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We’re Still Early to The Institutional Crypto Cycle | Eric Peters, CIO Coinbase Asset Management
Eric Peters, CIO of Coinbase Asset Management joins Ryan to chart how crypto matured to today’s institutional market with deep liquidity, ETF rails, and stablecoin clarity.
They unpack why Wall Street is leaning in, why the next wave is digitally native issuance of treasuries, bonds, and equities on Ethereum, and how macro tailwinds (fiscal dominance, Fed–Treasury convergence, AI-driven productivity) intersect with crypto’s reflexivity.
Risks and realities aren’t ignored—over-financialized “treasury companies,” security lapses, and policy whiplash—plus a 12–18 month roadmap of real on-chain use cases as pensions and sovereigns start arriving.
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TIMESTAMPS
0:00 Intro
5:55 Throwback to 2020
9:29 Institutional Infra: Before & After
11:47 Institutional Adoption: Before & After
15:57 TradFi ETF Incentives
19:07 Did Crypto Become Consensus?
22:45 Balancing Conviction & Change of Opinion
28:20 The Story of Money
33:19 Institutional Understanding
37:57 Is Crypto Too Big to be Shut Down?
43:44 Operation Chokepoint Takeaways
49:18 Crypto Regulation 180
56:13 Working with Different Jurisdictions
1:04:05 The Future of Tokenization
1:10:10 Crypto ETFs Aftermath
1:18:32 How High Can Crypto Go?
1:32:23 Treasury Companies
1:38:27 Eric’s Macro Trades
1:44:18 What Could Go Wrong?
1:48:04 Coinbase Asset Management
1:53:34 What’s Next?
1:54:52 Closing
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RESOURCES
Eric Peters
https://www.linkedin.com/in/charlesericpeters/
Coinbase Asset Management
One River Asset Management
https://www.oneriveram.com/
Last Eric Peters interviews
https://www.youtube.com/watch?v=z8oocKy3IwU
https://www.youtube.com/watch?v=NMPiGjxdH0E
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Published on 2 weeks, 3 days ago