain scalability with ZK proofs. From Bitcoin...

1 Loka 202554min

$100 Million DeFi DAT Chooses ETH | Ryan Zurrer

$100 Million DeFi DAT Chooses ETH | Ryan Zurrer

Why did Game Square, the Jerry Jones-backed media powerhouse, bet $100 million on Ethereum instead of Bitcoin? In this episode of The DeFiant Podcast, Vinny sits down with crypto pioneer Ryan Zurrer t...

19 Syys 202544min

Plasma’s Plan to Dethrone Tron | Paul Faecks

Plasma’s Plan to Dethrone Tron | Paul Faecks

In this episode of The Defiant Podcast, Paul Faecks, CEO of Plasma Chain, discusses the platform’s approach to stablecoin payments and its potential to reshape global financial infrastructure. From ga...

16 Syys 202545min

J.P. Morgan’s Nightmare: How Stablecoins Let You Be Your Own Bank | Reeve Collins

J.P. Morgan’s Nightmare: How Stablecoins Let You Be Your Own Bank | Reeve Collins

Stablecoins are no longer just a buzzword—they’re transforming the way the world moves money. In this episode of The Defiant Podcast, we sit down with Reeve Collins, co-founder of Tether, co-founder o...

12 Syys 202541min