Podcast: Crypto’s Next Chapter | Jeff Dorman

Jeff Dorman discusses valuation fundamentals, equity tokenization and the future of crypto.

article-image
share

On today’s episode of “Empire,” Jason and Santiago are joined by Jeff Dorman, chief investment officer at Arca. Jeff is a prominent crypto investor known for his fundamental analysis, contrarian bets and ability to simplify crypto’s arcane topics.

In this episode, Jeff Dorman explains crypto’s response to macro, why fundamentals matter, equity tokenization and crypto’s most exciting developments. Don’t miss Jeff’s insights on where crypto is headed next!

Plus, hear more on:

  • BTC vs. NASDAQ
  • Crypto’s watershed moment
  • CeFi merging with Defi
  • How to value layer-1 blockchains
  • And so much more!

Check out what they had to say in the video below.👇

About the show

“Empire” is a twice-a-week show where we share the real crypto stories that aren’t heard elsewhere. On Mondays, Jason and Santiago Santos interview crypto industry movers and shakers to talk about their struggles, bold moves and tough decisions. Finish off the week with Friday’s weekly roundup episode that covers the top news and narratives of the week.

For any NPR or Guy Raz fans out there, you can think of “Empire” as a “How I Built This” for the bitcoin and crypto industry.

Subscribe to “Empire” today on Apple or Spotify. Watch episodes on YouTube.


Get the news in your inbox. Explore Blockworks newsletters:

  • Blockworks Daily: The newsletter that helps thousands of investors understand crypto and the markets, by Byron Gilliam.
  • Empire: Start your morning with the top news and analysis to inform your day in crypto.
  • Forward Guidance: Reporting and analysis on the growing intersection of crypto and macroeconomics, policy and finance.
  • 0xResearch: Alpha directly in your inbox. Market highlights, data, degen trade ideas, governance updates, token performance and more.
  • Lightspeed: Built for Solana investors, developers and community members. The latest from one of crypto’s hottest networks.
  • The Drop: For crypto collectors and traders, covering apps, games, memes and more.
Tags

Upcoming Events

Industry City | Brooklyn, NY

TUES - THURS, JUNE 24 - 26, 2025

Permissionless IV serves as the definitive gathering for crypto’s technical founders, developers, and builders to come together and create the future.If you’re ready to shape the future of crypto, Permissionless IV is where it happens.

Old Billingsgate

Mon - Wed, October 13 - 15, 2025

Blockworks’ Digital Asset Summit (DAS) will feature conversations between the builders, allocators, and legislators who will shape the trajectory of the digital asset ecosystem in the US and abroad.

recent research

Research

article-image

The SEC’s new crypto task force met Friday, but agreement on “defining security status” remains elusive

article-image

Star Atlas CEO explains why he’s against the narrative that crypto game devs should just focus on making a “fun game” first.

article-image

With mainnet now live, Nillion looks to bring privacy-preserving compute to Web3

article-image

A wild BearWhale has also been spotted more than 10 years after the original

article-image

Stablecoins haven’t yet gone mainstream, and at least one roadblock can be solved when regulatory clarity is finalized

article-image

Pantera’s Jiang thinks that AI is going to become as important to our everyday lives as the internet is today