Jeff Dorman, CFA

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

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.

Jeff Dorman, CFA

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.

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

📰 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

What's Driving Token Prices? https://x.com/i/broadcasts/1lPKqOeXanPJb…

Jeff Dorman, CFA

~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

Jeff Dorman, CFA

🎥 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. ⬇️

What's Driving Token Prices? https://x.com/i/broadcasts/1yoKMyEVbBzKQ…

Jeff Dorman, CFA

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...

Jeff Dorman, CFA

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

#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...…

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

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

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.

Jeff Dorman, CFA

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..