Investors / stance tracking
What Lorenzo Valente is saying
FollowFollowingUnfollowDirector of research, digital assets, ARK Invest
3 dated public stances tracked since 2026-10-13, most recently 2026-10-13. Each line carries the date and the venue it came from; quotation marks mean verbatim. Methodology.
The stances below are c8alpha's editorial distillation of Lorenzo Valente's public commentary — television, podcasts, and interviews — compiled by automated transcript analysis and dated to the episode they came from. They may lag the speaker's current view and may contain extraction errors. Text in quotation marks is verbatim from the episode; everything else is our paraphrase. Lorenzo Valente is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
Think we got something wrong? Report a misattribution — we correct it or take it down.
3
tracked stances
3
themes
0
side flips
2026-10-13
last heard
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|---|---|---|---|
| DEFI APPLICATIONS VS L1 BLOCKCHAINS (REVENUE CAPTURE) | 1 | 1 bullish | 2026-10-13 | |
| TOKENIZED EQUITIES (STOCKS ON-CHAIN) | 1 | 1 bullish | 2026-10-13 | |
| USTS | 1 | 1 bullish | 2026-10-13 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
Stablecoin holders on-chain seeking the risk-free rate (~4%) will sustain demand for tokenized treasuries even as DeFi activity is depressed, because on-chain yields are lower than off-chain yields
“the demand is still there. So we're going to see treasuries continue to grow on-chain”
How Have ARK’s Cryptocurrency Predictions Held Up?
2026-10-13
DEFI APPLICATIONS VS L1 BLOCKCHAINS (REVENUE CAPTURE)
bullish
ARK Invest · video
On-chain applications are capturing an accelerating share of total crypto revenue (now 2× blockchains) by recapturing MEV flows historically claimed by base layers, a structural trend expected to continue
“applications as a total are making twice the revenue as blockchains”
How Have ARK’s Cryptocurrency Predictions Held Up?
2026-10-13
TOKENIZED EQUITIES (STOCKS ON-CHAIN)
bullish
ARK Invest · video
Stocks are the fastest-growing subcategory of tokenized assets because demand for 24/7 global equity trading is large and companies like Robinhood are building the infrastructure to unlock it
“if I had to pick a category that is going to grow the most…it would definitely be equities in general”
How Have ARK’s Cryptocurrency Predictions Held Up?
Idea Scout Weekly
Every Sunday: who said what across the tape we track — 1766 voices, 5,177 episodes and articles — with side-flips and points of disagreement called out. Free. How we track it.
Free · double opt-in · unsubscribe in one click