161 - The Smart Money is Here | Eric Peters

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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:

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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

Eric’s 1st Appearance on Bankless

One River Digital Assets Research

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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:
Комментарии
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I love the background music on the sponsor segment. So Chill 🥰

genxnewb
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Brilliant, really enjoyed the interview with Eric Peters 👍

ars
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Fairly insightful shows lately. Keep it up!

swylie
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@28:00 love the probability path, that is how I think, I do not think initial conditions are determinant, take any time point, duplicate everything into 1000 different identical states, run them all forwarz, they simply will not come out the same in anything, including finance, there is no "right" per se, there is probabilistic right, and luck (complexity chaotic randomness ) that determinies what particular path you experienced.

lherfel
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GM!!!

Guys did you made the Q&A follow up? It would be great to have the content accesible.

I was also thinking based on what Eliezer said that it didn’t feel like a 100% chances of human extinction, but like a Russian rulete who knows if AI divergence means it will kill us, might not care, might want to have humans like pets (might treat us better than people dog lovers).

dannmoreno
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omg ^^ thanks guys i love your channel. Be careful of whatsapp scammers.

Liquidatedshorts
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This is one of the interviews I have enjoyed the most, thank you

valenciacrypto
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The term was really used at scale seems close to my understanding of the term global adoption.

McDermittMarvel
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If so much can go missing and not fundamentally ‘effect the main financial system’, what good could be done by reinventing those amounts more regularly back to the financially vulnerable.

StarTreeNFT
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I feel dividing Btc, Eth and Crypto into separate categories is counter intuiative, why not separate scams and legitimate innovation instead?

Koopatroop
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Code = disclosure. Can’t wait for it to be argued in front of the Supreme Court one day

jpaulmeyer
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why are cryptos viewed as investments for fiats instead of fiat replacement??

privateer
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lmao 0:36 someone forgot to reload those files into after effects

comptuner
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I've been unsure about the market due to volatility, at the same time I still feel it's the right time to make profit cos of the price decrease. Also doing a diligent research is necessary, it's all about finding the right moment to take advantage of and generate colossal profit.

edwards.kinsey
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Gibs us dat sweet sweet TradFi paper. All your exchange shall belong to us!

johnconnor
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Lol 😂 concentrated ownership is the reason BTC and ETH and HEX made massive gains 🤦‍♂️ This guy is killing me

FeinkinFreky
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The day crypto isn't the wild west is the day I invest into the new wild west. Be careful guys don't be too woke and Govt friendly

David-smht
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the instituions seem to not be able to see past btc and eth. someone educate the boomers

adamcraig
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Great Ryan to elaborate on the benefits of trustless code and how well it held up during the shit show. However, usability for noobs??? They would rather 21st century tap and clap transactions. The current interfaces with current blockchains too risky and complicated for the majority. Tap and clap tap and clap

David-smht
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Connecticut? Greenwich is in south London, UK. We also gave you a language, perhaps try using it correctly.

steverobinson