Home
News
Market
Channel
Topic
Feature
Rewards Center
Account
Language
Light
Download App
Log in
Jeff Dorman, CFA
35,510 Twitter followers
Follow
CIO @arca | Former COO of Harvest Exchange | Former Lehman, Merrill, Citadel | Huge Cleveland Sports Fan
Posts
Jeff Dorman, CFA
3 days ago
The reality of a market environment like this is that you can, in the same breath, state that we are in a full fledged bull market with some incredible tailwinds, AND that people are breaking all known risk params to chase the dragon ($1B liq'd last 24hrs). Manage the risk.
DRAGON
0%
Jeff Dorman, CFA
12-13
The definition of market multiples. Multiples are lower today than in 2021. Whether multiples are too low today, or too high in 2021, remains to be seen.
Krugman
@krugman87
12-12
so Aave has 3x the revenue and 4x the TVL than it did in 2021, but the token is still less than half the price. Makes sense
Jeff Dorman, CFA
12-13
📰 Big news this week from @KatieTalati: Binance and Circle have entered into a strategic partnership for USDC adoption. 📊 Other notable token movements include: 🪙 $ME 🪙 $FTT 🪙 $SUI 🪙 $SUSHI 🔗 bit.ly/3Db06Bn
Arca
@arca
12-12
What's Driving Token Prices? https://x.com/i/broadcasts/1lPKqOeXanPJb…
FTT
8.41%
Jeff Dorman, CFA
12-09
~6 weeks of code base contributions to the Eliza Framework github visualized @ai16zdao It's all coming together... at the pace of open source Cypher punks are back @shawmakesmagic @zerokn0wledge_ @0xCygaar
$CODE
4.04%
Jeff Dorman, CFA
12-06
🎥 It's been another exciting week for crypto. This week on What's Driving Token Price, @KatieTalati shares pivotal movements in the industry, including: 🪙 $XRP 🪙 $CRV 🪙 $HYPE 🔗 bit.ly/3Bixd5r Watch on demand. ⬇️
Arca
@arca
12-05
What's Driving Token Prices? https://x.com/i/broadcasts/1yoKMyEVbBzKQ…
XRP
0.8%
Jeff Dorman, CFA
12-05
Thread
#Thread#
What $HYPE did was awesome. FYI, I've been suggesting this type of launch for literally 5 years Not rocket science x.com/jdorman81/status/1504220...… x.com/jdorman81/status/1416818...… x.com/jdorman81/status/1207418...… ar.ca/blog/crypto-market-recap...… ar.ca/blog/the-issues-potentia...… twitter.com/jdorman81/status/1...
INV
4.47%
Jeff Dorman, CFA
12-05
On my death bed, please write this on my tombstone: "Crypto tokens are the greatest capital formation and customer bootstrapping mechanism ever created, turning early users and adopters into quasi-equity holders, power users and lifetime evangelists."
Jeff Dorman, CFA
12-01
#DeFi rails are better, faster, cheaper & more inclusive. The problem is most don’t care about the assets available to trade/borrow/lend on DeFi. Need to merge bank/brokerage/crypto workflows to realize DeFi full potential. ar.ca/blog/the-crypto-investin...…
Hayden Adams
@haydenzadams
12-01
DeFi: we need decentralized financial infrastructure so banks don’t decide who has access to our financial system Banks: that’s dumb. Also we are closed all your accounts Such an incredible proof point for why we need DeFi lol
Jeff Dorman, CFA
12-01
Not shocked $HYPE has been such a huge success. This is what happens when you remove the exchanges, VCs and MMs who are all complicit in pricing tokens way too high for their own benefit. Making retail rich instead of yourselves works better. Congrats on a great launch
Jeff Dorman
@jdorman81
09-12
Not intentionally coming after Wintermute - you're just one of many complicit in a horrible capital markets structure. I've been talking about this for years https://x.com/jdorman81/status/1788227246005887432… https://x.com/jdorman81/status/1786771763155882143… https://x.com/jdorman81/status/1784989674697843004… The pricing is wrong; the incentives are wrong.
$HYPE
0%
Jeff Dorman, CFA
12-01
Wall Street research continuing to be phased out. The growing Robinhood equity and crypto communities just don’t care what 12 “analysts” think. twitter.com/jdorman81/status/1...
Loading..
