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

Episoder(326)

Robinhood’s Crypto Head Johann Kerbrat on Why Public Blockchains Will Win

Robinhood’s Crypto Head Johann Kerbrat on Why Public Blockchains Will Win

Robinhood is opening the testnet for its Arbitrum-based Ethereum Layer 2. In this episode, we sit down with the fintech’s head of crypto, Johann Kerbrat, to discuss the strategic move to build on Ethe...

11 Feb 41min

Rebuilding Global Payments with Stablecoins | Circle & USDC with Nikhil Chandhok

Rebuilding Global Payments with Stablecoins | Circle & USDC with Nikhil Chandhok

Stablecoins have quietly become the most successful use case in crypto.In this episode, Nikhil Chandhok, Chief Product & Technology Officer at Circle, explains why USDC is more than a digital dollar —...

6 Feb 45min

Crypto’s Point of No Return: Institutions are Finally Here, with Brett Tejpaul

Crypto’s Point of No Return: Institutions are Finally Here, with Brett Tejpaul

2025 marked a turning point for crypto.In this episode, Brett Tejpaul, head of Coinbase Institutional, sits down with Camila Russo to explain why institutional adoption accelerated last year. From ETF...

4 Feb 49min

Why OG DeFi Failed | Kain Warwick, Founder of Synthetix

Why OG DeFi Failed | Kain Warwick, Founder of Synthetix

Kain Warwick—DeFi OG and founder of Synthetix and Infinex—is back on The Defiant Podcast with Camila Russo for a no-BS conversation at a pivotal moment: Infinex just ran its INX token sale and is head...

30 Jan 54min

Ethereum is for Institutions: Danny Ryan Says Tokenization Isn't Enough

Ethereum is for Institutions: Danny Ryan Says Tokenization Isn't Enough

In this interview, Camila Russo sits down with Danny Ryan — former Ethereum Foundation researcher and a key leader behind Ethereum’s shift to proof of stake — now Co-Founder & President at Etherealize...

29 Jan 26min

How Stablecoins Are Rewiring Global Payments | Borderless CPO Alex Garn

How Stablecoins Are Rewiring Global Payments | Borderless CPO Alex Garn

In this episode of The Defiant Podcast, Chris Storaker sits down with Alex Garn, Chief Product Officer at Borderless, to unpack how stablecoins are quietly transforming cross-border payments — and wha...

9 Jan 25min

The Rise of the Fan Economy | Consumer Crypto | Avalanche Ecosystems Ep. 4

The Rise of the Fan Economy | Consumer Crypto | Avalanche Ecosystems Ep. 4

For consumer crypto to thrive it needs to embrace financialization to deliver a better experience, and maker sure crypto disappears everywhere else. Projects doing this right sit in an emerging sector...

5 Jan 18min

Uniswap is about to “turn on the switch.” with Hayden Adams

Uniswap is about to “turn on the switch.” with Hayden Adams

In this episode of The Defiant Podcast, Uniswap founder Hayden Adams joins us right as the UNIfication (Unification) proposal has moved to a final governance vote—a sweeping plan from Uniswap Labs + t...

22 Des 20251h 8min

Populært innen Teknologi

lydartikler-fra-aftenposten
romkapsel
teknisk-sett
tomprat-med-gunnar-tjomlid
rss-impressions-2
shifter
fornybaren
teknologi-og-mennesker
nasjonal-sikkerhetsmyndighet-nsm
energi-og-klima
elektropodden
rss-ki-praten
smart-forklart
pedagogisk-intelligens
rss-ai-forklart
rss-for-alarmen-gar
rss-heis
hans-petter-og-co
digital-forretningsforstaelse
rss-ki-til-kaffen