Stop Watching Bitcoin: The 3 Biggest Opportunities in Crypto Right Now w/ Jeff Dorman
Published: February 16, 2026
Duration: 44:01
In this episode of the Milk Road Show, we sit down with Jeff Dorman (CIO of Arca) to break down what’s happening in crypto right now, and why obsessing over the Bitcoin price might be causing investors to miss the biggest opportunities in the market. Was the recent crypto selloff actually a crypto problem? Or was it macro funds and TradFi deleveraging spilling into Bitcoin? Jeff explains how CME basis trades, ETF flows, and cross-asset volatility triggered the recent downturn, and why retail investors may have handled it better than institutions.
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