Podcasts Business Investing Capital Allocators – Inside the Institutional Investment Industry Crypto for Institutions 1: Eric Peters The Macro Case for Bitcoin (Capital Allocators, EP.180)

Crypto for Institutions 1: Eric Peters The Macro Case for Bitcoin (Capital Allocators, EP.180)

Published: March 8, 2021, 10:30 a.m.

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Eric Peters is the founder and CIO One River Asset Management, where he searches for high conviction strategies coming out of his team\\u2019s expertise trading and investing in thematic macro, volatility, systematic, and inflation strategies \\u2013 each as it turns out, turned his focus on study bitcoin and cryptocurrencies.
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Eric made news in November when he executed a $600 million purchase of bitcoin, then the largest public transaction to date. He has called bitcoin the most interesting macro trade he\\u2019s seen in thirty years in the business, and we kick off this mini series, Crypto for Institutions with his macro case for the digital asset.
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Our conversation discusses the intrigue of Bitcoin as a form of money, how digital currencies will somewhat ironically increase the power of governments and the likely co-existence of bitcoin with government digital currencies in the future. The then turn to the development of institutional infrastructure for digital assets, Eric\\u2019s perspective on bitcoin as an investor and a trader, the reflexive nature of bitcoin supply, and the risks in the asset.\\xa0 Lastly, we discuss the story of Eric\\u2019s big trade, the future of bitcoin, and institutional interest in the space.
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Please enjoy my conversation with Eric Peters in this first of four episodes in the mini-series Crypto for Institutions.
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