Wesley James @GoForWes
MD - Trading and Ops @arca | Former Dir. of Trading at TCC | Former CEO ShadowBid, Equity Trader, Cinematographer | Free time in water and on mountains ar.ca Joined February 2015-
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We @arca are excited to have supported the team at @utila_io earlier on and watching them execute and grow. This new funding from Red Dot Capital, @Wing_VC and others is a testament to their tenacious focus on their vision. theblock.co/post/369185/ut…
Powell’s Jackson Hole speech sent rate cut odds 🚀 (70% → 87%) & sparked rallies across risk assets. ETH +10%, SOL +10%, DeFi surging. Is this the start of a new leg higher? Read this week’s That’s Our 2 Satoshis for our full take: bit.ly/4mCHjR6
Some of the largest fintech and stablecoin companies in the world are targeting the highest-margin part of crypto, infrastructure. The name of the game is customization and sovereignty. Control the rules, fess, and transaction flows yourself rather than depending on an external…
First time market seems healthy in a while. Tokens that have positive news and good fundamentals are actually pumping. $PUMP - Regained marketshare vs BONK. Buybacks with almost all revenue. $LINK - Most widely used oracle in crypto. Bet on tokenization, RWAs, stablecoins,…
ETH +49% in July. +20%+ in Aug. 🚀 But most of crypto’s real growth? Not in BTC or ETH. Enter Internet Capital Markets — global, liquid, merit-based capital formation that could disrupt every business, not just crypto. Read this week’s That’s Our 2 Satoshis:…
ETH is worth $450B. SOL is $90B. But where’s the economic activity to back that up? New post breaks down why Layer-1 valuations are wildly disconnected from fundamentals—and what actually drives value in crypto. Read this week’s That’s Our 2 Satoshis: bit.ly/45jamBU…
Lynq just welcomed 15 more institutional clients to its real-time, interest-bearing settlement network. Faster. More secure. Interest-bearing. The future of capital movement is here. Learn more: bit.ly/4m4YSsQ #DigitalAssets #Fintech #Settlement #InstitutionalFinance…
Fast trades mean nothing if settlement lags. @Lynq_Network fixes that — real-time, interest-bearing settlement for institutions. bit.ly/44Rl2Y7 #Lynq #SettlementReimagined #DigitalMarkets
That's Our 2 Satoshis x.com/i/broadcasts/1…
Is crypto still an asset class or just a wrapper for everything else? This week’s That’s Our 2 Satoshis explores how the lines between crypto & traditional markets are blurring—and what that means for investors. Read here 👉 bit.ly/4nBpXow
1/ It's time to put a stop to the crypto industry's use of MC and FDV for valuing token projects. These two metrics do very little to accurately represent the valuation of a project and instead we propose a third metric in the middle: Adjusted Market Cap. Breakdown below👇
MC and FDV are not useful/fair measures for token valuation in their current form. Simple methodology below using "Adj Market Cap" for valuations. Would love your support to make this a new standard best practice. 1. Float: Tokens trading on the market currently (Traditional…
MC and FDV are not useful/fair measures for token valuation in their current form. Simple methodology below using "Adj Market Cap" for valuations. Would love your support to make this a new standard best practice. 1. Float: Tokens trading on the market currently (Traditional…
We need to fix the broken, archaic & inconsistent market cap formulas in order for crypto to thrive! Arca proposes "Adjusted Market Cap", which we feel more accurately reflects a token's true valuation. We hope this becomes the new standard. A thread 👇
Circle’s IPO was a financial success—but did it come at the expense of the crypto community that helped build it? We break down the allocation missteps, the message it sends, and what it means for alignment in crypto going forward. 📖 Read this week’s That’s Our 2 Satoshis:…
🚨 Everyone's talking about "crypto treasury companies"—but how many actually hold water? This week’s That’s Our 2 Satoshis dives into: 💰 What qualifies as a real crypto treasury 🤔 Common myths & market confusion 📊 Why this trend matters (or doesn't) Read it here →…
Fireblocks has joined Lynq as a launch day partner. Together, we’re unlocking secure, real-time settlement infrastructure for institutions — with capital efficiency built in. Welcome to the network. bit.ly/4ktGwQS #Fintech #InstitutionalFinance #DigitalAssets
Moody’s just downgraded the U.S. credit rating — and that might be exactly what Bitcoin needed. BTC doesn’t hedge war or panic, but it does hedge a loss of confidence in governments and banks. Read this week’s That’s Our 2 Satoshis → Why Bitcoin should love this downgrade.…
🎢 Crypto’s been on a rollercoaster this year—two sharp selloffs, a roaring ETH rebound, and unstoppable stablecoin growth. We break down what happened, why it matters, and where the real opportunities may be hiding. 👉 Read this week’s That’s Our 2 Satoshis:…
🚨 Breaking: @cryptocom has joined the @Lynq_Network network as a launch partner, becoming the first digital asset exchange to integrate with our real-time, yield-bearing settlement platform. The future of institutional settlement starts now. 🔗 lynq.network/crypto-com-exc… #Lynq…
🚨New Pod Drop! Arca CIO @jdorman81 joined @theempirepod to talk: – CeFi vs. DeFi – Valuing L1s – Tokenized equities – Contrarian crypto plays – Macro’s role in crypto A must-listen for digital asset investors 🎧👇 🔗 bit.ly/4iJ5wCt #Crypto #DeFi #DigitalAssets…

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Jeff Dorman @jdorman81
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