The Ultimate Coinbase Debate: Can It Survive? | Jeff Dorman
Episode publishedPodcast: EmpireEmpire
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You just go through each one of their business lines. It's really hard to see any of them growing at a meaningful pace with custom with with the exception of Base. Right? Base is the one thing they've done that I think actually can grow, if they do it correctly.
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Welcome back, everyone. We have very special guest, Jeff, Doorman, the CIO of Arca. Jeff, welcome to the show. Thanks
for having me. Yeah.
So, when I think of Jeff, Jeff is one of the very few vocal truly vocal people in crypto. You know, he, at one point I guess if there's activism in the good sense of the word in crypto, Jeff, you're one of them. I don't know if you'd agree with that. I
try to use the word constructivism more than activism, but yes. That's
great. And and tell us a little bit about Arca. You know, you've been investing in crypto for a while just to level set the discussion so people know who you are, what you've been doing in the space. Sure.
Yeah. I'm the CIO and one of the cofounders of Arca. We're a crypto, asset management firm. We basically have two sides of our business. We have the asset management side where we have multiple different fund strategies dedicated to just crypto investing, And then we have our lab side, which is innovating and developing and, trying to find ways to bridge the TradFi world into, the crypto rails. But before that, you know, fifteen year career on Wall Street, I was an investment banker. I was a high yield distressed trader. I was a portfolio manager for debt and equities. So pretty much everythin
the the purpose of this discussion, we reached out to you because we saw one of your tweets talk about Coinbase. And really just, at a point where look. It's getting it's still only becoming more competitive, and I think you had a really good post, which we'll link in in a minute. Before we go to Coinbase, which I do want to cover, I think like when prices go down and we are in sort of a weird bear market, people tend to focus more on fundamentals and it comes back into the discussion. What do you think about just in your evolution in crypto, like, how real they are? How do you think about, li
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