Arca @arca

Arca is an investment firm offering institutional caliber products in the digital asset space. Tweets are not investment or other advice. YMMV. ar.ca Los Angeles, CA Joined May 2018

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Arca @arca

2 days ago

@KatieTalati @SuiNetwork @helium @RDNTCapital @ethena Watch the full episode here 👇 x.com/i/broadcasts/1…

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ICYMI: What’s Driving Token Prices? Host🎙️@KatieTalati covers: @SuiNetwork — multiple outages cause temporary blockchain halts @helium — Helium Mobile changes hands in deal with Noble Mobile @RDNTCapital — announces DAO sunset and end of active development @ethena — teams up with Coinbase on a new on-chain savings product

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Arca @arca

3 days ago

What's Driving Token Prices? x.com/i/broadcasts/1…

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Arca @arca

3 days ago

Disclaimer: Not investment advice and not a solicitation or an offer to sell securities or investment advisory services.

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Arca @arca

3 days ago

"The issue isn't Bitcoin. The issue is balance sheet management." Our CIO, Jeff Dorman, joined Laura Shin to discuss why markets reacted so strongly to Strategy's recent decisions and what investors may be overlooking. Full interview shared below. 👇

Laura Shin @laurashin

4 days ago

"It's just complete balance sheet mismanagement" Jeff Dorman on why Strategy is being forced to sell Bitcoin "The market was worried they weren't gonna be able to satisfy the dividend. So they raised about $2 billion and said now you don't have to worry for a year and a half

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Arca @arca

4 days ago

Prediction markets aren't just for forecasting. Arca recently executed a $10 million OTC prediction market transaction tied to the CLARITY Act, which we believe represents a novel application of prediction markets as a portfolio risk-management tool. Thanks to @galaxyhq for partnering on the transaction. Arca Co-Founder & CIO Jeff Dorman discusses this evolution—and what it could mean for institutional investors—in his Two Satoshis, which you can read here 👉 bit.ly/4x5DGc4 Disclaimer: Not investment advice and not a solicitation or offer to sell securities or investment advisory services.

Galaxy @galaxyhq

5 days ago

Today, we're launching institutional OTC prediction markets trading through our Global Markets desk. Hedge funds, family offices, and other institutional clients can now access prediction market liquidity at sizes and with a level of discretion suited to institutional scale.

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Arca @arca

5 days ago

Arca @arca

5 days ago

HYPE’s success and MSTR’s questions This week’s That’s Our Two Satoshis looks at: • HYPE’s outperformance amid broader crypto market dispersion • Revenue-producing tokens with buybacks separating from the pack • Whether HYPE’s success could influence non-crypto token issuance • Strategy’s capital structure and potential BTC sale questions @jdorman81 examines HYPE’s token economics and Strategy’s capital structure, highlighting how value accrual and balance-sheet pressure are shaping market debates.

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Arca @arca

a week ago

@KatieTalati @maplefinance @okx @NEARProtocol Watch the episode here 👇 x.com/i/broadcasts/1…

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Arca @arca

a week ago

ICYMI: What’s Driving Token Prices? Host 🎙️@KatieTalati covers: @maplefinance - launches “Borrowing Hub” and announces Core DAO settlement @okx - announces partnership with ICE to list oil perpetual futures @NEARProtocol - gains momentum following bullish prediction from Arthur Hayes

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Arca @arca

a week ago

What's Driving Token Prices? x.com/i/broadcasts/1…

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Arca @arca

2 weeks ago

We’re excited to share that our General Counsel & CCO, Deborah Djeu, will be speaking at Merkle Meet 2026 in Palo Alto, hosted by @MerkleScience and @PerkinsCoieLLP. The discussion will cover institutional adoption, compliance, AI, and the evolving digital asset landscape. June 2 | Register to attend: luma.com/nnn2ounj?local…

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Arca @arca

3 weeks ago

Arca @arca

3 weeks ago

CLARITY moves closer. This week’s That’s Our Two Satoshis looks at: • CLARITY’s progress toward U.S. market structure legislation • GENIUS as money layer and CLARITY as structure layer • Decentralization standards and remaining regulatory implementation questions • Hyperliquid’s growth across stablecoins and synthetic markets @jdorman81 examines Washington’s progress on digital asset regulation and Hyperliquid’s growth as an example of market infrastructure developing in practice.

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Arca @arca

4 weeks ago

Arca @arca

4 weeks ago

Drift’s recovery token raises debt-like questions. Arca Research Associate Alex Woodard guest authors this week’s That’s Our Two Satoshis, covering: • Recovery tokens as claims on a dedicated pool • Asset recovery assumptions across frozen and remaining funds • Exchange reopening scenarios and revenue-sharing assumptions • Unresolved capital-stack questions @Crypto_Alex17 examines the distressed debt instrument!

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Arca @arca

4 weeks ago

@KatieTalati @HoudiniSwap @megaeth @HyperliquidX @centrifuge Watch the episode here 👇 x.com/i/broadcasts/1…

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Arca @arca

4 weeks ago

ICYMI: What’s Driving Token Prices? Host🎙️@KatieTalati covers: @HoudiniSwap — SOL Strategies acquisition excludes LOCK token @megaeth — Milestone-based token unlock model launches @HyperliquidX — Outcome markets added within its ecosystem @centrifuge — Preferred tokenization infrastructure partner for Base