Arca

??The U.S. Government Just Bailed Out Crypto—What’s Next??? Over the weekend, President Trump announced a?U.S. crypto reserve, marking what many see as the first-ever government backstop for digital assets. While details remain scarce, the market reaction was immediate—crypto prices surged 10-40% in response. Does this signal a new era where digital assets have a safety net like traditional markets? Or is this just a confidence-boosting statement with little real impact? Meanwhile, at?ETH Denver, key conversations revolved around: ?The battle between Ethereum and L2s? ?The rise of next-gen crowdfunding platforms? ?Institutional interest in stablecoins & DeFi Despite recent volatility, the builders remain unfazed. Historically, crypto’s biggest breakthroughs come during low sentiment periods—will this time be any different? What are your thoughts on a?crypto bailout? Is it good or bad for the industry? https://bit.ly/4koa4A7 Drop your thoughts below!??? #Crypto #Bitcoin #Ethereum #Web3 #Finance

Digital Assets/ Cryptocurrencies: Out of the Regulatory Crosshairs and Into the DOGE House? Arca’s General Counsel & CCO, Deborah Djeu, will be on an upcoming panel discussing digital assets/cryptocurrencies with respect to regulation. Discussion topics include: The current state of regulation of digital assets Best practices firms should consider implementing March 12, 2025 at 12pm ET ?? Register here: https://bit.ly/43rvaHO

? Solana (SOL), the market darling of the past few years and one of (if not the most) crowded long trades in crypto, was revealed to be dominated by memecoins and crime. And while this was well known, the market has always looked forward towards future, more relevant use cases, but is now only looking at the present. Learn more from Jeff Dorman, CFA in this week's That's Our 2 Satoshis https://bit.ly/4koa4A7

?? Jeff Dorman, CFA and Joey Reinberg break down the latest trends in crypto, covering market volatility, institutional vs. retail investment, and the evolving DeFi landscape. Watch this month's Crypto Market Call ?? https://t.co/XEYsoU21Pn

The landscape for digital assets is shifting rapidly, and navigating the path from centralized exchanges to decentralized finance (DeFi) is no easy feat. ?? In the latest That’s Our 2 Satoshis Jeff Dorman, CFA dives deep into the ongoing developments at FTX and Bybit and explores the road ahead for DeFi. Is the disconnect between sentiment and fundamentals causing more confusion than clarity? ?? Join us as we dissect the correlations (or lack thereof) between digital assets and traditional markets and uncover why long-term crypto fundamentals remain strong, even when short-term trends don’t align. Check out the full post here: https://lnkd.in/dPUU4Vqw #DeFi #FTX #Bybit #DigitalAssets #Crypto #Blockchain #Investing #ArcaInsights

The crypto markets have experienced major volatility post-election, with significant liquidations and price swings. Notably, institutional Bitcoin holdings grew by 0.8%, while retail holdings declined by 0.3%, signaling a shift in market dynamics. ?? Key Takeaways: ? Institutional vs. Retail Trends – Big players are accumulating BTC while smaller holders exit. ? Altcoin Market Dispersion – Many new token launches underperforming despite hype. ? DEX Growth & Uniswap V4 – On-chain volumes are at all-time highs, with Uniswap optimizing efficiency. ? Ondo’s New Chain & RWA Tokenization – A game-changer for integrating stocks, bonds, and crypto. As the market evolves, understanding tokenomics, liquidity trends, and DeFi innovations is critical for staying ahead. What are your thoughts on the growing role of institutions in crypto? Full Breakdown ?? #Crypto #DeFi #Blockchain #Investing https://bit.ly/3X9tcYJ

History doesn’t repeat, but it often rhymes. In 1981, markets struggled despite a pro-business president taking office. Reagan’s policies took time to take effect, and the market initially declined before a long-term rally began. Today, crypto faces a similar story—initial optimism post-election, followed by a downturn as the market digests past excesses and awaits regulatory clarity. The good news? History suggests that once policy implementation begins, sentiment shifts, and recovery follows. If the Reagan parallel holds, Q3-Q4 2025 could be the turning point for crypto. Patience is key—markets reward those who can see past the noise. ?? #Crypto #MarketCycles #Investing https://bit.ly/3X914Fb

?? Arca CIO Jeff Dorman, CFA joined Ash Ashmawy Kemet Trading on Derivatives Decoded to deliver an institutional playbook for the future of digital asset market structure drawing from his experience as a credit trader during the 2008 financial crisis. They discussed: ?? Why T+0 settlement fundamentally breaks traditional prime brokerage models ??The infrastructure gap in digital asset markets ??Framework for institutional valuation of digital assets ??DEX market share growth Listen now ?? https://apple.co/4k41LJB

The Biggest Disconnect in Crypto History Blockchain adoption is accelerating faster than ever—institutions are investing, regulations are evolving, and real-world use cases are multiplying. Yet, market sentiment and pricing still don’t reflect reality. Why? Persistent misinformation, outdated narratives, and short-term thinking continue to overshadow the fundamental growth of this industry. In this article, our CIO, Jeff Dorman, CFA breaks down the massive gap between news, adoption, and fundamentals versus price and sentiment—and why blockchain’s future has never been more certain. ?? Read more: https://bit.ly/4hTFr3t #Crypto #Blockchain #Investing #DeFi #Web3

What's happening this week in the Crypto market. ?? https://lnkd.in/ew7Zd6d3 ?? The Groundhog’s Day Crypto Massacre ?? Steep Selloffs & Crypto Lore cc: Jeff Dorman, CFA