Wesley James retweeted
One of the few cases where we are not scared at all by "buy the rumor sell the news" -- the news in this case is going to be an insane amount of new volume/revenue for the better product once it is live cross-chain
Very long base:0x940181a94a35a4569e4529a3cdfb74e38fd98631
Since September the $AERO share of spot RWA volume (green) has been inching closer and closer to parity with the $UNI share (blue). ty @Blockworks for graph
This is before they deploy on mainnet, RH chain, Arbitrum, Elysium (?👀?) etc...
Not extremely hard to see where this trend is heading.
Wesley James retweeted
Crypto investing is becoming easier to underwrite.
This week’s That’s Our Two Satoshis looks at:
• Public equities offering exposure to companies building the industry
• Existing tokens connecting real revenues to tokenholder value
• New tokens designed around sustainable economic utility from inception
• Legacy tokens that could gain significant relevance with redesigned tokenomics
@jdorman81 examines why the crypto investment opportunity is becoming clearer as more businesses and tokens develop identifiable economic value.
Wesley James retweeted
We've brought Goldman Sachs' $100 billion Treasury fund (FTIXX) onto Lynq.
What makes this different: Goldman didn't need to build a new blockchain product. Instead, Lynq bridged the gap, allowing our 30+ institutional digital-asset firms access to the fundfor treasury and collateral management use cases
coindesk.com/markets/2026/09…
#Crypto #DigitalAssets #InstitutionalAdoption #TradFi #FinTech
Wesley James retweeted
Crypto investing is finally becoming fundamental investing.
This week’s That’s Our Two Satoshis looks at:
• Protocols generating real fees and revenue from customers
• The growing importance of tokenholder value accrual
• Capital allocation and the timing of token buybacks
• Why crypto valuation discounts may begin to shrink
@jdorman81 examines how profits, valuations, and value accrual are reshaping digital asset investing.
Wesley James retweeted
Arca’s Director of Research, @KatieTalati, joined @RobbieKlages to discuss the latest developments across digital assets and crypto markets.
Listen to the full conversation below 👇
xitter.cf/therollupco/status/208…
Everyone is arguing about Base volume. Nobody can agree on the numbers.
I sat down with Katie (@KatieTalati), Director of Research at @Arca, to break down what's happening.
"This rivalry previously existed between Uniswap and SushiSwap, because Sushi gave money back to their token holders."
Uniswap went the other way on purpose.
"They were very careful about saying this is a governance token only."
Growth first, revenue later, part of it a regulatory call. Now the fee switch is moving and years of user behavior are in the way.
"They're trying to essentially change their core user behavior. That's why it's getting a lot of pushback."
Underneath all of it is a data problem nobody has solved.
"A lot of volume is by bots. It's not true user volume."
"We've only in the last 18 months started to hold projects' feet to the fire."
Wesley James retweeted
"Users don't care about anything other than depth of liquidity."
@arca's Head of Research @KatieTalati on the Aerodrome-vs-Uniswap question and what actually wins the DEX wars.
Wesley James retweeted
Crypto is learning what matters.
This week’s That’s Our Two Satoshis looks at:
• CLARITY’s fading prospects producing little market reaction
• ETH and majors reclaiming leadership as markets rotate
• Bitcoin miners increasingly trading as AI infrastructure businesses
• Coinbase pursuing breadth while focused competitors gain ground
@jdorman81 examines how crypto is separating headline noise from fundamentals as market leadership rotates and execution matters more.
Wesley James retweeted
Politics, not policy.
Arca Portfolio Manager David Nage guest authors this week’s That’s Our Two Satoshis, covering:
• ETH and DeFi rallying as CLARITY odds fall
• Policy nearly finished, but politics complicating passage
• Unified text released, but Democratic votes remain uncommitted
• SEC rulemaking progress reducing pressure for congressional action
@DavidNage examines how CLARITY’s nearly finished policy framework is running into Washington politics, ethics enforcement, and a narrowing calendar.
Wesley James retweeted
Eight years of themes taking shape.
This week’s That’s Our Two Satoshis looks at:
• Early crypto themes beginning to play out today
• Crypto evolving beyond Bitcoin into distinct sectors
• Fundamentals and value accrual shaping investable tokens
• Stablecoins, tokenization, and Wall Street adopting blockchain rails
@jdorman81 reviews why structural crypto themes can look wrong before they look early, as digital assets move closer to traditional finance.
