161 - The Smart Money is Here with Eric Peters

Eric Peters operates one of the largest institutional crypto hedge funds in the world. What do the institutions think of our little crypto asset class? Are they running for the hills?
Mar 3, 20231 min read

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.


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


Eric Peters
Eric’s 1st Appearance on Bankless

One River Digital Assets Research

Not financial or tax advice. This newsletter is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This newsletter is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here.

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