That's Our 2 Satoshis Live week of 1/05/2026 скачать в хорошем качестве

That's Our 2 Satoshis Live week of 1/05/2026

Join Jeff Dorman, Chief Investment Officer at Arca for another episode of “That’s Our 2 Satoshis Live.” This episode: Delves into crypto valuation methods—fundamentals versus speculative approaches. Examines the dominance and challenges faced by Layer 1 blockchains (L1s). Considers the role of user adoption and workflow integration versus purely technological solutions. Debates the actual utility, financial, and social value of crypto tokens. Looks at network effects, total addressable market (TAM), and brand/social currency in projects like Ethereum, Cardano, and Ripple. Discusses the impact and growth potential of stablecoins and tokenized real-world assets. Highlights the competition among blockchains and the need for vertical integration (such as stablecoins, exchanges, DEXs). Reviews the involvement of institutions (Wall Street, banks) and projects like Canton coin in blockchain infrastructure. Disclaimer: Not financial advice. The views expressed here are those of the host and guest, and not a reflection of any Arca official statement. This commentary is provided as general information only and is in no way intended as investment advice, investment research, legal advice, tax advice, a research report, or a recommendation. Any decision to invest or take any other action with respect to any investments discussed in this commentary may involve risks not discussed, and therefore, such decisions should not be based solely on the information contained in this document. Please consult your own financial/legal/tax professional. Statements in this communication may include forward-looking information and/or may be based on various assumptions. The forward-looking statements and other views or opinions expressed are those of the author, and are made as of the date of this publication. Actual future results or occurrences may differ significantly from those anticipated and there is no guarantee that any particular outcome will come to pass. The statements made herein are subject to change at any time. Arca disclaims any obligation to update or revise any statements or views expressed herein. Past performance is not a guarantee of future results and there can be no assurance that any future results will be realized. Some or all of the information provided herein may be or be based on statements of opinion. In addition, certain information provided herein may be based on third-party sources, which is believed to be accurate, but has not been independently verified. Arca and/or certain of its affiliates and/or clients may now, or in the future, hold a financial interest in investments that are the same as or substantially similar to the investments discussed in this commentary. No claims are made as to the profitability of such financial interests, now, in the past or in the future and Arca and/or its clients may sell such financial interests at any time. The information provided herein is not intended to be, nor should it be construed as an offer to sell or a solicitation of any offer to buy any securities, or a solicitation to provide investment advisory services. For detailed insights, visit Ar.ca/blog. #Crypto #InvestmentStrategy #BlockchainTrends