Between2Chains B2C022: Structural Volatility in Digital Assets ( w/ Jeff Dorman )

Episode Summary

Jun 01 2021 . 45 MIN
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B2C022: Structural Volatility in Digital Assets ( w/ Jeff Dorman )

Arca CIO Jeff Dorman joins host Peter Hans to talk about the roller coaster ride that has been the past week in crypto. Dorman shares his take on the multiple crashes and quasi-rebounds that have taken place in the digital assets market and dissects some of the events and narratives that took prices down, including Elon Musk, China and other factors.

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Show Notes

Arca CIO Jeff Dorman joins host Peter Hans to talk about the roller coaster ride that has been the past week in crypto. Dorman shares his take on the multiple crashes and quasi-rebounds that have taken place in the digital assets market and dissects some of the events and narratives that took prices down, including Elon Musk, China and other factors.


Content Notes

  1. Dorman and Hans talk about the following during the episode:
  2. What makes this period of volatility different than crashes we’ve experienced in the past
  3. The combination of factors that have been weighing on markets, including inflation fears, Coinbase stock falling 30-40%, tech stocks hurting, and Elon Musk
  4.  How to think about China and what they’re signaling in the market
  5. How bad news differs from overhang or uncertainty and how investors can react
  6.  Bitcoin weakness and its changing correlation with other assets in the market
  7.   Why investors have to take a distressed mindset to investing in this market
  8. The narratives driving interest in digital assets and whether any of that has changed over the past week
  9. What Dorman thinks about Elon Musk’s influence on the market and the nuances he sees in the ESG narrative
  10. The idea that changed how he thinks about valuing assets in the market
  11.  What the market feels like to him, which pockets of the market he believes will benefit from what’s happening, and what opportunities he sees over the short and long term


Trasnscript:

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Host

Peter Hans

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