Unchained

Memecoins, misinformation, and misplaced pessimism—Jeff Dorman explains why crypto’s current sentiment doesn’t match reality and why he thinks now might be the perfect time to buy.

Crypto sentiment is extremely low, but is the market completely wrong? While X is flooded with doomsday takes, Jeff Dorman, CIO of ARCA, argues that the real fundamentals of crypto are stronger than ever.

In this episode, Jeff breaks down why investors are overlooking key signals—like growing regulatory clarity, the tokenization of real-world assets, and institutional interest—and how meme coins have hijacked the broader market narrative. He pushes back on claims that there are no fresh narratives and explains why the current climate reminds him of previous market mispricings that turned into massive opportunities.

He also dives into the potential of tokenized assets, why crypto adoption is way ahead of where people think, and why he believes the industry keeps making the same mistakes when it comes to marketing its breakthroughs.