Scenius Studio (Episode #11)

Jeff Dorman -- Arca

Scenius: The intelligence and the intuition of a whole cultural scene. The communal form of the concept of genius.

Welcome to the Scenius Studio

As a crypto dedicated Fund-of-Funds Manager at Scenius Capital, host, Ben Jacobs has the unique opportunity to speak daily with the brightest investors in the blockchain space. In Scenius Studio, Ben speaks with crypto Hedge Fund Managers and Venture Capitalists in wide-ranging, punchy, and illuminating conversations.

In each episode of Scenius Studio, Ben dives deep with these talented professionals to understand what drove them to crypto, and how they approach the complex craft of investing in the wild west of digital assets and blockchain technology. We are excited to share these discussions publicly through this podcast.

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In this episode, Ben sits down with Jeff Dorman, Co-Founder of Arca and CIO of the firm's Digital Assets Fund. Jeff has two decades of portfolio management and trading experience, and now as CIO at Arca manages all aspects of portfolio sizing, trading, and risk management.

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In this episode we discuss:

• Arca’s initial approach to crypto from an institutional perspective rather than a technological one

• The constant evolution of tokens and the complexities of digital asset valuation

• Chiliz, Socios, and the proliferation of crypto x sports with fan tokens

• Common misconceptions from TradFi investors who dislike crypto

• The downside protection of tokens vs. equities

• What FUD is real and what is fake (Operation Chokepoint, tokens as securities, & Tether)

• Constructivism and effectuating change on-chain by participating in protocol governance

• Why every major corporate will have a token one day

• Jeff’s spiciest takes 🌶

We hope you enjoy listening to this conversation with Jeff. If you got any value out of the podcast then please consider sharing Scenius Studio with your network 💪