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Jeff Dorman
@jdorman81
CIO @arca - digital assets investing | Former COO of Harvest Exchange | Former Lehman, Merrill, Citadel | Huge Cleveland Sports Fan | CFA charterholder
Los Angeles, CA
ar.ca
Joined December 2010
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48K
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  • Pinned
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    Jeff Dorman
    @jdorman81
    Feb 27, 2025
    There are a few Crypto hills that I will die on. I've been writing about these topics, and debating people for years. Today I'm laying them all out in one place. I will happily debate any of these topics with anyone at anytime. A thread👇
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    Jeff Dorman
    @jdorman81
    Jan 18, 2025
    The market is losing its mind over the $TRUMP coin, and completely missing the plot. Here’s why this is going to be incredibly long-term bullish for the industry (and it has nothing to do with TRUMP coin itself). Thread 👇
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    Jeff Dorman
    @jdorman81
    May 23, 2021
    Lots of people asking for my opinion right now... here's a quick and dirty thread 👇
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    Jeff Dorman
    @jdorman81
    May 14, 2021
    We believe $SUSHI is now the most undervalued token in digital assets. A thread on valuation, upcoming catalysts, and why the recent downward price action will be short-lived Down pointing backhand index 👇
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    Jeff Dorman
    @jdorman81
    Jul 15, 2020
    This is a Twitter scam, not a cryptocurrency scam. In the same way that when a Nigerian prince asked me to wire him $100,000, it was an email scam, not a US dollar scam.
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    CNN
    @CNN
    Jul 15, 2020
    Joe Biden, Bill Gates, former President Obama, Elon Musk, Kanye West, Warren Buffett, Jeff Bezos and Mike Bloomberg are among the prominent people whose Twitter accounts were compromised and posted tweets that appeared to promote a cryptocurrency scam cnn.it/32lGXrL
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    Jeff Dorman
    @jdorman81
    Jan 18, 2025
    Replying to @jdorman81
    So in conclusion — while I don’t care much for meme coins or the TRUMP token myself, I do care a lot about future use cases of blockchain. And the President of the f*cking USA just green lit all future possibilities.
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    Jeff Dorman
    @jdorman81
    Apr 10, 2025
    Coinbase: "Why doesn't anyone take crypto seriously?" Also Coinbase: "We're not listing $HYPE, the most successful crypto project in the last 5 yrs, w/ the most revenue & the best tokenomics. Trade memes here!" JPM lets clients to trade GS stock List better assets @coinbase
    264K
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    Jeff Dorman
    @jdorman81
    Jul 17, 2021
    Arca is vehemently against the value-destroying Phantom Trope proposal for $SUSHI. Arca will backstop a new proposal with a first tranche bid price 31% above current TWAP price. We have posted our proposal in the Sushi forum, and a summary is below 👇 forum.sushi.com/t/sushi-phanto…
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    Jeff Dorman
    @jdorman81
    Jan 18, 2025
    Replying to @jdorman81
    TRUMP token just signaled to every company, municipality, university & individual brand that crypto can now be used as a capital formation and customer bootstrapping mechanism. NYC will have a token Harvard will have a token Netflix will have a token
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    “That’s Our 2 Satoshis” — The “Aha Moment” for New Digital Asset Investors
    From ar.ca
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    Jeff Dorman
    @jdorman81
    Dec 15, 2022
    Replying to @jdorman81
    1) Audits Have you ever gone thru a crypto audit? The auditors are still learning themselves. It's one thing to prove you have assets in the wallet; it's quite another LONG ordeal to prove you have access to all of them.
    390K
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    Jeff Dorman
    @jdorman81
    May 23, 2021
    Replying to @jdorman81
    For everyone else: stay solvent, pick your spots, trust your analysis, & keep your emotions in check. Digital assets aren't going away today any more than they were curing cancer 2 weeks ago. The answer is usually in the middle. Fortunes are made when emotions are too high
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    Jeff Dorman
    @jdorman81
    Sep 21, 2025
    We’re not bear posting Uniswap. We’re bear posting $UNI. Just a complete nonsense token in today’s market & changing regulatory environment. Everything you and your VCs stand for is irrelevant. Turn on revenues & buybacks, or don’t bother having a token.
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    Hayden Adams 🦄
    Uniswap
    @haydenzadams
    Sep 21, 2025
    Always funny to see people bear post Uniswap Meanwhile volumes are at all time high exceeding $1T/year for the first time Reg env massively improved And many exciting things on the horizon :)
    169K
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    Jeff Dorman
    @jdorman81
    Nov 11, 2024
    Coinbase $COIN has added $35 billion of market cap since the election. In 5 trading days. That's 23x LTM EBITDA. That's one U.S. company focused entirely on crypto. If you're wondering how much the incumbent regulatory / political leaders held back crypto growth potential.
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    Jeff Dorman
    @jdorman81
    Apr 19, 2022
    Three reasons why we believe $ATOM is one of the most undervalued tokens in the market a thread 👇 courtesy of @Bodhi_Pinkner