Jeff Dorman, CFA

Jeff Dorman, CFA

35,510 Twitter followers

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CIO @arca | Former COO of Harvest Exchange | Former Lehman, Merrill, Citadel | Huge Cleveland Sports Fan

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Jeff Dorman, CFA

The $ETH vs $SOL fighting has been unproductive for the industry. Both tokens are down only (-30-50% over the past 3+yrs), massively underperforming $BTC (and $XRP & $BNB) Fat protocol thesis is nonsense, but also a distraction from what investors care about. Let's dig in 👇 twitter.com/jdorman81/status/1...

Jeff Dorman, CFA

In my 25 year investing history, credit has ALWAYS led, not the other way around. Would be beyond disbelief shocked if equity, commodity & crypto traders sniffed out recession before credit investors. If credit ain't scared, I'm not scared The selloff is all fear; no substance twitter.com/jdorman81/status/1...

Jeff Dorman, CFA

The majority of investors buy corporate stocks, bonds, & R.E. A TINY few buy commodities & currencies. So why is crypto focused on catering to the tiny sliver of CTAs, macro funds & fast money traders? It’s illogical More education needed on revenue companies with tokens

Jeff Dorman, CFA

Still holding to the fact that this is a ridiculously stupid crypto & equity selloff. All fear, no substance twitter.com/jdorman81/status/1...

Jeff Dorman, CFA

It's fun how we've gone from "Bitcoin is worthless" to "Why would we promote an alternative to the dollar". Congrats to $BTC - the first worthless asset to scare the crap out of everyone.

Again, why does the Global Hegemon with seigniorage power want to promote an alternative to the Dollar? Having the world’s reserve currency is one of the major positive offsets to running trade deficits, costs of policing the sea lanes, etc. Borrowing to buy crypto is insane. x.com/deitaone/statu…

Jeff Dorman, CFA

You’re in good hands crypto! One of the largest liquid crypto exchanges, & largest venture investor, doesn’t get why nurturing & supporting the secondary market is important. This is like an investment bank saying “we just want more IPOs; who cares what happens after that”

We want to see more companies started in the space. Liquid doesn't help with that. We hold our investment positions for the long-term. We're not interested in short-term trading. It also could present a conflict of interest. We're playing long-term games, with long-term

Jeff Dorman, CFA

So much more can be done on the IR side (Investment Relations) for protocols w tokens - 1-3 min vid updates from founder about protocol updates + numbers - quarterly "reports" ; just basic deck, nothing too fancy none of these take a huge amount of time, but will have a huge

Jeff Dorman, CFA

Not even joking here. Mechanism is different, but the bailouts in '08 and again in '20 restored confidence and put a floor under the market. This will be viewed by market participants the same way. Crypto has never had a "buyer of last resort" it does now

First ever crypto bailout! We made it.

Jeff Dorman, CFA

First ever crypto bailout! We made it.

Jeff Dorman, CFA

10) Crypto as an investment, & blockchain as a use case, is in a binary state The "Crypto investing paradox" The tech works, but w/ the wrong assets. We need assets that people care about (stocks/bonds/RE) on blockchain rails. x.com/jdorman81/status/1881761...… ar.ca/blog/thats-our-two-satos...… twitter.com/jdorman81/status/1...

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