Arca

Crypto lost the election. The investment opportunity remains intact.

This week’s That’s Our Two Satoshis looks at:

• The Democratic sweep complicates crypto legislation and increases congressional scrutiny
• Political spending proves insufficient to overcome broader voter dissatisfaction
• Regulators retain authority to advance key digital asset rules
• The investment thesis for stablecoins, payments, DeFi, and tokenization remains intact

@jdorman81 examines what the midterm results could change for crypto—and why the industry’s long-term investment thesis shouldn’t depend on which party controls Washington.

What’s shaping the next phase of the digital asset landscape?

Arca's CIO, @jdorman81, joined @therollupco to discuss the latest developments and perspectives across crypto.

🎙️Tune in to his conversation starting at 1:26:58 mark:
x.com/therollupco/st…

Binance was hacked. Blockchain wasn’t.

This week’s That’s Our Two Satoshis looks at:

• Record Binance hack exposing centralized exchange security and custody risks
• Blockchain transparency helping investigators trace billions in stolen assets
• Human vulnerabilities remaining the weakest link across financial institutions
• Institutionalization raising the bar for security, custody, and risk management

@jdorman81 examines why the record Binance breach is a failure of centralized security and controls—not blockchain technology—and why it could accelerate crypto’s institutional maturation.

Wall Street’s response to crypto is becoming increasingly divided.

This week’s That’s Our Two Satoshis looks at:

• Banks push for restrictions on third-party stablecoin rewards.
• 22 companies object to tokenized versions of their shares.
• JPMorgan expands two tokenized money-market funds onto Solana.
• Adoption does not translate into gains for every cryptocurrency.

@jdorman81 examines how these developments reflect a broader shift toward on-chain finance.

Crypto is starting to trade more like traditional markets.

This week’s That’s Our Two Satoshis looks at:

• Macro pressure finally catching up with crypto prices
• Bitcoin holding up as smaller tokens absorb most of the selling
• Digital assets increasingly trading on distinct fundamentals
• Strong earnings expected even as equity markets and crypto prices fall

@jdorman81 examines why the recent correction may say more about the macro environment and risk appetite than deteriorating crypto fundamentals—and why price and value are not the same thing.