What Institutions are Actually Buying this Cycle | Eric Peters, One River & Coinbase Asset Management

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Nov 19, 2024

Eric Peters, CEO and CIO of One River and Coinbase Asset Management, sheds light on institutional crypto investments. He discusses the pivotal role of infrastructure providers like Coinbase in the crypto landscape. Tokenized equities are explored as game-changers for global market access. Peters emphasizes a transformative period in financial architecture and the strategic implications for Bitcoin, ETH, and Solana. He also navigates the challenges posed by national debt and evolving regulatory environments, hinting at innovations that could reshape cryptocurrency's future.

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INSIGHT

Shifting Societal Assumptions

The 2024 election surprised many, similar to Brexit and Trump's first win.
This reflects a broader shift in societal assumptions about economics and globalization.

INSIGHT

Overton Window Shift

The Overton window has shifted significantly in recent years, impacting markets and crypto.
Assumptions about economics and trade are being challenged, impacting how markets function.

INSIGHT

Europe's Existential Crisis

Europe faces an existential crisis due to economic stagnation and the war in Ukraine.
Conflicting views on fiscal policy create uncertainty, while the US is poised for economic acceleration.

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In today's episode we are joined by One River and Coinbase Asset Management CEO Eric Peters to unpack how institutions are thinking about crypto this cycle. Eric breaks down why infrastructure providers like Coinbase are positioned to be the biggest winners, how tokenized equities could transform global market access, and what the institutional capital cycle means for Bitcoin, ETH, and Solana. Eric also breaks down why we're at the beginning of a complete reboot of financial architecture and how to navigate this from a portfolio perspective. Thanks for tuning in!

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It's time for an on chain Binance to emerge.

Magic Eden is getting into token trading and their vision is to become on chain Binance and then much more as the entire world ends up moving on chain

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Timestamps:

(00:00) Introduction

(02:50) Impact of Election

(16:27) Global Macro Outlook

(29:42) Crypto's Secular Trend

(42:31) Skale Ad

(43:11) Magic Eden Ad

(43:55) Uniswap Ad

(44:27) Mantle Ad

(45:21) Ledger Ad

(46:04) Impact of Institutional Adoption

(49:11) Bull and Bear Cases for BTC

(54:11) Eth & Sol Outlook

(01:01:50) The Cycle Trade

(01:08:11) Corporates Buying BTC

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Disclaimer: Nothing said on Empire is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.