161 - The Smart Money is Here with Eric Peters
Eric Peters is the Founder, CIO of One River Asset Management–his fund has made some of the largest institutional investments in crypto ever..including one purchase of over $600 million in Bitcoin and Ethereum. When we think institutional crypto, we think Eric Peters.
His first appearance on Bankless was in October 2021…we brought him back to catch us up on the current institutional thesis for crypto.
TIMESTAMPS
0:00 Intro
9:51 Still Bullish?
16:42 Was FTX Surprising? Institutions Reaction
25:14 FTX Red Flags
33:00 3 Arrows Capital
41:40 Philosophy of Investment Decisions
47:36 What Should Regulators Do?
58:20 Was Crypto 2022 Worth It?
1:04:30 Ego
1:09:54 Institutional Exposure to Crypto
1:18:40 Reports
1:24:04 Institutional Exposure to Crypto
1:30:05 2023 Macro Outlook
1:37:22 A Decade Later
1:40:37 Closing & Disclaimers
RESOURCES
Eric Peters
https://www.linkedin.com/in/ericpetersoneriver/
Eric’s 1st Appearance on Bankless
One River Digital Assets Research
https://www.oneriveram.com/research/digital-daily