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ICYMI: What’s Driving Token Prices?
Host 🎙️@KatieTalati covers:
@ZetaChain — winding down L1, moving to Solana, and focusing on Anuma/AI
@avax — Avalanche summit draws attention to NYSE, Hyundai, and RWA lending
@binance / @circle — Binance invests $100M in Circle and expands USDC partnership
@grass — independent report shows the project generated $14M in H1 revenue
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Watch the episode here 👇
nitter.net/i/broadcasts/1AKEmvQmL…
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What's Driving Token Prices? nitter.net/i/broadcasts/1AKEmvQmL…
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Crypto’s rally is far from euphoric.
This week’s That’s Our Two Satoshis looks at:
• Crypto rally remains far from euphoric across most assets
• CLARITY falls short in 49–50 Senate cloture vote
• SEC and CFTC advance frameworks through existing authority
• Industry lessons shaping a future market-structure effort
@jdorman81 and Arca Portfolio Manager @DavidNage examine why recent crypto strength still leaves most assets well below prior highs—and what CLARITY’s failed vote means for the regulatory path ahead.
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Read more here 👇
bit.ly/4ApwyZL
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ICYMI: What’s Driving Token Prices?
Host 🎙️@KatieTalati covers:
@StonkFunSolana_ /@Pumpfun — StonkFun growth prompts Pump.fun custom-pair and rewards changes
@Balancer — proposes wind-down and BAL redemption against $9M treasury assets
@DeriveXYZ — proposes V3 migration to Ethereum with RWA and vault features
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Watch the full episode here 👇
nitter.net/i/broadcasts/1AGRnZNpr…
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What's Driving Token Prices? nitter.net/i/broadcasts/1AGRnZNpr…
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Tokenization is moving from novelty to infrastructure.
This week’s That’s Our Two Satoshis looks at:
• Traditional assets moving on-chain through major financial institutions
• Financial infrastructure evolving from paper to databases to blockchains
• Stablecoins, tokenization, and DeFi converging into one financial system
• Programmable assets expanding trading, collateral, lending, and settlement
@jdorman81 examines how blockchain is moving beyond crypto-native assets to become infrastructure for stocks, bonds, real estate, and other traditional financial assets.
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What's Driving Token Prices? nitter.net/i/broadcasts/1oKMvNqgz…
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Tune in as our Head of Research, @KatieTalati, breaks down the latest on $UNI, $AERO, $ZEC, and broader market fundamentals with @BitcoinJesusETH.
Huge thanks to @milkroaddaily for having @KatieTalati on the pod! Catch the full episode below. 👇🎙️
Zcash rallied 1,000%+ while much of crypto struggled.
But the bigger trade may not be $ZEC.
As institutions move onchain, they won’t want the entire market watching their wallets.
Privacy could become essential financial infrastructure, and that opens a much bigger opportunity.
FT @BitcoinJesusETH @KatieTalati
Subscribe so you don't miss the next one 👇
piped.video/@milkroaddaily
⏱ TIME POINTS ⏱
00:00 - Intro
01:06 - Robinhood Chain Is Taking Off
04:30 - The Robinhood Meme Coin Boom
06:41 - PRO
07:11 - Robinhood vs. Coinbase
10:00 - Uniswap vs. Aerodrome
16:18 - Fee Switches, Emissions & Buybacks
20:54 - UNI vs. AERO: Who Wins?
22:43 - Sponsor: Saber Money
23:24 - Why Is Zcash Surging?
29:32 - Are Privacy Tokens Next?
33:25 - Crypto’s Buyback Boom
38:11 - The Future of DeFi & RWAs
39:39 - Wrap-Up
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Disclaimer: Views expressed are those of the speaker as of the interview date and are subject to change. This content is provided for informational purposes only and should not be construed as investment advice or a recommendation to buy or sell any security or digital asset. Arca Funds, its affiliates, and/or clients may hold positions in investments discussed in this interview.
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Stocks meet memecoins on Robinhood Chain.
Arca Research Analyst Joey Reinberg guest authors this week’s That’s Our Two Satoshis, covering:
• Robinhood Chain activity accelerating through tokenized stock experimentation
• Memecoin pairs creating new demand for tokenized stocks
• PONS pairing launchpad growth with revenue-funded token burns
• Tokenized equities becoming composable building blocks for DeFi
@joeyreinberg_ examines how Robinhood Chain is turning tokenized stocks into composable assets as new on-chain markets emerge.
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ICYMI: What’s Driving Token Prices?
Host 🎙️@KatieTalati covers:
@ethena — fee switch passes, adds equity perps to USDe, launches Ethena Pay
@helium — highlights how a Texas city uses its network and launches HeliumOS
@ponsdotfamily — pons generates $3B DEX volume in month one, drawing Pump.fun comparisons
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Watch the episode here 👇
nitter.net/i/broadcasts/1nxeLMkZL…
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What's Driving Token Prices? nitter.net/i/broadcasts/1nxeLMkZL…
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The new crypto all-stars are emerging.
This week’s That’s Our Two Satoshis looks at:
• Macro volatility exposing growing differentiation across crypto assets
• Institutional crypto adoption becoming increasingly routine across finance
• New token designs connecting revenues directly to holders
• New crypto all-stars emerging beyond BTC, ETH, and SOL
@jdorman81 examines how crypto’s investable universe is evolving as real businesses and stronger token economics emerge beyond the majors.
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