Are We Back in a Bull Market… or Getting Baited? w/ @arca CIO @jdorman81 93% of $HYPE revenue goes to buying back its token. This is what real tokenomics looks like. Jeff Dorman explains why it’s one of the few tokens doing it right. Tune in to know more ⏱ TIME POINTS ⏱ 00:00 – Intro 01:18 – Jeff’s base case: where we are in the current crypto cycle 05:31 – Explaining the sentiment gap between institutions and retail investors 10:42 – How the FTX collapse still impacts market psychology 14:17 – Which token categories Jeff believes will outperform this cycle 19:47 – Ledn 20:23 – Coinshift 21:04 – Jeff breaks down his investment thesis on $HYPE 26:54 – The challenges and future use cases of tokenization 31:12 – Why token buybacks matter 33:23 – Where Jeff sees the best investment opportunities in DeFi 39:27 – Will L1s or applications outperform in the next phase? 41:47 – Trade on OKX and win your share of 60,000 USDT!