Empire Why Institutions Are Bullish With Eric Peters
21 snips
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.
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Shift in Market Control
- A transition is occurring from central banker-dominated markets to politician-driven ones.
- This shift, observed during COVID, creates more volatile and dispersed policies.
Politically Driven Markets
- Market decisions are becoming politically driven rather than economically driven.
- This contrasts with past practices where factors like unemployment guided decisions.
Trump's Economic Strategy
- Trump's strategy involves pushing the economy toward recession to pressure Powell into lowering rates.
- This aims to stimulate the market and boost his chances in the upcoming elections.