Wesley James retweeted
@aeroxyz put out a blog on the details of their upcoming upgrade
The changes make Aerodrome more profitable, less prone to reflexive downside volatility, and aerodrome-finance:native accrues more value. TLDR below:
- Expansion to ETH mainnet and ARC -> 3x in TAM (I expect RH Chain soon)
- Multiple new products -> New revenue streams
- Momentum Fund -> Market aware/larger buyback & burn + protects against the negative flywheel
- Predictive Allocation -> Burns unneeded incentives to lower effective inflation while still ensuring market dominance
- 100% of value back to aerodrome-finance:native holders as always -> No VCs, no team unlocks
(Link in next tweet)
Wesley James retweeted
CLARITY’s real status versus online noise.
Arca Portfolio Manager David Nage guest authors this week’s That’s Our Two Satoshis, covering:
• Fabricated CLARITY claims versus actual legislative status
• Banking and Agriculture texts expected in one bill
• Ethics framework remains key to Democratic crossover support
• SEC rulemaking advances as August window narrows
@DavidNage examines CLARITY’s narrowing window by separating fabricated claims from the real draft, vote count, and regulatory path.
Wesley James retweeted
Crypto green shoots emerge.
This week's That's Our Two Satoshis explores:
• Strategy's capital management overhaul
• Robinhood Chain and crypto infrastructure expansion
• The equity vs. token value accrual debate
• Open USD and rising stablecoin competition
@jdorman81 examines where value is actually accruing across digital assets.
Wesley James retweeted
Securitize moves toward public markets
Arca Research Analyst Joey Reinberg guest authors this week’s That’s Our Two Satoshis, covering:
• Securitize’s expected SECZ listing through CEPT SPAC merger
• Tokenization’s role in moving financial assets on-chain
• Full-stack infrastructure across issuance, compliance, and asset servicing
• Institutional partnerships and platform AUM as adoption signals
@joeyreinberg_ examines how Securitize sits between tokenization infrastructure and traditional capital markets.
Wesley James retweeted
Our CIO, Jeff Dorman, joined @RealAllinCrypto to discuss tokenization, digital asset valuation, and why blockchain's most significant impact may still be ahead of us.
Watch the full interview 👇
Join us with @jdorman81 CIO at @arca for a sharp conversation on MicroStrategy’s current problem, Bitcoin risk, HYPE, tokenization, AI, and why crypto can’t be treated as one single market anymore. xitter.cf/i/broadcasts/1jGXggMDD…
Wesley James retweeted
Galaxy’s AI transformation creates an identity crisis
Arca Research Associate Alex Woodard guest authors this week’s That’s Our Two Satoshis, covering:
• Galaxy’s digital asset and AI businesses under one ticker
• Distressed Helios acquisition and transition into AI infrastructure
• CoreWeave HPC/AI hosting agreement reshaping Galaxy’s business model
• The case for a spin-off to clarify GLXY’s identity
@Crypto_Alex17 examines how Helios reshaped Galaxy’s business and whether one ticker can clearly represent its crypto and AI operations.
Wesley James retweeted
MSTR and Polymarket drive the week
This week’s That’s Our Two Satoshis looks at:
• MSTR’s 32 BTC sale and related market fallout
• Strategy’s preferred obligations and near-term cash-buffer questions
• Polymarket’s MSTR contract resolution after Strategy’s 8-K
• Polymarket rules versus what actually happened in practice
@jdorman81 examines how MSTR’s Bitcoin sale and Polymarket’s disputed resolution raise questions about future BTC selling pressure and Polymarket’s contract-resolution process.
Wesley James retweeted
Is retail returning to crypto?
This week’s That’s Our Two Satoshis looks at:
• A potentially less transparent Fed communication style
• Volatility’s possible role in digital asset trading
• Prediction markets competing for retail attention
• Retail-focused tokens showing short-term movement
@jdorman81 examines a potentially less predictable Fed, crypto volatility, and whether retail activity is shifting back toward digital assets.
Wesley James retweeted
A major DeFi exploit didn’t break crypto markets
This week’s That’s Our Two Satoshis looks at:
• Kelp DAO exploit reveals structural risks in DeFi design
• Aave absorbs bad debt and liquidity stress spreads
• Weak collateral remains the core issue across DeFi
• Crypto markets followed macro despite protocol-level shocks
@jdorman81 questions why DeFi activity and pricing held up despite protocol-level stress.
