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What Institutions are Actually Buying this Cycle | Eric Peters, One River & Coinbase Asset Management
1时16分05秒
11-19
Episode Summary
Voice Summary:
0:00:00

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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Start your day with crypto news, analysis and data from Katherine Ross and David Canellis.

Subscribe to the Empire newsletter: https://blockworks.co/newsletter/empire?utm_source=podcasts


Follow Eric: https://www.linkedin.com/in/charlesericpeters/

Follow Jason: https://twitter.com/JasonYanowitz

Follow Santiago: https://twitter.com/santiagoroel

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Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

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Explore the SKALE Ecosystem at skale.space/ecosystem and stay up to date with the gas-free blockchain on X at @skalenetwork

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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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$cmETH, a Mantle native liquid restaking token, will launch together with Season 2: Methamorphosis, allowing users to easily participate in restaking, and earn $COOK rewards in addition to other yields.


$COOK, the governance token of mETH Protocol, will allow holders to play a pivotal role in directing the strategic future of mETH Protocol.


Learn more: https://x.com/mETHProtocol

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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.

Next Episode
Crypto's Euphoria, Mass Stablecoin Adoption, and What Santi's Buying | Roundup

In this week's roundup, Jason and Santi dive into weird lack of euphoria on crypto twitter despite Bitcoin hitting $98K and analyze why the market dynamics feel different this cycle. They explore Trump's recent pro-crypto moves, including meetings with Coinbase's CEO, suggesting a shift in US crypto policy. They also break down the emerging AI agents narrative, debate the significance of MicroStrategy's latest Bitcoin purchases, and explain why stable coin adoption is severely underestimated. Thanks for tuning in!


Chat with us in our new telegram: https://t.co/uvyS3SSdUn

- -

Start your day with crypto news, analysis and data from Katherine Ross and David Canellis.

Subscribe to the Empire newsletter: https://blockworks.co/newsletter/empire?utm_source=podcasts


Follow Jason: https://twitter.com/JasonYanowitz

Follow Santiago: https://twitter.com/santiagoroel

Follow Empire: https://twitter.com/theempirepod


Subscribe on YouTube: https://tinyurl.com/4fdhhb2j

Subscribe on Apple: https://tinyurl.com/mv4frfv7

Subscribe on Spotify: https://tinyurl.com/wbaypprw


Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

- -

Explore the SKALE Ecosystem at skale.space/ecosystem and stay up to date with the gas-free blockchain on X at @skalenetwork

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Supra Containers are secured by Supra’s L1 nodes and get access to Supra’s 500k TPS throughput, sub-second consensus latency, and all their built-in services like oracle price feeds and onchain randomness without any overhead. Supra is also MultiVM compatible so you can easily deploy your EVM, Move, and SVM smart contracts here.


Get all the freedom, control, and tools you need to build super dApps and bring the world onchain. To learn more, visit www.supra.com/blockworks

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Ledger, the world leader in digital asset security, proudly sponsors Empire podcast. Celebrating 10 years of protecting over 20% of the world’s crypto, Ledger ensures the security of your assets. For the best self-custody solution in the space, buy a LEDGER device and secure your crypto today.


Buy now at https://shop.ledger.com/?r=1da180a5de00

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Toku simplifies every part of global token compensation — everything from paying full time employees in stablecoins, issuing token grants to your team and investors, all in 100 countries on one platform.


Talk to Toku today at: https://www.toku.com/

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Cronos zkEVM has launched its Pioneer Program,offering early users loyalty points for engaging with Cronos zkEVM & its dapps.


Join the first quest by depositing CRO in the Cronos zkEVM bridge to receive zkCRO & loyalty points at mainnet launch, as well as a chance to win a part of a $30,000 zkCRO giveaway by depositing in the bridge.


Visit https://zkevm.cronos.org/bridge for more info

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Timestamps:

00:00 Introduction

03:04 Euphoria or Destiny?

10:39 Building vs Trading

13:13 Portfolio for this Bull Market

18:37 Alt Season Dynamics

22:15 Fund Performance

30:48 Skale Ad

31:25 Cronos

32:23 Toku Ad

33:14 Magic Eden Ad

33:58 Ledger Ad

34:43 Stablecoin Legislation

44:02 Market Volume

48:28 MicroStrategy Trade

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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.

56分42秒 2024-11-22
Host
Empire 名片
Single Episode:129
11-19