160 - The Smart Money is Here with Eric Peters
Bankless6 Maalis 2023

160 - 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?

------
✨ DEBRIEF | Unpacking the episode:
https://shows.banklesshq.com/p/debrief-eric-peters

------
✨ COLLECTIBLES | Collect this episode:
https://collectibles.bankless.com/mint

------
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.

------
📣 RhinoFi | Makes DeFi Frictionless
https://bankless.cc/rhino

------
🚀 JOIN BANKLESS PREMIUM:
https://newsletter.banklesshq.com/subscribe

------
BANKLESS SPONSOR TOOLS:

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://bankless.cc/kraken

🦊METAMASK LEARN | HELPFUL WEB3 RESOURCE
https://bankless.cc/MetaMask

⚖️ ARBITRUM | SCALING ETHEREUM
https://bankless.cc/Arbitrum

👻 PHANTOM | #1 SOLANA WALLET
https://bankless.cc/phantom-waitlist

------
Topics Covered

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
https://youtu.be/NMPiGjxdH0E

One River Digital Assets Research
https://www.oneriveram.com/research/digital-daily

-----
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video 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:
https://www.bankless.com/disclosures

Jaksot(1265)

“Finding Satoshi”—How a Private Investigator Solved the Mystery of Bitcoin’s Creator | Bill Cohan & Tyler Maroney

“Finding Satoshi”—How a Private Investigator Solved the Mystery of Bitcoin’s Creator | Bill Cohan & Tyler Maroney

Spoiler alert: This episode contains spoilers for the documentary Finding Satoshi. Bill Cohan and Tyler Maroney unpack their new documentary Finding Satoshi, a four-year investigation into the ide...

4 Touko 1h 16min

ROLLUP: $120 Oil vs New Highs | AI Boom Masks War | IPO Top Signal | DeFi Bailout

ROLLUP: $120 Oil vs New Highs | AI Boom Masks War | IPO Top Signal | DeFi Bailout

Markets are ripping despite $120 oil and an escalating war. Ryan and David break down why the AI boom is drowning out macro risks, whether a wave of trillion-dollar IPOs could mark the top, and how De...

1 Touko 59min

MegaETH Token Launch with Co-Founders Shuyao and Lei

MegaETH Token Launch with Co-Founders Shuyao and Lei

$MEGA token is live, but the bigger story is what the launch says about the future of L2s. Co-Founders Shuyao and Lei join Bankless to unpack why MegaETH tied its TGE to app milestones, why USDM and p...

30 Huhti 1h 14min

$200 Oil by June?—The Biggest Oil Shock in History | Rory Johnston on The Hormuz Crisis

$200 Oil by June?—The Biggest Oil Shock in History | Rory Johnston on The Hormuz Crisis

Rory Johnston, the “oil quant,” joins us to explain why the Hormuz crisis could become the biggest oil shock in history. Oil markets are already screaming. Supply is trapped, inventories are being dr...

29 Huhti 2h 9min

Has Bitcoin Bottomed? Jordi Visser on AI, Inflation, and Moats

Has Bitcoin Bottomed? Jordi Visser on AI, Inflation, and Moats

Has Bitcoin already bottomed, or are investors still looking at the wrong signals? Jordi Visser joins Bankless to argue that AI is destroying software moats, reshaping inflation, and pushing capital t...

27 Huhti 1h 59min

ROLLUP: $300M DeFi Hack Fallout | Arbitrum Freezes Funds | AI Deflation Debate | Productive ETH

ROLLUP: $300M DeFi Hack Fallout | Arbitrum Freezes Funds | AI Deflation Debate | Productive ETH

Markets are hitting new highs, but crypto just took a major hit. Ryan and David break down the $300M KelpDAO exploit and why it exposed deeper flaws across DeFi and Layer 2s, including Arbitrum’s cont...

24 Huhti 1h 30min

The $280M DeFi Exploit That Changes Crypto Forever | Dan Elitzer & Odysseus

The $280M DeFi Exploit That Changes Crypto Forever | Dan Elitzer & Odysseus

A $280M DeFi exploit exposed the hidden fragility of crypto’s most trusted systems. Dan Elitzer and Odysseus break down how the attack happened, why bridge risk and protocol composability made the d...

23 Huhti 1h 13min

Productive Money: The Most Bullish Case for Ethereum ($250K) | Michael McGuiness & Vivek Raman

Productive Money: The Most Bullish Case for Ethereum ($250K) | Michael McGuiness & Vivek Raman

Ethereum may be one of the most underappreciated assets. In this conversation, Michael McGuiness and Vivek Raman lay out the case for ETH as “productive money”, a monetary asset with the store-of-val...

21 Huhti 1h 24min

Suosittua kategoriassa Politiikka ja uutiset

uutiscast
aikalisa
politiikan-puskaradio
rss-ootsa-kuullut-tasta
ootsa-kuullut-tasta-2
tervo-halme
rss-podme-livebox
rss-pinnalla
rss-ulkopoditiikkaa
aihe
the-ulkopolitist
viisupodi
otetaan-yhdet
et-sa-noin-voi-sanoo-esittaa
rss-vaalirankkurit-podcast
rss-tasta-on-kyse-ivan-puopolo-verkkouutiset
rss-asiastudio
rss-kaikki-uusiksi
rss-toisten-taskuilla
rss-girls-finish-f1rst