Arca

ICYMI: What’s Driving Token Prices? In this week’s episode host 🎙️ Katie Talati breaks down recent market developments across: - Bittensor — subnet departures expose governance control and emission allocation risk - Dolomite — large borrower position backed by illiquid collateral stresses lending pool - Scroll — loss of core application reduces fee revenue and prompts cost restructuring - CoW Swap — DNS attack compromises frontend access while backend remains secure Stay informed on key developments influencing digital asset markets. Watch the full episode here 👉 https://bit.ly/4mGOskk

That’s Our Two Satoshis — What Are Blockchain Investors Waiting For? In this week’s That’s Our Two Satoshis, Jeff Dorman, CFA examines the growing disconnect between accelerating adoption and muted token price performance across digital assets. • Strong growth across perp DEXs, stablecoins, and RWAs • Crypto markets increasingly price geopolitical events in real time • Institutional adoption accelerating across ETFs, custody, tokenization • Adoption growth continues diverging from token price performance Read the full post here 👉 https://bit.ly/4moKP25

CYMI: What’s Driving Token Prices? In this week’s episode host 🎙️Katie Talati breaks down recent market developments across: Drift.trade — sophisticated exploit combining social engineering, timing, and access Ethena Labs — USDe expands into new yield sources beyond ETH and BTC Lighter — Telegram integration enables native perp trading within wallet Stay informed on key developments influencing digital asset markets. Watch the full episode here 👉 https://bit.ly/4mkzdNx

That’s Our Two Satoshis — The List of “Investable” Tokens Is Very Short In this week’s That’s Our Two Satoshis, Jeff Dorman, CFA, explores the disconnect between strong underlying adoption and muted price action, and what it implies for token investing. • Bitcoin shrugs off macro risks and quantum concerns • Crypto markets remain flat despite strong adoption trends • Most tokens fail to capture value from underlying growth • Only a small subset of tokens appear truly investable Read the full post here 👉 https://bit.ly/4tqMQNv

ICYMI: What’s Driving Token Prices? In this week’s episode host 🎙️ Katie Talati breaks down recent market developments across: Aave Labs — launches V4 (“Aave Pro”) aimed at real-world credit markets Aerodrome.Finance — plans Velodrome merger and real-time rewards distribution Canton Network — announces partnerships with LayerZero and Visa Stay informed on key developments influencing digital asset markets. Watch the full episode here 👉 https://bit.ly/4sbY9rZ

That’s Our Two Satoshis — What Could Go Right? This week’s post is guest authored by Arca Research Analyst Christopher M., examining the divergence between market sentiment and underlying fundamentals. While short-term pessimism is rising, structural dynamics suggest a period of recalibration rather than breakdown. • Sentiment weakens as external adoption continues accelerating • Core issue remains token design and misaligned incentives • Bear market reflects self-correction, not structural failure • Tokenomics drives outcomes: Hyperliquid vs Worldcoin divergence Read the full post here 👉 https://bit.ly/48hWKJa

ICYMI: What’s Driving Token Prices? In this week’s episode host 🎙️ Katie Talati breaks down recent market developments across: • Resolv — stablecoin exploit triggers USR depegging and DeFi liquidations • Backpack — TGE with 25% airdrop and milestone-based emissions • Balancer — shuts down BLabs and redirects 100% of revenue to the protocol Stay informed on key developments influencing digital asset markets. Watch the full episode here 👉 https://bit.ly/4uR4TxR

That’s Our Two Satoshis — The SEC / CFTC “Frenemy” Relationship In this week’s That’s Our Two Satoshis, Jeff Dorman, CFA reviews cross-asset market reactions and examines how evolving regulatory guidance is beginning to shape digital asset classification within traditional financial frameworks. • Oil surge and rising inflation fears pushing rate expectations • Equities and credit tracking historical patterns while Treasuries diverge • Digital assets have been outperforming as sellers exhaust and shorts are forced to cover • SEC/CFTC guidance clarifies token classification across major assets Read the full post here 👉 https://bit.ly/40OTUaM

ICYMI: What’s Driving Token Prices In this week’s episode host 🎙️Katie Talati breaks down recent market developments across: Lido Finance— expanding beyond staking into stablecoin and ETH vaults Derive Labs — routing 25% of net fees to buybacks Stacks — upgrade increases speed and capacity for BTC applications doublezero.xyz — introduces Edge data product and revises validator economics Stay informed on key developments influencing digital asset markets. Watch the full episode here 👉 https://bit.ly/3PhRuPi

That’s Our Two Satoshis — The Strategy (MSTR) End Game May Be Closer In this week’s That’s Our Two Satoshis, Jeff Dorman, CFA, examines recent digital asset market dynamics and the structural questions emerging across the crypto ecosystem, including how adoption trends, token economics, and capital market structures intersect. • BTC strength partly driven by Strategy purchases and ETFs • Hyperliquid expanding price discovery across oil, gold, and equities • Adoption rising, but crypto’s top four tokens poorly linked to adoption • Strategy’s capital stack raises long-term interest coverage questions Read the full post here👉 https://bit.ly/4se1jw6