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Empire

Why Institutions Are Bullish With Eric Peters

Mar 26, 2025
Eric Peters, CEO of Coinbase Asset Management and OneRiver, sheds light on institutional optimism around crypto. He discusses the rise of fiscal dominance and its impact on financial markets. Peters explores whether the four-year crypto cycle still holds and highlights upcoming opportunities in 2025. He also addresses the controversial role of meme coins in the market and compares the fundamentals versus narratives driving crypto investments. With insights from the frontlines, this conversation reveals how institutions are navigating today's turbulent landscape.
23:52

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

  • The shift towards fiscal dominance illustrates how political agendas are increasingly dictating economic policies, leading to market unpredictability.
  • Institutional investors are cautiously optimistic about cryptocurrencies, recognizing their long-term potential while beginning to allocate investments cautiously.

Deep dives

Transition from Central Banks to Political Control

A significant shift in market dynamics is occurring as politicians gain more influence over economic decisions, moving away from the previous dominance of central banks. This transition, catalyzed by large fiscal spending in response to COVID-19, marks a new phase where political agendas dictate economic policies. An example highlighted was Germany's recent resolution to increase deficit spending significantly to bolster defense, showcasing that political motivations are now at play. This shift could lead to more volatility and unpredictability in the markets as political priorities supersede traditional economic indicators.

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