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?

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

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✨ COLLECTIBLES | Collect this episode:
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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.

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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

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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

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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