Jeff Dorman, chief investment officer at Arca, says crypto funds still need to find a balance between adopting professional Wall Street practices and taking advantage of crypto’s unique opportunities.
Macro Is Back to Moving the Digital Asset Markets
Parsing 3 Types of Risk in Digital Assets
In digital assets, high yields are ubiquitous, but it’s not always clear what risks are actually taken to generate these yields, says our columnist.
Fundamental Investing Is Alive and Well in Crypto
Ironically, digital assets might be one of the best asset classes for true fundamental investment analysis, says our columnist.
How Activist Investors Can Help the Crypto Industry Mature
Often demonized for acting self-interestedly, activist investors can bring much needed focus to struggling organizations. In crypto, too.
Amazon Prime Membership Should Have Been a Tokenized Asset
Tokenization can distribute investment gains more fairly, says our columnist. Just think if Amazon had been a tokenized by its users rather than run for shareholders.
If Crypto Is Anything Like Fixed-Income, It’s Going to Need a Fatter Textbook
Expect digital assets investing to mirror fixed income investing and become more specialized and complex over time, says our columnist.
What I Learned the First Time I Lost a Million Dollars
It doesn’t take long to learn how to trade, but it takes a lifetime to learn how to manage risk, says Jeff Dorman, CIO at Arca.
Digital Assets Are More Recession-Proof Than You Might Think
Like gift cards, digital tokens represent claims on future services. In a downturn, they may not lose value as readily as equities and debt.
Crypto Needs a Rational Value Investing Model
Until the value investing revolution led by Graham and Dodd, investors often gambled rather than invest rationally. Crypto has yet to go through a similar change, but it’s started, says Arca CIO Jeff Dorman.
Never Mind Hodlers, Crypto Needs More Opportunist Investors
The crypto markets need more investors who come and go and who aren’t solely crypto investors, says CoinDesk columnist Jeff Dorman.
What It’s Like Being CIO of a Crypto Fund
Jeff Dorman of Arca Funds shares his experience of what it’s like being a CIO of a cryptocurrency fund.
What We Learned in 100 Crypto Talks With Institutional Investors
Endowments, family offices, pensions and other institutions are enthusiastic about crypto assets despite an overall pullback in valuations.