Post #786 What’s Next For Digital Assets
Jeff Dorman, CIO of Arca, has built one of the leading digital asset hedge funds in the world by applying principles of value investing to crypto.
Most people, constrained by the narrative of “magic internet money,” don’t think that kind of approach is possible. But, as Jeff and Raoul make clear, it’s just that most investors lack the sophistication to see the efficacy.
Jeff and Raoul talk about the future of tokenizing communities, creating new entries on firms’ balance sheets, and adding billions of dollars of value. They also discuss the current market structure as well as how Jeff is putting his capital to work.
The digital asset class is growing up fast, and it’s vital for those who want to avoid the usual pitfalls to learn from professionals who manage money in the space. Recorded on March 10, 2022.